Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 3,279 $1.55M 1% -11 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3,251 $1.54M 0.05% 0 13F-HR/A Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,193 $1.51M 0.11% -157 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 3,190 $1.51M 0.04% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,189 $1.51M 0.11% +204 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 3,173 $1.5M 0.85% -4,782 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,166 $1.5M 0.09% -363 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,126 $1.48M 0.32% +624 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,117 $1.48M 0.01% -2,532 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,115 $1.47M 0.02% -273 13F-HR Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,081 $1.46M 0.21% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,051 $1.44M 0.02% +181 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,037 $1.44M 0.01% +19 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,966 $1.43M 0.05% +1,539 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 3,025 $1.43M 0.18% new 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 3,021 $1.43M 1.22% +86 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,020 $1.43M 0.45% +282 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,019 $1.43M 0.06% +29 13F-HR Timeline Group Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 3,000 $1.42M 0.11% -5,250 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,994 $1.42M 0.08% +127 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,990 $1.42M 0.01% +1,393 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,980 $1.41M 0.39% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,972 $1.41M 0.3% -48 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,959 $1.4M 0.04% -810 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 2,939 $1.39M 0.64% +73 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,930 $1.39M 0.01% +6 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,833 $1.36M 0.43% -900 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,871 $1.36M 0.46% +1,580 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,854 $1.35M 0.01% -689 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,837 $1.34M 0.02% +177 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,793 $1.32M 0.01% -158 13F-HR Timeline Group Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 2,764 $1.31M 0.23% +17 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,761 $1.31M 0.03% new 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,760 $1.31M 0.5% +1,305 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 2,747 $1.3M 0.93% -46 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 2,747 $1.3M 0.07% -296 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 2,739 $1.3M 0.35% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,726 $1.29M 0.15% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,716 $1.29M 0.02% -79 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,696 $1.28M 0.25% +68 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,693 $1.27M 0.63% +644 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 2,688 $1.27M 0.02% -471 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,684 $1.27M 0.04% -199 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,679 $1.27M 0.01% +129 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 2,649 $1.25M 0.06% -62 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,643 $1.25M 0.06% +201 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,617 $1.24M 0.09% -639 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,610 $1.23M 0.03% +4 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,572 $1.22M 0.01% -318 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,568 $1.22M 0.1% +572 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,560 $1.21M 0.04% +354 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,558 $1.21M 0.05% -5 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,577 $1.21M 0.01% -306 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,528 $1.2M 0.07% -17 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,508 $1.19M <0.01% -2,280 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,499 $1.18M 0.07% +542 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,496 $1.18M 0.05% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,480 $1.17M 0.04% +485 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,459 $1.16M 0.04% -42 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,457 $1.16M 0.04% -12 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,451 $1.16M 0.11% -65 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 2,440 $1.15M 0.03% +350 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,437 $1.15M 0.02% -42 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,415 $1.14M 0.12% -20 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,366 $1.12M 0.46% -330 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,354 $1.11M 0.03% -1,522 13F-HR Timeline Group Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 2,315 $1.1M 1.09% +405 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,302 $1.09M 0.14% +348 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 2,300 $1.09M 3.98% -200 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,298 $1.09M 0.07% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,280 $1.08M 0.13% -459 13F-HR/A Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,273 $1.08M 0.04% +2,270 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 2,264 $1.07M 0.01% +1,017 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,215 $1.05M 0.01% -55 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,212 $1.05M 0.01% +174 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,200 $1.04M 0.24% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,171 $1.03M 0.07% -10 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,158 $1.01M 0.01% +873 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,139 $1.01M 0.07% +70 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,094 $991K 0.01% +362 13F-HR Timeline Group DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 2,078 $983K 0.37% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,074 $982K 0.17% +154 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,071 $980K 0.02% +45 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,068 $979K 0.03% -154 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 2,067 $978K 0.49% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,057 $973K 0.1% -2,375 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,048 $969K 0.02% +175 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,041 $966K 0.34% -444 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 2,032 $962K 0.1% -105 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,019 $955K 0.07% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,991 $938K 0.03% -3,647 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,956 $926K 0.05% new 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,954 $925K 0.06% +93 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,944 $920K 0.01% +446 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 1,928 $912K 0.73% +9 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,917 $907K 0.01% +38 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,910 $904K 0.01% 0 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,899 $899K 0.07% -30 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,878 $889K 0.01% +5 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,877 $888K 0.09% +1,221 13F-HR Timeline Deeter Investments LLP More: the full row for Deeter Investments LLP 1,866 $883K 0.15% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,850 $875K 0.01% +1 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,849 $875K 0.03% -934 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,850 $875K 0.39% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,804 $873K 0.01% +430 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,839 $870K 0.13% -92 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 1,834 $868K 0.2% -50 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,828 $866K <0.01% -206 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,828 $865K 0.17% -16 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,820 $861K 0.14% new 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,800 $852K 0.09% +200 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,796 $850K 0.29% -28 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 1,777 $841K 0.15% 0 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,766 $836K 0.19% +171 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,761 $830K 0.02% -1,713 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,749 $828K 0.16% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,736 $822K 0.22% +2 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,735 $821K <0.01% +375 13F-HR Timeline Elite Wealth Management, Inc. More: the full row for Elite Wealth Management, Inc. 1,732 $820K 0.27% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,716 $812K 0.04% +278 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,716 $812K 0.01% -48 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,713 $811K <0.01% -682 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,712 $810K 0.02% -220 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,709 $809K 0.09% +48 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,705 $807K 0.01% -52 13F-HR/A Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,703 $806K 0.28% +89 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,622 $804K 0.02% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,686 $798K 0.2% -75 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 1,683 $796K 0.38% +176 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 1,669 $790K 0.09% +1,045 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,658 $785K 0.08% +301 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,654 $783K <0.01% +745 13F-HR Timeline Group Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,646 $779K 1.28% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,629 $771K 0.2% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,614 $764K 0.02% +603 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,605 $760K 0.07% -80 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,601 $758K 0.09% -39 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,600 $757K 0.16% -39 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,598 $756K 0.04% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,588 $752K 0.12% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,585 $750K 0.14% -166 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,580 $748K 0.08% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,564 $740K 0.03% +50 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,564 $740K 0.18% +96 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 1,558 $737K 0.08% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,557 $737K 0.08% +174 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,555 $736K 0.58% -79 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,544 $731K 0.15% -363 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,543 $730K 0.11% -35 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,539 $728K 0.11% +7 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,537 $727K 0.05% -28 13F-HR Timeline Group Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 1,532 $725K 0.01% +143 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,530 $724K 0.49% +498 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,520 $720K 0.05% +67 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,520 $719K 0.1% -633 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,519 $719K 0.01% -32 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,515 $717K 0.03% +247 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,506 $713K 0.09% +234 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,500 $710K 0.06% -450 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,499 $709K 0.01% -97 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,725 $709K 0.01% +203 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,495 $708K 0.09% +225 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,494 $707K 0.18% +18 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 1,490 $705K 0.3% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,475 $698K 0.08% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,467 $694K 0.04% +100 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,463 $692K 0.01% +202 13F-HR Timeline True Vision MN LLC More: the full row for True Vision MN LLC 1,460 $691K 0.36% -177 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,451 $687K 0.04% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,450 $686K <0.01% +23 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,433 $678K <0.01% +104 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,433 $678K 0.01% +98 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,433 $678K 0.03% +261 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,427 $675K 0.02% +139 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,426 $675K 0.08% -35 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,421 $673K 0.5% +2 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,399 $662K 0.04% +35 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,390 $658K 0.2% +491 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,384 $655K 0.27% +131 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,382 $654K 0.05% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 1,378 $652K 0.03% -189 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,358 $643K 0.2% +369 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,353 $640K 0.36% +303 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 1,336 $632K 0.11% -1,621 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,336 $632K 0.51% -543 13F-HR Timeline Brave Warrior Advisors, LLC More: the full row for Brave Warrior Advisors, LLC 1,333 $631K 0.02% -2,590 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,316 $623K 0.13% +55 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,314 $622K 0.02% -218 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,303 $617K 0.04% -170 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,296 $613K 0.22% -168 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,283 $607K 0.01% -19 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,281 $606K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,278 $605K <0.01% -110 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,271 $601K 0.03% -835 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,270 $601K 0.04% -327 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,269 $601K 0.01% -25 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,205 $597K 0.01% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,260 $597K 0.04% -110 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,259 $596K 0.01% -13 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,255 $594K 0.02% +34 13F-HR Timeline