BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4,556 $606K 0.03% +6 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 4,534 $601K 0.39% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 4,526 $600K 0.11% +958 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,513 $598K 0.04% +17 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 4,507 $597K 0.06% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 4,425 $586K 0.13% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,359 $578K 0.03% -777 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,350 $576K 0.02% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 4,279 $570K 0.1% +18 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,296 $569K 0.11% -7 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,269 $566K 0.02% -19,920 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,177 $558K 0.03% -5 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,200 $557K 0.03% -1,035 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 4,198 $556K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 4,181 $554K 0.04% -15 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,157 $553K 0.05% +139 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,148 $550K 0.38% -642 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,114 $545K 0.04% +1,595 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 8,369 $543K 0.01% +1,857 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,085 $541K 0.06% +1,870 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,000 $530K 0.05% 0 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,996 $530K 0.38% +85 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,993 $529K 0.34% +99 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,955 $524K 0.15% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,954 $524K 0.01% +1,379 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,954 $524K 0.03% +500 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 295 $521K 0.08% new 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 3,908 $518K 0.1% +335 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,622 $518K 0.03% +52 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,872 $513K 0.11% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,865 $512K 0.01% +1,252 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,863 $512K 0.24% +135 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,823 $510K 0.02% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,848 $510K <0.01% -55,208 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,838 $509K 0.01% -603 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,686 $507K <0.01% +5 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,817 $506K 0.03% -225 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,813 $505K 0.03% -276 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,807 $505K 0.01% +2,307 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,798 $503K 0.01% -133 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,786 $502K 0.06% -192 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,767 $499K 0.03% -15,249 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,726 $497K 0.01% -2,430 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 3,604 $496K 0.17% -57 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,721 $494K 0.07% +22 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,695 $490K 0.04% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,684 $488K 0.01% +36 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,673 $487K <0.01% +308 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,645 $483K 0.1% +20 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,633 $482K 0.34% +54 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,633 $481K 0.02% -384 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,591 $476K 0.02% -181 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,575 $474K 0.04% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,572 $473K 0.08% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,564 $472K 0.05% +571 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,536 $469K 0.02% +27 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,523 $467K 0.16% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,514 $466K <0.01% -26 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,512 $465K 0.02% -136 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,502 $464K 0.02% -60 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 3,493 $463K 0.08% +56 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,471 $460K 0.04% +22 13F-HR/A Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 3,467 $459K 0.12% +110 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,466 $459K 0.02% -455 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,461 $459K 0.05% -23 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,456 $458K 0.09% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 3,446 $457K 0.26% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,412 $452K 0.04% +9 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,409 $452K 0.16% -11 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 3,409 $452K 0.11% 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,397 $450K 0.05% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,360 $445K <0.01% +124 13F-HR Timeline Group SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 3,342 $445K 0.31% -205 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,322 $440K 0.02% new 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,265 $433K 0.33% +163 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,263 $432K 0.03% -994 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,262 $432K 0.07% +115 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,220 $427K 0.01% -2,432 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,217 $426K 0.02% -283 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,200 $424K <0.01% 0 13F-HR Timeline Group Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 3,185 $422K 0.2% -750 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,170 $420K 0.03% -68 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,148 $417K <0.01% +339 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 3,132 $415K 0.19% -296 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,888 $415K 0.01% -81 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,124 $414K 0.01% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,118 $413K 0.05% +576 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 2,991 $412K 0.02% +21 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,092 $410K 0.02% +1 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,071 $407K 0.01% +47 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,052 $404K 0.01% -1,147 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,027 $401K 0.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,904 $400K 0.06% new 13F-HR Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,000 $399K 0.14% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 $398K 0.02% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 3,000 $398K 0.01% +340 13F-HR Timeline Group United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,998 $397K 0.03% +690 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,984 $395K 0.04% -1,150 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,965 $393K 0.04% -3,101 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,957 $392K 0.06% +68 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,955 $392K 0.01% +601 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,937 $389K 0.01% -110 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,898 $384K 0.04% -1,708 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,864 $380K 0.11% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,850 $379K 0.03% -175 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,847 $377K 0.01% +112 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,836 $376K 0.01% +10 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,836 $376K <0.01% -354 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 2,828 $375K 0.31% +12 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 2,817 $373K 0.04% -85 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,795 $370K 0.08% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,789 $370K 0.02% +233 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,789 $370K 0.01% -1,522 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,776 $369K 0.03% -233 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,783 $369K 0.01% -213 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,569 $365K 0.01% -17 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 2,750 $364K 0.04% 0 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 2,740 $363K 0.02% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,708 $359K 0.11% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,704 $358K 0.01% -145 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,686 $356K <0.01% -4 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,678 $355K 0.01% +8 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,675 $355K 0.04% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,667 $353K <0.01% -710 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,658 $353K 0.13% -30 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,652 $351K 0.01% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,622 $347K 0.18% +203 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,618 $347K 0.01% -161 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,617 $347K 0.06% +544 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,578 $342K <0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,558 $339K 0.08% +17 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,554 $338K <0.01% -783 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,531 $337K 0.02% -69 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,534 $336K 0.01% -73 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,329 $333K 0.02% +510 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,508 $332K 0.02% +144 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,507 $332K 0.02% -832 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,508 $332K 0.04% -181 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,501 $331K 0.01% +749 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,482 $330K 0.06% +107 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,490 $330K 0.08% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,468 $327K 0.01% -12 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,465 $327K 0.08% -106 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,453 $325K 0.01% +89 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,434 $323K 0.1% +230 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,423 $321K 0.07% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,421 $321K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,416 $320K <0.01% -89 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,415 $320K 0.18% -40 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,405 $319K 0.24% +33 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,368 $314K 0.03% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,326 $310K 0.02% +135 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,331 $309K 0.01% 0 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,326 $308K 0.02% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,319 $307K 0.04% -334 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,318 $307K 0.01% -1,112 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,318 $307K 0.01% +164 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,316 $307K 0.1% +192 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,314 $307K 0.02% +61 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,308 $306K 0.06% -425 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,306 $306K 0.07% -3,496 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,297 $304K 0.01% -107 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,271 $302K 0.08% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,278 $302K 0.03% -83 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,276 $302K 0.01% -268 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,262 $300K <0.01% +12 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,254 $299K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,248 $298K 0.01% -435 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 2,246 $298K 0.11% 0 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 2,228 $295K 0.05% +169 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,214 $293K 0.03% +10 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,208 $293K 0.02% -561 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,200 $292K 0.16% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,197 $291K 0.02% -19 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,194 $291K <0.01% -175 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,194 $291K 0.08% -32,046 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,177 $288K <0.01% +219 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,174 $288K 0.02% +4 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,169 $287K 0.02% -18 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,167 $287K 0.01% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,165 $287K 0.06% +30 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,144 $285K 0.01% +1 13F-HR Timeline Group DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,141 $284K 0.05% new 13F-HR Timeline Group Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,122 $281K 0.54% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,106 $280K 0.1% +3 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,111 $280K <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,111 $280K 0.06% new 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,108 $279K 0.02% -2 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,107 $279K <0.01% 0 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,105 $279K 0.17% -80 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,104 $279K 0.02% -4 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,093 $277K <0.01% +20 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,072 $275K 0.01% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 2,062 $273K <0.01% -25,798 13F-HR Timeline Group KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,041 $272K 0.06% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,935 $270K <0.01% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 2,024 $268K 0.04% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,020 $268K 0.01% +214 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,006 $266K 0.01% +273 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,000 $265K 0.01% -36 13F-HR Timeline