Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,057 $352K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,169 $347K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,110 $340K 0.01% -30 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,108 $340K <0.01% +195 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 3,095 $338K 0.06% -3,785 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,090 $338K 0.33% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 3,065 $335K 0.13% 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 3,058 $334K 0.13% -2,854 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,014 $330K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,010 $329K 0.01% 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,000 $328K 0.01% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,991 $327K 0.04% +449 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,988 $327K <0.01% +511 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,964 $324K 0.24% new 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,925 $320K 0.03% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,923 $320K 0.03% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,915 $319K 0.03% +590 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,909 $318K 0.1% 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,905 $318K 0.04% -712 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 2,895 $317K 0.03% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,893 $316K 0.16% -19 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 2,834 $310K 0.21% +3 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,821 $309K <0.01% +37 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,802 $306K 0.01% +270 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,801 $306K 0.09% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,798 $306K 0.01% -46 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,795 $306K <0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,784 $305K 0.01% +241 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2,781 $304K 0.17% -11,309 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,769 $303K 0.01% -389 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,749 $301K 0.01% +31 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,748 $301K 0.07% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,745 $300K 0.03% +456 13F-HR/A Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,745 $300K 0.18% +502 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,740 $300K 0.09% -17 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,738 $299K 0.05% +51 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,734 $299K <0.01% +14 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,733 $299K 0.02% -3,282 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,732 $299K 0.04% -1,346 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 2,686 $294K 0.08% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,675 $293K 0.08% -96 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,661 $291K 0.23% -100 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,647 $290K 0.01% new 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 2,632 $288K 0.12% -98 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,631 $288K 0.04% +121 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,611 $286K <0.01% +135 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,607 $285K 0.04% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,598 $284K 0.12% 0 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 2,591 $283K 0.06% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,579 $282K 0.01% +101 13F-HR/A Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,579 $282K 0.1% -544 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,551 $281K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,563 $280K 0.04% -661 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,548 $279K 0.01% +130 13F-HR/A Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,545 $278K 0.09% +414 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,543 $278K <0.01% +1 13F-HR/A Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,542 $278K 0.02% -563 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,533 $277K 0.14% 0 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,531 $277K 0.13% +4 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,509 $274K 0.02% +184 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,505 $274K <0.01% new 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 2,500 $273K 0.06% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,500 $273K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,485 $272K 0.03% +244 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,459 $269K 0.06% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 2,457 $269K 0.1% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,383 $269K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,430 $266K 0.05% +49 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,422 $265K 0.01% -220 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,421 $265K 0.02% +67 13F-HR/A Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,420 $265K 0.03% new 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,411 $264K 0.03% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,410 $264K 0.01% -309 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,391 $262K 0.04% +17 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,389 $261K 0.04% -71 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,388 $261K 0.02% +46 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,386 $261K 0.05% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,368 $259K 0.03% +9 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,357 $258K 0.17% +1 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 2,356 $258K 0.17% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,346 $257K 0.03% +160 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,341 $256K 0.02% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,271 $256K 0.11% 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,330 $255K 0.02% 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 2,309 $253K 0.07% +266 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,309 $253K <0.01% -242 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,286 $250K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,247 $249K 0.02% -235,756 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,273 $249K <0.01% +174 13F-HR Timeline Group GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,273 $249K 0.14% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,959 $248K <0.01% +632 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,269 $248K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,266 $248K 0.01% +331 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,259 $247K <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,230 $244K 0.02% -801 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,226 $243K 0.07% -72 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,218 $243K <0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,214 $242K 0.03% +48 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,161 $236K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,132 $233K 0.01% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,132 $233K 0.24% 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,130 $233K 0.04% -128 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,074 $227K 0.02% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,063 $226K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,051 $224K 0.01% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,041 $223K 0.02% new 13F-HR/A Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,029 $222K 0.04% new 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,029 $222K 0.14% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,001 $221K 0.01% new 13F-HR Timeline SMI Advisory Services, LLC More: the full row for SMI Advisory Services, LLC 1,925 $221K 0.05% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,015 $220K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,014 $220K <0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 2,000 $219K 0.02% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 2,000 $219K 0.06% +1,330 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2,000 $219K 0.18% 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,999 $219K 0.06% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,968 $215K 0.05% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,956 $214K 0.01% -5,465 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 1,955 $214K 0.04% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,945 $213K 0.06% new 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,938 $212K 0.11% new 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 1,934 $212K 0.06% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,929 $211K <0.01% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,917 $210K 0.02% -227 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,911 $209K 0.02% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,906 $208K 0.01% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,906 $208K 0.01% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,900 $208K 0.03% new 13F-HR Timeline Essex LLC More: the full row for Essex LLC 1,892 $207K 0.04% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,879 $206K 0.01% -65 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,870 $205K 0.03% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,850 $202K 0.1% 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,844 $202K 0.02% new 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 1,834 $201K 0.15% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,744 $191K <0.01% +218 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,694 $187K 0.02% +28 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,678 $183K 0.05% +97 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 1,553 $170K 0.01% +1,545 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,500 $164K 0.02% -70 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,490 $163K 0.01% +228 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,396 $153K 0.06% +198 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,389 $152K <0.01% -2 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,363 $149K 0.11% 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,312 $145K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,277 $140K 0.11% +379 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,270 $139K 0.01% +55 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,256 $137K 0.01% +38 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,239 $136K 0.02% -166 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,230 $135K 0.09% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,201 $131K <0.01% 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 1,200 $131K 0.05% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,185 $130K 0.02% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,171 $128K <0.01% +136 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,107 $121K <0.01% +500 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,100 $120K 0.03% -400 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,071 $117K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,048 $115K <0.01% -109 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 900 $114K 0.05% 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,035 $113K 0.06% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,030 $113K 0.02% +768 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,026 $112K 0.02% -796 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,012 $111K <0.01% -48 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,005 $110K 0.01% -1,500 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,000 $109K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 981 $107K <0.01% -149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 973 $106K 0.04% +35 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 971 $106K 0.06% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 968 $106K 0.02% -26 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 960 $105K 0.06% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 938 $103K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 905 $99.8K 0.01% +34 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 883 $96.6K 0.01% +411 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 832 $91K 0.01% +316 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. 830 $90.8K <0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 818 $89.5K 0.02% +43 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 800 $87.5K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 800 $87.5K 0.06% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 787 $86K 0.14% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 784 $85.8K 0.07% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 773 $84.5K -683 Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 755 $82.6K <0.01% -12 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 747 $81.7K <0.01% +306 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 744 $81.4K 0.02% +117 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 743 $81.3K <0.01% +438 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 742 $81.1K 0.04% +1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 717 $78.4K 0.04% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 700 $76.6K 0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 593 $75.1K <0.01% +199 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 672 $73.5K 0.04% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 626 $68.5K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 610 $66.7K <0.01% +302 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 565 $61.8K <0.01% +45 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 560 $61.8K 0.02% +47 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 556 $60.8K 0.01% +218 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 547 $59.8K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 539 $59K 0.01% +52 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 523 $57.2K 0.01% +104 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 502 $54.9K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 464 $52.3K <0.01% -4 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 470 $51.4K 0.02% 13F-HR Timeline