MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 1,345 $891K 0.08% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 1,338 $886K 0.03% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,338 $886K 0.58% -27 13F-HR Timeline Harbor Group, Inc. More: the full row for Harbor Group, Inc. 1,329 $880K 0.13% 0 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 1,326 $879K 0.23% +614 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,325 $878K 0.06% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,323 $877K 0.59% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,323 $876K 0.02% +83 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,321 $875K 0.07% +91 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,320 $874K 0.01% -484 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,318 $874K 0.02% +410 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 1,318 $873K 0.28% +465 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,318 $873K 0.02% +241 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,315 $871K 0.87% 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,307 $866K 0.12% -90 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,307 $866K 0.02% -27 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 1,306 $865K 0.62% +6 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 1,305 $864K 0.2% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,641 $861K 0.06% -38 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,296 $859K 0.19% -1,951 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,295 $858K 0.03% -1,735 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,295 $858K 0.2% -52 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,288 $853K 0.1% +114 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,280 $848K 0.05% -172 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,280 $848K 0.27% +5 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,275 $845K 0.09% -400 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 1,272 $843K 0.19% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,271 $842K 0.05% +67 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 1,265 $838K 0.27% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,264 $837K 0.25% -11 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,264 $837K 0.09% +5 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,264 $837K 0.03% +134 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,258 $833K 0.09% -9 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 1,253 $830K 0.73% 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,250 $828K 0.12% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,247 $826K 0.04% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,246 $825K 0.03% +151 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,245 $825K 0.08% +40 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,243 $824K 0.02% +87 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 1,240 $821K 0.06% +15 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,231 $818K 0.19% -82 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,231 $815K 0.28% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,227 $813K 0.05% +16 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 1,226 $812K 0.18% new 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,224 $811K 0.76% -3,011 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,223 $810K 0.07% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,247 $807K 0.2% -155 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,217 $806K 0.06% +17 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 1,211 $802K 0.06% +524 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 1,200 $795K 0.01% 0 13F-HR Timeline Group Freemont Management S.A. More: the full row for Freemont Management S.A. 1,200 $795K 0.16% +800 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,199 $794K 0.04% -364 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,179 $793K 0.05% +260 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 1,195 $792K 0.5% +284 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,185 $785K 0.05% 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 1,180 $781K 0.21% +190 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,179 $781K 0.06% -1 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,178 $781K 0.46% +138 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,170 $775K 0.17% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,167 $773K 0.05% +139 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,159 $768K 0.15% -39 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,157 $766K 0.02% -122 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,151 $762K 0.14% +36 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,149 $761K 0.03% -2 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,134 $760K 0.05% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,142 $756K 0.03% -29 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,140 $755K 0.01% -833 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,136 $753K 0.04% +93 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 1,125 $745K 0.31% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,120 $742K 0.04% +9 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,116 $739K 0.01% -80 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,114 $738K 0.05% -116 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,114 $738K 0.03% +61 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,111 $736K 0.24% +44 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,109 $734K 0.38% +166 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,108 $734K 0.07% +14 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,320 $732K 0.06% +9 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,105 $732K 0.22% +6 13F-HR/A Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,104 $732K 0.14% +15 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,101 $729K 0.25% -87 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,100 $729K 0.03% -237 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,095 $725K 0.05% -147 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,092 $723K 0.1% -18 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 1,089 $721K 0.12% +343 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,088 $721K 0.26% -280 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 1,087 $720K 0.13% +541 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,136 $715K 0.11% -18,643 13F-HR/A Timeline American Trust More: the full row for American Trust 1,078 $714K 0.06% -18 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,077 $714K 0.03% -64 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,069 $708K 0.05% -110 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,067 $707K +485 Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,066 $706K 0.07% -5 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,064 $705K 0.14% 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 1,056 $700K 0.15% -671 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,052 $697K 0.05% +5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,047 $694K 0.11% -50 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,045 $692K 0.07% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,043 $691K 0.03% -69 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 887 $690K 0.15% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,037 $687K 0.04% -37 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1,037 $687K 0.17% -491 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,035 $686K 0.03% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,032 $684K 0.07% -234 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,026 $680K 0.02% +7 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,019 $675K 0.04% -12,389 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,017 $674K 0.01% -3,318 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,016 $673K 0.18% +538 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 1,014 $672K 0.32% +4 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,013 $671K 0.02% -24 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,013 $671K 0.04% -11 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,012 $671K 0.03% -72 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 239 $670K 0.08% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,009 $668K 0.05% +97 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,001 $663K 0.37% 0 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 1,000 $662K 0.03% 0 13F-HR/A Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 998 $662K 0.12% -42 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 997 $660K 0.17% -111 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 990 $656K 0.24% -77 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 988 $654K 0.36% +465 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 988 $654K 0.04% -411 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 987 $654K 0.05% +27 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 985 $652K 0.1% +75 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 978 $648K 0.74% -210 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 974 $645K 0.56% +57 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 969 $642K 0.12% +1 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 969 $642K 0.09% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 968 $641K 0.09% 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. 967 $641K 0.01% -16 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 965 $639K 0.11% -86 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 962 $637K 0.1% +37 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 962 $637K -5,791 Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 961 $637K 0.05% +447 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 961 $637K 0.14% -100 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 961 $637K 0.24% +56 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 957 $634K 0.02% -37 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 957 $634K 0.08% +168 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 955 $633K 0.19% +40 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 955 $633K 0.17% -240 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 954 $632K 0.04% -48 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 953 $631K 0.02% +3 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 948 $628K 0.09% -21 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 948 $628K 0.33% +2 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 948 $628K 0.34% -95 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 947 $627K 0.03% +83 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 944 $626K 0.05% -31 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 942 $624K 0.32% -90 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 940 $623K 0.01% +192 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 938 $621K 0.03% -146 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 934 $619K 0.31% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 934 $619K 0.02% -865 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 930 $616K 0.03% +92 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 929 $615K 0.09% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 928 $615K 0.32% +36 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 927 $614K 0.07% -11 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 924 $612K 0.04% +57 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 924 $612K 0.12% +33 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 920 $609K 0.16% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 917 $607K 0.66% 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 916 $607K 0.01% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 915 $606K 0.05% -5 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 915 $606K 0.04% -73 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 915 $606K 0.03% +18 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 914 $605K 0.08% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 911 $603K 0.51% 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 907 $601K 0.23% -101 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 905 $600K 0.05% -166 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 905 $599K 0.05% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 905 $599K 0.06% +349 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 905 $599K 0.35% 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 904 $599K 0.17% -1 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 903 $598K 0.14% -168 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 903 $598K 0.08% +301 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 900 $596K 0.15% 0 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 899 $596K 0.06% +37 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 898 $595K 0.19% -426 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 896 $593K 0.09% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 890 $590K 0.03% +13 13F-HR Timeline Foundry Financial LLC More: the full row for Foundry Financial LLC 888 $588K 0.31% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 888 $588K 0.07% +15 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 888 $588K 0.02% +132 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 886 $587K 0.05% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 882 $584K 0.02% +18 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 880 $583K 0.05% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 879 $582K 0.02% +19 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 874 $579K 0.04% +27 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 874 $579K 0.19% 13F-HR/A Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 872 $578K 0.25% -634 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 867 $574K 0.04% +50 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 862 $571K 0.01% -61 13F-HR Timeline Group CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 859 $569K 0.48% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 858 $568K 0.21% +20 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 856 $567K 0.11% -183 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 856 $567K 0.39% -67 13F-HR Timeline Bull Oak Capital, LLC More: the full row for Bull Oak Capital, LLC 855 $566K 0.23% 0 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 855 $566K 0.17% -91 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 851 $563K 0.07% -222 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 850 $563K 0.13% +22 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 849 $562K 0.03% -40 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 848 $562K 0.17% +3 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 847 $561K 0.38% +14 13F-HR Timeline