Sigma Planning Corp More: the full row for Sigma Planning Corp 1,795 $299K 0.01% -184 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,787 $298K 0.2% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,778 $296K 0.01% -14 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,769 $295K <0.01% -165 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 1,766 $294K 0.22% -104 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 1,757 $293K 0.04% 0 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $292K 0.07% new 13F-HR Timeline Amount filed as zero, left out of ratios. NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,671 $292K 0.01% -3,995 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,747 $291K 0.01% -63 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,737 $290K 0.01% -654 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,734 $289K 0.01% -1,287 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 1,731 $289K 0.04% +9 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,731 $289K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,730 $288K 0.02% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,716 $286K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,715 $286K 0.03% -46 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,714 $286K 0.02% +1,514 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,705 $284K 0.03% -422 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 1,702 $284K 0.03% +12 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 1,700 $283K 0.02% -25 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,700 $283K 0.02% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,699 $283K 0.03% +4 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,683 $281K 0.01% -2,700 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,677 $280K 0.02% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,677 $280K 0.01% -166 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,668 $278K 0.02% +160 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,658 $276K 0.09% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,657 $276K 0.21% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,654 $276K 0.01% -840 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,650 $275K <0.01% -23,685 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,648 $275K <0.01% +37 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,647 $275K 0.01% -14 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 1,639 $273K 0.06% -119 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,637 $273K 0.01% +18 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,632 $272K 0.03% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,629 $272K 0.02% -196 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,617 $270K 0.07% +164 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,615 $269K 0.02% -32 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,610 $268K 0.08% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,609 $268K 0.14% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,607 $268K 0.09% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,596 $266K <0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,596 $266K 0.03% -1,133 13F-HR/A Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 1,599 $266K 0.04% 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,591 $265K 0.05% +3 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,590 $265K 0.02% -135 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,585 $264K 0.04% -328 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,581 $264K 0.03% -377 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 1,581 $264K 0.07% -57 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,571 $262K 0.22% +4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,569 $262K 0.02% +83 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 1,568 $261K 0.14% +1,568 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,568 $261K 0.02% +171 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,567 $261K 0.01% -2,081 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,566 $261K 0.03% -86 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,563 $261K 0.03% +375 13F-HR/A Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,558 $260K <0.01% +108 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 1,545 $258K 0.07% 0 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,492 $257K 0.02% +165 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,533 $256K 0.01% -920 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,529 $255K 0.06% -207 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 1,527 $255K 0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,525 $254K 0.05% -73 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,523 $254K 0.03% +141 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,523 $254K 0.03% -2,235 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,520 $253K <0.01% 0 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,512 $252K 0.09% +12 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,304 $251K 0.01% new 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 1,503 $251K 0.01% -55 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,503 $250K 0.06% +4 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,501 $250K 0.02% -60 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,500 $250K 0.29% 0 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1,498 $250K 0.04% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,500 $249K 0.05% +6 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,489 $248K 0.01% +256 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,483 $247K 0.04% +41 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,476 $246K 0.01% +216 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,475 $246K 0.1% +4 13F-HR Timeline J.E. Simmons & Co., P.C. More: the full row for J.E. Simmons & Co., P.C. 1,474 $246K 0.14% -28 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,462 $244K 0.06% +32 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,466 $244K 0.15% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,464 $244K 0.05% -3 13F-HR Timeline Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 1,462 $244K <0.01% new 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,443 $241K 0.03% -200 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,442 $240K <0.01% -20,546 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,438 $240K <0.01% +31 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,437 $240K 0.01% +606 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,436 $239K 0.19% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,425 $238K 0.01% -76 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,424 $237K 0.02% -257 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,423 $237K 0.11% +1 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,418 $236K 0.07% -3 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,413 $236K 0.04% -230 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 1,406 $234K 0.02% new 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,403 $234K 0.01% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,401 $234K 0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,400 $233K 0.02% 0 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,398 $233K 0.01% -2,411 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,393 $232K 0.1% +3 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,387 $231K 0.02% -402 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,384 $231K 0.01% -97 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,383 $231K 0.16% +8 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,383 $231K <0.01% -40,435 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,377 $230K 0.08% +122 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,373 $229K 0.01% -133 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,370 $228K 0.05% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,369 $228K 0.01% -322 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,364 $227K 0.04% -1,125 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,360 $227K 0.1% +47 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,359 $227K 0.05% +10 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,358 $226K 0.02% -76 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,357 $226K 0.02% 0 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 1,350 $225K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,346 $224K 0.02% -69 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,343 $224K 0.06% +55 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,333 $222K 0.01% -4 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,328 $221K 0.02% -203 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,328 $221K 0.12% +3 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,316 $219K 0.07% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,312 $219K 0.12% -34 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,305 $218K 0.07% new 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,305 $218K 0.02% 0 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,300 $217K 0.02% -130 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,300 $217K <0.01% new 13F-HR Timeline Group Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,300 $217K 0.04% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,296 $216K 0.05% +123 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,293 $216K 0.01% -182 13F-HR Timeline Group Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,291 $215K 0.12% new 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 1,290 $215K <0.01% -147 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 1,290 $215K 0.02% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,289 $215K 0.01% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,287 $215K <0.01% +15 13F-HR Timeline Group AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,287 $215K 0.14% -715 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 1,278 $213K 2.57% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,277 $213K 0.02% -28 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,277 $213K 0.01% 0 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,275 $212K 0.07% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,274 $212K 0.01% -16 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,265 $211K <0.01% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,264 $211K 0.02% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,263 $211K 0.16% new 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,262 $210K 0.01% +42 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,260 $210K 0.03% -181 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,255 $209K 0.11% +3 13F-HR Timeline Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 1,252 $209K 0.08% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,248 $208K 0.05% new 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 1,246 $208K 0.14% -354 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,232 $205K 0.06% -985 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,230 $205K 0.04% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,224 $204K 0.01% -217 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,219 $203K <0.01% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,215 $202K 0.03% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,214 $202K <0.01% new 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,214 $202K 0.01% new 13F-HR Timeline Group PARTHENON LLC More: the full row for PARTHENON LLC 1,213 $202K 0.02% -56 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,211 $202K 0.08% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,207 $201K 0.05% +2 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,203 $201K 0.13% -57 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,202 $200K 0.01% -354 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,200 $200K <0.01% -100 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,200 $200K <0.01% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,200 $200K 0.04% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,200 $200K 0.03% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,200 $200K 0.11% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,169 $195K 0.01% -12,199 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,168 $195K <0.01% +117 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,150 $191K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 1,141 $190K 0.03% -1,405 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,122 $187K 0.01% -12 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,085 $181K 0.03% -1,619 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,039 $173K 0.01% -119 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,013 $169K 0.01% -7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 973 $162K 0.01% -56 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 945 $158K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 941 $157K 0.06% +26 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 901 $150K 0.01% +742 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 884 $147K 0.03% +328 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 869 $145K 0.01% -464 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 857 $143K 0.02% +614 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 828 $138K 0.01% +128 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 828 $138K 0.08% -3,233 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 751 $125K 0.02% +83 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $125K 0.04% +140 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 746 $124K 0.04% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 713 $119K 0.01% 0 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 710 $118K <0.01% -189 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 692 $115K 0.01% +30 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 691 $115K 0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 666 $111K 0.01% -74 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 649 $108K 0.01% +348 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 646 $108K 0.03% +460 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 633 $106K <0.01% -315 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 632 $105K 0.03% -941 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 629 $105K 0.06% +3 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 600 $100K <0.01% 0 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 580 $96.7K 0.02% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 564 $94K 0.01% -279 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 553 $92.2K 0.01% -6 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 548 $91.3K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 538 $89.7K 0.03% +66 13F-HR Timeline