Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 3,843 $419K 0.1% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,826 $417K <0.01% -32 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 3,819 $416K 0.27% -104 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,818 $416K 0.06% -252 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,804 $415K 0.2% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,778 $412K 0.01% -263 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,780 $412K <0.01% +831 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,753 $409K 0.02% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,718 $405K 0.6% 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,703 $403K 0.18% +716 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,679 $401K 0.01% -22,210 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,678 $401K 0.03% -23 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 3,629 $395K 0.02% +18 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,598 $392K 0.04% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,569 $389K 0.02% -280 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3,567 $388K 0.06% 0 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,554 $387K 0.26% +890 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,552 $387K 0.19% +900 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,553 $387K 0.01% -14 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,536 $385K 0.01% -1,800 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,516 $383K 0.3% +213 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,515 $383K 0.14% -178 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,500 $381K 0.01% -69 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,460 $377K 0.02% -5,590 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,452 $376K 0.01% -287 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,446 $375K 0.01% -5,919 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 3,440 $375K 0.14% -480 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,431 $374K 0.07% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,423 $373K 0.15% +12 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,416 $372K 0.06% -93 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,381 $368K 0.01% +335 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,377 $368K 0.01% -598 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,377 $368K 0.22% +153 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3,369 $367K <0.01% -13,981 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,365 $366K 0.01% +55 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,129 $366K 0.01% -256 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,358 $366K 0.12% +350 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,348 $365K 0.1% -435 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,331 $363K 0.03% +27 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,272 $356K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,261 $355K 0.01% -110 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,259 $355K 0.03% +1,839 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,242 $353K 0.01% +510 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 3,213 $350K 0.01% -180 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 3,200 $348K 1.42% 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 3,200 $348K 0.4% 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,195 $348K 0.28% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,186 $347K 0.17% +167 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,174 $346K 0.01% -412 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,140 $342K 0.16% +705 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,073 $335K <0.01% -1 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,057 $333K 0.14% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,055 $333K 0.1% -25 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,042 $331K 0.03% -556 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,028 $330K 0.04% 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,027 $330K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,024 $329K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,050 $328K 0.02% +110 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 3,014 $328K 0.06% -8,520 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,006 $327K 0.03% -1,217 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,002 $327K 0.01% -85 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,993 $327K <0.01% -602 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,981 $325K 0.01% -96 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,964 $323K 0.04% +25 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,959 $322K 0.01% +68 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,955 $322K 0.07% -6,780 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 2,931 $319K 0.21% -11 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,930 $319K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,900 $316K 0.14% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,899 $316K 0.18% -426 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,897 $316K <0.01% +6 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,893 $315K 0.1% +1,196 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,888 $315K 0.03% -18 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,879 $314K 0.01% +5 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,841 $309K 0.01% +19 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,839 $309K <0.01% -200 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,789 $304K 0.01% -211 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,783 $303K <0.01% +69 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,779 $303K 0.03% 0 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,774 $302K 0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,738 $298K 0.03% +501 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,735 $298K 0.03% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,703 $294K 0.06% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,509 $293K <0.01% +1,174 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,681 $292K 0.14% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,660 $290K 0.22% +1,230 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,659 $290K 0.04% -411 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,653 $289K 0.05% -12 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,627 $286K 0.02% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,612 $284K 0.03% -17 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,606 $284K 0.01% +10 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,632 $283K 0.05% -295 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,593 $282K <0.01% +423 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,589 $282K <0.01% -240 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,581 $282K 0.01% -639 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,572 $280K 0.04% +95 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 2,555 $278K <0.01% +431 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,546 $277K 0.09% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,532 $276K <0.01% 0 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,532 $276K 0.04% -342 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,528 $275K 0.15% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,515 $274K 0.01% -539 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,505 $273K 0.11% +1 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,500 $272K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,480 $270K 0.06% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,479 $270K 0.02% +799 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,470 $269K 0.01% 0 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,450 $267K 0.01% -2,287 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,432 $265K 0.01% -129 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,412 $263K 0.02% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,410 $262K <0.01% +2 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,389 $260K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,387 $260K 0.03% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,287 $257K 0.04% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,362 $257K 0.07% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,349 $256K 0.04% -1,469 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,349 $256K 0.2% +112 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,329 $254K 0.02% +178 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,330 $254K 0.01% +922 13F-HR/A Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,307 $251K 0.01% -130 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,288 $249K 0.05% -38 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,283 $249K 0.03% +54 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,267 $247K 0.02% -78 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,261 $246K 0.05% +495 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,261 $246K 0.02% -41 13F-HR/A Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,250 $245K 0.03% -19 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,206 $240K 0.01% +38 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,204 $240K 0.12% +3 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,204 $240K 0.05% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,190 $238K 0.02% +329 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,176 $237K 0.01% -43 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,171 $236K 0.04% 0 13F-HR Timeline Group Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,153 $235K 0.1% +80 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,153 $234K 0.01% +677 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,151 $234K 0.03% +145 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,145 $234K 0.18% +165 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,127 $232K 0.05% -25 13F-HR/A Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,121 $231K 0.01% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,111 $230K 0.04% -34 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,103 $229K 0.02% +530 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,101 $229K 0.04% -1,096 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,094 $228K 0.02% -187 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,893 $228K <0.01% -501 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 2,082 $227K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,064 $225K 0.01% +205 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,060 $224K 0.01% 13F-HR Timeline Kolinsky Wealth Management, LLC More: the full row for Kolinsky Wealth Management, LLC 2,059 $224K 0.14% -18 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,019 $220K 0.08% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,000 $218K 0.06% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,998 $218K 0.01% -104 13F-HR Timeline Group New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,975 $217K 0.09% -20 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,851 $216K 0.01% +9 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,984 $216K 0.21% +112 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,961 $214K 0.01% +384 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 1,954 $213K 0.02% +377 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,947 $212K <0.01% -3,150 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,940 $211K 0.01% -209 13F-HR Timeline Group Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,913 $208K 0.04% +188 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,900 $207K 0.13% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,869 $204K 0.01% +344 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,860 $203K 0.05% 0 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,715 $203K 0.06% -12 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,856 $202K 0.01% +402 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,854 $202K 0.05% -97 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,850 $201K 0.03% +34 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,846 $201K 0.01% +62 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,841 $201K 0.01% -140 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,838 $201K 0.01% +229 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,738 $189K 0.05% +32 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,712 $186K 0.01% -8 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,671 $182K <0.01% +15 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,634 $178K 0.01% +1,176 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,583 $172K 0.17% -87 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,557 $170K 0.05% -407 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,542 $168K 0.12% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,534 $167K 0.01% -298 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,533 $167K <0.01% +68 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,517 $165K <0.01% -4,428 13F-HR/A Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,472 $158K <0.01% -81 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,433 $156K 0.01% -4,508 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,401 $153K 0.09% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,398 $152K 0.09% 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,345 $146K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,271 $138K 0.02% +116 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,217 $131K 0.04% +186 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,104 $120K <0.01% +150 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,059 $115K 0.02% -17 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,058 $115K 0.08% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,046 $114K 0.07% +65 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 954 $104K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 952 $104K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 917 $100K 0.03% +44 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 822 $89.5K <0.01% -111 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 815 $88.8K 0.03% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 800 $87.1K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 784 $85.4K 0.01% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 752 $81.9K <0.01% -91 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 738 $80.4K 0.03% new 13F-HR Timeline General Partner, Inc. 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