Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,629 $1.76M 0.01% +139 13F-HR/A Timeline Group ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 5,627 $1.76M <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,615 $1.76M 0.03% +186 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 5,583 $1.75M 0.7% +1,805 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,550 $1.74M 0.36% +4,203 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,532 $1.74M 0.04% -102 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,543 $1.74M 0.4% +191 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,537 $1.73M 0.15% +1,154 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,532 $1.73M 0.02% +517 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,504 $1.72M 0.05% +3,444 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 5,486 $1.72M 1.28% -230 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 5,456 $1.71M 0.04% -775 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,426 $1.7M 0.05% +448 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,408 $1.69M 0.03% +463 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 5,269 $1.65M <0.01% -22,279 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 5,245 $1.64M 0.03% -333 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,172 $1.62M 0.01% +489 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,110 $1.6M 0.1% -170 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,093 $1.6M 0.19% +73 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,095 $1.59M 0.06% -115 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 5,068 $1.59M -2,357 Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,060 $1.58M 0.28% +6 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,059 $1.58M 0.01% -703 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 5,029 $1.57M 0.5% -688 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,023 $1.57M 0.06% +41 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,002 $1.57M 0.01% +1,201 13F-HR Timeline Group CV Advisors LLC More: the full row for CV Advisors LLC 5,000 $1.57M 0.48% 0 13F-HR Timeline Gibson Wealth Advisors LLC More: the full row for Gibson Wealth Advisors LLC 5,000 $1.57M 1.16% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 4,987 $1.56M 0.64% +42 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,943 $1.55M 0.07% +51 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,892 $1.53M 0.72% new 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,839 $1.52M 0.07% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 4,772 $1.49M <0.01% +243 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,697 $1.47M 0.05% +28 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,664 $1.46M 0.03% +1,068 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,617 $1.45M 0.01% -83 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,600 $1.44M 0.02% +566 13F-HR Timeline Group HighVista Strategies LLC More: the full row for HighVista Strategies LLC 4,600 $1.44M 0.53% -4,200 13F-HR Timeline Grassi Investment Management More: the full row for Grassi Investment Management 4,575 $1.43M 0.11% +25 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,531 $1.42M 0.13% +38 13F-HR Timeline Group CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,496 $1.41M 0.23% +2,173 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,484 $1.4M 0.13% new 13F-HR Timeline Group Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,433 $1.39M 0.09% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,379 $1.37M 0.02% -4,943 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 4,320 $1.35M +90 Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,354 $1.35M 0.13% -581 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 4,315 $1.35M 0.03% -2,879 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,261 $1.33M 0.15% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,245 $1.33M 0.26% -46 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,240 $1.33M 0.01% 0 13F-HR Timeline Group Souders Financial Advisors More: the full row for Souders Financial Advisors 4,239 $1.33M 0.17% +223 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,235 $1.33M 0.17% 0 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 4,100 $1.28M <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,037 $1.26M 0.17% +480 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,021 $1.26M 0.01% -16 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,951 $1.24M 0.18% +245 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,830 $1.2M 0.51% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,823 $1.2M 0.03% +39 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,722 $1.17M 0.33% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,716 $1.16M 0.07% +492 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,662 $1.16M 0.03% +310 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,681 $1.15M 0.02% +719 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,624 $1.13M 0.05% new 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 3,606 $1.13M 0.29% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,569 $1.12M 0.07% +693 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,463 $1.11M 0.03% -4,341 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,543 $1.11M 0.01% +1,567 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,507 $1.1M 0.41% +47 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,488 $1.09M 0.2% -175 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,458 $1.08M 0.05% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,458 $1.08M 0.1% +1,023 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,447 $1.08M 0.01% +895 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,445 $1.08M 0.03% +200 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,441 $1.08M 0.05% +1 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,400 $1.06M 0.01% -1,367 13F-HR Timeline Hook Mill Capital Partners, LP More: the full row for Hook Mill Capital Partners, LP 3,386 $1.06M 0.1% -56,185 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,370 $1.06M 0.04% +197 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,312 $1.04M 0.03% -6,783 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 3,300 $1.03M 0.78% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 3,293 $1.03M 0.26% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,287 $1.03M 0.13% +339 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,272 $1.02M 0.07% -2 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 3,216 $1.01M 0.51% +46 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,210 $1.01M 0.09% +1,729 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,197 $1M 0.35% -25 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,189 $999K 0.03% -6,428 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,179 $995K 0.25% -465 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,163 $991K 0.71% -369 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,139 $983K 0.04% -382 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,124 $978K 0.6% -22 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,118 $976K 0.02% +424 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,079 $967K 0.03% +695 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,072 $962K 0.02% +173 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,068 $961K 0.41% -221 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,063 $959K 0.11% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,044 $953K <0.01% +778 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,000 $939K 0.03% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,941 $921K 0.48% -76 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 2,923 $915K 0.32% +493 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,904 $909K 0.06% +296 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 2,893 $908K 0.4% -69 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,880 $902K 0.06% -181 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,879 $901K 0.04% +1,702 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,168 $901K 0.01% -84 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,642 $901K 0.14% -41 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,860 $896K 0.02% +32 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,854 $894K 0.06% +294 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,852 $893K 0.01% -203 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,846 $891K 0.29% -1,027 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,835 $888K 0.02% +210 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,829 $886K 0.74% 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,824 $884K 0.01% +1,066 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,823 $884K 0.07% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,808 $879K 0.08% -259 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,806 $879K 0.1% new 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,792 $874K 0.09% new 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,786 $872K 0.65% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,772 $868K 0.01% -62 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,759 $864K 0.01% +685 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,756 $863K 0.01% -273 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,738 $857K 0.02% +1,441 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,733 $856K 0.03% +281 13F-HR Timeline Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,718 $851K 0.55% +1,202 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,711 $849K 0.02% -71 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,707 $848K 0.03% +13 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,694 $844K 0.08% +69 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 2,693 $843K 0.06% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,692 $843K 0.02% -222 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 2,670 $836K 0.39% +610 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 2,662 $834K 1.22% -5,900 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,643 $828K 0.18% +333 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,613 $818K 0.01% -123 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,579 $808K 0.08% +63 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 2,575 $806K 0.08% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,573 $805K 0.07% +87 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 2,568 $804K 0.48% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,556 $802K 0.06% +785 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,559 $801K 0.04% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,549 $798K 0.05% +907 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,549 $798K 0.3% +7 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,542 $796K 0.04% -199 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,521 $792K 0.07% +23 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,511 $787K 0.13% +84 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,507 $785K 0.02% -92 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,484 $778K 0.03% +81 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,471 $774K +189 Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,461 $771K 0.01% +48 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,459 $770K 0.08% +16 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,456 $769K 0.06% -12 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,448 $767K 0.11% +38 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,435 $762K 0.15% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,423 $759K 0.03% +34 13F-HR/A Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 2,389 $748K 0.31% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,378 $746K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,362 $740K 0.02% +1,629 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,349 $735K <0.01% +150 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,338 $732K 0.55% -461 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,322 $727K 0.03% -171 13F-HR Timeline Group Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,319 $726K 0.18% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,296 $721K 0.01% +405 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 2,295 $719K 0.04% -312 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,286 $716K 0.04% +94 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,284 $715K 0.04% +30 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 2,275 $712K 0.22% +60 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,262 $708K 0.11% -6 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,259 $707K 0.06% +18 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,258 $707K 0.27% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,252 $705K 0.02% 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,249 $704K <0.01% +39 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 2,244 $703K 0.14% +272 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,996 $703K 0.03% +19 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,237 $700K 0.17% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,224 $696K 0.55% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 2,219 $695K 0.24% +9 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,181 $683K 0.07% +11 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,171 $680K 0.04% +336 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,000 $677K 0.25% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,158 $676K 0.22% +201 13F-HR/A Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,157 $675K 0.27% +959 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,142 $671K 0.03% +94 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,136 $669K 0.32% -3,172 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,109 $660K 0.01% +394 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,102 $658K 0.01% -29 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,101 $658K 0.03% -73 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,096 $656K 0.02% -17,508 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,987 $656K 0.07% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,090 $654K 0.02% -1,244 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,083 $652K 0.01% +23 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,075 $650K 0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sigma Planning Corp More: the full row for Sigma Planning Corp 2,062 $646K 0.02% -39 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 2,052 $643K 1.12% -425 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,038 $638K 0.02% +63 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,028 $635K 0.01% -277 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,016 $631K 0.07% -8 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,012 $630K 0.04% -117 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 2,000 $626K 0.44% -306 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,000 $626K 0.08% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,994 $624K 0.08% -22 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,995 $624K 0.03% -271 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,989 $623K 0.02% +336 13F-HR Timeline