Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 25,513 $602K 0.31% +8,850 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 25,437 $600K 0.05% +1,328 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 25,309 $597K 0.02% -1,264 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 25,010 $590K 0.02% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 24,538 $579K 0.05% +4,023 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 24,507 $578K 0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 24,405 $575K 0.18% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 23,945 $565K <0.01% -827 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 23,919 $564K 0.03% +2,257 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 23,514 $561K 0.1% +1,739 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 23,684 $558K 0.14% +11,159 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 23,250 $548K <0.01% +4,303 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 23,155 $546K 0.06% +338 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 22,540 $531K 0.01% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 22,214 $524K 0.03% +2,820 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 22,213 $524K 0.13% -630 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 22,193 $523K 0.01% +4,323 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 21,764 $513K 0.1% +9,495 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 21,689 $511K 0.1% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 21,215 $500K 0.14% +2,941 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 20,702 $488K 0.02% +1,236 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 20,397 $481K 0.02% +7,986 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 20,073 $479K 0.07% +296 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,141 $475K <0.01% +763 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 20,065 $473K 0.09% -1,663 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 19,886 $469K <0.01% +214 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 19,713 $465K 0.26% -14,931 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 19,385 $457K 0.06% +819 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,175 $452K 0.01% +1,518 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 18,878 $445K 0.05% -42,752 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 18,547 $437K 0.05% +7,267 13F-HR/A Timeline XPONANCE LLC More: the full row for XPONANCE LLC 18,336 $432K <0.01% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 18,146 $428K 0.1% +165 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 18,002 $424K 0.01% +1,960 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 17,975 $424K <0.01% -7,062 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 17,783 $419K 0.02% +656 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 17,674 $417K 0.01% +2,739 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,432 $411K 0.01% +3,245 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 17,360 $409K 0.01% +245 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 17,025 $401K 0.01% -848 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,803 $396K <0.01% -1,569 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 16,666 $393K <0.01% -16 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 16,388 $386K <0.01% +144 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 16,039 $378K 0.01% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 15,802 $373K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,504 $366K <0.01% -421 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,476 $365K 0.01% -1,024 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 15,378 $363K 0.27% +1,470 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 15,174 $358K 0.09% +845 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15,076 $355K 0.03% +228 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 13,694 $354K 0.07% +250 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 14,936 $352K 0.05% +4,447 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,799 $349K <0.01% -14,821 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 14,642 $345K 0.01% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 14,626 $345K 0.1% +969 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 14,522 $342K 0.01% +506 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 14,257 $336K 0.04% -25 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 13,954 $333K <0.01% 0 13F-HR/A Timeline Group ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 14,059 $332K 0.11% +33 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 13,993 $330K 0.04% -182 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 13,841 $330K 0.15% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 13,764 $328K <0.01% -2,869 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 13,845 $326K 0.04% +6,868 13F-HR Timeline VICTORY CAPITAL MANAGEMENT INC More: the full row for VICTORY CAPITAL MANAGEMENT INC 13,611 $321K <0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 13,484 $320K <0.01% +4,313 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 13,304 $314K 0.07% +671 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 13,299 $314K 0.28% +405 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 13,223 $312K <0.01% +1,454 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 12,111 $312K 0.01% -2,111 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 13,124 $309K 0.01% -95,313 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 12,577 $297K 0.1% -57 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 12,451 $294K <0.01% +285 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 12,438 $293K <0.01% +9,041 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,385 $292K 0.01% -20,449 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 12,223 $288K <0.01% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 12,176 $288K 0.03% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 11,989 $283K 0.06% -35 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 11,952 $282K 0.02% +1,692 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 11,877 $280K 0.02% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 11,349 $270K 0.01% +943 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 11,407 $269K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 11,279 $266K <0.01% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 11,256 $265K 0.14% +358 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,218 $265K <0.01% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,215 $264K 0.12% -332 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 10,957 $258K <0.01% -43,372 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 10,911 $257K <0.01% +9,951 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,832 $255K 0.03% -118 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 10,804 $255K 0.12% +695 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 12,066 $248K <0.01% -1,443 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 10,009 $236K 0.01% -9,791 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,546 $225K 0.01% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 9,539 $225K 0.05% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,424 $222K <0.01% -9,424 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 9,240 $218K <0.01% -2,779 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,161 $216K <0.01% -9,697 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 9,132 $215K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,017 $213K 0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,907 $210K 0.01% -5,753 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 8,827 $208K 0.07% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 8,827 $208K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,745 $206K <0.01% +2,995 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 8,709 $205K 0.02% +1,010 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 8,613 $203K 0.06% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 8,577 $202K 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 8,566 $202K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8,546 $202K 0.13% +97 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,238 $171K <0.01% -454 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,974 $141K 0.01% -15,446 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 5,823 $137K <0.01% +1,787 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 5,767 $136K 0.1% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,190 $122K 0.01% +157 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 5,105 $120K <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,958 $117K <0.01% -8 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,246 $100K 0.06% +408 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 4,216 $99.4K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,052 $95.5K <0.01% -191 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 3,989 $94.1K 0.03% -44 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 3,827 $90.2K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,819 $90.1K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,752 $88.5K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,727 $87.9K <0.01% +644 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,421 $82.3K 0.01% +1,410 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,945 $75.1K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,169 $75K <0.01% +25 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,925 $69K 0.02% +650 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,858 $67.4K <0.01% +913 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,651 $62.5K <0.01% +580 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,409 $56.8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,378 $56.1K <0.01% -359 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,336 $55.1K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,207 $52K <0.01% +604 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,001 $47.2K <0.01% -444 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,737 $45.3K 0.01% -150 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,626 $38.3K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,532 $36.1K 0.03% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,421 $34K <0.01% +6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,377 $32.5K <0.01% +53 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,300 $30.7K 0.01% +251 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,249 $29.5K 0.01% +932 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,201 $28.3K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,193 $28.1K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,187 $28K <0.01% +81 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,141 $27.3K <0.01% -86 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,135 $26.8K 0.01% -29 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,116 $26.3K <0.01% +364 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 997 $23.5K 0.01% +654 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 948 $22.5K <0.01% +460 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 937 $22.1K <0.01% -415 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 928 $21.9K 0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 921 $21.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 902 $21.3K <0.01% +34 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 893 $21K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 882 $21K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 874 $20.6K <0.01% +276 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 854 $20.1K <0.01% +67 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 818 $19.3K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 806 $19K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 785 $18.5K <0.01% +284 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 756 $17.8K <0.01% +485 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 750 $17.7K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 728 $17.2K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 696 $16.4K 0.01% +569 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 694 $16.4K <0.01% +367 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 670 $15.8K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 648 $15.3K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 644 $15.2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 618 $14.6K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 616 $14.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 580 $13.7K 0.01% -6 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 566 $13.3K -1,355 Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 516 $12.9K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 533 $12.6K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 511 $12K 0.01% +35 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 472 $11.1K <0.01% -146 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 470 $11.1K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 446 $10.5K <0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 433 $10.2K <0.01% +96 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 422 $9.95K <0.01% +24 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 393 $9.27K <0.01% +36 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 393 $9.27K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 384 $9.05K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 377 $8.89K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 361 $8.51K <0.01% +269 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 345 $8.13K <0.01% -12,359 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 337 $7.99K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 332 $7.83K <0.01% +168 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 313 $7.38K <0.01% +58 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 311 $7.33K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 274 $6.46K 0.06% -103 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 271 $6.39K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 265 $6.25K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 255 $6.01K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 252 $5.94K <0.01% +91 13F-HR/A Timeline Clean Yield Group More: the full row for Clean Yield Group 250 $5.89K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 250 $5.89K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 248 $5.85K <0.01% +86 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 248 $5.85K <0.01% +144 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 244 $5.75K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 226 $5.33K <0.01% 0 13F-HR Timeline