Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 400 $909K 0.19% new 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 400 $909K 0.14% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 396 $900K 0.13% -155 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 391 $889K 0.12% new 13F-HR Timeline Funde Sino Life Insurance Co Ltd More: the full row for Funde Sino Life Insurance Co Ltd 389 $884K 0.29% 13F-HR/A Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 388 $882K <0.01% -343 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 385 $876K -69 Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 385 $875K 0.18% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 382 $869K 0.3% -3 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 426 $866K 0.17% +10 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 380 $864K 0.16% new 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 376 $855K 0.39% -49 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 375 $853K 0.01% +85 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 374 $850K 0.07% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 374 $850K 0.1% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 371 $844K 0.18% +9 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 370 $841K 0.02% -149 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 369 $839K 0.15% -466 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 366 $832K 0.09% -29 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 366 $832K 0.14% +45 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 366 $832K 0.46% +13 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 360 $819K 0.01% new 13F-HR Timeline Group VestGen Investment Management More: the full row for VestGen Investment Management 360 $819K 0.43% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 360 $818K 0.05% +135 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 357 $812K 0.04% +4 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 356 $809K 0.06% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 355 $808K 0.25% +286 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 355 $807K <0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 353 $802K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 351 $798K 0.07% +81 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 348 $791K 0.05% -1,012 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 348 $791K 0.15% +15 13F-HR Timeline American Trust More: the full row for American Trust 347 $789K 0.06% new 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 345 $784K 0.18% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 345 $784K 0.48% -19 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 344 $782K 0.09% +170 13F-HR/A Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 344 $782K 0.1% -386 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 343 $779K 0.06% +326 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 342 $778K 0.01% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 342 $778K 0.19% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 341 $775K 0.12% +8 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 341 $775K 0.1% -202 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 340 $773K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 339 $771K 0.03% +5 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 339 $771K 0.31% -107 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 338 $769K 0.52% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 335 $762K 0.11% new 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 333 $757K 0.18% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 333 $757K 0.01% 0 13F-HR Timeline Group MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 333 $757K 0.26% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 333 $757K 0.01% -115 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 332 $755K 0.04% -9 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 330 $750K 0.56% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 326 $741K 0.66% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 325 $739K 0.04% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 325 $739K 0.25% -75 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 323 $735K 0.22% new 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 323 $734K 0.18% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 358 $734K 0.02% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 321 $730K 0.04% new 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 321 $730K 0.23% -39 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 320 $728K 0.08% -3,355 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 320 $727K 0.12% -13 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 319 $726K 0.11% new 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 318 $723K 0.03% -24,123 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 318 $723K 0.06% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 364 $723K 0.09% 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 317 $721K <0.01% -9,140 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 317 $721K 0.06% new 13F-HR/A Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 315 $717K 0.02% new 13F-HR Timeline Group Foster Group, Inc. More: the full row for Foster Group, Inc. 315 $716K 0.02% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 313 $712K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 312 $709K <0.01% -77 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 312 $709K 1.22% +212 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 311 $707K 0.33% -530 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 310 $705K 0.04% new 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 310 $705K 0.12% +53 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 310 $705K 0.03% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 308 $700K 0.04% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 305 $693K 0.02% +229 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 314 $693K <0.01% +157 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 304 $691K 0.06% -35 13F-HR Timeline Group Atika Capital Management LLC in group Atika Capital Management LLC More: the full row for Atika Capital Management LLC 303 $689K 0.07% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 301 $684K 0.04% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 301 $684K 0.08% new 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 300 $682K 0.14% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 300 $682K 0.45% -300 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 300 $682K 0.27% new 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 300 $682K 0.42% new 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 300 $682K 0.16% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 300 $682K 0.03% new 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 299 $681K 0.09% new 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 366 $680K 0.32% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 298 $678K 0.02% new 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 402 $673K 0.16% -41 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 293 $666K 0.04% new 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 292 $664K 0.17% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 291 $662K 0.06% -228 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 290 $659K 0.22% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 289 $657K 0.13% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 289 $657K 0.1% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 288 $655K 0.18% new 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 285 $648K 0.14% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 283 $643K 0.03% new 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 283 $643K 0.09% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 282 $641K 0.07% new 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 282 $641K 0.43% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 281 $639K 0.05% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 280 $637K 0.04% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 280 $637K <0.01% new 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 280 $637K 0.12% -80 13F-HR Timeline Seek First Inc. More: the full row for Seek First Inc. 280 $637K 0.4% -44 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 278 $632K 0.29% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 278 $632K 0.02% +63 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 276 $628K 0.04% -110 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 276 $628K 0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 276 $628K 0.33% -1,275 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 275 $625K 0.17% +175 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 275 $625K 0.1% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 274 $623K 0.03% new 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 274 $623K 0.18% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 273 $621K 0.09% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 272 $618K 0.02% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 272 $618K 0.2% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 271 $616K 0.05% -422 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 268 $609K 0.04% new 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 266 $605K <0.01% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 265 $603K 0.06% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 264 $600K 0.03% new 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 264 $600K 0.16% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 264 $600K 0.02% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 263 $598K 0.08% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 262 $596K 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 262 $596K 0.11% new 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 262 $596K 0.14% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 261 $593K 0.04% new 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 198 $590K <0.01% -1,279 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 259 $589K 0.12% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 259 $589K 0.05% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 256 $582K 0.04% -194 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 256 $582K 0.23% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 255 $580K 0.02% +226 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 266 $575K 0.3% -116 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 252 $573K 0.21% new 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 252 $573K 0.11% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 251 $571K 0.17% new 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 250 $568K 0.28% new 13F-HR Timeline Group LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 249 $566K 0.03% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 249 $566K <0.01% -7,451 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 249 $566K 0.13% +46 13F-HR Timeline StoneCrest Wealth Management, Inc. More: the full row for StoneCrest Wealth Management, Inc. 249 $566K 0.18% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 557 $566K 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 277 $563K 0.24% +144 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 296 $562K 0.08% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 247 $562K 0.02% new 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 247 $562K 0.11% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 245 $558K 0.1% new 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 245 $557K 0.14% new 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 244 $555K 0.14% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 243 $553K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 243 $553K 0.26% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 242 $550K 0.05% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 242 $550K 0.12% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 240 $546K 0.04% new 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 240 $546K 0.06% -594 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 238 $541K 0.11% new 13F-HR Timeline Friday Financial More: the full row for Friday Financial 333 $539K 0.14% new 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 236 $537K 0.04% new 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 306 $534K 0.05% +6 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 234 $532K 0.06% new 13F-HR/A Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 233 $530K 0.12% new 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 233 $530K 0.24% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 232 $528K 0.02% +227 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 232 $528K 1.02% new 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 259 $526K 0.07% +1 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 230 $523K 0.33% -722 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 230 $523K 0.01% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 263 $522K 0.57% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 228 $518K 0.01% +21 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 228 $518K 0.06% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 227 $516K 0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 227 $516K 0.08% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 227 $516K 0.14% new 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 226 $514K 0.07% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 226 $514K 0.04% +7 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 225 $512K 0.04% new 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 225 $512K 0.01% -775 13F-HR Timeline Group Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 222 $505K 0.07% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 275 $505K 0.18% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 221 $502K 0.14% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 220 $500K 0.34% new 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 220 $500K 0.08% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 218 $496K 0.09% new 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 218 $496K 0.38% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 218 $495K 0.07% new 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 217 $493K 0.3% -328 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 217 $493K 0.02% new 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 217 $493K 0.04% new 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 215 $489K 0.16% new 13F-HR Timeline Group Olympiad Research LP More: the full row for Olympiad Research LP 215 $489K 1.02% new 13F-HR Timeline