HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,146 $491K 0.1% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,140 $489K 0.02% -217 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,139 $488K 0.08% +343 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 1,131 $485K <0.01% -4,869 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,126 $483K 0.06% +58 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,117 $479K 0.05% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,069 $477K 0.01% +101 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,106 $474K 0.02% -408 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,103 $473K 0.01% +24 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,101 $472K 0.06% +486 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,100 $472K 2.79% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,089 $467K 0.03% +528 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,086 $466K 0.07% +425 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,083 $464K 0.04% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,080 $463K 0.38% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,068 $458K 0.07% new 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,066 $457K 0.13% +352 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 1,032 $452K 0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,052 $451K 0.11% +549 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,039 $446K 0.18% +12 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,035 $444K 0.12% +11 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,023 $440K 0.01% -46 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,021 $438K 0.03% +232 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,016 $436K 0.37% +196 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,015 $435K 0.11% -75 13F-HR Timeline Group Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,005 $431K 0.39% +142 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,001 $429K 0.03% +30 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,000 $429K 0.09% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 954 $426K 0.05% -148 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 993 $426K 0.07% +74 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 992 $425K 0.03% +356 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 981 $421K 0.04% -53 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 979 $420K 0.01% -708 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 976 $419K 0.03% -124 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 972 $417K 0.07% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 972 $417K 0.07% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 962 $413K 0.01% +41 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 961 $412K 0.01% +67 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,076 $410K 0.28% -322 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 954 $409K 0.02% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 947 $406K 0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 946 $406K 0.01% -917 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 944 $405K 0.05% -20,484 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 938 $402K 0.01% -61 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 933 $400K 0.01% +106 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 920 $395K <0.01% -2,537 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 919 $394K 0.05% +120 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 919 $394K 0.13% -5 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 910 $390K 0.33% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 942 $389K 0.02% -33 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 902 $387K 0.11% +66 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 901 $386K 0.02% +128 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 897 $385K 0.4% -256 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 897 $385K 0.16% -491 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 893 $383K 0.02% -3,424 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 890 $382K 0.02% 0 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 880 $377K 0.05% -28 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 880 $377K 0.14% +43 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 877 $376K 0.01% -829 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 876 $376K 0.01% -254 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 868 $372K 0.02% +91 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 860 $369K 0.01% -4 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 859 $368K 0.06% -6 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 849 $368K 0.04% -262 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 856 $367K 0.02% +23 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 855 $367K 0.17% -25 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 853 $366K 0.04% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 720 $364K 0.07% -75 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 843 $362K 0.01% +3 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 842 $361K 0.1% -990 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 841 $361K 0.01% +1 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 841 $361K 0.1% +10 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 840 $360K 0.02% +76 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 836 $358K 0.22% +546 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 832 $357K 0.21% +22 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 830 $356K 0.03% +417 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 807 $353K 0.01% -304 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 824 $353K 0.33% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 818 $351K 0.31% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 816 $350K 0.01% 0 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 813 $349K 0.27% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 803 $344K 0.17% +115 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 800 $343K 0.07% -19 13F-HR Timeline BURR FINANCIAL SERVICES, LLC More: the full row for BURR FINANCIAL SERVICES, LLC 798 $342K 0.27% -617 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 797 $342K 0.36% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 793 $340K 0.01% +62 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 790 $339K 0.07% +161 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 786 $337K 0.07% -202 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 783 $336K 0.21% -18 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 782 $335K 0.03% -19 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 782 $335K 0.18% +15 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 824 $334K 0.2% -235 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 764 $333K <0.01% +3 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 768 $329K 0.03% -28 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 767 $329K 0.07% -2,680 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 764 $328K 0.07% +160 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 760 $326K <0.01% +79 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 757 $325K 0.14% -9 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 726 $324K 0.14% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 754 $323K <0.01% 0 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 750 $322K 0.19% -15 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 747 $320K <0.01% -186 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 746 $320K 0.01% +234 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 746 $320K <0.01% -5 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 746 $320K 0.23% -58 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 744 $319K 0.08% +17 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 741 $318K <0.01% new 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 731 $313K 0.25% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 730 $313K 0.01% -65 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 727 $312K 0.02% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 678 $311K 0.06% +61 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 724 $310K 0.09% +244 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 722 $310K 0.01% +159 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 720 $309K <0.01% new 13F-HR/A Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 668 $308K 0.03% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 713 $306K 0.13% +200 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 705 $302K 0.01% +14 13F-HR/A Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 705 $302K 0.01% 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 701 $301K 0.03% new 13F-HR/A Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 694 $298K <0.01% -218,449 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 694 $298K 0.02% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 692 $297K 0.01% -24 13F-HR Timeline Group Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 684 $293K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 678 $291K 0.04% +142 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 678 $291K 0.02% -21 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $287K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 668 $286K 0.01% +3 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 665 $285K 0.22% +23 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 663 $284K 0.11% +29 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 662 $284K 0.06% +69 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 660 $283K <0.01% +506 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 587 $282K 0.01% -128 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 657 $282K <0.01% 0 13F-HR Timeline Group HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 738 $281K 0.16% -2,169 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 655 $281K <0.01% -4 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 651 $279K 0.06% -15 13F-HR Timeline Credit Capital Investments LLC More: the full row for Credit Capital Investments LLC 650 $279K 0.48% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 649 $278K 0.05% +145 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 647 $277K 0.18% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 646 $277K 0.05% +25 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 639 $274K <0.01% +178 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 632 $271K 0.06% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 630 $270K 0.01% -2 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 629 $270K 0.03% +25 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 628 $269K 0.07% +245 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 627 $269K 0.01% new 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 660 $269K 0.03% +9 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 626 $268K 0.08% +37 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 5,717 $267K 0.11% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 621 $266K 0.02% +1 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 616 $264K 0.1% 0 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 616 $264K 0.06% +159 13F-HR/A Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 614 $263K 0.12% +131 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 607 $260K 0.04% +64 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 603 $259K 0.05% +86 13F-HR/A Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 597 $256K 0.04% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 596 $256K 0.07% +16 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 593 $254K 0.01% +159 13F-HR Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 589 $253K 0.06% +7 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 588 $252K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 586 $251K 0.01% +15 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 583 $250K 0.1% +79 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 580 $249K 0.11% -200 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 577 $247K 0.03% 0 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 570 $244K 0.06% +1 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 570 $244K 0.08% +10 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 570 $244K 0.01% +34 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 570 $244K <0.01% -79 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 567 $243K <0.01% +5 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 566 $243K 0.28% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 565 $242K 0.01% -27 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 564 $242K 0.01% -155 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 559 $240K 0.08% new 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 555 $238K 0.08% -5 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 554 $238K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 552 $237K 0.01% +51 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 552 $237K 0.02% +72 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 549 $235K 0.21% -4 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 542 $232K 0.14% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 540 $232K <0.01% +111 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 534 $229K 0.03% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 532 $228K 0.02% -2 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 532 $228K 0.12% +40 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 532 $228K 0.02% -10 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 529 $227K 0.01% +39 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 522 $224K 0.02% new 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 520 $223K 0.07% -1,329 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 520 $223K 0.11% +53 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 520 $223K 0.12% +46 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 519 $223K 0.02% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 516 $221K 0.01% +18 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 516 $221K 0.03% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 514 $220K 0.03% -39 13F-HR Timeline Group Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 513 $220K 0.02% -745 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 513 $220K 0.09% -88 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 510 $219K 0.01% -40 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 507 $217K 0.08% -96 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 506 $217K 0.04% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 503 $216K 0.05% -61 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 500 $214K <0.01% +34 13F-HR/A Timeline