BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,131 $580K 0.02% +169 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 1,117 $573K 0.13% +628 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,103 $565K 0.01% 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,100 $557K 0.05% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,083 $555K 0.04% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,080 $554K 0.41% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,077 $552K 0.04% +96 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,074 $551K 0.02% +628 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,060 $543K 0.18% 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,058 $543K 0.01% -120 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,056 $541K 0.04% -324 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,054 $540K 0.06% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,256 $539K 0.1% -20 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 1,049 $538K 0.2% +10 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,048 $537K 0.01% new 13F-HR Timeline ALGEBRIS (UK) LTD in group ALGEBRIS (UK) LTD More: the full row for ALGEBRIS (UK) LTD 1,047 $536K 0.08% +515 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 1,038 $532K 0.17% -319 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,026 $526K 0.03% +5 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,017 $521K 0.13% +115 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 998 $521K 0.2% -1,431 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 1,004 $515K 0.03% +3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 952 $511K 0.02% +112 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 992 $509K 0.02% +38 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 986 $506K 0.54% new 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 978 $501K 0.15% -188 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 976 $500K 0.01% +15 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 975 $500K 0.01% +28 13F-HR Timeline Group Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 972 $498K 0.08% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 970 $497K 0.08% -23 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 963 $494K 0.21% +767 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 959 $492K 0.02% +213 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 769 $489K 0.04% +101 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 940 $482K 0.1% -75 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 938 $481K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 938 $481K 0.09% +148 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 933 $478K 0.07% +74 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 932 $478K 0.03% new 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 930 $477K 0.06% +252 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 752 $476K 0.03% new 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 929 $476K 0.01% +69 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 927 $475K 0.02% +617 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 916 $470K 0.07% +319 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 914 $469K 0.43% +17 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 906 $464K 0.02% +50 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 901 $462K 0.02% +8 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 897 $460K 0.18% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 896 $459K 0.01% -83 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 896 $459K 0.02% -5 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 876 $457K <0.01% +112 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 611 $456K 0.01% -412 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 894 $454K 0.04% +45 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 880 $451K 0.05% 0 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 879 $451K 0.09% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 862 $442K 0.01% +19 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 855 $438K 0.18% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 849 $435K 0.01% +8 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 703 $435K 0.04% +43 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 930 $431K 0.02% -12 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 842 $431K 0.1% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 840 $431K 0.11% +224 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 831 $426K 0.23% -1 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 830 $426K 0.03% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 816 $418K 0.19% +34 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 660 $413K 0.07% -60 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 805 $413K 0.37% -19 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 805 $413K 0.18% +2 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 703 $411K 0.07% +25 13F-HR/A Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 797 $409K 0.21% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 791 $406K 0.03% +9 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 787 $404K 0.21% +4 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 785 $402K 0.09% +41 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 783 $401K 0.02% +162 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 781 $400K 0.33% -129 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 779 $399K 0.02% +11 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 777 $398K 0.02% +72 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 776 $398K 0.01% -40 13F-HR Timeline Group HEADINVEST, LLC More: the full row for HEADINVEST, LLC 773 $396K 0.08% -27 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 765 $392K 0.15% +39 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 764 $392K 0.08% -22 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 760 $390K 0.01% -33 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 758 $389K 0.02% +64 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 757 $388K 0.04% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 754 $387K <0.01% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 751 $385K 0.01% +29 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 750 $385K 0.02% +157 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 745 $382K 0.01% +53 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 743 $381K <0.01% +83 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 740 $379K 0.02% -150 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 740 $379K 0.11% +170 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 735 $377K <0.01% -1,065 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 663 $375K 0.13% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 732 $375K 0.01% +48 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 731 $375K 0.27% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 730 $374K <0.01% -1,252 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 728 $373K 0.01% +176 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 727 $373K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 717 $368K 0.01% -18,596 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 713 $366K 0.13% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 705 $362K 0.01% -553 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 700 $359K 0.01% new 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 693 $355K 0.13% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 691 $354K 0.06% +29 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 688 $353K 0.01% -258 13F-HR/A Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 677 $347K 0.01% +9 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $343K 0.03% 0 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 666 $341K <0.01% -75 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 665 $341K 0.23% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 660 $339K 0.01% -1,326 13F-HR/A Timeline Group Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 660 $338K 0.09% +64 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 657 $337K <0.01% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 655 $336K 0.01% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 649 $333K 0.11% -2 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 648 $332K 0.23% -165 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 643 $330K 0.1% +84 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 643 $330K <0.01% -104 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 641 $329K 0.01% +71 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 632 $324K 0.02% -236 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 630 $323K 0.01% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 629 $322K 0.2% -117 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 625 $320K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 614 $320K 0.07% -14 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 597 $320K 0.01% +32 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 620 $318K <0.01% +50 13F-HR/A Timeline Group New Hampshire Trust More: the full row for New Hampshire Trust 612 $314K 0.07% +23 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 610 $313K 0.02% +24 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 609 $312K 0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 607 $311K 0.01% -24,380 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 607 $311K 0.08% -19 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 602 $309K 0.05% -1 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 601 $308K 0.07% -15 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 596 $306K 0.01% -109 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 587 $301K 0.01% -1 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 583 $299K 0.02% -1,108 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 580 $297K 0.12% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 5,717 $296K 0.11% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 577 $296K 0.04% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 577 $296K 0.01% new 13F-HR/A Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 574 $294K 0.04% -75 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 570 $292K 0.03% -131 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 568 $291K 0.11% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 566 $290K 0.02% new 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 566 $290K 0.06% -4 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 565 $290K <0.01% +69 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 564 $289K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 562 $288K 0.01% +8 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 562 $288K 0.03% +67 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 561 $288K 0.01% -66 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 555 $285K 0.08% 0 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 552 $283K 0.21% +3 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 551 $282K 0.02% +19 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 543 $278K 0.06% +40 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 537 $275K 0.13% +17 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 536 $275K 0.23% new 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 535 $274K 0.24% +35 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 534 $274K 0.03% 0 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 534 $274K 0.1% +21 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 531 $272K <0.01% -9 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 530 $272K 0.01% +14 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 529 $271K 0.17% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 527 $270K 0.22% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 630 $270K 0.11% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 523 $268K 0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 522 $268K 0.02% +54 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 516 $265K 0.1% +23 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 508 $260K 0.09% -106 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 507 $260K 0.02% new 13F-HR/A Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 506 $259K 0.11% -330 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 502 $258K <0.01% -65 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 499 $256K 0.11% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 499 $256K 0.02% -11 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 498 $255K 0.02% +14 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 497 $255K 0.02% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 497 $255K 0.01% -864 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 496 $255K <0.01% -607 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 496 $254K 0.02% -56 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 494 $253K 0.02% +21 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 494 $253K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 493 $253K 0.06% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 492 $252K 0.01% +16 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 492 $252K 0.13% -40 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 491 $252K 0.04% -23 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 488 $250K 0.08% -19 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 400 $248K 0.1% new 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 480 $246K 0.14% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 480 $246K 0.08% -103 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 476 $244K 0.08% 0 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 475 $244K 0.17% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 474 $243K 0.02% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 474 $243K 0.02% +137 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 472 $242K 0.04% 0 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 471 $241K 0.03% -20 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 471 $241K 0.01% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 470 $241K 0.04% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 466 $239K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 462 $237K 0.03% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 461 $236K 0.03% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 461 $236K 0.02% -71 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 459 $235K 0.02% -54 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 458 $235K 0.02% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 458 $235K 0.05% -514 13F-HR Timeline