Kendall Capital Management More: the full row for Kendall Capital Management 2,087 $2.36M 0.39% -125 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,071 $2.35M 0.12% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,044 $2.32M 0.05% -213 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,040 $2.31M 0.03% -75 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,030 $2.3M 2.15% -136 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,024 $2.29M 0.06% +9 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 2,019 $2.29M 1.33% +415 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 2,007 $2.27M 0.36% -63 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 2,006 $2.27M 0.21% -8,014 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,005 $2.27M 0.01% +446 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,004 $2.27M 0.04% -782 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,983 $2.25M 0.2% -2 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,979 $2.24M 0.24% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,974 $2.24M 0.03% -24 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,965 $2.23M 0.06% +78 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 1,981 $2.2M 0.46% +172 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 1,939 $2.2M 0.01% +20 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,938 $2.2M 0.08% +143 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,937 $2.19M 0.11% +566 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 1,933 $2.19M 0.55% -10 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,933 $2.19M 0.62% -115 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 1,933 $2.19M -239 Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,922 $2.18M 0.06% -670 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 1,917 $2.17M 0.21% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,914 $2.17M 0.03% -95 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,912 $2.17M 0.06% +142 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,909 $2.16M 0.76% +78 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,907 $2.16M 0.17% -255 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 1,902 $2.15M 0.05% -269 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 1,893 $2.14M 0.04% -2 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 1,888 $2.14M 0.09% +49 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,887 $2.14M 0.31% +34 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,877 $2.13M 0.5% -214 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 1,875 $2.12M 0.48% +50 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,870 $2.12M 0.18% +1,317 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,862 $2.11M 0.04% +39 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,841 $2.09M 0.08% +152 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,835 $2.08M 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,819 $2.06M 0.04% +498 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,812 $2.05M 0.03% -18 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,763 $2M 0.02% -231 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,757 $1.99M 0.01% +17 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,751 $1.98M 0.06% +137 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,742 $1.97M 0.03% +87 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,741 $1.97M 0.19% -73 13F-HR Timeline BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 1,717 $1.95M 1.35% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,714 $1.94M 0.02% +32 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,704 $1.93M 0.15% -182 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 1,697 $1.92M 0.43% -108 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,685 $1.91M 0.01% +503 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,683 $1.91M 0.1% -2,878 13F-HR Timeline Group Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,674 $1.9M 0.05% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,659 $1.88M 0.25% -5,620 13F-HR/A Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,685 $1.87M 0.11% -128 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 1,650 $1.87M 0.06% -63 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,649 $1.87M 0.01% -62 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,651 $1.86M 0.11% -402 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,630 $1.85M 0.25% +82 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,623 $1.84M 0.04% -43 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,617 $1.83M 0.08% -51 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,615 $1.83M 0.06% -17 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,612 $1.83M 0.06% -149 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,600 $1.81M 0.09% -169 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,587 $1.8M 0.02% +6 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,582 $1.79M 0.01% -455 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,578 $1.79M 0.82% 0 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,558 $1.77M 0.01% +107 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,558 $1.77M 0.03% +73 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,620 $1.76M 0.42% +51 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 1,550 $1.76M 0.59% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 1,539 $1.74M 0.28% +33 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 1,665 $1.74M 0.06% -41 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,531 $1.73M 0.08% +230 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,530 $1.73M 1.34% +1 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,525 $1.73M 0.06% +114 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,521 $1.72M 0.43% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,514 $1.72M 0.01% +184 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,500 $1.7M 0.21% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,500 $1.7M 0.13% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,498 $1.7M 0.03% -76 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,497 $1.7M 0.02% -3 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,492 $1.69M 0.17% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,480 $1.68M 0.11% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,472 $1.67M 0.03% -733 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,459 $1.65M 0.12% +40 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,450 $1.64M <0.01% +111 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,446 $1.64M 0.02% -39 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,438 $1.63M 0.01% +699 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,433 $1.61M 0.08% -10 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,405 $1.59M 0.06% +169 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,404 $1.59M 0.16% new 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 1,403 $1.59M 0.48% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,401 $1.59M 0.02% -47 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 1,400 $1.59M 0.22% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 1,400 $1.59M 0.64% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,396 $1.58M 0.1% -13 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,395 $1.58M 0.11% +8 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 1,375 $1.56M 0.49% +115 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 1,370 $1.55M 0.16% +127 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,347 $1.53M 0.13% +449 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 1,347 $1.53M 1.17% 0 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 1,415 $1.52M 0.32% +16 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 1,325 $1.5M 0.29% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,321 $1.5M 0.04% +54 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,309 $1.48M 0.01% +279 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,292 $1.46M 0.16% -621 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,283 $1.45M 0.16% -31 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 1,272 $1.44M 0.29% +11 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 1,263 $1.43M 0.54% -31 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,257 $1.42M 0.04% -47 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,256 $1.42M 0.01% +377 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,248 $1.41M 0.03% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,242 $1.41M 0.01% -19 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,233 $1.4M 0.03% -1,540 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,222 $1.38M 0.15% +326 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,219 $1.38M 0.02% -2,909 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,218 $1.38M 0.01% +32 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,187 $1.34M 0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,167 $1.32M 0.14% 0 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,163 $1.32M 0.05% -9 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,160 $1.31M 0.05% -30 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,153 $1.31M 0.6% -20 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,149 $1.3M 0.06% +579 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 1,148 $1.3M 0.63% -498 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,746 $1.29M 0.02% -103 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,135 $1.29M 0.02% +175 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,135 $1.29M 0.05% -99 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,134 $1.29M 0.02% -21 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,131 $1.28M 0.13% -10 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,130 $1.28M 0.13% -8 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,129 $1.28M 0.04% 0 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 2,578 $1.28M 0.17% -290 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,120 $1.27M 0.07% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,115 $1.26M 0.08% -7 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,125 $1.26M 0.03% -6 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,119 $1.26M 0.04% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,107 $1.25M 0.03% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 1,102 $1.25M 0.52% +155 13F-HR Timeline American Trust More: the full row for American Trust 1,095 $1.24M 0.1% -7 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,093 $1.24M 0.71% -15 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,087 $1.23M 0.42% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,085 $1.23M 0.05% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,080 $1.22M 0.04% -9 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,080 $1.22M 0.01% -70 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 1,077 $1.22M 0.17% -90 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 1,075 $1.22M 0.85% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,070 $1.21M 0.14% +2 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,070 $1.21M 0.06% -4 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,067 $1.21M 0.01% -227 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,058 $1.2M 0.03% +120 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 1,058 $1.2M 0.08% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,053 $1.19M 0.03% +62 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,053 $1.19M 0.03% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,052 $1.19M 0.01% +2 13F-HR Timeline Group McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 1,042 $1.18M 0.91% +62 13F-HR/A Timeline JM2 Capital Inc. More: the full row for JM2 Capital Inc. 1,039 $1.18M 0.81% -4 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 1,038 $1.18M 0.7% +135 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,017 $1.15M 0.06% +23 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,011 $1.15M 0.22% 0 13F-HR/A Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 1,008 $1.14M 0.66% +58 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,007 $1.14M 0.02% +333 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,004 $1.14M 0.85% +120 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,004 $1.14M 0.19% +523 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,000 $1.13M 0.1% 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,000 $1.13M 0.08% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1,000 $1.13M 2.55% 0 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 999 $1.13M 0.17% -69 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 990 $1.12M 0.14% +122 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 990 $1.12M 0.06% -118 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 987 $1.12M 0.71% +339 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 987 $1.12M 0.06% +678 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 986 $1.12M 0.01% -1 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 980 $1.11M 0.69% -120 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 970 $1.1M 0.04% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 969 $1.1M 0.01% -56 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 968 $1.1M 0.06% +11 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 0 $1.09M 0.71% -1,026 13F-HR Timeline Amount filed as zero, left out of ratios. Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 966 $1.09M 0.45% +1 13F-HR Timeline Group BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 962 $1.09M 0.02% -235 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 960 $1.09M 0.01% +158 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 957 $1.08M 0.01% +667 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 950 $1.08M 0.03% +245 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 939 $1.06M 0.09% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 934 $1.06M 0.07% +1 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 932 $1.06M 0.13% -64 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 929 $1.05M 0.47% +668 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 928 $1.05M 0.05% +23 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 915 $1.05M 0.32% -10 13F-HR Timeline Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 923 $1.05M 0.63% 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 915 $1.04M 0.15% +136 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 911 $1.03M 0.06% +122 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 980 $1.02M 0.15% -10 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 904 $1.02M 0.08% 0 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 900 $1.02M 0.48% +22 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 898 $1.02M 0.09% +15 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 912 $1.02M 0.06% +6 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 887 $1M 0.11% -443 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 878 $995K 0.03% +321 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 876 $992K 0.02% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 872 $989K 0.03% +56 13F-HR Timeline Group