WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,094 $386K 0.13% -278 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 2,082 $384K 0.17% +915 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,076 $383K 0.07% +96 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,052 $378K 0.01% -917 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,052 $378K <0.01% 0 13F-HR Timeline Group Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 2,045 $377K 0.09% +98 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 2,025 $373K 0.05% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,005 $370K 0.19% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,000 $369K 0.19% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,995 $368K 0.04% +2 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,994 $368K 0.01% +169 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,992 $367K 0.01% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,991 $367K 0.18% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,985 $366K 0.32% -163 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,979 $365K 0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,973 $364K 0.23% -70 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,971 $363K 0.02% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,970 $363K 0.01% +1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,969 $363K 0.01% +189 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,964 $362K <0.01% +370 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 1,885 $362K 0.03% 0 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,962 $362K 0.29% -45 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,906 $360K 0.01% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 1,949 $359K 0.06% +10 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,949 $359K 0.01% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,943 $358K 0.04% -247 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 1,943 $358K 0.17% 0 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 1,926 $355K 0.2% +11 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,925 $355K 0.03% new 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 1,917 $353K 0.31% +18 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,900 $350K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,899 $350K 0.05% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 1,898 $350K 0.07% +8 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,897 $350K 0.02% -121 13F-HR Timeline Compass Advisory Group LLC More: the full row for Compass Advisory Group LLC 1,885 $347K 0.09% +590 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,879 $346K 0.02% -113 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,878 $346K <0.01% +37 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,876 $346K 0.03% -39 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 1,865 $344K 0.23% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,854 $342K 0.05% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,855 $342K <0.01% -205 13F-HR Timeline Group HTG Investment Advisors, Inc. 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More: the full row for Ameliora Wealth Management Ltd. 1,750 $322K 0.1% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,730 $319K <0.01% -44 13F-HR/A Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,714 $316K 0.02% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,707 $315K 0.04% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,611 $314K 0.02% -9 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 1,703 $314K 0.1% new 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 1,701 $313K 0.03% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,693 $312K 0.01% +9 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,683 $310K 0.2% -1,497 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,678 $309K 0.07% -511 13F-HR Timeline Outbound Financial Inc More: the full row for Outbound Financial Inc 1,678 $309K 0.23% 0 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,675 $309K 0.21% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,675 $309K 0.12% +472 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 1,655 $305K 0.12% -176 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,648 $304K 0.02% +236 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1,644 $303K 0.21% +7 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,642 $303K 0.11% +27 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,631 $301K 0.24% +1 13F-HR Timeline Prospera Capital Management, LLC More: the full row for Prospera Capital Management, LLC 1,631 $301K 0.15% 0 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 1,630 $300K 0.11% +135 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 1,626 $300K 0.09% -109 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 1,617 $298K 0.13% +21 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,604 $296K 0.04% -246 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,579 $291K 0.01% +2 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,577 $291K 0.12% 0 13F-HR/A Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,565 $288K 0.01% +245 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,560 $287K 0.19% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,556 $287K 0.01% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,555 $287K 0.01% +7 13F-HR Timeline Cadence Wealth Management LLC More: the full row for Cadence Wealth Management LLC 1,551 $286K 0.12% -252 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,542 $284K 0.06% -750 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,530 $282K 0.03% -76 13F-HR Timeline Brown Financial Advisory More: the full row for Brown Financial Advisory 1,527 $281K 0.14% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,524 $281K <0.01% -15 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 1,524 $281K 0.1% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,513 $279K 0.09% +1 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 1,505 $277K 0.02% +161 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,503 $277K 0.06% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 1,500 $276K 0.06% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,500 $276K 0.06% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,489 $274K 0.17% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,487 $274K 0.06% 0 13F-HR/A Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,484 $273K 0.07% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,475 $272K 0.03% -68 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,472 $271K 0.05% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,472 $271K 0.02% -37 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,471 $271K 0.11% -5 13F-HR Timeline City State Bank More: the full row for City State Bank 1,467 $270K 0.07% 0 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 1,462 $269K 0.15% +7 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,460 $269K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,453 $268K 0.04% -40 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,452 $268K 0.09% -21 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,450 $267K 0.02% -257 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 1,449 $267K 0.24% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,448 $267K 0.02% -50 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,445 $266K 0.06% -58 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 1,442 $266K 0.11% -16 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,441 $266K 0.04% -179 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,440 $265K 0.01% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,437 $265K 0.03% +296 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 1,431 $264K 0.03% +44 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,430 $264K 0.1% +20 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,425 $263K 0.1% -500 13F-HR Timeline Dodds Wealth, LLC More: the full row for Dodds Wealth, LLC 1,423 $262K 0.06% -67 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,429 $259K 0.02% -11 13F-HR Timeline THEORY FINANCIAL LLC More: the full row for THEORY FINANCIAL LLC 1,406 $259K 0.09% 0 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 1,405 $259K 0.06% -162 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,405 $259K 0.14% +21 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,404 $259K 0.01% -104 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 1,399 $258K 0.1% +30 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,357 $257K 0.03% -316 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,391 $256K 0.02% -705 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,323 $256K 0.03% -445 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 1,387 $256K 0.24% -82 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,378 $254K 0.05% -303 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 1,377 $254K 0.02% -444 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,376 $254K 0.01% +700 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 1,375 $253K 0.06% -84 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 1,368 $252K 0.02% -33 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,352 $249K 0.07% -43 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 1,347 $248K 0.03% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,347 $248K 0.12% 0 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 1,345 $248K 0.17% 0 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 1,342 $247K 0.11% +2 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,339 $247K 0.07% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,334 $246K 0.01% 0 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 1,327 $245K 0.02% new 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,326 $244K 0.03% +1 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,323 $244K 0.04% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,322 $244K 0.08% 0 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 1,321 $243K 0.12% 0 13F-HR Timeline CEERA INVESTMENTS, LLC More: the full row for CEERA INVESTMENTS, LLC 1,320 $243K 0.11% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 1,313 $242K 0.04% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 1,313 $242K 0.09% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,312 $242K 0.1% +901 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,311 $242K 0.06% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,281 $236K 0.08% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,276 $235K 0.02% +3 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,217 $234K 0.02% new 13F-HR Timeline MARQUETTE ASSOCIATES, INC. 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More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,168 $215K 0.01% -43 13F-HR Timeline Integrity Wealth Partners, LLC More: the full row for Integrity Wealth Partners, LLC 1,168 $215K 0.19% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,162 $214K 0.01% 0 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 1,154 $213K 0.04% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,151 $212K 0.1% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,150 $212K <0.01% 0 13F-HR/A Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 1,145 $211K 0.04% +6 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 1,139 $210K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,139 $210K 0.05% -1,926 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 1,136 $209K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,130 $209K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,133 $209K 0.08% 0 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 1,130 $208K 0.12% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,127 $208K 0.03% -12 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 1,121 $207K 0.01% new 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 1,127 $206K 0.08% 0 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 1,117 $206K 0.02% new 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 1,111 $205K 0.1% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,107 $204K 0.1% -194 13F-HR Timeline Advance Capital Management, Inc. 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