Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 324,208 $223M 1.09% +132,977 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 321,956 $221M 8.35% -16,956 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 319,111 $219M 0.37% -137,083 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 316,290 $217M 2.32% +23,132 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 313,997 $216M 9% -1,929 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 313,430 $215M 13.02% +45,854 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 312,492 $215M 1.28% -54,732 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 311,851 $214M 0.05% -2 13F-HR Timeline Group AFBI LP More: the full row for AFBI LP 309,100 $212M 100% +89,610 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 308,088 $212M new Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 306,984 $211M 3.58% -27,763 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 302,452 $208M 38.53% +15,301 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 301,842 $207M 2.08% +44,327 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 300,175 $206M 2.16% -5,668 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 299,727 $206M 3.26% +65,391 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 299,596 $206M 1.84% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 291,051 $200M 2.19% +11,112 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 290,823 $200M 0.61% +5,691 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 287,374 $197M 6.77% +36,593 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 287,154 $197M 9.18% +9,832 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 286,579 $197M 23.58% -1,465 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 286,184 $197M 0.03% +16,604 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 286,051 $196M 0.46% +9,277 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 285,055 $196M 15.16% +4,786 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 287,380 $195M 3.91% +8,077 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 283,931 $195M 2.24% -5,698 13F-HR Timeline American Trust More: the full row for American Trust 283,744 $195M 15.02% -6,959 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 279,177 $192M 1.8% +62,497 13F-HR Timeline State of Tennessee, Department of Treas… More: the full row for State of Tennessee, Department of Treasury 277,910 $191M 0.57% 0 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 277,855 $191M 2.4% +1,351 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 275,145 $189M 12.13% -2,533 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 273,046 $188M 5.32% +163,370 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 272,432 $187M 1.16% -2,509 13F-HR/A Timeline Fairfield University More: the full row for Fairfield University 272,430 $187M 75.76% +777 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 266,610 $183M 0.09% +74,264 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 265,157 $182M 4.92% +54,801 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 264,424 $180M +144,765 Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 261,443 $180M 3.4% +6,199 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 261,443 $180M 2.98% +6,199 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 259,574 $178M 2.12% +2,006 13F-HR Timeline Group Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 256,299 $176M 10.72% +4,262 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 256,180 $176M 17.04% -1,102 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 255,739 $176M 0.97% -9,580 13F-HR Timeline TAIYO LIFE INSURANCE CO More: the full row for TAIYO LIFE INSURANCE CO 255,100 $175M 16.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 253,312 $174M 11.24% +8,551 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 253,227 $174M 23.29% +6,611 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 244,554 $168M 100% +656 13F-HR Timeline Woodbridge Co Ltd More: the full row for Woodbridge Co Ltd 243,800 $167M 0.66% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 243,721 $167M 3.24% +41,958 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 242,780 $167M 15.95% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 243,447 $166M 5.98% +2,976 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 241,952 $166M 31.79% -2,155 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 241,195 $166M 2.74% +43,461 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 285,434 $163M 27.43% +6,437 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 235,658 $162M 5.32% -3,180 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 234,959 $161M 0.74% -65,141 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 232,429 $160M 0.93% +34,746 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 232,273 $160M 11.96% -422 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 230,868 $159M 7.62% +10,326 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 230,142 $158M 14.45% +28,945 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 227,464 $156M 9.7% +25,158 13F-HR Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 225,206 $155M 5.69% +1,307 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 225,042 $155M 0.08% +16,963 13F-HR Timeline Group Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 224,236 $154M +33,981 Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 223,000 $153M 6.06% 0 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 220,750 $152M 0.13% +9,905 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 219,510 $151M 7.35% -6,059 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 219,307 $151M 2.37% +11,427 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 218,387 $150M 23.26% +9,597 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 217,810 $150M 2.7% +10,889 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 216,447 $149M 4.45% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 213,262 $146M 0.82% +16,286 13F-HR Timeline TLT Family Holdco ULC More: the full row for TLT Family Holdco ULC 212,750 $146M 20.76% -72,900 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 212,237 $146M 5.24% +34,472 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 212,022 $146M 2.43% -11,102 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 210,745 $145M 27.44% +6,034 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 209,049 $144M 1.45% +10,617 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 236,304 $143M 2.37% -3,665 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 205,604 $143M 3.91% +11,536 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 206,920 $142M 47.91% 0 13F-HR Timeline Group Go Invest LLC More: the full row for Go Invest LLC 204,291 $140M 32.97% +19,818 13F-HR Timeline William Marsh Rice University More: the full row for William Marsh Rice University 203,965 $140M 63.91% -21,949 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 202,961 $139M 0.87% -6,672 13F-HR Timeline Group Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 199,635 $139M 8.24% +109,742 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 202,245 $139M 5.6% +2,357 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 200,052 $137M 2.55% +60,793 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 199,789 $137M 22.14% +2,359 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 199,754 $137M 16.03% +21,660 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 199,441 $137M 12.27% -2,681 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 197,490 $136M 6.82% +7,584 13F-HR Timeline Liberty Mutual Group Asset Management I… in group Liberty Mutual Group Asset Ma… More: the full row for Liberty Mutual Group Asset Management Inc. 197,323 $136M 11.83% -15,271 13F-HR Timeline Group Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 196,400 $135M 40.09% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 195,515 $134M 0.59% +9,898 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 194,593 $134M 2.56% +2,697 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 194,540 $134M 7.45% -16,541 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 194,493 $134M 19.23% -150 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 193,209 $133M 0.51% -11,617 13F-HR Timeline Group COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 191,152 $131M 12.07% -2,048 13F-HR Timeline Group Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 190,000 $130M 2.28% new 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 189,291 $130M 14.92% +8,626 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 189,201 $130M 9.7% +14,849 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 188,831 $130M 12.85% +3,531 13F-HR Timeline Group RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 188,391 $129M 27.13% +4,466 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 185,817 $128M 1.24% -17,718 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 185,563 $127M 1.62% +6,780 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 185,198 $127M 3.69% +26,200 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 185,055 $127M 0.21% +113,675 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 184,141 $126M 3.09% +36,529 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 182,723 $125M 1.06% -46,699 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 182,345 $125M -2,761 Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 181,718 $125M 6.59% +12,038 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 181,177 $124M 3.07% +48 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 179,471 $123M 14.6% -412 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 178,743 $123M 2.4% -971 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 176,773 $121M 3.77% +356 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 172,980 $119M 16.36% -3,717 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 172,958 $119M 1.3% +10,980 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 171,763 $119M 17.02% -860 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 168,550 $116M 18.83% +64 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 168,415 $116M 7.72% +5,977 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 168,391 $116M 1.16% +26,991 13F-HR Timeline Group PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 166,503 $114M 4.03% +3,420 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 166,411 $114M 1.47% +4,136 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 190,887 $114M 1.64% +1,600 13F-HR Timeline Group Ironclad Investments LLC More: the full row for Ironclad Investments LLC 164,258 $113M 48.43% 0 13F-HR Timeline Kinsale Capital Group, Inc. in group Kinsale Capital Group, Inc. More: the full row for Kinsale Capital Group, Inc. 163,793 $112M 14.91% +30,992 13F-HR Timeline Group One Day In July LLC More: the full row for One Day In July LLC 163,375 $112M 7.8% -2,189 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 162,570 $112M 4.51% +11,636 13F-HR Timeline Keewaydin Investments LLC More: the full row for Keewaydin Investments LLC 162,462 $112M 32.19% -663 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 161,357 $111M 0.82% +35,915 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 159,773 $110M 4.49% +1,771 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 158,557 $109M 14.02% +913 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 157,778 $108M 46.19% +5,995 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 156,519 $107M 1.3% -7,451 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 156,472 $107M 0.79% +7,910 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 156,502 $107M 5.99% -2,861 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 156,230 $107M 28.17% -1,427 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 156,223 $107M 8.31% +10,454 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 156,202 $107M 6.72% +1,941 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 154,547 $106M 18.25% +6,771 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 154,260 $106M 18.04% -271 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 152,670 $105M 36.09% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 152,197 $105M +19,130 Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 151,611 $104M 0.17% -4,789 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 151,524 $104M 2.12% +30,638 13F-HR Timeline Bell Bank More: the full row for Bell Bank 150,103 $103M 3.93% +1,474 13F-HR Timeline TRB Advisors LP More: the full row for TRB Advisors LP 150,000 $103M 44.24% new 13F-HR Timeline CHAI TRUST CO LLC in group CHAI TRUST CO LLC More: the full row for CHAI TRUST CO LLC 149,956 $103M 7.08% +75,352 13F-HR Timeline Group Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 149,633 $103M 15.2% +11,767 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 147,919 $102M 1.74% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 147,323 $101M 1.83% +36,849 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 147,401 $101M 8.15% +78,209 13F-HR Timeline Group Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 146,244 $100M 18.4% -744 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 146,121 $100M 1.42% +20,657 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 145,000 $99.6M 0.94% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 144,155 $99M 13.34% -345 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 144,159 $99M 0.16% +113,191 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 143,107 $98.3M 10.75% +6,110 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 141,560 $97.2M 3.49% +34,808 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 141,343 $97.1M 8.42% +1,601 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 140,626 $96.6M 18.33% +1,923 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 139,492 $95.8M 0.36% -5,273 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 138,584 $95.2M 1.34% +8,474 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 138,497 $95.1M 9.43% +14,306 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 135,179 $92.8M 1.05% -1,451 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 134,610 $92.5M 1.09% +3,937 13F-HR Timeline BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 132,090 $90.7M 6.03% -22,844 13F-HR Timeline Group Fortune 45 LLC More: the full row for Fortune 45 LLC 129,010 $88.6M 37.86% +238 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 128,996 $88.6M 77.87% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 127,976 $87.9M 1.62% +13,722 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 127,028 $87.2M 10.22% -1,078 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 126,894 $87.2M 13.23% +5,283 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 125,575 $86.2M 50.4% -1,841 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 125,554 $86.2M 12.84% +542 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 124,172 $85.3M 0.97% +87,643 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 123,620 $84.9M 17.32% +352 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 123,040 $84.5M 56.25% -2,500 13F-HR Timeline Group Francis Financial, Inc. More: the full row for Francis Financial, Inc. 122,978 $84.5M 13.86% -2,771 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 122,217 $83.9M 1.34% +5,468 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 121,700 $83.6M 1.76% +6,307 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 121,422 $83.4M 21.29% +1,118 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 120,974 $82.8M 0.07% +740 13F-HR Timeline Group MCMORGAN & CO LLC More: the full row for MCMORGAN & CO LLC 120,533 $82.8M 12.47% -837 13F-HR Timeline Petersen Hastings Wealth Advisors Inc. More: the full row for Petersen Hastings Wealth Advisors Inc. 120,508 $82.8M 6.95% +1,141 13F-HR Timeline KB Prvo drustvo za upravuvanje so zadol… More: the full row for KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje 120,504 $82.8M 15.99% 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 119,532 $82.1M 0.45% +29,000 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 119,493 $82.1M 1.55% +12,221 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 119,369 $82M 3.75% +8,687 13F-HR Timeline Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 118,807 $81.6M 12.78% -2,227 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 117,699 $80.8M 24.96% +2,165 13F-HR Timeline Trust Co of Tennessee More: the full row for Trust Co of Tennessee 117,641 $80.8M 14.12% -5,450 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 116,864 $80.3M 35.72% +1,997 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 116,162 $79.8M 0.37% -14,561 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 116,046 $79.7M 2.94% +1,090 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 115,498 $79.3M 25.85% +2,453 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 115,381 $79.2M 0.53% +61,517 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 115,207 $79.1M 0.97% +969 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 115,167 $79.1M 0.73% +27,499 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 114,809 $78.9M 0.34% -948 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 114,300 $78.5M 16.46% +3,700 13F-HR Timeline