Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 264,209 $162M 18.18% -2,273 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 261,948 $160M 0.63% +209 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 261,688 $160M 33.98% +22,579 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 257,722 $158M 1.75% +6,398 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 257,148 $157M 1.01% +16,349 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 253,831 $155M 0.31% +85,367 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 250,083 $153M 7.11% +191,032 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 247,889 $152M 5.34% -17,006 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 247,673 $152M 11.28% -64 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 246,920 $151M 10.95% +3,224 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 246,795 $151M 2.61% -9,567 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 246,522 $151M 6.12% -1,063 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 246,317 $151M 6.93% -18,334 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 244,257 $150M 38.46% +4,892 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 243,343 $149M 27.94% 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 243,333 $149M 3.05% +19,863 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 241,332 $148M 2.94% -9,294 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 279,495 $146M 29.39% +4,880 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 237,328 $145M 2.77% +119,897 13F-HR Timeline NISSAY ASSET MANAGEMENT CORP /JAPAN More: the full row for NISSAY ASSET MANAGEMENT CORP /JAPAN 236,572 $145M 0.8% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 233,643 $143M 3.43% -108,898 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 231,835 $142M 32.46% -562 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 229,929 $141M 11.54% +3,342 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 229,708 $141M 6.47% +51,454 13F-HR Timeline Millburn Ridgefield LLC /DE/ More: the full row for Millburn Ridgefield LLC /DE/ 229,564 $141M 3.36% -16,673 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 229,564 $141M 2.84% -16,673 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 228,956 $140M 0.42% +1,893 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 226,841 $139M 9.54% +305 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 225,953 $138M 0.84% -4,533 13F-HR/A Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 224,183 $137M 8.13% +19,049 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 222,920 $137M 1.78% +14,088 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 220,543 $135M 1.2% +40,935 13F-HR Timeline Group OP Asset Management Ltd More: the full row for OP Asset Management Ltd 219,490 $134M 1.77% 0 13F-HR/A Timeline Steele Capital Management, Inc. More: the full row for Steele Capital Management, Inc. 216,604 $133M 5.9% +6,095 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 216,447 $133M 4.12% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 215,544 $132M 1.66% -2,558 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 214,689 $131M 0.58% +252 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 212,345 $130M 13.3% -3,341 13F-HR Timeline Group Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 211,219 $129M 4.68% -7,175 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 69,669 $128M 14.82% -116,189 13F-HR/A Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 204,459 $125M 6.84% +7,060 13F-HR Timeline Group BANK HAPOALIM BM in group BANK HAPOALIM BM More: the full row for BANK HAPOALIM BM 202,672 $124M 15.26% +37,093 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 202,035 $124M 2.48% -16,716 13F-HR Timeline Group MAYPORT, LLC More: the full row for MAYPORT, LLC 200,959 $123M 26.66% +2,324 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 206,680 $123M 3.02% 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 199,746 $122M 2.19% -2,240 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 198,769 $122M 5.32% +2,895 13F-HR Timeline Group SOUTHERN FARM BUREAU LIFE INSURANCE More: the full row for SOUTHERN FARM BUREAU LIFE INSURANCE 199,115 $122M 14.39% 0 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 197,963 $121M 4.82% -4,699 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 197,497 $121M 22.02% +10,708 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 197,487 $121M 0.1% +132,510 13F-HR Timeline Group Amtrust Financial Services, Inc. More: the full row for Amtrust Financial Services, Inc. 196,400 $120M 40% 0 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 194,088 $119M +4,784 Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 193,459 $118M 8.28% -6,244 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 192,498 $118M 0.91% +44,475 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 190,292 $117M 0.79% +21,058 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 187,411 $115M 2.65% +155,984 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 186,537 $114M 1.85% -4,616 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 185,512 $114M 0.09% +113,541 13F-HR Timeline Group Arkos Global Advisors More: the full row for Arkos Global Advisors 183,893 $113M 14.34% -4,086 13F-HR Timeline Efficient Advisors, LLC More: the full row for Efficient Advisors, LLC 183,356 $112M 6.33% +2,250 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 180,562 $111M 9.28% +8,719 13F-HR Timeline Bell Bank More: the full row for Bell Bank 179,983 $110M 4.77% -1,292 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 179,827 $110M 0.43% +3,022 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 177,541 $110M 17.22% -467 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 178,951 $110M 0.06% +8,729 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 178,137 $109M 1.06% +41,937 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 177,777 $109M 28.09% +4,632 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 176,882 $108M 9.16% -19,650 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 176,756 $108M 9.3% +42,635 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 173,915 $107M 11.53% +54,958 13F-HR/A Timeline Group PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 172,684 $106M 0.13% +171,434 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 170,956 $105M 3.91% +15,678 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 171,222 $105M 1.2% +7,619 13F-HR Timeline American Family Investments, Inc. in group American Family Investments, … More: the full row for American Family Investments, Inc. 170,713 $105M 5.48% +22,017 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 170,589 $104M 15.7% +4,649 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 168,809 $104M 0.67% +18,163 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 170,052 $104M 2.18% +1,151 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 170,535 $104M 2.15% +143 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 169,103 $104M 6.13% +1,567 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 168,843 $103M 0.11% +48,214 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 166,674 $102M 3.35% +4,002 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 165,492 $101M 26.88% +2,476 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 165,362 $101M 14.53% +43,928 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 165,336 $101M 8.74% +3,851 13F-HR Timeline Group Ironclad Investments LLC More: the full row for Ironclad Investments LLC 164,258 $101M 47.75% 0 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 164,000 $100M 1.3% new 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 162,523 $99.5M 30.58% -1,962 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 161,591 $99M 20.77% -138 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 161,090 $98.6M 0.2% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 161,020 $98.6M 16.3% +20,414 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 160,374 $98.2M 0.16% -2,623 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 158,827 $97.3M 0.06% +4,463 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 158,139 $96.8M 0.42% +29,599 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 157,995 $96.8M 0.36% -1,715 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 157,556 $96.5M 16.28% -214 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 157,178 $96.3M 2.94% -506 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 156,689 $96M 0.41% +51,950 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 155,299 $95.1M 1.52% +4,542 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 155,244 $95.1M 0.08% +83,513 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 154,724 $94.8M 4.68% +148,815 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 154,702 $94.7M 11.21% +9,203 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 152,583 $93.4M 1.43% +14,859 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 152,353 $93.3M 18.28% +1,451 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 152,277 $93.3M 1.78% +6,941 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 151,418 $92.7M 4.34% -1,101 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 151,389 $92.7M 1.93% +6,194 13F-HR Timeline Group Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 148,032 $90.7M 5.31% -3,234 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 147,930 $90.6M 11.94% -832 13F-HR Timeline Privium Fund Management (UK) Ltd More: the full row for Privium Fund Management (UK) Ltd 147,800 $90.2M 56.38% -5,610 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 147,136 $90.1M 1.35% +14,371 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 146,754 $89.9M 17.56% -1,461 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 146,477 $89.7M 18.84% -6,308 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 145,701 $89.2M 4.04% +7,426 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 145,518 $89.1M 1.58% +27,828 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 145,447 $89.1M 12.95% +570 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 144,043 $88.2M 1.72% +5,693 13F-HR Timeline MA Private Wealth More: the full row for MA Private Wealth 143,924 $88.1M 14.82% -1,151 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 143,098 $87.6M 14.57% +3,484 13F-HR Timeline Trevian Wealth Management LLC More: the full row for Trevian Wealth Management LLC 141,443 $86.6M 46.49% +223 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 141,093 $86.4M 1.1% +3,140 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 140,237 $85.9M 8.26% -6,259 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 136,191 $84.8M 23.16% +15,740 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 135,950 $83.3M 15.98% +4,303 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 134,331 $82.3M 0.51% +5,837 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 134,048 $82.1M 5.82% +19,301 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 133,552 $81.8M 7.71% +16,317 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 131,397 $80.5M 31.67% -15,726 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 131,135 $80.3M 0.74% +3,131 13F-HR Timeline Group AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 130,953 $80.2M 40.52% +11,065 13F-HR Timeline Group Brio Consultants, LLC More: the full row for Brio Consultants, LLC 130,359 $79.8M 10.98% +2,605 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 128,967 $79M 2.77% -32,327 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 128,797 $78.9M 0.72% +7,621 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 128,473 $78.4M 39.8% +6,878 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 127,386 $78M 84.52% 0 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 126,166 $77.3M 13.77% +1,707 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 125,658 $77M 2.8% -4,961 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 124,238 $76.1M 0.13% -20 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 123,777 $75.8M 19.78% +14,655 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 123,797 $75.8M 49.83% +1,548 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 123,759 $75.8M 0.9% +4,859 13F-HR Timeline Group P/E Global LLC More: the full row for P/E Global LLC 123,566 $75.7M 15.13% +291 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 122,842 $75.4M 8.62% -4,123 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 121,774 $74.9M 24.11% -1,349 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 122,224 $74.8M 1.14% +16,205 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. 122,124 $74.8M 1.25% +16,074 13F-HR Timeline Group Scott Capital Advisors, LLC More: the full row for Scott Capital Advisors, LLC 120,695 $74.7M 16.9% -2,204 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 121,659 $74.5M 31.28% +67,801 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 120,996 $74.1M 17.92% -1,747 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 120,209 $73.6M 22.93% +2,310 13F-HR Timeline Ciovacco Capital Management LLC More: the full row for Ciovacco Capital Management LLC 120,150 $73.6M 37.04% -1,465 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 119,640 $73.3M 8.57% -705 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 119,000 $72.9M 19.21% -21,000 13F-HR Timeline Standpoint Asset Management, LLC More: the full row for Standpoint Asset Management, LLC 118,600 $72.6M 16.42% -21,200 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 118,001 $72.3M 18.26% -2,829 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 117,940 $72.2M 6.45% -18,121 13F-HR Timeline SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 127,462 $72.2M 24.76% +21,345 13F-HR Timeline William Marsh Rice University More: the full row for William Marsh Rice University 116,799 $71.5M 49.01% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 116,567 $71.4M 0.64% +5,620 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 116,530 $71.4M 21.11% +17,000 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 116,020 $71M 24.08% +5,913 13F-HR Timeline David Kennon Inc More: the full row for David Kennon Inc 114,406 $70.1M 25.22% -1,829 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 113,254 $69.6M 18.46% -1,677 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 110,581 $69.5M +3,936 Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 113,192 $69.3M 0.51% 0 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 112,778 $69.1M 3.02% +8,948 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 111,010 $68.2M 7.97% +64,165 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 111,188 $68.1M 0.89% +3,708 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 110,837 $67.9M 2.73% +5,104 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 109,750 $67.2M 1.53% +13,875 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 109,266 $66.9M 0.39% +18,990 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 107,784 $66M +17,873 Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 107,636 $65.9M 13.12% +1,900 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 107,560 $65.9M 0.91% -656 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 107,451 $65.8M 0.29% +1,313 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 107,185 $65.6M 0.37% +142 13F-HR Timeline Group Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 107,165 $65.6M 7.33% +16,260 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 106,687 $65.3M 4.49% +90,624 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 105,303 $64.5M 33.59% -4,272 13F-HR/A Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 105,152 $64.4M 7.06% -4,113 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 105,002 $64.3M 1.31% +2,333 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 104,899 $64.2M 22.15% -47,652 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 104,436 $64M 0.82% -5,623 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 104,431 $64M 0.26% +1,248 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 103,973 $63.7M 1.43% -15,862 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 103,935 $63.6M 1.32% +3,122 13F-HR Timeline TradeWell Securities, LLC. More: the full row for TradeWell Securities, LLC. 103,361 $63.5M 26.7% +2,684 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 103,300 $63.3M 3.26% -21,900 13F-HR Timeline HILL ISLAND FINANCIAL LLC More: the full row for HILL ISLAND FINANCIAL LLC 102,572 $62.8M 15.68% +3,888 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 102,505 $62.8M 5.98% -5,842 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 101,842 $62.4M 3.61% -19,079 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 101,678 $62.3M 9.55% -1,305 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 100,487 $61.5M 1.34% +2,042 13F-HR Timeline AJ Advisors, LLC More: the full row for AJ Advisors, LLC 100,174 $61.3M 25.11% +1,779 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 98,322 $60.2M 19.89% +3,761 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 97,713 $59.8M 5.05% +6,372 13F-HR Timeline Group Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 97,320 $59.6M 13.66% -566 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 97,090 $59.5M 2.46% +90,437 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 96,457 $59.1M 10.03% -5,735 13F-HR Timeline Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 96,105 $58.9M 41.57% -1,501 13F-HR Timeline