Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,185 $230K <0.01% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,181 $229K 0.05% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,179 $229K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,175 $228K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,167 $226K <0.01% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,160 $225K 0.02% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,160 $225K 0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,159 $225K 0.07% -206 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,156 $224K 0.03% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,150 $223K 0.02% new 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 1,148 $222K 0.08% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,139 $221K 0.02% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,139 $221K 0.12% +979 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,136 $220K 0.1% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,135 $220K <0.01% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,131 $219K <0.01% new 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 1,121 $217K 0.1% new 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,142 $217K 0.1% -3,403 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 1,118 $217K 0.05% new 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 1,117 $216K 0.14% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,114 $216K 0.04% new 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 1,111 $215K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,100 $213K 0.01% new 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,100 $213K 0.1% new 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,100 $213K 0.02% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 1,094 $212K 0.1% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,094 $212K 0.02% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,093 $212K 0.01% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,089 $211K 0.14% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,109 $211K 0.12% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,085 $210K 0.07% +145 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,079 $209K 0.13% +399 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,066 $207K 0.02% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,056 $205K 0.08% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,049 $203K 0.01% new 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,045 $203K <0.01% -2,489 13F-HR Timeline Group Elite Life Management LLC More: the full row for Elite Life Management LLC 1,043 $202K 0.52% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 1,040 $202K 0.05% -1,147 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,037 $201K 0.01% -3,973 13F-HR Timeline Group Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 1,033 $200K 0.15% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,016 $197K 0.14% +112 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,002 $194K 0.01% new 13F-HR/A Timeline SEGRA CAPITAL MANAGEMENT, LLC More: the full row for SEGRA CAPITAL MANAGEMENT, LLC 1,000 $194K 0.06% -117,819 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 999 $194K 0.08% -229 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 989 $192K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 989 $192K 0.01% +828 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 986 $191K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 974 $189K 0.17% +969 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 962 $188K 0.02% -900 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 940 $182K 0.03% -87 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 938 $182K 4.95% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 904 $175K <0.01% +84 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 903 $175K 0.02% +322 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 888 $172K <0.01% +115 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 887 $172K <0.01% -336 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 855 $166K 0.01% +165 13F-HR Timeline Group Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 854 $166K 0.13% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 822 $159K <0.01% +387 13F-HR Timeline LANARK FINANCIAL, INC. 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More: the full row for RATIONAL ADVISORS, INC. 513 $99.4K 0.01% -210 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 500 $96.9K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 496 $96.2K 0.07% -24 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 478 $92.6K <0.01% new 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 476 $92.3K 0.03% +81 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 459 $89K 0.01% -61,217 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 458 $88.8K 0.01% +86 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 438 $84.9K <0.01% +109 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 433 $83.9K 0.01% +2 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 431 $83.5K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 431 $83.5K 0.04% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 392 $76K 0.03% +32 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 379 $73.5K 0.22% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 377 $73K 0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 362 $70.2K <0.01% -7 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 350 $67.8K 0.02% -100 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 346 $67.1K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 345 $66.9K 0.01% +322 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 300 $58.1K 0.03% +150 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 290 $56K 0.03% 0 13F-HR Timeline Aviso Financial Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 137 $27K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 135 $26.2K 0.01% -8 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 124 $24.1K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 124 $24K 0.03% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 121 $23.5K <0.01% +9 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 121 $23.5K 0.02% -4 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 120 $23.2K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 119 $23.1K 0.02% 0 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 112 $21.8K <0.01% +12 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 110 $21.3K 0.02% +6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 108 $20.9K <0.01% +2 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 105 $20.4K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. 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