BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,725 $1.55M 0.01% +2,748 13F-HR Timeline Group ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,722 $1.55M 0.21% new 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 5,712 $1.55M 0.02% +2,184 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 5,685 $1.54M 0.87% +2,839 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,676 $1.53M 0.02% -441 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,665 $1.53M 0.06% +1,345 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 5,652 $1.53M 0.26% +758 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,628 $1.52M 0.29% +1,355 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 5,618 $1.52M 0.18% +131 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,615 $1.52M 0.01% +1,212 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 5,608 $1.52M 0.05% new 13F-HR Timeline Group Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 3,782 $1.52M 0.32% +40 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 5,584 $1.51M 0.01% +166 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,580 $1.51M 0.05% -93 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,574 $1.51M 0.04% -959 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,564 $1.51M 0.69% -1,591 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 5,554 $1.5M 0.22% new 13F-HR Timeline Group TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 5,546 $1.5M 0.41% +25 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,534 $1.5M 0.04% +574 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,516 $1.49M 0.06% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,516 $1.49M 0.02% +4,241 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 5,472 $1.48M 0.04% +29 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 8,575 $1.48M 0.03% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 5,450 $1.47M 0.88% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 5,433 $1.47M 0.02% +3,129 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,403 $1.46M 0.1% +413 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,379 $1.45M 0.02% +401 13F-HR Timeline Hudson Canyon Capital Management More: the full row for Hudson Canyon Capital Management 5,350 $1.45M 0.89% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 5,349 $1.45M 0.08% +1,654 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,292 $1.43M 0.06% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 5,260 $1.42M 0.1% -490 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,644 $1.42M 0.05% +1,597 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,228 $1.41M 0.01% +2,997 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,191 $1.4M 0.04% +1,082 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 5,143 $1.39M 0.3% -49 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,128 $1.39M 0.02% +885 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,103 $1.38M 0.43% +325 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,093 $1.38M 0.01% +1,268 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,057 $1.37M 0.02% +2,027 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,975 $1.35M 0.02% +116 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 4,968 $1.34M 0.02% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 4,915 $1.33M 0.34% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,910 $1.33M 0.64% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,857 $1.31M 0.18% +1,581 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,846 $1.31M 0.03% +55 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 4,826 $1.31M 2.24% +3,547 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 4,791 $1.3M 0.46% -678 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,764 $1.28M 0.04% +729 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,604 $1.25M 0.53% +8 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,602 $1.24M 0.01% -5,237 13F-HR Timeline Group Stone Wealth Partners More: the full row for Stone Wealth Partners 4,602 $1.24M 1.12% -1,259 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 4,591 $1.24M 0.26% +141 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,546 $1.23M 0.02% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,521 $1.22M 0.04% +2,006 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 4,513 $1.22M 0.56% +2 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 4,500 $1.22M 0.67% -10,500 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,499 $1.22M 0.06% +2,108 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,485 $1.21M 0.01% +1,893 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,454 $1.2M 0.08% +13 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,453 $1.2M 0.2% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,442 $1.2M 0.08% -7 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,434 $1.2M 0.15% +161 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,420 $1.2M 0.06% +297 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,413 $1.19M 0.03% +1,692 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,400 $1.19M <0.01% -335 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,401 $1.17M 0.11% +18 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 4,315 $1.17M 0.12% -50 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 4,309 $1.17M 0.28% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 4,305 $1.16M 0.01% -625 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,190 $1.13M 0.12% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,179 $1.13M 0.07% +306 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,165 $1.13M 0.37% -1,590 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 4,137 $1.12M 0.02% new 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,117 $1.11M 0.06% +819 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 4,100 $1.11M 0.31% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,098 $1.11M 0.12% -1,089 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,054 $1.1M 0.03% -1,274 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 4,048 $1.09M 0.02% -1,081 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 4,040 $1.09M 0.03% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,040 $1.09M 0.02% -5,597 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,039 $1.09M 0.07% -257 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,030 $1.09M 0.02% +554 13F-HR Timeline PIER 88 INVESTMENT PARTNERS LLC More: the full row for PIER 88 INVESTMENT PARTNERS LLC 4,000 $1.08M 0.28% -820 13F-HR/A Timeline Caption Management, LLC More: the full row for Caption Management, LLC 4,000 $1.08M 0.05% -98,200 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,998 $1.08M 0.54% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,489 $1.08M 0.18% -7,892 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,989 $1.08M 0.13% new 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,974 $1.07M 0.03% +527 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 3,943 $1.07M 0.37% -1,501 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,911 $1.06M 0.04% -556 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,886 $1.05M 0.02% +94 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,854 $1.04M 0.01% +829 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,819 $1.03M 0.07% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,799 $1.03M 0.13% -81 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,798 $1.03M 0.19% -13,152 13F-HR Timeline Braeburn Wealth Management LLC More: the full row for Braeburn Wealth Management LLC 3,746 $1.01M 0.58% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,690 $998K 0.02% -367 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,643 $985K 0.01% +68 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,640 $985K 0.02% +582 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,640 $985K 0.06% -10,873 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,537 $957K 0.01% -2,721 13F-HR Timeline Group Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,517 $951K 0.11% +1,510 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,512 $950K 0.09% +918 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,501 $947K 0.07% +26 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,500 $947K 0.06% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,498 $946K 0.04% -30,198 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 3,496 $946K 0.83% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,492 $945K 0.67% -28 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,489 $944K 0.02% +328 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,487 $943K 0.02% +568 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,427 $927K 0.04% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,420 $925K 0.67% -3,465 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,389 $917K 0.23% -752 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 3,381 $915K 0.52% 0 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 3,366 $910K 0.12% -3,367 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,365 $910K 0.64% -810 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 3,340 $903K 1.04% new 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 3,331 $901K 0.07% +169 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,301 $893K 0.02% +420 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,300 $893K 0.03% +853 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,290 $890K 0.01% -363 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,285 $889K 0.09% -514 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,274 $886K 0.05% -1,024 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,265 $883K 0.02% -112 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,246 $878K 0.01% +1,944 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,230 $874K 0.14% -71 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 3,229 $873K 0.19% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,225 $872K 0.05% +1,113 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 3,208 $868K 0.05% +700 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,201 $866K 0.09% -91 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,174 $859K 0.05% -1,409 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,327 $852K 0.12% +1,132 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,117 $843K 0.19% -598 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,106 $840K 0.05% +1,824 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,058 $827K 0.01% +469 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,058 $827K 0.01% -1,136 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,052 $826K 0.07% -53 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,037 $821K 0.27% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,015 $816K 0.07% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,013 $815K 0.02% new 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 3,012 $815K 0.06% +222 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,009 $814K 0.01% -1,161 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,234 $808K 0.34% -342 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,975 $805K 0.27% -6 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,940 $795K 0.13% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,932 $793K <0.01% +139 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,926 $791K 0.09% -163 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 2,875 $778K 0.4% -10,434 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,848 $770K 0.05% +369 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,822 $764K 0.07% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,797 $757K 0.01% +178 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,782 $753K 0.02% -4,470 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,770 $749K 0.02% -21 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,744 $742K 0.05% +786 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 2,732 $739K 0.34% -5,301 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,730 $738K 0.03% -870 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,722 $736K 0.01% -253 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,690 $727K 0.05% +1,140 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,678 $724K 0.09% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,670 $722K 0.05% -5 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 4,163 $717K 0.07% +203 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,469 $711K 0.04% -157 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,626 $710K 0.06% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,621 $709K 0.37% -275 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,616 $708K 0.05% +100 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 2,605 $705K 0.03% +601 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 2,580 $698K 0.19% -1 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,897 $695K 0.29% +272 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,565 $694K 0.1% +83 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,556 $691K 0.01% -2,010 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,540 $687K 0.01% -233,202 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,516 $681K 0.12% +1 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,487 $673K 0.21% -481 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,475 $669K 0.08% -1,608 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,459 $665K 0.04% +279 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,456 $664K 0.04% +154 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,432 $658K 0.04% -244 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,428 $657K 0.04% +224 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,423 $655K 0.16% new 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,397 $648K 0.19% +205 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,393 $647K 0.02% -440 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,387 $646K 0.51% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 2,385 $645K <0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,370 $641K 0.21% -693 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,360 $638K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,353 $636K 0.05% +198 13F-HR Timeline Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 2,348 $635K 0.05% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,345 $634K 0.04% +802 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,343 $634K 0.05% +227 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,340 $633K 0.01% -1,921 13F-HR/A Timeline Blue Trust, Inc. 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