YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,545 $1.04M 0.07% -1,600 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,439 $1.03M <0.01% -229 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,157 $1M 0.01% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 7,244 $1M 0.08% +89 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 7,225 $1000K 0.11% -439 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 7,165 $991K 0.54% -61 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,042 $984K 0.02% -866 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 7,069 $978K 0.13% +990 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 6,939 $960K 0.27% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 6,914 $957K <0.01% -101 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 6,895 $954K 0.04% 0 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,868 $950K 0.02% -223 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,802 $941K 0.08% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,737 $932K <0.01% -3,352 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 6,731 $931K 0.24% -150 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,723 $930K 0.08% +1,188 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,715 $929K 0.05% 0 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,681 $924K <0.01% -2,245 13F-HR Timeline Group SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,582 $911K 0.07% +1,085 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 6,565 $908K 0.38% +509 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6,490 $898K 0.2% 0 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 6,447 $892K 0.46% +1,477 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 6,413 $887K 0.02% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 6,390 $884K 0.14% +750 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,362 $880K 0.06% 0 13F-HR Timeline EIGHT 31 FINANCIAL, LLC More: the full row for EIGHT 31 FINANCIAL, LLC 6,353 $879K 0.53% +411 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 6,330 $876K 0.2% 0 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 6,016 $873K 0.49% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 6,276 $868K 0.01% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 6,235 $863K 0.5% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,233 $862K 0.07% -386 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,202 $858K 0.14% +1,023 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 6,118 $847K 0.22% -218 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 6,068 $840K 0.36% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,585 $839K 0.02% 0 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,985 $828K <0.01% -278,229 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,931 $821K 0.14% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,930 $821K 0.02% +11 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,920 $819K 0.04% +75 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 5,800 $803K 0.77% -115 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,748 $795K 0.13% -110 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 5,643 $781K 0.48% +3,702 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,552 $768K 0.02% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 5,535 $766K 0.01% -146 13F-HR Timeline Group Vertrix Wealth Management, LLC More: the full row for Vertrix Wealth Management, LLC 5,523 $764K 0.28% 13F-HR Timeline RiverTree Advisors, LLC More: the full row for RiverTree Advisors, LLC 5,507 $762K 0.48% -332 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 5,505 $762K 0.27% +3,207 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 5,501 $761K 0.46% 0 13F-HR Timeline MANAGED ASSET PORTFOLIOS, LLC More: the full row for MANAGED ASSET PORTFOLIOS, LLC 5,472 $757K 0.09% -14,102 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 5,457 $755K 0.08% 0 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 5,417 $750K 0.02% -17 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,366 $742K 0.04% 0 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 5,356 $741K 0.75% -2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,319 $736K 0.01% -592 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,211 $721K 0.12% -1 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,178 $716K 0.01% 0 13F-HR/A Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,175 $716K 0.05% +3,575 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,138 $711K 0.02% -690 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,127 $709K <0.01% -5,914 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,115 $708K 0.03% +440 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 5,113 $707K 0.11% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 5,085 $704K 0.24% 0 13F-HR/A Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,056 $700K 0.19% +12 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,983 $689K 0.01% +1,033 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 4,962 $687K 0.04% -9 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,958 $686K 0.01% new 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 4,910 $679K 0.1% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 4,891 $677K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,845 $670K 0.01% -705 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 4,754 $658K 0 Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 4,750 $657K 0.19% 0 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 5,827 $652K 0.35% 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 4,711 $652K 0.02% -183 13F-HR Timeline Group Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,692 $649K 0.04% +111 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,691 $649K 0.02% +735 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 4,655 $644K <0.01% +2,662 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 4,650 $643K 0.4% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,638 $642K 0.02% -24 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 4,624 $640K 0.31% -61 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 4,614 $638K 0.07% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 4,602 $637K 0.45% +260 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 4,557 $637K 0.55% -702 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 4,575 $633K 0.16% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,358 $632K 0.08% +45 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,545 $629K 0.03% -170 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,514 $625K 0.04% 0 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 4,500 $623K 0.08% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,469 $618K 0.02% +19 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,907 $607K 0.01% +453 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,384 $607K 0.06% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 4,337 $600K 0.03% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,323 $598K 0.02% -58 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 4,314 $597K 0.16% 0 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,264 $590K 0.18% -341 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 4,239 $587K 0.09% +10 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 4,210 $583K 0.01% new 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 4,208 $582K 0.39% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,201 $581K 0.06% +1,022 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,200 $581K 0.02% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,180 $578K 0.05% +99 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,132 $572K 0.01% +303 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 4,128 $571K 0.15% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,090 $566K 0.04% -35 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,089 $566K 0.04% +247 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 4,084 $565K 0.06% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,014 $555K <0.01% +1,352 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 3,991 $552K 0.09% -70 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,974 $550K 0.01% -66 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,904 $540K 0.01% +12 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 3,863 $535K 0.27% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 3,837 $531K <0.01% +390 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,481 $528K 0.01% -5 13F-HR Timeline ONE Advisory Partners, LLC More: the full row for ONE Advisory Partners, LLC 3,763 $521K 0.16% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 3,748 $519K 0.15% -3,748 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,744 $518K 0.01% 0 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,735 $517K 0.01% new 13F-HR Timeline Financial Solutions Advisory Group, Inc. More: the full row for Financial Solutions Advisory Group, Inc. 3,669 $508K 0.07% 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,665 $507K 0.19% new 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,653 $505K 0.03% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 3,650 $505K 0.12% 0 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 3,645 $504K 0.21% +771 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,618 $501K 0.05% 0 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 3,611 $500K -4,385 Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,600 $498K 0.06% -200 13F-HR/A Timeline Group Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,585 $496K 0.03% new 13F-HR Timeline Genesis Wealth Advisors, LLC More: the full row for Genesis Wealth Advisors, LLC 3,555 $492K 0.33% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,550 $491K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,548 $491K 0.02% -4,842 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,518 $487K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Balentine LLC More: the full row for Balentine LLC 3,497 $484K 0.02% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,489 $483K <0.01% +80 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,434 $475K 0.07% -22 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,352 $464K <0.01% -80 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,297 $456K 0.01% -423 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 3,253 $450K 0.06% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 3,243 $449K 0.01% -15,752 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,235 $448K 0.02% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,234 $447K 0.06% 0 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 3,207 $444K <0.01% -800 13F-HR Timeline Group TKG Advisors, LLC More: the full row for TKG Advisors, LLC 3,199 $443K 0.18% +2 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,189 $441K 0.01% -42 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 3,186 $441K 0.35% -89 13F-HR Timeline American Trust More: the full row for American Trust 3,134 $434K 0.04% -888 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,117 $431K 0.08% +705 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 3,096 $428K 0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,089 $427K 0.01% -105 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,083 $427K 0.06% 0 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,707 $422K 0.03% +186 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,023 $418K 0.01% -163 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,000 $415K 0.1% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,948 $408K 0.14% -31 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 2,903 $402K 0.16% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,900 $401K 0.04% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,887 $399K <0.01% 0 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,882 $399K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,879 $398K <0.01% new 13F-HR Timeline First Citizens Asset Management, Inc. More: the full row for First Citizens Asset Management, Inc. 2,863 $396K 0.14% -498 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,846 $394K <0.01% -50 13F-HR/A Timeline Group Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,836 $392K 0.12% -1 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 2,826 $391K 0.06% -306 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,819 $390K 0.19% -33 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 2,783 $385K 0.1% 0 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 2,753 $381K 0.33% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,745 $380K 0.02% -4,460 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 2,735 $378K 0.07% +148 13F-HR/A Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,731 $378K 0.25% +12 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,726 $377K 0.04% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,717 $376K 0.02% 0 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 2,704 $374K 0.07% -2,723 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,703 $374K 0.07% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,697 $373K <0.01% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 2,694 $373K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,686 $372K 0.01% 0 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,670 $369K 0.15% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,553 $353K 0.06% -42 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,529 $350K 0.01% -1,161 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,514 $348K <0.01% new 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 2,494 $345K 0.11% +6 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,436 $337K 0.03% -844 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 2,417 $334K 0.1% 0 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 2,411 $334K 0.18% +128 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,409 $333K 0.01% +47 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,398 $332K 0.01% -171 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,372 $328K 0.02% 0 13F-HR Timeline Highlander Partners, L.P. More: the full row for Highlander Partners, L.P. 2,360 $327K 0.13% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,349 $325K <0.01% 0 13F-HR Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,346 $325K 0.04% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,328 $322K 0.03% -23 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,316 $320K 0.01% new 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 2,293 $317K 0.09% +13 13F-HR Timeline MENORA MIVTACHIM HOLDINGS LTD. in group MENORA MIVTACHIM HOLDINGS LTD. More: the full row for MENORA MIVTACHIM HOLDINGS LTD. 2,290 $317K <0.01% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,284 $316K 0.02% -556 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,272 $314K 0.04% -54,582 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,257 $312K 0.01% 0 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 2,243 $310K 0.06% +11 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,220 $307K 0.01% 0 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 2,218 $307K 0.07% +110 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 2,216 $307K 0.15% +422 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,204 $305K 0.02% +20 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,192 $303K 0.07% -70 13F-HR Timeline