OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,769 $676K 0.04% +7 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,670 $666K 0.01% +1,267 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 6,611 $660K 0.4% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,609 $660K 0.01% +331 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,599 $659K 0.18% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,499 $649K 0.01% -94 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 6,464 $645K <0.01% +11 13F-HR Timeline Wheelhouse Advisory Group LLC More: the full row for Wheelhouse Advisory Group LLC 6,248 $629K 0.24% +195 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,302 $629K 0.02% +1,440 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,274 $627K <0.01% +198 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,269 $626K 0.03% +219 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,236 $623K 0.01% +483 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,206 $620K -326 Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 6,121 $611K 0.05% new 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 6,066 $606K 0.01% -163 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,028 $602K 0.25% +123 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,017 $601K 0.01% +494 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 5,972 $596K 0.09% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,862 $585K 0.01% -428 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 5,811 $580K -1,541 Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 5,746 $574K 0.01% new 13F-HR Timeline Group DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 5,736 $573K 0.03% -218 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,677 $567K 0.15% -1,645 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 5,656 $565K 0.29% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,653 $565K 0.01% +85 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,600 $559K 0.01% -1,848 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,567 $556K 0.02% -138 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,525 $552K 0.07% +41 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,487 $548K 0.09% +87 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,441 $543K 0.01% -175 13F-HR Timeline Group CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,393 $539K 0.1% -127 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,360 $535K <0.01% +1,050 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 5,310 $530K 0.01% +262 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 5,305 $530K 0.01% +299 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,300 $529K 0.01% -400 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,282 $527K 0.25% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 5,215 $521K 0.19% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,154 $515K 0.01% +1,173 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 5,092 $508K 0.15% -1,444 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 5,090 $508K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,040 $503K 0.01% -664 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,026 $502K <0.01% +185 13F-HR Timeline Group COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,017 $501K 0.04% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,015 $501K +2,101 Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,004 $500K <0.01% -1,230 13F-HR Timeline Group BTS Asset Management, Inc. More: the full row for BTS Asset Management, Inc. 4,916 $496K 0.67% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 4,958 $495K 0.46% 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 4,997 $495K 0.22% +10 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,926 $492K 0.37% +3,278 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,884 $488K <0.01% +1,708 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,867 $486K 0.19% -6,442 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,852 $485K <0.01% -561 13F-HR/A Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,814 $481K 0.17% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,801 $479K 0.04% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,782 $478K 0.01% +113 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 4,700 $469K 0.04% -12 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4,666 $466K 0.11% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,632 $463K 0.02% +92 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,626 $462K <0.01% +241 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,624 $462K 0.06% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 4,605 $460K <0.01% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,571 $456K 0.01% +378 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,532 $453K 0.02% +945 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 4,280 $448K 0.06% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,438 $447K 0.03% +1,159 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,394 $439K 0.27% +14 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 4,361 $435K 0.27% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,352 $435K 0.09% -181 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,351 $434K 0.08% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 4,322 $432K <0.01% -97 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,249 $424K 0.03% 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,243 $424K <0.01% new 13F-HR Timeline Group Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 4,231 $423K 0.12% -250 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 4,217 $421K 0.1% -158 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,187 $418K 0.02% +999 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,144 $414K <0.01% +674 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 4,135 $413K 0.14% -3 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,135 $413K <0.01% -1,010 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,128 $412K 0.01% +82 13F-HR Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 4,072 $407K 0.11% -1,060 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,044 $404K <0.01% +2,069 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,044 $404K 0.06% -118 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,030 $402K 0.11% -7,670 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,963 $396K 0.01% +3,336 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 3,956 $395K 0.2% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 3,900 $389K 0.15% -108 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,878 $387K <0.01% -378 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,854 $385K 0.01% +77 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,816 $381K 0.01% -455 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,781 $378K <0.01% 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,713 $372K 0.09% +26 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,718 $371K 0.01% new 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,707 $370K <0.01% +196 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,699 $369K 0.33% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,690 $368K 0.01% +1,681 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,670 $366K 0.01% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,666 $366K 0.02% +20 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,600 $361K 0.02% new 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,565 $356K <0.01% 0 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,440 $352K 0.01% +673 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,504 $350K 0.07% +216 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 3,470 $347K 0.07% -90 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 3,289 $346K 0.13% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 3,455 $345K 0.05% +25 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,448 $344K <0.01% +1,290 13F-HR Timeline Group Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 3,448 $344K 0.07% +233 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,394 $339K 0.04% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,371 $337K 0.01% -56 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,318 $331K 0.02% +12 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,294 $329K 0.01% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,247 $324K 0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,233 $323K <0.01% +6 13F-HR Timeline Group Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 3,191 $319K 0.24% -547 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,157 $315K 0.01% +240 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,087 $308K 0.08% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,086 $308K 0.02% +214 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,069 $306K 0.03% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 3,045 $304K 0.02% +104 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 3,018 $301K 0.03% new 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 3,006 $300K 0.05% 0 13F-HR Timeline Brightwater Advisory LLC More: the full row for Brightwater Advisory LLC 3,000 $300K 0.2% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,997 $299K <0.01% new 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,984 $298K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,978 $297K 0.01% +245 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,939 $294K 0.01% +10 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,919 $291K 0.06% +16 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,896 $289K 0.01% +51 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,896 $289K 0.01% -122 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,840 $284K <0.01% new 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 2,763 $283K 0.19% 13F-HR Timeline Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 2,815 $281K 0.12% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,801 $280K <0.01% -1,600 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,797 $279K <0.01% +7 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 2,785 $278K 0.04% +16 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,782 $278K 0.06% +8 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,775 $277K 0.01% +22 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,770 $277K 0.04% +258 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,750 $275K 0.01% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 2,735 $273K 0.1% +10 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,714 $271K <0.01% -7,320 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 2,693 $269K 0.22% +10 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,668 $267K 0.04% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,673 $267K 0.03% +5 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,665 $266K 0.03% -256 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,645 $264K 0.04% +517 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,639 $264K 0.01% +68 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,632 $263K 0.01% -20 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,600 $260K 0.06% +2,395 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,592 $259K 0.05% -400 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,551 $255K 0.04% -70 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,522 $252K 0.04% -5 13F-HR Timeline Rockport Wealth LLC More: the full row for Rockport Wealth LLC 2,517 $251K 0.05% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,513 $251K <0.01% +572 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,498 $249K 0.03% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,496 $249K 0.06% -14 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,476 $247K 0.01% +174 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,460 $246K 0.01% +357 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 2,458 $245K 0.08% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,474 $245K 0.01% -139 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,454 $245K 0.09% -362 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,450 $245K 0.01% +40 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,450 $245K <0.01% -4,210 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,445 $244K <0.01% +983 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,415 $241K <0.01% +66 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,403 $240K 0.01% -674 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 2,401 $240K 0.08% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,400 $240K <0.01% +10 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 2,394 $239K 0.06% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,367 $236K 0.01% new 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,364 $236K 0.08% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 2,358 $235K 0.53% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 2,353 $235K <0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,342 $234K 0.02% +51 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,313 $231K 0.01% -8,746 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,299 $230K 0.01% +324 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,300 $230K 0.01% +180 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,277 $227K <0.01% -337 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,266 $226K 0.01% -39 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,264 $226K <0.01% +215 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,260 $226K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,255 $225K 0.01% -3,244 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,241 $224K 0.03% 0 13F-HR Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 2,225 $222K 0.07% 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,214 $221K <0.01% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,213 $221K 0.03% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,205 $220K <0.01% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,201 $220K 0.03% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 2,200 $220K 0.12% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,189 $219K 0.01% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,176 $217K 0.09% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,174 $217K <0.01% -6,398 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 2,165 $216K 0.11% +76 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,155 $215K <0.01% +63 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,147 $214K 1.36% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,139 $214K <0.01% -493 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 2,133 $213K 0.05% 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,109 $212K 0.03% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,111 $211K 0.01% -10,633 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,110 $211K 0.1% 0 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,107 $210K 0.05% new 13F-HR Timeline