Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,979 $914K 0.05% -368 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,932 $903K 0.01% -18,845 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 3,916 $899K 0.33% -970 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,842 $882K 0.02% -90 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,841 $882K 0.18% -280 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,458 $881K 0.02% -381 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 3,809 $874K 0.87% +424 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,760 $863K 0.03% +5 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,746 $860K 0.11% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,738 $858K 0.01% -149 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,717 $853K 0.13% +1 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,664 $841K 0.03% -95 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,651 $838K 0.06% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,587 $824K 0.03% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,583 $823K 0.05% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,583 $823K 0.03% +756 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 3,544 $814K 0.3% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,504 $804K 0.03% +1,460 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,492 $802K 0.17% -42 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,470 $797K 0.02% -3,023 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,464 $795K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,461 $794K 0.01% +2,003 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,410 $783K 0.22% -947 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,405 $782K <0.01% +527 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,367 $773K 0.01% +766 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,350 $769K 0.04% +2 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,341 $767K 0.04% +637 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,332 $765K <0.01% -1,447 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,292 $756K 0.01% +30 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,273 $751K 0.01% -627 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,244 $745K 0.02% -135 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,234 $742K <0.01% +788 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,214 $738K 0.01% +197 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,202 $735K 0.22% -14 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,125 $717K 0.14% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,111 $714K 0.02% -576 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,099 $711K 0.07% -606 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,077 $706K 0.04% -1,321 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,049 $700K <0.01% -217 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,044 $699K <0.01% -30,262 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 3,026 $695K 0.53% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,004 $690K 0.02% +170 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,993 $687K 0.26% +364 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,991 $687K <0.01% -660 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,968 $681K 0.07% -72 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,964 $681K 0.01% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,960 $680K 0.06% +1,336 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,952 $678K 0.01% +246 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,944 $676K 0.09% -695 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 2,927 $672K <0.01% -1,616 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,922 $671K 0.05% -21,325 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,906 $667K 0.35% +8 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,891 $664K 0.23% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,886 $663K <0.01% +227 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,879 $661K 0.06% +1,137 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,869 $659K 0.01% +412 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,869 $659K 0.01% +170 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 2,854 $655K 0.05% -1,089 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,850 $654K 0.06% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 2,839 $652K 0.03% -25,925 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,815 $646K 0.01% +1,064 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,805 $644K 0.04% +38 13F-HR/A Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,799 $643K 0.59% -127 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 2,791 $641K 0.15% +195 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,788 $640K 0.01% -719 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,784 $639K 0.02% -5 13F-HR Timeline GAMCO Investors (Gabelli) group of 2 filers holding More: the full row for GAMCO Investors (Gabelli) 2,783 $639K -1,077 Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,762 $634K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,760 $634K <0.01% +159 13F-HR/A Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,747 $631K 0.28% -113 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,733 $627K 0.01% +1,154 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 2,708 $622K 0.01% -673 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,704 $621K 0.01% +336 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,450 $621K +1,324 Timeline SFM, LLC More: the full row for SFM, LLC 2,701 $620K 0.32% -1,907 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,665 $612K 0.12% 0 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,663 $611K 0.01% -27 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,651 $609K 0.02% +936 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,643 $607K 0.03% -431 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 2,639 $606K 0.02% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 2,632 $604K <0.01% -63 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 2,240 $602K 0.28% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,600 $597K 0.06% +550 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,588 $594K 0.02% 0 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,571 $590K 0.02% +1,297 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 2,338 $590K 0.28% -2 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,549 $585K 0.01% -48 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,306 $579K 0.01% +582 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,515 $577K 0.05% -124 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,504 $575K 0.1% -33 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,498 $573K 0.05% +1 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,494 $573K 0.1% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,473 $568K 0.01% +383 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 2,458 $564K 0.04% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,456 $564K 0.01% +6 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,442 $561K 0.01% -258 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,441 $560K 0.07% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,436 $559K 0.01% -74 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,427 $557K 0.01% +268 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,406 $552K -989 Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,401 $551K 0.01% +7 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,394 $550K 0.07% 0 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,415 $548K <0.01% +441 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,361 $542K 0.03% +66 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,330 $535K 0.01% +586 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,322 $533K <0.01% -129 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,100 $530K 0.06% 0 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 2,305 $529K 0.35% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,300 $528K 0.02% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,300 $528K 0.07% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,293 $526K 0.09% +903 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,254 $517K 0.01% -76 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 2,277 $517K 0.01% 0 13F-HR Timeline Group SPWM Advisors LLC More: the full row for SPWM Advisors LLC 2,021 $513K 0.47% new 13F-HR Timeline Maloon Powers Pitre Higgins & Dennehy, … More: the full row for Maloon Powers Pitre Higgins & Dennehy, LLC 2,217 $509K 0.17% 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,216 $509K 0.16% -154 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,215 $508K 0.06% -30 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,209 $507K 0.01% -89 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,209 $507K 0.03% +7 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,196 $504K 0.07% -421 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 2,192 $503K 0.04% +31 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,174 $499K 0.04% -77 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,173 $499K 0.09% +838 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,195 $499K 0.02% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,166 $497K <0.01% new 13F-HR Timeline Group Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,165 $497K 0.15% -112 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,152 $494K 0.01% -64 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,154 $494K 0.02% -70 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,145 $492K 0.01% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,142 $492K 0.01% +683 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,139 $491K 0.02% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,134 $490K 0.07% -376 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,101 $482K 0.09% +21 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,097 $481K 0.04% -13,733 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,096 $481K 0.33% +97 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,075 $476K 0.11% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,070 $475K <0.01% -94 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,064 $474K 0.04% -664 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 2,063 $474K 0.16% +17 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,062 $473K <0.01% +39 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,058 $473K 0.09% new 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,057 $472K 0.03% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,057 $472K 0.01% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,040 $468K <0.01% +18 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 2,023 $464K 0.01% +349 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 2,009 $461K 0.01% +29 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,000 $459K 0.1% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 2,000 $459K 0.35% 0 13F-HR Timeline MONTCHANIN ASSET MANAGEMENT, LLC More: the full row for MONTCHANIN ASSET MANAGEMENT, LLC 2,000 $459K 0.47% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,999 $459K <0.01% -287 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,993 $458K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,990 $457K 0.03% new 13F-HR Timeline FRONTIER CAPITAL MANAGEMENT CO LLC More: the full row for FRONTIER CAPITAL MANAGEMENT CO LLC 1,988 $456K <0.01% +199 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,987 $456K 0.02% +271 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,983 $455K <0.01% 0 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,958 $449K 0.03% -238 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,929 $443K 0.68% new 13F-HR Timeline CSU Producer Resources, Inc. More: the full row for CSU Producer Resources, Inc. 1,927 $442K 1.46% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,926 $442K 0.01% +871 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,921 $441K 0.03% +771 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,916 $440K <0.01% -277 13F-HR Timeline Group SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,915 $440K 0.14% +734 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,908 $438K 0.01% +19 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,904 $437K 0.01% -551 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,903 $437K 0.28% +49 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,891 $434K 0.04% 0 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,871 $430K 0.04% +43 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,867 $429K 0.04% -2,071 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,855 $426K 0.01% -386 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 1,836 $421K 0.02% +421 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 1,829 $420K 0.19% +1,754 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,820 $418K 0.01% +171 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,816 $417K 0.02% +260 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,808 $415K 0.19% -249 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,805 $414K 0.02% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,806 $414K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,800 $413K 0.1% +1,349 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,797 $413K 0.01% -518 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,772 $407K 0.01% +66 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,760 $404K 0.17% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 1,759 $404K 0.01% -44 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,757 $403K 0.05% -14 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,756 $403K 0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,750 $402K 0.02% -31 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,748 $401K 0.02% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,740 $399K 0.07% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,735 $398K 0.01% +38 13F-HR/A Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 1,735 $398K 0.23% -24,724 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,731 $397K 0.04% new 13F-HR Timeline Group RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 1,715 $394K 0.27% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,710 $393K 0.23% +65 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 1,709 $392K 0.01% +144 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,708 $392K 0.02% 0 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 1,700 $390K 0.15% -3,605 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,695 $389K 0.02% -181 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,684 $387K 0.02% -466 13F-HR Timeline Group Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,672 $384K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,664 $382K <0.01% -7 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,658 $381K 0.01% -443 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,648 $378K 0.1% -91 13F-HR Timeline