MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 133 $424K 0.01% +16 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 132 $422K 0.02% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 131 $419K 0.1% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 131 $419K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 131 $419K 0.03% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 131 $419K 0.02% -34 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 131 $419K 0.16% +55 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 131 $418K 0.01% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 130 $415K 0.01% -2 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 130 $415K 0.3% -31 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 129 $412K 0.24% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 128 $409K 0.01% -75 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 128 $409K 0.02% +12 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 128 $409K 0.01% -41 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 127 $406K 0.37% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 127 $405K <0.01% -1 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 126 $403K <0.01% -53 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 126 $403K 0.03% -5 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 126 $403K <0.01% new 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 126 $401K 0.02% +9 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 125 $399K 0.01% -1 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 125 $399K 0.04% -1 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 272 $384K 0.1% +149 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 120 $384K 0.07% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 120 $384K 0.09% +5 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 119 $380K 0.13% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 118 $377K 0.02% -2 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 118 $377K 0.04% -1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 118 $377K 0.01% -29 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 117 $374K 0.01% 0 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 116 $371K 0.01% -1 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 116 $371K 0.02% +53 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 116 $371K 0.09% -1 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 115 $368K 0.02% 0 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 115 $368K 0.07% +26 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 115 $368K 0.03% -3 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 115 $367K 0.01% +28 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 114 $364K 0.02% +20 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 114 $364K 0.02% -16 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 114 $364K <0.01% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 113 $361K 0.05% +6 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 112 $358K 0.03% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 112 $358K 0.1% -7 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 111 $355K 0.03% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 111 $355K 0.02% -55 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 111 $355K 0.01% +48 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 110 $352K 0.01% -14 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 110 $352K 0.03% new 13F-HR Timeline Group WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 110 $352K 0.01% +36 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 110 $352K <0.01% 0 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 109 $348K 0.16% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 113 $346K 0.01% -9 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 108 $345K 0.13% +1 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 107 $342K 0.03% 0 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 113 $341K 0.11% -3 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 106 $339K 0.09% -7 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 106 $337K 0.02% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 105 $336K 0.02% -1 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 104 $332K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 104 $332K 0.01% +4 13F-HR Timeline Group JSF Financial, LLC More: the full row for JSF Financial, LLC 104 $332K 0.05% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 103 $329K 0.06% new 13F-HR Timeline N10 WEALTH, LLC More: the full row for N10 WEALTH, LLC 103 $329K 0.12% 13F-HR Timeline N10 ASSETS, LLC More: the full row for N10 ASSETS, LLC 103 $329K 0.14% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 102 $328K 0.01% +6 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 102 $326K 0.01% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 102 $326K 0.01% 0 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 101 $323K 0.09% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 101 $323K 0.04% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 100 $320K 0.25% +10 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 100 $320K 0.02% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 100 $320K 0.02% +19 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 100 $320K 0.05% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 100 $320K 0.14% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 100 $320K 0.13% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 100 $320K 0.17% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 100 $320K 0.05% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 99 $316K 0.02% +7 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 98 $313K 0.01% -30 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 97 $310K 0.04% +2 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 97 $310K 0.22% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 97 $310K 0.03% -1 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 97 $310K 0.24% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 101 $307K 0.19% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 96 $307K 0.01% -152 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 96 $307K 0.05% -1 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 96 $305K <0.01% +1 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 95 $304K 0.16% 0 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 95 $302K 0.07% +8 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 94 $300K 0.06% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 94 $300K 0.03% +5 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 94 $300K 0.01% +4 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 93 $297K 0.03% +10 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 93 $297K 0.02% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 93 $297K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 93 $297K 0.01% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 92 $294K 0.02% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 92 $294K 0.1% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 91 $291K 0.01% +18 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 91 $291K 0.05% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 90 $288K 0.05% -6 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 90 $288K <0.01% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 90 $288K 0.08% -6 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 90 $288K 0.12% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 89 $285K 0.08% 0 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 89 $284K 0.19% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 88 $281K 0.01% -4 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 86 $276K <0.01% -23 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 86 $275K 0.01% -1,405 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 86 $274K 0.02% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 85 $272K 0.08% -4 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 85 $272K 0.05% +2 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 85 $272K 0.06% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 85 $272K 0.03% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 85 $272K 0.3% +17 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 89 $269K 0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 84 $268K 0.01% -26 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 84 $268K 0.07% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 84 $268K 0.12% -3 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 83 $265K 0.05% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 83 $265K 0.03% -2 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 83 $265K 0.01% -46 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 83 $265K -17 Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 82 $262K <0.01% new 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 82 $262K 0.01% +1 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 82 $262K 0.03% -3 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 84 $260K 0.08% -1 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 81 $259K <0.01% -1 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 81 $259K +11 Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 81 $259K 0.1% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 81 $259K 0.13% +5 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 86 $258K 0.03% -1 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 80 $257K <0.01% -12 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 80 $256K 0.01% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 80 $256K 0.01% 0 13F-HR Timeline Group DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 80 $256K 0.03% -237 13F-HR/A Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 80 $256K <0.01% +10 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 80 $256K 0.03% 0 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 80 $256K 0.01% -150 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 79 $252K 0.03% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 79 $252K 0.02% -12 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 82 $252K 0.01% -4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 78 $249K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 78 $249K 0.03% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 78 $249K 0.02% new 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 77 $246K 0.01% +49 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 77 $246K 0.3% -51 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 77 $246K 0.01% +2 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 76 $243K 0.04% -2 13F-HR Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 75 $242K 0.16% 0 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 75 $240K 0.01% 0 13F-HR Timeline Group Certified Advisory Corp More: the full row for Certified Advisory Corp 75 $240K 0.02% 0 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 75 $240K 0.03% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 75 $240K 0.02% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 75 $240K 0.23% -1 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 75 $240K 0.05% 0 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 75 $240K 0.07% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 75 $240K 0.03% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 74 $237K 0.01% -3 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 74 $236K 0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 74 $236K <0.01% 0 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 74 $236K 0.03% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 74 $236K 0.02% +13 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 74 $236K 0.01% new 13F-HR Timeline Shelter Rock Management, LLC More: the full row for Shelter Rock Management, LLC 74 $236K 0.23% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 74 $236K 0.04% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 73 $233K <0.01% -17 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 73 $233K 0.02% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 73 $233K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 73 $233K 0.01% -17 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 72 $230K <0.01% +20 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 72 $230K <0.01% -182 13F-HR Timeline Group TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 72 $230K 0.02% -1 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 72 $230K <0.01% -1,023 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 72 $230K 0.01% new 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 72 $230K 0.07% +10 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 72 $230K 0.02% +4 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 75 $228K 0.11% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 71 $227K 0.02% +1 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 70 $224K 0.02% 0 13F-HR Timeline Financial Designs Corp More: the full row for Financial Designs Corp 70 $224K 0.12% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 70 $224K 0.03% +10 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 70 $224K 0.03% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 70 $224K 0.03% -2 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 70 $224K 0.04% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 70 $224K <0.01% +55 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 70 $224K <0.01% +6 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 70 $224K <0.01% -9 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 70 $224K 0.13% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 70 $224K 0.08% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 69 $221K <0.01% -10 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 69 $221K 0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 69 $221K 0.01% -5 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 69 $220K 0.01% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 68 $217K 0.01% +5 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 68 $217K 0.05% +3 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 68 $217K 0.05% +1 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 68 $217K 0.04% 0 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 68 $217K 0.05% -2 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 68 $217K 0.07% -3 13F-HR Timeline