Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 150 $557K 0.16% 0 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 150 $557K 0.13% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 149 $553K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 148 $549K 0.05% -3 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 147 $546K 0.06% new 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 147 $546K 0.04% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 146 $542K 0.17% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 143 $539K 0.02% +35 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 143 $539K 0.44% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 145 $538K 0.04% +5 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 145 $538K 0.07% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 143 $531K 0.05% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 143 $531K 0.16% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 143 $531K 0.08% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 143 $530K 0.04% +2 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 142 $527K 0.27% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 142 $526K 0.01% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 141 $523K 0.01% +2 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 141 $523K 0.04% -47 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 142 $523K 0.06% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 141 $523K 0.03% -27 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 139 $520K 0.05% -115 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 140 $520K 0.01% -21 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 140 $520K 0.01% -1 13F-HR Timeline Group Apeiron RIA LLC More: the full row for Apeiron RIA LLC 138 $512K 0.13% -3 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 138 $512K 0.05% +4 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 137 $509K 0.03% +52 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 135 $501K 0.02% -10 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 135 $501K 0.03% +6 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 135 $501K 0.07% -85 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 135 $501K 0.02% 0 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 135 $501K 0.26% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 135 $501K 0.14% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 134 $497K 0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 134 $497K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 133 $495K 0.01% -2 13F-HR/A Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 133 $494K 0.02% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 133 $494K 0.13% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 133 $494K 0.05% -2 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 133 $494K 0.41% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 136 $491K 0.04% -46 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 132 $490K 0.01% +12 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 131 $486K 0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 131 $486K 0.01% +1 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 130 $483K 0.01% +10 13F-HR Timeline Group Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 130 $483K 0.4% -4 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 129 $479K 0.02% -18 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 129 $479K 0.15% -1 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 128 $475K 0.16% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 128 $475K 0.04% -3 13F-HR/A Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 128 $475K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 127 $471K 0.45% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 127 $471K 0.02% -7 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 126 $468K 0.01% -3 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 125 $464K 0.11% +11 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 125 $464K 0.01% +1 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 124 $460K 0.12% -1 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 124 $459K 0.24% +9 13F-HR Timeline SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT… More: the full row for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 112 $456K 0.31% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 122 $453K 0.01% +1 13F-HR/A Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 122 $453K 0.01% -317 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 122 $453K 0.11% -44 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 121 $449K 0.01% +11 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 120 $445K 0.11% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 120 $445K 0.06% +1 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 119 $442K 0.06% +35 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 119 $442K 0.39% +6 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 119 $442K 0.21% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 118 $438K 0.03% +3 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 118 $438K 0.03% +16 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 118 $438K 0.04% -3 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 118 $438K 0.12% -2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 117 $435K 0.01% -12 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 117 $434K <0.01% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 117 $434K 0.07% +26 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 115 $427K 0.01% +8 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 115 $427K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 114 $423K 0.01% +5 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 114 $423K 0.02% +1 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 113 $419K 0.13% +35 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 112 $416K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 112 $416K 0.06% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 111 $412K 0.05% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 110 $409K 0.01% -14 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 110 $408K 0.01% +7 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 110 $408K 0.23% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 109 $405K 0.02% +4 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 99 $405K 0.02% -27 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 108 $401K 0.07% -49 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 108 $401K 0.01% -267 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 108 $401K 0.1% 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 107 $398K 0.13% +20 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 107 $397K <0.01% -1 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 107 $397K 0.04% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 107 $397K <0.01% -25 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 107 $397K 0.09% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 107 $397K 0.25% 0 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 107 $397K 0.12% -1 13F-HR/A Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 107 $397K 0.08% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 107 $397K 0.01% +32 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 107 $397K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 106 $393K 0.01% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 106 $393K 0.03% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 105 $390K 0.07% +13 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 103 $382K 0.03% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 102 $379K 0.02% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 102 $379K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 102 $379K 0.07% 0 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 99 $377K 0.27% -4 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 100 $377K 0.2% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 101 $375K 0.07% 0 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 101 $375K 0.09% +5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 101 $375K 0.09% -64 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 101 $375K 0.02% -374 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 101 $375K 0.01% -4 13F-HR/A Timeline G&S Capital LLC More: the full row for G&S Capital LLC 101 $375K 0.15% 0 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 101 $375K 0.14% +23 13F-HR Timeline DAHRING | CUSMANO LLC More: the full row for DAHRING | CUSMANO LLC 101 $375K 0.29% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 100 $371K 0.02% new 13F-HR Timeline Group Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 100 $371K 0.1% -175 13F-HR Timeline Group ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 100 $371K 0.05% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 100 $371K 0.03% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 100 $371K 0.19% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 100 $371K 0.21% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 100 $371K 0.08% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 100 $371K 0.26% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 100 $371K 0.2% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 100 $371K 0.04% 0 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 100 $371K 0.09% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 100 $371K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 99 $368K 0.02% -6 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 99 $368K 0.02% +43 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 99 $368K 0.04% +3 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 99 $368K 0.18% -1 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 98 $364K 0.03% +20 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 98 $364K 0.04% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 98 $364K 0.25% -10 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 98 $364K 0.01% +1 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 97 $360K 0.27% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 94 $357K 0.01% -11 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 96 $356K 0.01% -5 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 96 $356K 0.12% new 13F-HR/A Timeline Code Waechter LLC More: the full row for Code Waechter LLC 96 $356K 0.25% 0 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 95 $353K 0.06% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 95 $353K 0.08% -5 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 94 $349K 0.07% -5 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 94 $349K 0.02% +7 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 94 $349K <0.01% +5 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 94 $349K 0.01% +9 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 93 $345K <0.01% -39 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 93 $345K 0.01% +2 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 93 $345K 0.05% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 92 $342K 0.13% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 91 $338K 0.01% +14 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 91 $338K 0.01% -5 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 91 $338K 0.01% +9 13F-HR Timeline Group First Western Trust Bank More: the full row for First Western Trust Bank 90 $334K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 90 $334K 0.01% new 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 90 $334K 0.21% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 90 $334K 0.05% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 89 $330K 0.07% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 89 $330K 0.01% -61 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 89 $330K 0.02% +39 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 88 $327K <0.01% new 13F-HR Timeline Group LongView Wealth Management More: the full row for LongView Wealth Management 88 $327K 0.1% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 86 $324K 0.03% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 87 $324K 0.13% +8 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 87 $323K 0.08% new 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 87 $320K 0.08% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 86 $319K 0.04% +31 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 85 $316K 0.01% -1 13F-HR Timeline Group Avondale Wealth Management More: the full row for Avondale Wealth Management 85 $316K 0.18% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 85 $314K 0.04% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 84 $312K 0.01% +15 13F-HR/A Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 84 $312K 0.01% new 13F-HR Timeline Group Successful Portfolios LLC More: the full row for Successful Portfolios LLC 84 $312K 0.19% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 84 $312K 0.04% -3 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 84 $312K 0.14% -4 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 84 $312K 0.07% new 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 83 $308K 0.03% +22 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 83 $308K 0.04% -4 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 83 $308K 0.01% -74 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 82 $306K 0.14% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 82 $304K 0.15% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 82 $304K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 81 $301K 0.05% -13 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 81 $301K <0.01% -200 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 81 $301K 0.02% -17 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 80 $297K 0.06% -83 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 80 $297K 0.05% +20 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 $297K 0.05% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 80 $297K 0.08% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 80 $297K 0.06% 0 13F-HR Timeline Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 81 $294K 0.05% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 79 $293K 0.2% -4 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 78 $290K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 78 $290K 0.01% +6 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 78 $290K 0.02% +15 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 77 $286K 0.02% -23 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 77 $286K 0.07% new 13F-HR Timeline