Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 158 $536K <0.01% +130 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 158 $535K 0.17% -65 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 157 $532K 0.16% -5 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 156 $531K 0.01% +2 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 156 $529K 0.05% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 155 $526K 0.27% 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 154 $522K 0.11% +17 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 153 $519K 0.01% -2 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 153 $519K 0.11% 0 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 152 $516K <0.01% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 152 $516K 0.02% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 150 $509K 0.13% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 150 $509K 0.02% +1 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 149 $505K 0.1% -1 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 149 $505K 0.23% +28 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 148 $502K 0.11% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 148 $502K 0.01% -32 13F-HR/A Timeline GenTrust, LLC More: the full row for GenTrust, LLC 148 $502K 0.02% -34 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 147 $499K 0.01% +3 13F-HR Timeline Group Avondale Wealth Management More: the full row for Avondale Wealth Management 147 $499K 0.26% +62 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 146 $495K 0.03% +2 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 146 $495K 0.01% 0 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 146 $495K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 145 $493K 0.01% -21 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 145 $492K 0.02% +86 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 145 $492K 0.05% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 144 $488K 0.01% 0 13F-HR Timeline Group BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 142 $486K 0.05% 0 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 143 $485K 0.14% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 143 $485K 0.07% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 143 $485K 0.35% 0 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 143 $485K 0.04% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 142 $482K 0.23% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 142 $480K 0.01% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 140 $475K 0.08% +57 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 140 $475K 0.14% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 139 $471K 0.04% -54 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 139 $471K 0.06% -20 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 138 $469K 0.01% +7 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 137 $465K 0.01% -88 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 136 $461K 0.02% -13 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 135 $458K 0.12% -4 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 135 $458K 0.06% -54 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 123 $458K 0.09% -7 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 135 $457K 0.12% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 134 $454K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 133 $451K 0.03% -13 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 133 $451K 0.12% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 132 $448K 0.02% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 131 $444K 0.01% -15 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 130 $441K 0.02% +3 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 129 $438K 0.01% -50 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 129 $438K 0.36% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 128 $435K 0.01% -7 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 127 $431K 0.03% -10 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 127 $431K 0.42% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 127 $430K 0.01% +3 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 125 $424K 0.01% +66 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 125 $424K 0.01% -74 13F-HR/A Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 124 $421K 0.02% +39 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 124 $421K 0.1% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 124 $421K 0.06% -1 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 122 $414K 0.01% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 122 $414K 0.12% -2 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 120 $408K 0.03% -11 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 120 $407K 0.08% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 125 $406K <0.01% 0 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 119 $404K 0.05% 0 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 119 $404K 0.16% 0 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 109 $403K 0.01% -48 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 118 $400K 0.03% 0 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 118 $400K 0.02% +2 13F-HR Timeline Group Sepio Capital, LP More: the full row for Sepio Capital, LP 118 $400K 0.02% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 118 $399K 0.01% +1 13F-HR Timeline EMERALD ADVISERS, LLC group of 2 filers holding More: the full row for EMERALD ADVISERS, LLC 117 $397K -108 Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 116 $393K 0.12% -1 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 115 $390K 0.06% +13 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 115 $390K 0.01% +1 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 115 $390K 0.05% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 115 $390K 0.04% -5 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 115 $390K 0.03% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 115 $390K 0.01% -5 13F-HR Timeline Headland Capital, LLC More: the full row for Headland Capital, LLC 114 $387K 0.11% 0 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 113 $383K 0.02% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 113 $383K 0.03% 0 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 113 $383K 0.01% -23 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 108 $380K 0.02% +20 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 112 $380K 0.03% -67 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 112 $380K 0.09% +2 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 112 $380K 0.04% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 111 $376K 0.04% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 111 $376K 0.03% +62 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 101 $374K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 110 $373K <0.01% +1 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 110 $373K <0.01% -11 13F-HR Timeline Group W ADVISORS, LLC More: the full row for W ADVISORS, LLC 109 $370K 0.19% +9 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 107 $363K 0.03% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 106 $361K 0.02% -215 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 106 $359K 0.02% -523 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 105 $356K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 104 $353K 0.01% +2 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 104 $353K 0.07% -3 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 104 $353K 0.15% +1 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 104 $353K 0.21% 0 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 104 $353K 0.05% +2 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 103 $349K <0.01% +25 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 103 $349K <0.01% -21 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 103 $349K 0.01% -9 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 102 $346K 0.07% +2 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 102 $346K 0.01% 0 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 102 $346K 0.05% -3 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 102 $346K 0.26% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 102 $345K 0.01% -43 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 101 $343K 0.12% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 101 $343K 0.02% -7 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 101 $343K 0.08% -5 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 100 $339K 0.01% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 100 $339K 0.02% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 100 $339K 0.06% 0 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 100 $339K 0.17% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 100 $339K 0.03% 0 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 100 $339K 0.16% 0 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 100 $339K 0.06% 0 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 100 $339K 0.22% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 99 $336K 0.02% +2 13F-HR Timeline Group SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 99 $336K 0.03% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 90 $333K 0.04% -5 13F-HR Timeline Clear Retirement Advice LLC More: the full row for Clear Retirement Advice LLC 89 $331K 0.26% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 97 $329K 0.01% +1 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 97 $329K 0.26% -12 13F-HR Timeline Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 97 $329K 0.3% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 96 $326K 0.01% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 96 $326K 0.21% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 95 $322K <0.01% +4 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 95 $322K 0.02% -15 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 95 $322K 0.21% -1 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 95 $322K 0.04% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 95 $321K <0.01% -2 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 94 $319K 0.01% +9 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 94 $319K 0.02% -1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 94 $319K 0.03% 0 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 94 $319K 0.08% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 94 $319K 0.01% -9 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 93 $316K 0.04% +35 13F-HR Timeline MOTCO More: the full row for MOTCO 93 $315K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 93 $315K 0.01% 0 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 92 $312K 0.13% +8 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 92 $312K 0.12% 0 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 88 $310K 0.07% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 91 $309K 0.01% -2 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 85 $309K 0.12% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 91 $309K 0.02% -518 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 91 $309K 0.06% -82 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 91 $308K 0.01% -3 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 90 $305K 0.02% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 90 $305K 0.15% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 90 $305K 0.04% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 87 $301K 0.05% -2 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 88 $298K 0.29% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 88 $298K 0.1% -1 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 87 $295K 0.01% -2 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 87 $295K 0.06% -4 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 81 $292K 0.39% -8 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 86 $292K 0.01% +3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 86 $292K 0.03% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 86 $292K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 86 $292K 0.02% -7 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 86 $292K 0.01% +12 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 86 $292K 0.04% -7 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 85 $289K <0.01% -73 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 85 $288K <0.01% +20 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 85 $288K <0.01% -28 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 85 $288K 0.03% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 84 $285K 0.04% +6 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 84 $285K 0.01% -40 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 84 $285K 0.01% -171 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 83 $281K <0.01% -6 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 83 $281K 0.03% -2 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 83 $281K 0.01% 0 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 83 $281K 0.06% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 83 $281K 0.05% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 82 $278K 0.1% +19 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 81 $275K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 81 $275K 0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 81 $275K 0.02% 0 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 81 $275K 0.08% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 81 $275K 0.13% -29 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 $271K 0.04% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 80 $271K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 79 $268K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 79 $268K 0.01% +7 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 79 $268K 0.03% 0 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 79 $268K 0.06% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 78 $265K 0.5% new 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 78 $265K 0.04% -2 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 78 $265K 0.04% 0 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 78 $265K 0.09% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 78 $265K 0.06% 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 76 $258K 0.01% +21 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 76 $258K 0.03% new 13F-HR Timeline Group