HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,930 $806K 0.11% -11,452 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,930 $806K 0.06% +398 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,916 $803K 0.01% -1,196 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,881 $793K 0.04% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,880 $793K 0.08% -1,637 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,870 $790K 0.12% -814 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 2,864 $788K 0.18% 0 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,862 $788K 0.07% -750 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,853 $785K 0.09% -672 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,852 $785K 0.03% +1,751 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,843 $783K 0.31% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,834 $780K 0.01% -18 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,832 $779K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,830 $779K 0.01% -600 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,825 $778K 0.03% -45 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,824 $777K 0.01% +32 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 2,806 $772K 0.04% -10 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 2,800 $771K 0.1% 0 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 2,796 $770K 0.4% +239 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 2,770 $762K 0.04% -520 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,770 $762K 0.01% -201 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,759 $759K 0.08% +2,573 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,756 $759K 0.13% -20 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,741 $754K 0.04% 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 2,738 $754K 0.12% -10 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,727 $751K 0.08% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,706 $745K 0.01% -13 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,701 $743K 0.38% +1,575 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,674 $736K 0.01% -2,024 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,668 $734K 0.02% +1,519 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,668 $734K 0.21% +32 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,667 $734K 0.1% -45 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,650 $729K 0.31% +142 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,630 $724K 0.02% -29 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,614 $719K 0.59% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,593 $714K 0.04% +96 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 2,583 $711K 0.16% new 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 2,580 $710K 0.25% +160 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,579 $710K 0.24% 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,554 $703K <0.01% +28 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,554 $703K 0.03% +376 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,548 $701K 0.63% 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,546 $701K 0.38% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 2,517 $693K 0.18% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,509 $690K 0.1% -81 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,500 $688K 0.08% -4 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,500 $688K 0.05% new 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,495 $687K 0.03% -169 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,480 $683K 0.09% new 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,472 $680K 0.1% -170 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,462 $678K 0.03% +1,349 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,459 $677K 0.06% +148 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,451 $675K 0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,447 $673K 0.15% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,443 $672K 0.04% +37 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,442 $672K 0.08% -73 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,441 $672K 0.09% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,430 $669K 0.29% -39 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,420 $666K 0.14% 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,420 $666K 0.01% 0 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,393 $659K 0.07% -68 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,391 $658K -333 Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,391 $658K 0.06% -868 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 2,369 $652K 0.4% -220 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,369 $652K 0.02% -772 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,364 $651K 0.01% -1,006 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,353 $648K 0.01% -91 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,332 $642K 0.14% 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 2,326 $640K 0.1% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,323 $639K 0.02% -11,935 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,286 $629K 0.07% -97 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,231 $614K 0.03% -1,372 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,219 $611K 0.05% +321 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,215 $610K 0.04% +1,150 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,214 $609K 0.03% +30 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,203 $606K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,198 $605K 0.01% +579 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,197 $605K <0.01% -63 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,184 $601K 0.05% +1,346 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,176 $599K 0.01% -832 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,175 $599K 0.06% +82 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,173 $598K 0.01% -131 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,172 $598K 0.13% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,171 $598K 0.02% +25 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,169 $597K 0.05% -758 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,165 $596K 0.03% -5 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,161 $595K 0.08% -43 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,158 $594K 0.03% -469 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,155 $593K 0.02% -901 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 2,151 $592K 0.31% -40 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,142 $590K 0.11% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,136 $588K 0.01% +145 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,083 $587K 0.02% +18 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,126 $585K 0.03% +1,049 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,103 $579K 0.01% -271 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,090 $575K 0.27% -256 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,082 $573K 0.07% -247 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,079 $572K 0.1% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,070 $570K 0.01% +10 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,067 $569K 0.01% +742 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 2,062 $567K 0.05% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,057 $566K 0.01% -2 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,057 $566K 0.08% +211 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,055 $566K 0.06% +124 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,040 $561K 0.05% +537 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,033 $560K 0.13% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,032 $559K 0.07% -1,337 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,029 $558K 0.02% -93 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,026 $558K 0.01% -61 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,014 $554K 0.17% -45 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,000 $550K 0.01% -46 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,988 $547K 0.11% +1,199 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,976 $544K 0.02% +191 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,973 $543K 0.03% -159 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,957 $542K 0.01% -974 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,964 $541K 0.13% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,961 $540K 0.03% -249 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,959 $539K 0.09% +62 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,961 $539K 0.13% +118 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,949 $536K 0.38% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,949 $536K 0.01% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,944 $535K 0.02% +51 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,942 $534K 0.46% +530 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,939 $534K <0.01% +978 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,827 $534K 0.21% 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,936 $533K 0.01% -80 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,926 $530K 0.07% +2 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,923 $529K 0.07% +541 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,915 $527K 0.08% -117 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,908 $525K 0.03% 0 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,904 $524K 0.2% new 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 1,893 $521K 0.14% +147 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 1,888 $520K 0.37% +411 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,888 $520K 0.01% +835 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 1,881 $518K 0.21% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 1,880 $518K 0.3% +915 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,873 $516K 0.12% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,872 $515K 0.04% -982 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,868 $514K 0.04% new 13F-HR/A Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,863 $513K 0.11% +395 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,861 $512K 0.13% -66 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,854 $510K 0.03% -57 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,835 $505K <0.01% +34 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 1,832 $504K 0.15% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,829 $503K 0.02% -470 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 1,828 $503K 0.13% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,828 $503K 0.27% -34 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,824 $502K 0.21% +446 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 1,820 $501K 0.35% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,806 $497K 0.04% +183 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 1,800 $495K 0.02% 0 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 1,796 $494K 0.11% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,795 $494K 0.06% +12 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,781 $490K 0.01% +480 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,780 $490K 0.06% +8 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 1,780 $490K 0.39% -310 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,774 $488K 0.03% -512 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,773 $488K 0.01% -35 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,772 $488K 0.04% -520 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,762 $485K 0.04% +166 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,762 $485K 0.27% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,762 $485K 0.06% 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,760 $484K 0.06% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,757 $484K 0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,755 $483K 0.12% +100 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 1,755 $483K 0.01% -9 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,749 $481K 0.09% -130 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,744 $480K 0.06% -5,256 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,740 $479K 0.03% +1,320 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,728 $476K 0.06% -1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,726 $475K 0.01% +376 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,719 $473K 0.01% +157 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,708 $470K 0.04% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,707 $470K 0.02% +541 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,698 $467K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,679 $462K 0.01% -775 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,677 $462K 0.25% -78 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,675 $461K 0.16% -129 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 1,676 $461K 0.09% -109 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,674 $461K 0.02% 0 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,660 $457K 0.01% +28 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,659 $457K 0.43% 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,653 $455K 0.02% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,652 $455K 0.1% -14 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,648 $454K 0.01% +100 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,641 $452K 0.07% +116 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,616 $445K 0.04% +10 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,608 $442K 0.12% -61 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,604 $441K 0.01% -517 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,599 $440K 0.31% -204 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,592 $438K 0.03% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,585 $436K 0.13% +2 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,581 $435K 0.01% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,578 $434K 0.02% -5 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,569 $432K 0.01% -1,219 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,548 $432K 0.05% -101 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,564 $430K 0.02% +59 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 1,564 $430K 0.34% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,561 $430K <0.01% +3 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,552 $427K 0.02% -326 13F-HR Timeline