Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 83,330 $6.55M 0.16% -2,888 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 82,935 $6.52M +21,530 Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 82,163 $6.46M 1.13% -33,061 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81,490 $6.41M 0.34% +6,585 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 81,388 $6.4M 0.34% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 80,693 $6.35M 0.86% +5,458 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 80,369 $6.32M 0.09% new 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 80,202 $6.31M 2.99% +1,780 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 79,862 $6.28M 0.13% +3,138 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 79,652 $6.27M 0.46% +3,173 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 78,875 $6.2M 1.39% +5,729 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 78,779 $6.2M 2.24% +1,833 13F-HR/A Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 78,108 $6.14M 0.07% +31,175 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 77,862 $6.12M 0.07% +2,267 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 77,642 $6.11M 0.28% +13,025 13F-HR Timeline Refined Wealth Management More: the full row for Refined Wealth Management 77,434 $6.09M 3.84% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 75,882 $5.97M 0.02% -45,705 13F-HR Timeline Group Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 75,432 $5.93M 1.26% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 75,044 $5.9M 0.1% -2,861 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 74,548 $5.86M 0.64% -871 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 74,188 $5.84M 0.22% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 73,742 $5.8M 0.18% -4,102 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 73,662 $5.79M 3.12% -4,334 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 72,276 $5.69M 0.1% +6,652 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 72,069 $5.67M 0.56% +11,938 13F-HR Timeline Client First Capital LLC More: the full row for Client First Capital LLC 71,990 $5.66M 2.49% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 71,942 $5.66M 2.28% +4,926 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 71,656 $5.64M 0.19% +9,356 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 71,359 $5.61M 0.17% -2,490 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 70,039 $5.51M 0.91% -2,025 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 68,635 $5.4M 0.17% -4,011 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 67,114 $5.28M 0.01% +14,337 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 66,992 $5.27M 1.46% +11,153 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 65,339 $5.14M 0.12% -409 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 64,727 $5.09M 0.38% -5,384 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 63,987 $5.03M 0.92% +1,272 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 62,845 $4.94M 0.04% new 13F-HR Timeline Group Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 61,850 $4.87M 4.81% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 61,405 $4.83M <0.01% +312 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 61,275 $4.82M 0.04% -2,995 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 60,875 $4.79M 0.13% +1,925 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 59,736 $4.7M 3.45% -9,599 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 59,637 $4.69M 0.42% +6,378 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 59,606 $4.69M 2.71% +2,045 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 59,245 $4.66M 1.79% -1,950 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 59,082 $4.65M 2.59% +2,585 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 58,842 $4.63M 0.58% -33,619 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 58,133 $4.57M 2.37% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 58,062 $4.57M 0.45% -2,459 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 57,898 $4.55M 1.07% -3,290 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 57,260 $4.5M 0.13% -6,435 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 55,997 $4.4M 0.46% -51,111 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 55,891 $4.4M 0.31% -50 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 55,103 $4.33M <0.01% +150 13F-HR Timeline Group Anson Capital, Inc. More: the full row for Anson Capital, Inc. 54,507 $4.29M 2.93% -2,403 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 47,549 $4.26M 4.72% +8,005 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 54,052 $4.25M 0.01% +2,792 13F-HR/A Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 53,830 $4.23M 0.03% +11,625 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 53,365 $4.2M 0.58% +1,617 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 42,411 $4.16M 1.43% -12,226 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 52,761 $4.15M 1.29% +2,159 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 52,674 $4.14M 0.54% +7,622 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 52,455 $4.13M 3.11% -271 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 52,408 $4.12M 0.05% +29,199 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 52,318 $4.12M 0.02% +3,819 13F-HR Timeline Group Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 52,160 $4.1M 1.24% +11,212 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 51,540 $4.05M 0.73% +880 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 51,238 $4.03M 2.77% -1,629 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 50,500 $3.97M 0.18% +45,965 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 50,352 $3.96M 0.03% -14,969 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 50,233 $3.95M 0.01% -138,888 13F-HR Timeline Rock Creek Group LLC in group Rock Creek Group LLC More: the full row for Rock Creek Group LLC 49,981 $3.93M 0.4% +45,317 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 49,742 $3.91M 0.07% -1,949 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 49,277 $3.88M 0.14% +1,761 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 49,261 $3.87M 2.29% +1,967 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 52,909 $3.85M <0.01% -33 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 48,035 $3.78M 1.82% +1,700 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 47,904 $3.77M <0.01% +9,398 13F-HR Timeline Group Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 47,851 $3.76M 0.01% +5,769 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 47,530 $3.74M 0.11% +4,000 13F-HR Timeline Group MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 47,470 $3.73M 0.93% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 47,412 $3.73M 0.27% +1,598 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 46,877 $3.69M 0.72% -2,248 13F-HR Timeline Powerhouse Assets LLC More: the full row for Powerhouse Assets LLC 46,579 $3.66M 3.19% +1,670 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 46,510 $3.66M 0.02% +15,735 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 46,422 $3.65M 1.61% -6,847 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46,241 $3.64M 0.13% -4,066 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 45,817 $3.6M 0.01% +1,133 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 42,528 $3.6M 3.44% -590 13F-HR Timeline Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 45,008 $3.54M 5.58% -1,925 13F-HR Timeline J. Mark Nickell & Co. More: the full row for J. Mark Nickell & Co. 44,896 $3.53M 3.19% +7,287 13F-HR/A Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 44,626 $3.51M 1% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 44,563 $3.51M 0.07% +145 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 44,425 $3.49M 0.08% -1,470 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 44,345 $3.49M 1.4% +4,640 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 44,050 $3.46M 2.39% +15,813 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 43,461 $3.42M 0.2% +1,059 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 42,466 $3.34M 0.01% +2,488 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 42,037 $3.34M 0.04% -6,036 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 42,132 $3.31M 2.03% +3,902 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 42,014 $3.3M 1.49% +5,363 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 41,502 $3.26M 0.42% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 41,500 $3.26M 0.39% 0 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 41,437 $3.26M 1.95% +553 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 41,215 $3.24M <0.01% +5,694 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 41,031 $3.23M 0.16% +2,152 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 34,931 $3.13M 0.05% +13,239 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 39,723 $3.12M 0.31% -1,313 13F-HR Timeline Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 39,546 $3.11M 2.27% -2,272 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 39,466 $3.1M 1.01% -89 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 38,327 $3.01M 0.42% -3,243 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 38,290 $3.01M 0.02% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for Passive Capital Management, LLC. 33,590 $2.64M 0.79% +590 13F-HR Timeline Hegarty Advisors, LLC More: the full row for Hegarty Advisors, LLC 33,515 $2.64M 2.08% +14,912 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 33,189 $2.61M 0.01% +7,464 13F-HR Timeline Group Security Financial Services, INC. More: the full row for Security Financial Services, INC. 33,017 $2.6M 0.41% -17,416 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 32,904 $2.59M 0.28% +155 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 32,361 $2.55M 0.29% +429 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 32,120 $2.53M 0.02% -329 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 31,936 $2.51M 0.08% +3,390 13F-HR/A Timeline Group Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 31,366 $2.47M 0.26% -42,398 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 31,358 $2.47M 0.73% -2,612 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 31,000 $2.47M 0.39% -1,041 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 31,309 $2.46M 0.75% +8,997 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 31,237 $2.45M 0.01% -7,749 13F-HR Timeline Professional Financial Management, Inc. More: the full row for Professional Financial Management, Inc. 30,397 $2.39M 2.49% -29,380 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 32,791 $2.38M 0.05% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 30,223 $2.38M 0.33% -21,268 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 30,133 $2.37M 0.1% +2,116 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 29,941 $2.36M 0.73% +7,443 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 29,758 $2.34M 1.02% +7,488 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 29,743 $2.34M 0.25% 0 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 29,607 $2.33M 0.17% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 29,323 $2.31M 0.16% +1,172 13F-HR Timeline Natixis Investment Managers group of 2 filers holding More: the full row for Natixis Investment Managers 29,536 $2.3M +19,717 Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 29,098 $2.29M 0.26% -1,437 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 28,726 $2.26M 0.28% -1,791 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 28,228 $2.22M 0.08% -7,943 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 28,126 $2.21M 0.61% -1,152 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 27,895 $2.19M 0.35% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 24,077 $2.19M 0.17% -1,645 13F-HR Timeline STRATEGIC INVESTMENT MANAGEMENT, LLC More: the full row for STRATEGIC INVESTMENT MANAGEMENT, LLC 27,830 $2.19M 0.91% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 27,629 $2.17M 0.01% +12,427 13F-HR Timeline EQ LLC More: the full row for EQ LLC 27,121 $2.13M 0.6% -734 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 26,835 $2.11M 0.59% 0 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 26,677 $2.1M 0.08% -14,947 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 23,055 $2.09M 0.29% -1,063 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 23,090 $2.09M 0.59% +1,677 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 26,536 $2.09M 0.14% -201 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 26,368 $2.07M 0.01% -14,303 13F-HR Timeline Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 26,332 $2.07M 0.93% -4,544 13F-HR Timeline KICKSTAND VENTURES, LLC. 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COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 22,594 $1.78M 0.06% +930 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 22,370 $1.76M 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. 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