GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,508 $961K 0.04% +3,891 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 13,502 $961K 0.29% -225 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 13,412 $954K 0.02% new 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 13,402 $953K 0.61% -6,376 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 13,296 $946K 0.14% -43,357 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 13,288 $945K 0.08% +138 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 13,285 $945K 0.02% -961 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 13,288 $945K 0.13% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 13,268 $944K 0.01% +824 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 13,186 $938K 0.11% +349 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 13,178 $937K 0.04% +1,227 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 13,145 $935K 0.13% +550 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 13,145 $935K 0.03% +1,033 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,129 $934K 0.04% +269 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 12,747 $907K <0.01% +992 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,743 $907K 0.02% -113 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 12,556 $893K 0.04% +129 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 12,532 $892K 0.02% new 13F-HR/A Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 12,257 $872K 0.16% +1,041 13F-HR/A Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 12,204 $868K 0.03% new 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 12,201 $868K 0.03% +497 13F-HR Timeline OMERS ADMINISTRATION Corp More: the full row for OMERS ADMINISTRATION Corp 12,143 $864K 0.01% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 12,039 $856K 0.67% -4,411 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,885 $845K 0.05% +1,817 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 11,817 $841K 0.01% -798 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,561 $822K 0.01% +2,406 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,513 $819K 0.02% -1,860 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 11,444 $814K 0.01% +1,870 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 11,057 $787K 0.04% +46 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 10,983 $781K 0.24% 0 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 10,967 $780K 0.57% -363 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 10,953 $779K 0.04% -8,591 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 10,946 $779K 0.09% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10,883 $774K 0.08% +7,053 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 10,838 $771K 0.02% +7,488 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 10,788 $767K 0.02% +78 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 10,781 $767K 0.07% -25 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,719 $763K 0.02% -249 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 10,654 $758K 0.01% -1,096 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 10,577 $752K 0.13% +392 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10,558 $751K 0.05% +10,165 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 10,221 $727K 0.21% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 10,100 $719K 0.1% +399 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 10,008 $712K 0.05% +1,866 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,935 $707K 0.03% -1,498 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 9,930 $706K 0.06% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,868 $702K <0.01% -18 13F-HR/A Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,842 $700K 0.09% -245 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,794 $697K 0.07% -65 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,716 $691K 0.01% -1,872 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 9,691 $689K 0.02% +1,035 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,654 $687K 0.04% +205 13F-HR Timeline Group Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 9,643 $686K <0.01% -2,173 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9,571 $681K <0.01% -552 13F-HR/A Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,063 $679K 0.02% +4,917 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 9,290 $677K 0.11% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,461 $673K 0.03% new 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 9,441 $672K 0.06% +9 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 9,423 $670K 0.1% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,382 $667K <0.01% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 9,358 $661K 0.09% +330 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 9,239 $657K 0.06% -943 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 9,209 $655K 0.01% -1,267 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 9,148 $651K 0.09% 0 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 9,111 $648K 0.06% +2,551 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,097 $647K 0.02% -81 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 9,083 $646K 0.01% -900 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,060 $645K 0.01% +4,561 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,024 $642K 0.01% +331 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,017 $641K 0.01% +28 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,000 $640K 0.08% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,944 $636K 0.03% +2,080 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 8,916 $634K 0.1% +1,287 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 8,889 $632K 0.27% +23 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,819 $627K 0.04% -174 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 8,785 $625K <0.01% -27,197 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 8,784 $625K 0.02% new 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 8,747 $622K 0.2% -16,000 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 8,689 $618K 0.31% -23 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,661 $616K 0.01% -46 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 8,466 $613K 0.21% +261 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 8,580 $610K 0.17% +534 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,544 $608K 0.02% +4,534 13F-HR Timeline Group VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 8,501 $605K 0.17% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 8,430 $600K <0.01% +100 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,424 $599K 0.01% +28 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 8,416 $599K 0.24% -7 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,368 $595K 0.01% +577 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,257 $587K 0.07% -200 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 8,219 $585K 0.06% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 8,209 $584K 0.35% -250 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,195 $583K 0.03% +4,770 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 8,171 $581K 0.01% -1,037 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,034 $572K 0.1% -5,017 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,001 $569K <0.01% -554 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 7,981 $568K 0.08% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,759 $566K 0.02% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,943 $565K 0.02% +183 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,838 $558K 0.09% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,816 $556K 0.02% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 7,788 $554K 0.11% -38 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,759 $552K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,753 $552K 0.01% +252 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,735 $550K 0.05% +50 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,639 $543K 0.01% -949 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 7,626 $543K <0.01% -1,154 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 7,606 $541K 0.02% +1,440 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 7,528 $536K 0.36% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 7,490 $533K 0.03% 0 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 7,433 $529K 0.18% -574 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,405 $527K <0.01% -528 13F-HR Timeline Group Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 7,361 $524K 0.18% +95 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 7,176 $522K 0.03% +2,463 13F-HR/A Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 7,668 $522K 0.05% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,329 $521K 0.02% +420 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,314 $520K <0.01% +230 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,296 $519K 0.01% new 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,243 $515K 0.01% -101 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 7,103 $505K 0.01% +6,022 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 7,052 $502K 0.29% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 6,986 $497K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,955 $494K <0.01% +960 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 6,928 $493K 0.04% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,886 $490K <0.01% +415 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 6,875 $489K 0.23% -201 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,870 $489K 0.04% +3,698 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,865 $488K 0.01% +1,263 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 6,860 $488K 0.6% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 6,841 $487K 0.15% -12 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,764 $481K 0.18% -24 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 6,664 $474K 0.01% -2,926 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 6,652 $473K <0.01% -1,103,470 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,598 $469K 0.02% +419 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 6,576 $468K 0.01% +2,149 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 6,610 $466K 0.02% +2,220 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,538 $465K 0.01% +1,952 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,526 $464K 0.01% +668 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 6,487 $462K 0.1% -18 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,428 $457K 0.01% -480 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 6,422 $457K 0.05% +766 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 6,413 $456K 0.03% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,358 $452K 0.01% +373 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 6,247 $444K 0.03% +1,687 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 6,168 $439K 0.02% -400 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,022 $439K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,150 $438K <0.01% +253 13F-HR Timeline Savior LLC More: the full row for Savior LLC 6,150 $438K 1.95% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,130 $436K 0.01% +545 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,041 $430K -319 Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,012 $428K <0.01% -108 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,985 $426K 0.01% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,936 $422K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,915 $421K 0.01% -1,097 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 5,855 $417K 0.03% -674 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 5,848 $416K 0.2% -745 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,841 $416K 0.01% +1,488 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 5,809 $413K 0.11% +40 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,785 $412K 0.07% +655 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,678 $404K 0.01% -91 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,644 $402K 0.08% +1,422 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,637 $401K 0.1% -140 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 5,607 $395K <0.01% -22,642 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,504 $392K 0.03% +11 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,467 $389K 0.03% -5 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 5,451 $388K 0.06% +6 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,440 $387K 0.18% 0 13F-HR Timeline Group American State Bank (Iowa) More: the full row for American State Bank (Iowa) 5,436 $387K 0.2% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,434 $387K 0.02% +2,069 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,330 $385K 0.01% +39 13F-HR/A Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,371 $382K <0.01% +93 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,155 $367K <0.01% -4,169 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,128 $365K 0.01% -1,970 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,107 $363K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Destination Wealth Management More: the full row for Destination Wealth Management 5,070 $361K 0.01% +351 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,067 $360K 0.03% +446 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 5,058 $360K 0.05% new 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,054 $360K 0.04% +162 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,017 $357K <0.01% +439 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,010 $356K 0.01% -42 13F-HR Timeline Wells Trecaso Financial Group, LLC More: the full row for Wells Trecaso Financial Group, LLC 4,972 $354K 0.17% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,915 $350K 0.02% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 4,854 $348K 0.21% +447 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 4,867 $346K 0.05% +27 13F-HR Timeline CBRE INVESTMENT MANAGEMENT LISTED REAL … More: the full row for CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 4,831 $344K <0.01% -5,407 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,808 $342K 0.01% -1,533 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,760 $339K 0.01% -3,284 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 4,711 $335K 0.01% +190 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,664 $332K <0.01% +1,379 13F-HR Timeline Group Oxler Private Wealth LLC More: the full row for Oxler Private Wealth LLC 4,662 $332K 0.1% +42 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,643 $330K 0.09% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,591 $327K 0.01% -146 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,578 $326K 0.17% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,566 $325K 0.01% -288 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 4,542 $323K 0.14% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 4,513 $321K 0.05% +1 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,468 $318K 0.2% -546 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,466 $318K 0.12% -99 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,447 $316K <0.01% 0 13F-HR Timeline GRACE & WHITE INC /NY More: the full row for GRACE & WHITE INC /NY 4,418 $314K 0.06% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 4,382 $312K 0.13% +104 13F-HR Timeline