LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,019 $331K 0.02% -39 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,995 $327K 0.03% -21 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,975 $324K 0.05% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 1,976 $324K 0.21% +68 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,976 $324K 0.1% +438 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,976 $324K 0.01% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,967 $322K 0.01% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,964 $322K 0.02% -217 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,952 $320K 0.01% -1,088 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,947 $319K 0.03% -2,460 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,938 $318K 0.06% +96 13F-HR Timeline Group CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,939 $318K 0.18% 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,903 $317K 0.03% -338,118 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,935 $317K 0.23% +16 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,929 $316K 0.01% new 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,928 $316K 0.02% +70 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,924 $315K 0.05% +51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,905 $312K 0.01% new 13F-HR Timeline Group HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,900 $311K 0.07% +10 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,900 $311K 0.02% -91 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,897 $311K <0.01% -1 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,896 $311K 0.01% -347 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 1,893 $310K 0.04% +283 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,889 $309K 0.06% +72 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,885 $309K 0.02% +152 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,881 $308K 0.2% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,866 $306K 0.06% +473 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,819 $298K 0.02% -850 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,808 $296K 0.19% 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,803 $295K 0.01% +5 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,800 $295K 0.05% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,790 $293K <0.01% +392 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,780 $292K 0.02% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,781 $292K 0.1% -71 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 1,779 $291K 0.01% -2 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 1,758 $288K 0.02% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,758 $288K 0.01% +108 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,752 $287K 0.06% 0 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,746 $286K <0.01% 0 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,728 $283K 0.03% +194 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,722 $282K 0.05% -1,288 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,719 $282K 0.04% +33 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,719 $282K 0.01% -8,087 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,712 $280K 0.01% -437 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,697 $278K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,695 $278K 0.03% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,688 $277K 0.18% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,561 $276K 0.04% -555 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,682 $276K 0.06% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,662 $272K 0.03% -97 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,649 $270K <0.01% +364 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,645 $270K 0.05% +275 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,642 $269K 0.14% -1,868 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,636 $268K 0.03% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,631 $267K 0.1% -122 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,618 $265K 0.23% +30 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,605 $263K 0.01% -6,350 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,600 $262K 0.07% -50 13F-HR Timeline Royal Capital Wealth Management, LLC More: the full row for Royal Capital Wealth Management, LLC 1,600 $262K 0.18% 0 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,598 $262K 0.22% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,584 $260K 0.06% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,581 $259K <0.01% -7,928 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,581 $259K <0.01% +32 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,575 $258K 0.02% -189 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,569 $257K 0.02% +303 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,564 $256K +80 Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,563 $256K 0.15% +3 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,559 $255K <0.01% -39 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,525 $250K 0.03% +302 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,523 $249K 0.02% +297 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,516 $248K 0.03% +69 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,515 $248K <0.01% -31 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,513 $248K 0.05% 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,509 $247K 0.25% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,500 $246K <0.01% -36 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,499 $246K 0.05% new 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 1,488 $244K 0.2% +37 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,482 $243K 0.03% -19,693 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,479 $242K 0.06% +183 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,475 $242K 0.13% -58 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,453 $238K 0.04% -486 13F-HR/A Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,452 $238K 0.07% -209 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,446 $237K 0.01% -9 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,439 $236K 0.01% +82 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 1,436 $235K 0.21% -1,208 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,431 $235K <0.01% +126 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,415 $232K 0.05% +150 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,410 $231K 0.02% +21 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,402 $230K 0.11% -408 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,401 $230K 0.01% +18 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 1,401 $230K 0.14% -49 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,397 $229K 0.04% -360 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,385 $227K 0.04% -358 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 1,384 $227K 0.07% -17 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,384 $227K 0.03% -203 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,377 $226K 0.14% +673 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,374 $225K 0.01% -41 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,367 $224K 0.05% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,362 $223K 0.03% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,357 $222K 0.02% -314 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,263 $221K 0.22% -310 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,339 $219K <0.01% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,328 $218K 0.02% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,330 $218K 0.03% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,310 $215K <0.01% -60 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 1,310 $215K 0.11% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 1,310 $215K 0.02% -41 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,303 $213K <0.01% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,289 $211K 0.01% 0 13F-HR Timeline Group Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,280 $210K 0.02% -65 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,279 $210K 0.02% new 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,276 $209K 0.01% -638 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,296 $209K 0.01% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,272 $208K <0.01% -63,575 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,270 $208K 0.02% +163 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,267 $208K 0.01% -48 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 1,261 $207K 0.09% -20 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,152 $205K <0.01% -43 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,241 $203K 0.04% +761 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,232 $202K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,226 $202K 0.09% 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,213 $199K 0.03% +798 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,185 $194K 0.01% -18,363 13F-HR Timeline Group PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 1,150 $188K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,125 $184K 0.02% -98 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,105 $181K <0.01% +303 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 1,079 $177K 0.21% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,073 $176K <0.01% -63 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,071 $175K 0.06% -27 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,031 $169K 0.01% +5 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,000 $164K 0.01% -5,200 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 983 $161K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 981 $161K 0.03% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 977 $160K 0.07% -4,280 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 974 $160K 0.03% +325 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 965 $158K 0.08% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 947 $155K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 929 $152K <0.01% -63,430 13F-HR/A Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 926 $152K 0.11% -61 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 900 $147K <0.01% -1,912 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 895 $147K <0.01% -842 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 893 $146K 0.03% +733 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17,498 $133K 0.01% +305 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 805 $132K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 798 $131K <0.01% -1,024 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 795 $130K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 786 $129K 0.09% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 778 $128K 0.07% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 776 $127K 0.01% +151 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 746 $122K 0.03% +101 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 733 $120K <0.01% +61 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 728 $119K 0.01% -710 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 698 $114K 0.01% -266 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 675 $111K 0.04% +39 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 633 $104K 0.03% +203 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 590 $97K 0.02% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 579 $94.9K 0.06% -168 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 560 $91.7K 0.06% -60 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 536 $87.8K <0.01% +34 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 510 $83.6K 0.03% +120 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 503 $82.4K 0.06% +84 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $81.9K 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 491 $80.4K <0.01% -214 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 490 $80.3K 0.08% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 489 $79K <0.01% +474 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 475 $77.8K 0.05% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 467 $76.5K 0.06% 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 456 $74.7K 0.07% -23 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 440 $72.1K <0.01% -3 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 437 $71.6K <0.01% -23 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 422 $69.1K 0.03% -40 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 390 $67.2K 0.01% new 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 400 $65.5K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 366 $60K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 361 $59.1K 0.02% -142 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 350 $57K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 348 $57K 0.02% new 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 322 $52.8K 0.01% new 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 324 $52.2K 0.01% +56 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 312 $51.2K 0.01% +16 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 307 $50.3K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 310 $50K <0.01% +85 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 302 $49.6K 0.11% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 281 $46K 0.01% +16 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 276 $45.2K 0.02% +106 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 266 $43.7K <0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 246 $40.3K new Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 227 $39.1K 0.01% -143 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 234 $38.3K 0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 232 $38K <0.01% +150 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 235 $38K 0.01% 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 222 $36.3K 0.03% +1 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 216 $35.4K 0.02% +50 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 209 $34.2K <0.01% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 208 $34.1K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 208 $34.1K 0.01% +188 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $32.8K 0.02% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 191 $31.3K <0.01% +136 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 191 $31.3K <0.01% +32 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 189 $31K <0.01% 0 13F-HR Timeline