Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,368 $597K 0.01% +261 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,366 $596K 0.03% -9 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,335 $582K 0.08% -55 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,323 $580K 0.08% -90 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,327 $579K 0.24% +67 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,323 $577K 0.11% +475 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,312 $572K 0.03% +38 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,310 $571K <0.01% -27,754 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,300 $567K 0.02% -616 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,300 $567K 0.02% +373 13F-HR/A Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,298 $566K 0.03% +108 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,297 $566K 0.04% -126 13F-HR Timeline Group DDD Partners, LLC More: the full row for DDD Partners, LLC 1,296 $565K 0.04% -3 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,280 $558K 0.02% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,271 $555K 0.01% -2,243 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,269 $554K 0.01% +400 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 1,263 $551K 0.13% +29 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,262 $551K 0.14% +177 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,262 $551K 0.15% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,259 $549K 0.04% +149 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,258 $549K 0.21% 0 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,249 $545K 0.07% new 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 1,246 $544K 0.07% -4,147 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,242 $542K <0.01% -32 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,260 $539K 0.06% +42 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,228 $536K 0.04% +164 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,226 $535K 0.38% 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,226 $535K 0.01% +378 13F-HR Timeline Maple Capital Management, Inc. 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More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,200 $524K 0.04% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,200 $524K 0.29% -350 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,199 $523K 0.13% +10 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,188 $521K 0.04% +57 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,183 $516K 0.02% -24 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,180 $515K 0.15% +544 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,178 $514K 0.05% -41 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,177 $513K 0.01% -311 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,172 $511K 0.18% +1 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,163 $508K 0.03% +661 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,159 $506K 0.07% +208 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,159 $506K 0.1% +7 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,155 $504K 0.07% -7 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,144 $499K 0.04% +9 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 1,143 $499K 0.06% -232 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,140 $497K 0.03% -5 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,137 $496K 0.04% +94 13F-HR Timeline Ellevest, Inc. 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More: the full row for Aviso Financial Inc. 1,035 $452K 0.02% -672 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,033 $451K -454 Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,032 $450K 0.06% +2 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,026 $448K 0.19% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,025 $447K 0.05% +21 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,021 $446K 0.11% new 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,021 $445K 0.14% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,021 $445K 0.01% 0 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 1,020 $445K 0.1% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. 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More: the full row for Sunflower Bank, N.A. 890 $388K 0.1% +2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 885 $385K <0.01% +27 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 877 $383K 0.23% +41 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 874 $381K 0.02% +59 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 871 $380K 0.13% -18 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 870 $380K 0.01% -18 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 859 $375K 0.02% +102 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 856 $373K <0.01% +32 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 852 $372K 0.08% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 851 $371K 0.01% +203 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 846 $369K 0.02% -109 13F-HR Timeline Group Bank Julius Baer & Co. 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Ltd, Zurich 845 $368K <0.01% -30 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 843 $368K 0.01% -16 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 840 $366K 0.01% -2 13F-HR/A Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 839 $366K 0.02% +63 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 838 $366K 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 833 $364K 0.02% -262 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 831 $363K 0.01% +12 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 825 $360K 0.01% -1,164 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 823 $359K 0.01% 0 13F-HR Timeline Group Blue Trust, Inc. 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