Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 883 $520K 0.03% +18 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 880 $518K 0.17% +17 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 877 $516K 0.04% +443 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 876 $516K 0.07% -26 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 875 $515K 0.01% -457 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 873 $514K 0.03% -292 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 869 $512K 0.35% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 859 $506K 0.07% +60 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 853 $502K 0.01% -92 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 845 $497K <0.01% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 844 $497K 0.37% +1 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 835 $492K 0.17% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 821 $483K 0.02% +2 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 821 $483K 0.01% +395 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 820 $483K 0.1% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 818 $482K 0.02% -8 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 818 $482K 0.05% -70 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 817 $481K 0.37% -232 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 815 $480K 0.11% -140 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 811 $477K 0.04% -1 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 804 $473K 0.35% -310 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 803 $473K 0.01% -185 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 795 $468K 0.05% +175 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 795 $468K 0.05% -10 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 788 $464K 0.04% -3,731 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 786 $463K 0.01% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 765 $450K 0.07% -28 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 760 $447K 0.03% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 759 $447K 0.03% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 752 $443K 0.07% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 706 $441K 0.01% -8 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 743 $437K 0.06% +194 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 730 $430K 0.13% +56 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 719 $423K <0.01% +10 13F-HR Timeline Group CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 719 $423K 0.11% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 718 $423K 0.08% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 712 $419K 0.13% +16 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 710 $418K 0.01% +6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 708 $417K 0.01% -40 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 707 $416K <0.01% -72 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 700 $412K 0.03% -37 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 700 $412K 0.06% 0 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 700 $412K 0.19% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 699 $411K 0.02% -48 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 693 $408K 0.01% +48 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 692 $407K 0.06% -1,400 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 689 $406K 0.01% -53 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 684 $403K 0.15% +25 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 683 $402K 0.02% -19 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 682 $401K 0.19% +26 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 675 $397K 0.04% +28 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 673 $396K 0.14% -1 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 669 $394K 0.03% -271 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 663 $390K 0.01% +140 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 650 $389K 0.07% +50 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 660 $389K 0.05% -39 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 660 $389K 0.25% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 653 $384K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 651 $383K 0.01% +227 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 650 $383K 0.14% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 650 $383K 0.08% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 644 $379K 0.03% +28 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 637 $375K 0.06% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 635 $374K <0.01% +50 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 631 $371K 0.01% +7 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 623 $367K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 620 $365K 0.01% +31 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 618 $364K 0.01% +48 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 612 $360K 0.03% -18 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 611 $360K 0.03% -1 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 608 $358K 0.03% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 599 $352K 0.01% +9 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 595 $350K 0.07% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 590 $347K 0.24% -4 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 590 $347K 0.04% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 581 $342K 0.01% -18,100 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 582 $342K 0.05% 0 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 571 $336K <0.01% -799 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 569 $335K <0.01% +107 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 700 $335K 0.21% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 548 $334K 0.01% +13 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 560 $330K <0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 559 $329K 0.01% +27 13F-HR/A Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 558 $328K 0.16% +215 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 554 $326K <0.01% -534 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 554 $326K 0.02% -5 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 554 $326K 0.09% -2 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 553 $326K 0.01% -597 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 551 $324K 0.06% +97 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 515 $321K 0.05% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 540 $318K 0.19% -32 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 539 $317K 0.01% +13 13F-HR Timeline Group Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 537 $316K 0.04% +1 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 536 $316K 0.07% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 529 $311K 0.13% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 527 $310K <0.01% -71 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 526 $310K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 516 $304K 0.02% 0 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $304K 0.18% -516 13F-HR Timeline Amount filed as zero, left out of ratios. Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 513 $302K 0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 511 $301K 0.02% -39 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 510 $300K <0.01% -171 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 509 $300K 0.04% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 507 $298K 0.09% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $294K 0.07% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 497 $293K 0.08% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 495 $292K 0.04% -4 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 495 $291K 0.01% +17 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 494 $291K 0.27% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 494 $291K 0.02% +113 13F-HR Timeline Group South Shore Capital Advisors More: the full row for South Shore Capital Advisors 493 $290K 0.21% +170 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 493 $290K 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 492 $290K 0.01% -197 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 492 $290K 0.01% +24 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 491 $289K 0.03% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 490 $288K <0.01% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 489 $288K 0.01% -5 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 486 $286K <0.01% +2 13F-HR Timeline Group Select Asset Management & Trust More: the full row for Select Asset Management & Trust 484 $285K 0.09% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 481 $283K 0.02% -21 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 481 $283K 0.01% +2 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 462 $283K 0.02% +45 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 479 $282K <0.01% +19 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 404 $281K 0.04% +330 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 476 $280K 0.01% new 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 475 $280K 0.17% 0 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 470 $277K <0.01% -320,284 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 469 $276K 0.01% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 462 $272K 0.03% 0 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 458 $270K 0.15% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 432 $265K 0.12% -126 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 450 $265K 0.02% new 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 449 $264K 0.01% -45 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 448 $264K +36 Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 446 $263K 0.06% -42 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 440 $259K 0.06% -25 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 439 $258K 0.01% -14 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 437 $257K <0.01% +13 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 447 $257K 0.02% +24 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 435 $256K 0.17% 0 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 433 $255K 0.03% -20 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 432 $254K <0.01% +8 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 430 $253K 0.16% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 421 $248K <0.01% -65 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 414 $248K 0.01% -2,769 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 420 $247K 0.03% +4 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 417 $246K <0.01% +29 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 418 $246K 0.03% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 418 $246K 0.03% +369 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 418 $246K 0.08% -3 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 417 $245K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 414 $244K 0.01% -108 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 413 $243K 0.02% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 408 $240K 0.07% -862 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 400 $235K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 400 $235K 0.02% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 400 $235K 0.03% -4 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 400 $235K 0.16% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 400 $235K 0.02% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 400 $235K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 398 $234K 0.02% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 397 $234K 0.01% +10 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 395 $233K 0.04% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 393 $231K 0.07% +9 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 386 $227K 0.01% -34 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 386 $227K <0.01% 0 13F-HR Timeline Group THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 385 $227K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 385 $227K 0.01% +45 13F-HR/A Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 384 $226K 0.03% +32 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 381 $224K 0.04% 0 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 378 $223K <0.01% -16 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 376 $221K <0.01% -21 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 375 $221K 0.11% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 374 $220K 0.01% +5 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 373 $220K 0.01% +5 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 373 $220K 0.19% +38 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 371 $219K 0.14% new 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 371 $218K 0.04% -9 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 368 $217K <0.01% +40 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 368 $217K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 368 $216K 0.01% +139 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 367 $216K 0.01% -79 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 365 $215K 0.02% -409 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 365 $215K 0.01% +5 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 364 $214K 0.03% +6 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 363 $214K <0.01% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 361 $213K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 360 $212K 0.02% -75 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 356 $209K 0.01% -937 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 353 $208K 0.01% -1 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 350 $206K 0.02% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 350 $206K 0.01% -75 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 350 $206K 0.04% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 350 $206K 0.03% 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 348 $205K <0.01% +14 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 357 $205K 0.01% -4 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 346 $204K <0.01% -215 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 345 $203K <0.01% +20 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 345 $203K 0.05% +15 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 343 $202K 0.02% 0 13F-HR Timeline