PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,726 $1.09M 0.01% -1,745 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,708 $1.08M 0.34% +24 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,703 $1.08M 0.33% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,703 $1.08M 0.16% +3 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 1,697 $1.08M 0.22% 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 1,676 $1.07M 0.16% +392 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,655 $1.05M 0.03% +259 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,635 $1.04M 0.38% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,634 $1.04M 0.03% +59 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 1,630 $1.03M 0.1% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,629 $1.03M 0.06% -2 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,629 $1.03M 0.02% +761 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,628 $1.03M 0.09% new 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 1,615 $1.02M 0.01% -134 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,600 $1.01M 0.43% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,586 $1.01M 0.01% -13 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,582 $1M 0.01% -152 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,574 $998K 0.04% -94 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,551 $984K 0.1% +53 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,547 $981K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,539 $976K 0.08% -130 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,533 $972K <0.01% +294 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,528 $969K 0.09% +487 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,527 $968K 0.01% +837 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 1,518 $963K -220 Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,512 $959K 1.02% -811 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,495 $953K <0.01% +683 13F-HR/A Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,502 $953K 0.17% -100 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,501 $952K 0.02% -5,992 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,500 $951K 0.14% +11 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,480 $938K 0.01% -539 13F-HR Timeline Group Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 1,469 $932K 0.12% -750 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 1,468 $931K 0.38% -485 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,624 $924K 0.05% -173 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,453 $922K 0.01% 0 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,452 $921K 0.06% +770 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,451 $920K 0.03% -39 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,428 $920K 0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,446 $917K 0.18% +88 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,445 $916K 0.22% -7 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,445 $916K 0.07% +162 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,430 $907K 0.24% +132 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,426 $904K 0.01% +146 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,425 $904K 0.07% +107 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. 1,425 $904K 0.04% 0 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,423 $903K 0.34% +70 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 1,412 $896K 0.19% new 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 1,404 $890K 0.25% +337 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,403 $890K 0.04% -6,909 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 1,400 $888K <0.01% -126,000 13F-HR Timeline Group Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,400 $888K 0.56% -1 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,384 $878K 0.09% +27 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,378 $874K 0.11% -29 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,373 $871K 0.01% +71 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,371 $869K 0.16% +132 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,367 $867K 0.02% +1 13F-HR Timeline ADAR1 Capital Management, LLC in group ADAR1 Capital Management, LLC More: the full row for ADAR1 Capital Management, LLC 1,361 $863K 0.17% 0 13F-HR Timeline Group NOVEM GROUP More: the full row for NOVEM GROUP 1,361 $863K 0.12% +323 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,346 $854K 0.09% +340 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,338 $849K 0.02% +27 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,335 $847K 0.23% -46 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,333 $845K 0.08% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,324 $840K 0.04% +937 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 1,286 $816K 0.63% +123 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,286 $816K 0.06% +379 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,282 $813K <0.01% +27 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,274 $808K 0.14% +22 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,249 $792K 0.17% +279 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,244 $789K 0.06% +573 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 1,243 $788K <0.01% -34 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,231 $781K 0.01% -464 13F-HR Timeline Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 1,228 $779K <0.01% -1,385 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,226 $778K 0.1% +66 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,218 $772K <0.01% -3,860 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,217 $772K 0.27% -18 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,213 $769K 0.06% -24 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,206 $765K 0.08% -39 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,206 $765K 0.08% -4 13F-HR/A Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,196 $759K 0.07% +191 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,195 $758K 0.02% -452 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,188 $753K 0.02% -63 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,179 $748K 0.11% +544 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,177 $746K 0.07% +26 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,155 $733K 0.29% +641 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,150 $730K 0.04% +132 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,137 $721K 0.27% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,130 $717K <0.01% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,129 $716K 0.04% +509 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,123 $714K 0.2% +313 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,114 $707K 0.12% +338 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,107 $702K 0.19% -680 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,095 $695K 0.01% +596 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,090 $691K 0.01% +183 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,085 $688K 0.38% +22 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,082 $686K 0.06% +277 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,073 $681K 0.01% -25 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1,072 $680K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,052 $667K 0.12% -26 13F-HR Timeline Group STF Management LP More: the full row for STF Management LP 1,047 $664K 0.32% +79 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 1,042 $662K 0.12% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,041 $660K 0.01% +157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,040 $660K 0.09% 0 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,038 $658K 0.12% 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,033 $655K 0.01% -213 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,029 $653K 0.02% +200 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,024 $649K 0.02% +656 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,011 $641K 0.03% -959 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,011 $641K 0.13% -660 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,010 $641K 0.01% +93 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,008 $639K 0.36% -32 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,003 $636K 0.18% +283 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,003 $636K 0.02% +55 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,001 $635K 0.22% -52 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,000 $634K 0.29% 0 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 1,000 $634K 0.01% -2,125 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 992 $629K 0.11% +264 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 977 $620K 0.09% +237 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 975 $618K 0.01% -129 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 973 $617K 0.24% -330 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 963 $611K 0.02% +336 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 950 $603K 0.02% +472 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 950 $603K 0.28% new 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 944 $599K 0.09% -550 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 935 $593K 0.06% +69 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 932 $591K 0.22% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 928 $589K 0.06% -213 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 925 $587K 0.01% +113 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 925 $587K 0.01% +36 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 922 $585K 0.03% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 921 $584K 0.01% -801 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 916 $581K 0.1% -3 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 914 $580K 0.05% +390 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 913 $579K 0.02% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 908 $576K 0.01% -94 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 899 $570K 0.04% +69 13F-HR Timeline Group Penbrook Management LLC More: the full row for Penbrook Management LLC 897 $569K 0.43% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 897 $569K 0.02% -2 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 894 $567K 0.11% +285 13F-HR/A Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 893 $566K 0.01% -55 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 893 $566K <0.01% -2,318 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 890 $565K <0.01% -95 13F-HR/A Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 890 $564K 0.18% -15 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 890 $564K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 887 $563K 0.05% -65 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 880 $558K 0.02% -310 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 873 $554K 0.22% +117 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 871 $552K 0.02% +28 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 868 $551K 0.16% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 860 $548K 0.05% -92 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 860 $545K 0.11% +13 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 854 $542K 0.16% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 849 $538K 0.07% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 845 $536K 0.03% +60 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 840 $533K 0.32% -120 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 840 $533K 0.01% -23 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 838 $531K 0.02% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 831 $527K 0.04% -158 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 834 $527K 0.05% -231 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 830 $526K 0.01% -86 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 828 $525K <0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 828 $525K 0.01% +292 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 810 $514K 0.07% +767 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 809 $513K 0.09% -8 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 807 $512K 0.13% -30 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 800 $507K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 800 $507K 0.1% +110 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 838 $505K 0.01% -137 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 790 $501K 0.01% +39 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 789 $500K 0.02% +7 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 788 $500K 0.01% -465 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 788 $500K 0.03% +26 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 786 $498K 0.01% +254 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 780 $495K 0.02% +280 13F-HR Timeline Group American Trust More: the full row for American Trust 779 $494K 0.12% +80 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 821 $493K <0.01% -137 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 770 $488K 0.05% +82 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 765 $485K 0.02% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 758 $480K 0.06% +225 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 752 $477K 0.01% -411 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 749 $475K 0.37% +70 13F-HR Timeline ROBINSON SMITH WEALTH ADVISORS LLC More: the full row for ROBINSON SMITH WEALTH ADVISORS LLC 748 $474K 0.4% +212 13F-HR/A Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 747 $474K <0.01% -100 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 735 $466K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 732 $464K <0.01% -21 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 725 $460K 0.02% +110 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 724 $459K 0.09% +223 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 720 $457K 0.07% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 719 $456K 0.04% -136 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 719 $456K 0.02% -628 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 710 $450K 0.26% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 708 $449K 0.24% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 708 $449K 0.02% -94 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 759 $443K 0.08% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 691 $438K 0.03% +26 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 689 $437K 0.02% 0 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 689 $437K 0.18% +307 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 686 $435K 0.01% +12 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 685 $434K 0.28% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 684 $434K 0.03% -206 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 682 $433K 0.03% +9 13F-HR Timeline