Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 555 $732K 0.38% +2 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 549 $724K 0.05% +183 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 547 $721K 0.1% 0 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 545 $718K 0.11% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 474 $710K 0.1% -27 13F-HR/A Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 536 $706K 0.01% -239 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 535 $705K 0.01% -213 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 533 $703K 0.06% -80 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 534 $702K 0.3% +39 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 530 $699K <0.01% +3 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 514 $678K 0.02% -100 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 513 $676K 0.02% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 512 $675K 0.1% -24 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 500 $659K 0.07% 0 13F-HR Timeline Point72 Asset Management, L.P. in group Point72 Asset Management, L.P. More: the full row for Point72 Asset Management, L.P. 500 $659K <0.01% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 496 $654K 0.05% +1 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 491 $647K 0.02% +2 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 488 $643K 0.03% -59 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 485 $639K 0.04% -21 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 481 $634K 0.77% -4 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 480 $633K 2.39% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 479 $631K 0.07% +179 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 470 $619K 0.09% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 470 $619K 0.02% +145 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 469 $619K 0.08% -13 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $613K 0.49% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 462 $609K 0.08% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 460 $606K 0.01% -11 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 460 $606K 0.06% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 459 $605K 0.28% -33 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 459 $605K 0.07% +201 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 456 $601K 0.04% +89 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 455 $600K 0.01% +32 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 464 $599K 0.01% new 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 452 $596K 0.08% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 446 $588K 0.01% +127 13F-HR Timeline Group BARR E S & CO More: the full row for BARR E S & CO 445 $587K 0.03% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 444 $585K 0.01% -11 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 440 $580K <0.01% -35,289 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 432 $569K 0.01% +83 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 427 $563K 0.01% +19 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 426 $561K 0.16% -13 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 422 $556K 0.02% +14 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 422 $556K 0.08% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 420 $554K 0.09% 0 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 418 $551K 0.37% +168 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 410 $540K 0.23% +17 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 409 $539K 0.03% -98 13F-HR Timeline Shira Ridge Wealth Management More: the full row for Shira Ridge Wealth Management 406 $535K 0.23% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 405 $534K <0.01% +121 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 404 $532K 0.04% +9 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 409 $527K 0.03% +178 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 400 $527K 0.12% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 396 $522K 0.01% -31 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 395 $521K 0.01% -1 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 393 $518K 0.13% new 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 390 $514K 0.09% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 387 $510K 0.06% -27 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 387 $510K 0.01% +43 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 385 $507K 0.17% -11 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 384 $506K 0.01% +12 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 382 $503K 0.03% -203 13F-HR Timeline Group SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 380 $501K 0.08% +83 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 375 $494K 0.01% -11 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 374 $493K 0.01% +235 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 372 $490K 0.01% +46 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 371 $489K 0.02% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 371 $489K 0.08% new 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 370 $488K <0.01% +5 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 363 $478K 0.04% 0 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 363 $478K 0.28% +1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 361 $476K <0.01% +20 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 359 $473K 0.08% -78 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 358 $472K 0.23% +3 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 358 $472K 0.03% +129 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 356 $469K 0.01% +73 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 354 $467K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 350 $462K <0.01% -124 13F-HR/A Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 349 $460K 0.18% +7 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 18,275 $458K +18,266 Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 346 $456K 0.02% -100 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 345 $455K 0.14% +55 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 344 $454K 0.02% +67 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 342 $451K 0.01% +12 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 342 $451K 0.01% +4 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 342 $451K 0.09% +130 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 340 $448K <0.01% -40 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 338 $445K 0.02% +98 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 335 $442K <0.01% +113 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 331 $437K 0.09% +53 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 330 $435K 0.02% +219 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 330 $435K <0.01% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 330 $435K 0.2% +21 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 328 $432K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 326 $430K 0.04% +29 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 325 $428K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 323 $426K 0.01% +54 13F-HR/A Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 322 $424K 0.01% +274 13F-HR/A Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 321 $423K 0.02% +4 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 321 $423K <0.01% +92 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 320 $422K 0.02% +188 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 319 $421K 0.01% +3 13F-HR Timeline OAK ASSOCIATES LTD /OH/ More: the full row for OAK ASSOCIATES LTD /OH/ 317 $418K 0.03% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 317 $417K <0.01% +172 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 316 $416K 0.03% +28 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 315 $415K 0.02% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 312 $411K <0.01% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 311 $409K 0.01% +4 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 310 $409K 0.01% -613 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 308 $406K 0.04% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 306 $403K 0.01% 0 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 306 $403K 0.04% +4 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 304 $401K 0.01% -7 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 302 $398K 0.09% -3,143 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 300 $395K 0.01% -45 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 299 $394K 0.01% +36 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 298 $393K <0.01% +93 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. 298 $393K 0.02% +59 13F-HR Timeline Group Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 296 $390K 0.06% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 296 $390K 0.01% new 13F-HR Timeline Group Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 296 $390K 0.14% +16 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 296 $390K 0.25% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 295 $389K 0.01% +100 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 293 $386K 0.92% +7 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 292 $385K 0.01% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 292 $385K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 291 $384K 0.12% 0 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 291 $384K 0.01% +4 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 290 $383K <0.01% +25 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 288 $380K 0.04% 0 13F-HR/A Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 287 $378K 0.07% +11 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 296 $375K 0.07% new 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 282 $372K 0.09% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 282 $372K 0.02% -122 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 282 $371K 0.03% +5 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 280 $369K 0.18% +81 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 280 $369K 0.33% -5 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 279 $368K 0.01% -26 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 279 $368K 0.05% -41 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 275 $362K 0.02% -5 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 270 $356K 0.03% +76 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 268 $353K 0.01% +14 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 268 $353K 0.02% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 268 $353K 0.09% -448 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 264 $348K 0.03% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 264 $348K 0.01% -4,475 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 262 $345K 0.02% -20 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 261 $344K 0.05% +13 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 258 $340K 0.01% -871 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 256 $337K 0.02% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 256 $337K 0.01% -222 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 255 $336K 0.17% -76 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 254 $335K <0.01% +12 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 250 $330K 0.4% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 250 $329K 0.02% -113 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 249 $328K 0.15% new 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 249 $328K 0.15% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 244 $322K <0.01% -7 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 247 $321K <0.01% -57 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 243 $320K 0.01% -81 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 241 $318K 0.04% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 239 $315K 0.02% -333 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 239 $315K 0.03% +36 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 255 $315K 0.01% -25 13F-HR/A Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 236 $311K 0.07% +1 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 234 $308K 0.12% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 233 $307K 0.12% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 232 $306K 0.04% +18 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 230 $303K 0.01% -3 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 228 $301K 0.02% -2 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 225 $297K 0.17% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 223 $294K 0.03% +7 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 220 $290K <0.01% +66 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 219 $289K 0.09% +1 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 218 $286K 0.08% -71 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 217 $286K 0.01% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 217 $286K 0.06% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 216 $285K 0.21% -28 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 213 $281K 0.04% +26 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 211 $278K 0.02% -7 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 210 $277K 0.07% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 210 $277K 0.17% +10 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 209 $275K 0.05% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 208 $274K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 208 $274K 0.01% -343 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 208 $274K 0.01% -49 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 208 $274K 0.02% -37 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 207 $273K <0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 207 $272K 0.01% -86 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 206 $271K 0.03% +15 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 205 $270K 0.06% -10 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 202 $266K <0.01% -5 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 200 $264K 0.01% +5 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 200 $264K <0.01% 0 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 200 $264K 0.04% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 200 $264K 0.04% -976 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 199 $262K 0.01% -2 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 194 $256K <0.01% -124 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 194 $256K 0.02% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 194 $255K 0.01% -11 13F-HR Timeline