Haven Private, LLC More: the full row for Haven Private, LLC 2,671 $639K 0.28% -515 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,666 $638K 0.03% +523 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,657 $636K 0.04% +97 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,652 $635K 0.14% +98 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 2,646 $633K 0.53% -129 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,635 $631K <0.01% 0 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,633 $630K 0.11% -32 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,628 $629K 0.12% +703 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,608 $624K 0.56% -319 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,604 $623K 0.4% +7 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,603 $623K 0.01% +46 13F-HR Timeline Group Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,593 $621K 0.3% -13 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,592 $620K 0.18% -321 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,585 $619K 0.04% -14 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,584 $619K 0.03% +21 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,583 $618K 0.49% -3 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,582 $618K <0.01% +54 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,863 $615K 0.17% -987 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,551 $611K 0.02% +79 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,537 $607K 0.32% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,535 $607K 0.02% +789 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,535 $607K 0.01% +81 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,528 $605K 0.02% -169 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,526 $605K 0.49% +2 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,506 $600K 0.48% -51 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,500 $598K 0.18% 0 13F-HR Timeline Group Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,500 $598K 0.25% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,500 $598K 0.28% -280 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,495 $597K 0.1% -84 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,484 $595K 0.11% +1,278 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,481 $594K 0.1% +79 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,460 $589K 0.27% -25 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,453 $587K 0.06% +501 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,451 $587K 0.15% +230 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,439 $584K 0.04% +17 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,431 $582K 0.16% -21 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,430 $582K 0.09% +150 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,423 $580K 0.23% +96 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,418 $579K 0.01% +12 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,414 $578K 0.09% +1,094 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,411 $577K 0.02% 0 13F-HR Timeline Group Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 2,406 $576K 0.43% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,401 $575K 0.01% +1,327 13F-HR Timeline Group LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,437 $575K 0.33% -323 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 2,390 $572K 0.7% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,381 $570K <0.01% +184 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,374 $568K 0.08% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,365 $566K 0.03% +229 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,746 $565K 0.1% +1,309 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,358 $564K 0.13% -13 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,555 $564K 0.12% +2 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 2,343 $561K 0.01% -375 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,316 $554K 0.22% -782 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,300 $551K 0.16% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,299 $550K 0.08% +217 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,296 $550K 0.07% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,291 $548K 0.01% -230 13F-HR Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 2,287 $547K 0.57% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,487 $547K 0.01% +233 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 2,285 $547K 0.02% -1,511 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,254 $540K 0.05% -358 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,254 $540K 0.05% -38 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,248 $538K 0.31% -730 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,245 $537K 0.31% +795 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,229 $534K 0.04% +514 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,202 $527K 0.16% -4,109 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 2,200 $527K 0.69% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,198 $526K 0.02% -2,360 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,194 $525K 0.18% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,189 $524K 0.06% -526 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,181 $522K 0.15% +132 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,171 $520K 0.07% -18 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,167 $519K 0.13% +13 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,164 $518K 0.01% +904 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,163 $518K 0.2% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,157 $516K 0.02% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,139 $512K 0.19% +250 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,136 $511K 0.01% +497 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,135 $511K 0.04% +574 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,122 $508K 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,139 $506K 0.03% 0 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,288 $503K <0.01% +331 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,095 $501K <0.01% -7 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,094 $501K 0.06% -333 13F-HR/A Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,092 $501K 0.03% +271 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,088 $500K 0.04% +32 13F-HR Timeline Group Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,083 $499K 0.17% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,081 $498K 0.07% +484 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 2,066 $495K 0.06% +94 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,054 $492K 0.14% +674 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,050 $491K 0.1% 0 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,039 $488K 0.39% +3 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 2,038 $488K 0.21% +27 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,038 $488K 0.1% -1,743 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,026 $485K 0.24% +7 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,019 $483K 0.08% +69 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,018 $483K 0.03% -109 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,017 $483K 0.07% +13 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,014 $482K 0.06% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,009 $481K 0.14% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,006 $480K 0.09% -33 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,000 $479K 0.08% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,997 $478K 0.17% -91 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 2,003 $477K 0.04% -69 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,973 $472K 0.01% -95 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,973 $472K 0.15% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,967 $471K 0.04% +174 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,961 $469K 0.03% +33 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,124 $469K 0.03% -104 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,959 $468K 0.17% +132 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,945 $466K <0.01% 0 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,931 $462K 0.05% +324 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,926 $461K 0.29% +172 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,922 $460K 0.13% -134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,910 $457K 0.1% -161 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,901 $455K 0.39% +44 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,900 $455K 0.07% new 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,895 $454K 0.09% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,895 $454K 0.04% +753 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,886 $452K 0.06% +49 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,886 $451K 0.42% +237 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,881 $450K 0.11% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,870 $448K 0.24% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 1,870 $448K 0.03% +12 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,901 $443K 0.15% +36 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,855 $443K 0.06% -108 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,848 $442K 0.03% +168 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,846 $442K 0.05% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,955 $442K 0.04% +394 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,844 $441K 0.1% +7 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 1,838 $440K 0.87% +1,201 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,834 $439K 0.02% -54 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,822 $436K 0.06% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,813 $434K 0.02% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,811 $434K 0.18% -463 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,801 $431K 0.06% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,801 $431K 0.1% -358 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,779 $426K 0.04% -276 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,767 $423K 0.16% -121 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,753 $420K 0.01% +566 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,053 $417K 0.04% -720 13F-HR Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,722 $412K 0.15% +231 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,718 $411K 0.04% +450 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,717 $410K 0.1% +2 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,710 $409K 0.06% +690 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,700 $407K 0.03% -115 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,694 $406K <0.01% +450 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,691 $405K 0.01% +196 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,688 $404K 0.24% +49 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,683 $403K 0.16% +292 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,680 $402K 0.35% -2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,671 $400K 0.03% +11 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 1,660 $397K 0.02% -75,160 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,658 $397K 0.07% +58 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,655 $396K 0.04% 0 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,652 $396K 0.22% +62 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,652 $395K 0.05% -43,379 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,650 $395K 0.17% +29 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,646 $394K 0.04% +407 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,640 $393K 0.04% 0 13F-HR/A Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,638 $392K 0.07% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,625 $389K 0.05% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,625 $389K 0.02% +170 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,619 $388K 0.02% +19 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,609 $385K 0.01% +44 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,604 $384K 0.06% -50 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,600 $383K 0.16% -95 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,590 $381K 0.01% +215 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,583 $379K 0.04% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,576 $377K 0.12% +3 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 1,572 $376K 0.25% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,568 $375K 0.04% -3 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,568 $375K 0.06% +642 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,563 $374K 0.01% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,547 $370K 0.04% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,545 $370K 0.13% -18 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,542 $369K 0.1% +42 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,540 $369K 0.12% -32 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 1,539 $368K 0.08% -306 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,537 $368K 0.04% +105 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,535 $367K 0.02% -63 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,532 $367K 0.02% +94 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,527 $366K 0.02% +320 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,586 $365K 0.01% -204 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,522 $364K 0.27% +303 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,517 $363K 0.01% +5 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 1,516 $363K 0.02% +183 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,502 $360K 0.04% +521 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,492 $357K 0.05% +1,146 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 1,561 $356K 0.01% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,484 $355K 0.01% -183 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,482 $355K 0.01% +503 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,480 $354K 0.11% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,478 $354K 0.15% +15 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,470 $352K 0.14% -55 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,470 $352K 0.05% +300 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,456 $349K 0.01% -3,596 13F-HR Timeline Group Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,511 $348K 0.06% +13 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,451 $347K <0.01% -231 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,450 $347K 0.09% 0 13F-HR Timeline