Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,898 $341K 0.02% +706 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 2,844 $334K 0.05% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,843 $334K 0.03% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,831 $333K 0.04% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,830 $333K 0.01% -10 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,747 $330K 0.03% +573 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,788 $328K 0.04% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,783 $327K 0.02% -458 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 2,782 $327K <0.01% new 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 2,767 $325K 0.14% 13F-HR/A Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,751 $323K <0.01% +13 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,747 $323K 0.13% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 2,731 $321K 0.08% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,724 $320K 0.01% +356 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 2,722 $320K 0.08% -1,469 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,679 $315K 0.18% -17 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,675 $314K 0.11% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,669 $314K 0.01% +36 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,668 $314K 0.02% +68 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,663 $313K <0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,659 $313K 0.01% +21 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 2,657 $312K 0.03% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,620 $308K 0.03% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,612 $307K 0.15% -49 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 2,608 $307K 0.08% +3 13F-HR/A Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,606 $306K 0.11% -23 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,550 $305K 0.04% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,575 $303K 0.08% -200 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,575 $303K 0.01% +305 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,548 $299K 0.14% -529 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,542 $299K 0.03% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,541 $299K 0.05% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,534 $298K 0.05% -230 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 2,531 $297K 0.02% +49 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,525 $297K 0.03% +72 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,522 $296K 0.06% +682 13F-HR/A Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 2,517 $296K 0.02% +375 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 2,512 $295K 0.03% -1,000 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,507 $295K 0.05% +430 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,499 $294K 0.03% -104 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,498 $294K 0.07% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,495 $293K 0.2% 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,488 $292K 0.01% -11,198 13F-HR Timeline PINKERTON WEALTH, LLC More: the full row for PINKERTON WEALTH, LLC 2,485 $292K 0.04% -1,991 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,483 $292K <0.01% -679 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,480 $291K 0.06% +485 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,465 $290K 0.01% +2,255 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,413 $284K 0.02% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,400 $282K 0.02% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,398 $282K 0.03% +343 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,380 $280K 0.03% +436 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 2,374 $279K 0.1% -50 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,300 $276K 0.11% +1,065 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,350 $276K 0.02% +45 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,348 $276K 0.01% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,347 $276K 0.01% +94 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,322 $276K 0.03% +252 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,336 $276K 0.03% new 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 2,331 $274K 0.12% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,324 $273K 0.02% +277 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,318 $272K 0.01% +43 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,316 $272K 0.08% -82 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,313 $272K 0.02% +196 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,306 $271K 0.15% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,305 $271K 0.02% +1,109 13F-HR Timeline GARDA CAPITAL PARTNERS LP More: the full row for GARDA CAPITAL PARTNERS LP 2,304 $271K 0.22% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,299 $270K 0.01% +34 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,280 $268K 0.01% +65 13F-HR Timeline Group Donor Advised Charitable Giving, Inc. More: the full row for Donor Advised Charitable Giving, Inc. 2,270 $267K 0.01% -380 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,255 $265K 0.1% -200 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,253 $265K 0.01% -64 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,250 $264K 0.03% 0 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 2,249 $264K 0.02% +181 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,240 $263K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,240 $263K 0.12% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,231 $262K 0.02% -325 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,231 $262K 0.01% +192 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,234 $262K 0.07% 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,212 $260K 0.02% +239 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,190 $257K 0.03% 0 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 2,188 $257K 0.08% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,182 $256K 0.3% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,181 $256K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,178 $256K 0.08% -41 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,168 $255K 0.01% -719 13F-HR/A Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,165 $254K 0.03% -166 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,161 $254K 0.06% -4 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2,154 $253K 0.02% +4 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,152 $253K 0.08% -58 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,144 $252K 0.14% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,143 $252K <0.01% -201 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 2,128 $250K 0.02% -805 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,123 $250K <0.01% 0 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,107 $248K 0.61% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,093 $246K 0.02% new 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,091 $246K 0.04% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,087 $244K <0.01% -27 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 2,068 $243K 0.04% -278 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,070 $243K 0.04% -6 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,058 $242K 0.02% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,057 $242K 0.05% +55 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 2,050 $241K 0.04% 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,045 $240K 0.03% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,034 $239K 0.06% -17 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,032 $239K <0.01% 0 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 2,030 $239K 0.21% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,020 $237K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,009 $236K 0.09% -201 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,009 $236K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 2,004 $236K 0.02% new 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,006 $236K 0.01% +7 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,006 $236K 0.11% 13F-HR Timeline SwitchPoint Financial Planning, LLC More: the full row for SwitchPoint Financial Planning, LLC 2,006 $236K 0.23% 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,005 $236K 0.02% 0 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,003 $235K 0.04% -5,642 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 2,000 $235K 0.03% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,000 $235K 0.05% 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 2,000 $235K 0.08% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 2,000 $235K 0.04% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 2,000 $235K 0.07% 0 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 2,000 $235K 0.03% new 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 2,000 $235K 0.16% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,000 $235K 0.09% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,000 $235K 0.04% 0 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,975 $232K 0.17% 0 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,968 $231K 0.11% 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,965 $231K 0.03% -142 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 27,855 $230K 0.08% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,943 $228K 0.01% +4 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 1,940 $228K 0.09% -54 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 1,939 $228K 0.01% +26 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 1,933 $227K 0.02% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,931 $227K 0.01% -200 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,929 $227K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,928 $227K 0.01% +1,563 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,744 $226K <0.01% +133 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,923 $226K <0.01% +194 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,921 $226K 0.01% +27 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 1,901 $223K 0.13% new 13F-HR Timeline CLARIS ADVISORS, LLC / MO / More: the full row for CLARIS ADVISORS, LLC / MO / 1,897 $223K 0.08% +36 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,892 $222K 0.07% -9 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,889 $222K 0.02% +55 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,857 $218K 0.01% -2 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,845 $217K 0.03% +6 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,840 $216K 0.04% -745 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,774 $216K 0.09% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,836 $216K 0.01% -1,059 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,830 $215K 0.02% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,824 $214K <0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,818 $214K 0.04% -73 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 1,800 $212K 0.12% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,800 $212K 0.21% 13F-HR Timeline DOCK STREET ASSET MANAGEMENT INC More: the full row for DOCK STREET ASSET MANAGEMENT INC 1,790 $210K 0.03% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,787 $210K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,788 $210K 0.13% -300 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,785 $210K <0.01% -157 13F-HR Timeline Group Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 1,784 $210K 0.03% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,775 $209K 0.01% -560 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,768 $208K 0.13% -378 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,766 $208K 0.04% +853 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,761 $207K 0.01% new 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,755 $206K 0.07% new 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,750 $206K 0.04% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,739 $204K 0.04% 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,736 $204K 0.02% -100 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,735 $204K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,733 $204K 0.01% +771 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,721 $202K 0.08% new 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,710 $201K 0.03% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 1,703 $200K 0.02% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,650 $194K 0.03% -15 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,550 $182K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,520 $179K 0.04% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,505 $177K 0.05% -120 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 1,500 $176K 0.11% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,459 $171K 0.01% -111 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,424 $167K <0.01% -251 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,359 $160K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,333 $157K <0.01% -143 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,250 $147K 0.08% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,209 $142K 0.03% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,116 $131K <0.01% +648 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,102 $130K 0.05% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,056 $124K 0.1% +1,053 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,050 $123K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,020 $120K 0.01% +150 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 985 $118K 0.02% -16 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $118K 0.09% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,000 $118K 0.09% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,002 $117K 0.04% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 994 $117K 0.09% +74 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 971 $114K 0.01% -100 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 960 $113K 0.09% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 950 $112K <0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 922 $108K 0.01% 0 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 894 $105K 0.01% -86 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 884 $104K <0.01% +121 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 872 $102K 0.01% -2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 854 $100K 0.01% +24 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 845 $99.3K 0.01% -127 13F-HR Timeline