Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 261,299 $16.7M 5.28% +9,593 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 260,896 $16.7M 1.53% +26,042 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 260,262 $16.7M 3.61% +13,456 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 260,071 $16.7M 11.09% -186 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 245,662 $16.6M 6.74% +4,059 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 258,902 $16.6M 10.04% +18,285 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 257,436 $16.5M 0.36% +10,488 13F-HR/A Timeline Western Reserve Capital Management, LLC More: the full row for Western Reserve Capital Management, LLC 257,376 $16.5M 13.54% +2,870 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 256,716 $16.4M +17,958 Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 255,880 $16.4M 9.82% -7,606 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 255,721 $16.4M 6.61% -2,178 13F-HR Timeline ALLSTREET CAPITAL ADVISORS LLC More: the full row for ALLSTREET CAPITAL ADVISORS LLC 253,794 $16.3M 12.03% -5,772 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 252,558 $16.2M 9.81% -4,405 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 251,030 $16.1M 7.09% +2,265 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 249,586 $16M 1.73% +21,762 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 248,622 $15.9M 7.07% -2,855 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 247,883 $15.9M 0.32% +7,886 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 247,484 $15.9M 8.35% +6,866 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 247,469 $15.9M 0.25% -253,083 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 247,152 $15.8M 3.13% -1,338 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 245,797 $15.8M 2.47% +18,273 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 244,977 $15.7M 0.08% +14,368 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 244,639 $15.7M 15.24% +4,903 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 243,237 $15.6M 6.12% -18,545 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 241,621 $15.5M 0.02% +6,628 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 241,612 $15.5M 3.28% +10,099 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 241,193 $15.5M 0.71% +15,538 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 241,032 $15.4M 0.44% +2,518 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 240,861 $15.4M 6.98% +3,705 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 240,254 $15.4M 0.24% +21,294 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 239,223 $15.3M 5.27% -6,558 13F-HR/A Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 239,017 $15.3M 0.03% -1,569 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 237,656 $15.2M 0.35% +10,176 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 237,633 $15.2M 0.88% -3,041 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 237,380 $15.2M 5.12% -6,585 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 236,578 $15.2M 1.5% +8,243 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 218,756 $15.1M 2.01% -13,717 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 234,961 $15.1M 0.64% +3,660 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 234,483 $15M 13.22% -2,798 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 234,141 $15M 8.52% +5,559 13F-HR Timeline EPACRIA CAPITAL PARTNERS, LLC More: the full row for EPACRIA CAPITAL PARTNERS, LLC 234,089 $15M 11.62% 0 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 233,810 $15M 1.87% -1,605 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 233,742 $15M 4.78% +3,630 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 233,603 $15M 1.79% +11,965 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 232,875 $14.9M 1.3% -6,508 13F-HR Timeline P/E Global LLC More: the full row for P/E Global LLC 232,135 $14.9M 1.17% new 13F-HR Timeline InvesTrust More: the full row for InvesTrust 231,634 $14.8M 6.24% +1,811 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 231,609 $14.8M 5.59% -3,541 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 230,627 $14.8M 8.26% +110,354 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 228,183 $14.6M 3.2% -3,108 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 224,760 $14.4M +35,008 Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 224,506 $14.4M 0.1% +3,563 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 223,029 $14.3M 0.44% +211,955 13F-HR Timeline IF Advisors, LLC More: the full row for IF Advisors, LLC 222,644 $14.3M 10.09% +26,807 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 222,384 $14.3M 0.03% 0 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 222,156 $14.2M 0.98% +132,262 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 221,537 $14.2M 1.07% -15,122 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 221,243 $14.2M 8.94% -24,768 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 220,871 $14.2M 3.94% +39,683 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 220,830 $14.2M 8.82% +6,714 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 220,754 $14.1M 11.55% +7,844 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 218,620 $14M 1.54% -807 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 217,706 $14M 1.84% +31,638 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 217,311 $13.9M 2.65% -172 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 216,955 $13.9M 0.37% +3,462 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 216,577 $13.9M 8.16% 13F-HR Timeline Objectivity Squared, LLC More: the full row for Objectivity Squared, LLC 216,533 $13.9M 8.75% -11,090 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 216,425 $13.9M 4.58% +58,362 13F-HR/A Timeline Trust Co of the South More: the full row for Trust Co of the South 216,384 $13.9M 2.23% -55,160 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 215,721 $13.8M 3.87% +22,805 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 214,656 $13.8M +19,267 Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 214,603 $13.8M 0.38% +25,759 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 214,231 $13.7M 0.42% +28,765 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 213,184 $13.7M 3.86% +2,782 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 212,549 $13.6M 9.06% -5,873 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 211,649 $13.6M 2.67% +2,965 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 210,378 $13.5M 5.32% -68 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 210,016 $13.5M 0.36% +25,619 13F-HR Timeline Group Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 209,346 $13.4M 8.33% -2,905 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 209,210 $13.4M 3.01% -2,535 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 208,410 $13.4M 4.52% new 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 208,134 $13.3M 11% -1,774 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 207,869 $13.3M 0.07% new 13F-HR Timeline Group Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 207,570 $13.3M 0.03% -42,622 13F-HR Timeline Group HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 207,468 $13.3M 1.62% +15,192 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 206,423 $13.2M 7.81% +7,143 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 206,062 $13.2M 0.18% new 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 205,679 $13.2M 5.18% -2,153 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 204,884 $13.1M 1.04% -1,449 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 204,511 $13.1M 1.3% +47,035 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 203,788 $13.1M 0.55% +15,080 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 203,463 $13M 4.76% -118 13F-HR Timeline Wind River Trust Co More: the full row for Wind River Trust Co 202,975 $13M 4.9% 0 13F-HR Timeline K2 Financial Inc. More: the full row for K2 Financial Inc. 189,111 $12.9M 9.4% -6,651 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 201,501 $12.9M 3.25% new 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 201,325 $12.9M 4.06% +746 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 200,546 $12.9M 1.35% +53,415 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 200,251 $12.8M 0.59% +13,175 13F-HR Timeline Seven Post Investment Office LP More: the full row for Seven Post Investment Office LP 200,180 $12.8M 4.14% -30,794 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 198,935 $12.7M 0.27% -9,129 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 198,396 $12.7M 7.19% +44,387 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 197,943 $12.7M 0.97% +2,529 13F-HR Timeline KITCHING PARTNERS, LLC More: the full row for KITCHING PARTNERS, LLC 197,326 $12.6M 11.63% -20,818 13F-HR Timeline Forbes Financial Planning, Inc. More: the full row for Forbes Financial Planning, Inc. 196,899 $12.6M 7.29% +3,925 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 196,536 $12.6M 1.56% +14,884 13F-HR/A Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 196,199 $12.6M 6.16% -2,652 13F-HR Timeline Capasso Planning Partners LLC More: the full row for Capasso Planning Partners LLC 195,263 $12.5M 6.75% +11,853 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 194,501 $12.5M 0.61% -6,248 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 193,580 $12.4M 0.05% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 192,354 $12.3M 1.55% -5,822 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 191,879 $12.3M 0.57% +87,713 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 191,494 $12.3M 5.39% +9,557 13F-HR/A Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 191,484 $12.3M 4.69% +28,407 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 190,823 $12.2M 2% -4,358 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 189,923 $12.2M 3.83% +235 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 189,847 $12.2M 2.12% +2,831 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 187,055 $12M 5.06% +170,734 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 186,984 $12M 1.08% +9,346 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 185,580 $11.9M 0.65% +928 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 185,397 $11.9M 1.3% +5,447 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 185,389 $11.9M 8.35% +1,548 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 185,239 $11.9M 0.58% -21,115 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 185,188 $11.9M 2.99% +1,844 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 184,999 $11.9M 3.92% +180,932 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 184,886 $11.8M 0.69% -4,422 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 184,230 $11.8M 0.33% +2,774 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 184,068 $11.8M 0.77% +79,815 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 183,838 $11.8M 3.27% +1,948 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 183,020 $11.7M 4.21% +33,996 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 182,680 $11.7M 4.93% -10,202 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 182,656 $11.7M 0.45% +128,191 13F-HR/A Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 182,398 $11.7M 0.69% +162,450 13F-HR Timeline Group Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 182,070 $11.7M 0.1% -44,691 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 181,839 $11.7M 3.13% +171,215 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 163,933 $11.6M 14.54% +1,923 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 181,098 $11.6M 4.22% -31,676 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 181,086 $11.6M 5.49% -5,212 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 180,190 $11.5M 2.01% -4,844 13F-HR Timeline Timmons Wealth Management, LLC More: the full row for Timmons Wealth Management, LLC 180,073 $11.5M 10.94% +3,311 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 179,707 $11.5M 0.76% +328 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 179,204 $11.5M 1.52% -9,140 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 178,899 $11.5M 2.35% +9,158 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 177,979 $11.4M 6.95% +2,010 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 177,885 $11.4M 2.67% +4,209 13F-HR Timeline Shotwell Rutter Baer Inc More: the full row for Shotwell Rutter Baer Inc 177,685 $11.4M 6.69% +3,267 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 177,683 $11.4M 0.28% +153,822 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 177,628 $11.4M 1.22% -11,321 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 164,998 $11.4M 2.42% +2,431 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 176,958 $11.3M 8.5% -9,064 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 176,841 $11.3M 0.71% +3,427 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 175,865 $11.3M 5.77% +2,639 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 172,662 $11.2M 2.5% +37,200 13F-HR Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 174,636 $11.2M 4.87% -1,074 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 173,263 $11.1M 1.76% -2,956 13F-HR Timeline Twin Cities Retirement Group LLC More: the full row for Twin Cities Retirement Group LLC 173,032 $11.1M 10.14% +7,663 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 172,664 $11.1M 0.58% +8,586 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 172,461 $11.1M 1.37% +3,606 13F-HR Timeline Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 172,264 $11M 2.17% -116,500 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 172,013 $11M 2.78% +44,038 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 171,497 $11M 5.12% +38,568 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 171,128 $11M 0.8% +9,826 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 170,559 $10.9M 0.9% -297 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 170,393 $10.9M 3.96% +24,383 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 170,210 $10.9M 0.82% -2,473 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 170,028 $10.9M 1.23% +6,901 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 169,909 $10.9M 1.85% -13,621 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 169,886 $10.9M 7.12% +523 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 169,792 $10.9M 5.41% +778 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 169,197 $10.8M 0.4% -5,124 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 168,343 $10.8M 0.34% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 167,304 $10.7M 3.78% +22,648 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 166,429 $10.7M 0.31% +959 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 166,314 $10.7M 0.1% -48,121 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 166,101 $10.6M 2.26% -11,368 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 165,535 $10.6M 0.25% +105,814 13F-HR Timeline Allianz Asset Management GmbH in group Allianz SE More: the full row for Allianz Asset Management GmbH 165,400 $10.6M 0.01% +8,556 13F-HR Timeline Group QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 164,574 $10.5M 3.19% -6,214 13F-HR Timeline Employees' Retirement Fund of the City … More: the full row for Employees' Retirement Fund of the City of Fort Worth 164,100 $10.5M 4.56% +20,000 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 163,802 $10.5M 2.12% -5,481 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 162,787 $10.4M 0.35% +3,342 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 162,334 $10.4M 1.2% +22,243 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 161,721 $10.4M 3.11% +1,855 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 161,623 $10.4M 6.91% +6,984 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 161,303 $10.3M 0.63% +23,178 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 160,321 $10.3M 1.01% -7,257 13F-HR Timeline WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 159,464 $10.2M 2.26% -2,632 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 159,401 $10.2M 1.66% -3,492 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 159,281 $10.2M 2.03% +13,585 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 158,945 $10.2M 0.12% +14,700 13F-HR Timeline E&R Wealth Management, LLC More: the full row for E&R Wealth Management, LLC 158,647 $10.2M 10.13% +1,228 13F-HR Timeline Michelson Medical Research Foundation, … More: the full row for Michelson Medical Research Foundation, Inc. 158,160 $10.1M 10.29% 0 13F-HR Timeline Pachira Investments Inc. 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