HM PAYSON & CO More: the full row for HM PAYSON & CO 170,281 $10M 0.14% +274 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 169,788 $9.97M 0.02% -5,921 13F-HR Timeline Group ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 169,373 $9.95M 1.33% new 13F-HR Timeline Vertex Investment Solutions Co., Ltd. More: the full row for Vertex Investment Solutions Co., Ltd. 168,500 $9.9M 9.81% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 167,556 $9.84M 0.1% -12,889 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 166,153 $9.76M 0.24% +7,188 13F-HR Timeline Group Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 165,875 $9.74M 4.63% +64,320 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 163,574 $9.61M 0.92% +11,109 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 161,413 $9.48M 4.92% +8,128 13F-HR Timeline Retirement Systems of Alabama More: the full row for Retirement Systems of Alabama 161,270 $9.47M 0.03% +42,620 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 160,149 $9.41M 3.62% +9,292 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 159,545 $9.37M 0.04% +14,396 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 156,558 $9.19M 0.06% +19,040 13F-HR Timeline Group Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 155,769 $9.15M 5.99% -618 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 154,223 $9.06M 0.33% +23,804 13F-HR Timeline Group DDD Partners, LLC More: the full row for DDD Partners, LLC 154,075 $9.05M 0.58% +12,104 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 153,855 $9.04M 1.97% -4,692 13F-HR Timeline Estate Counselors, LLC More: the full row for Estate Counselors, LLC 147,532 $8.66M 0.73% +24,505 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 146,378 $8.6M 0.08% -214 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 143,977 $8.46M 0.37% +11,882 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 143,305 $8.42M <0.01% +33,337 13F-HR Timeline Group FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 141,295 $8.3M 0.57% +87,057 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 140,842 $8.27M 4.25% -2,167 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 137,650 $8.08M 0.55% +53,933 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 137,537 $8.08M 3.76% +1,700 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 137,156 $8.06M 3.66% +14,886 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 137,060 $8.05M 0.01% -3,369 13F-HR Timeline Group Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 137,020 $8.05M 3.04% +3,600 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 136,131 $7.99M 4.46% +1,053 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 134,860 $7.92M 0.5% -3,262 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 133,937 $7.87M 0.01% +49,264 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 133,927 $7.87M 0.17% -935,745 13F-HR Timeline Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 133,074 $7.82M 0.09% -9,132 13F-HR Timeline Guardian Wealth Management, LLC More: the full row for Guardian Wealth Management, LLC 132,434 $7.78M 2.47% 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 131,581 $7.73M 0.03% +63,255 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 130,065 $7.64M 1.7% +3,938 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 129,495 $7.61M 0.69% +5,134 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 129,246 $7.59M 0.2% +21,785 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 128,876 $7.57M 0.61% +17,381 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 127,273 $7.47M -16,549 Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 125,686 $7.38M 4.78% +6,483 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 125,434 $7.37M 0.11% new 13F-HR Timeline Metropolitan Life Insurance Co/NY More: the full row for Metropolitan Life Insurance Co/NY 123,600 $7.26M 2.2% -17,000 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 122,404 $7.19M 0.04% +7,657 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 121,660 $7.15M 1.22% -43,692 13F-HR/A Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 120,376 $7.07M <0.01% +5,571 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 119,929 $7.04M 0.06% -4,201 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 119,318 $7.01M 0.37% -15,130 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 119,302 $7.01M 0.05% -13,280 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 118,046 $6.93M 2.56% -4,141 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 117,368 $6.89M 5.06% -2,278 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 115,968 $6.81M 0.78% 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 114,168 $6.71M 5.43% +6,848 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 111,853 $6.57M 0.55% +6,251 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 110,142 $6.47M 0.64% +68,622 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 110,086 $6.47M 0.09% -14,910 13F-HR Timeline Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 107,961 $6.34M 4.82% -2,167 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 108,028 $6.34M 3.69% -48,436 13F-HR Timeline Group Safir Wealth Advisors, LLC More: the full row for Safir Wealth Advisors, LLC 107,466 $6.31M 4.43% -3,125 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 106,664 $6.26M 0.01% new 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 106,196 $6.24M 2.62% +11,324 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 105,555 $6.2M 3.45% -14,494 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 104,600 $6.14M 0.04% new 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 103,205 $6.06M 1.12% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 102,385 $6.01M 0.06% +21,692 13F-HR Timeline Group Spectrum Financial Alliance Ltd LLC More: the full row for Spectrum Financial Alliance Ltd LLC 101,964 $5.99M 1.18% +6,645 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 101,667 $5.97M 0.47% +14,921 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 101,260 $5.95M 2.71% -7,395 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 100,210 $5.89M 3.36% -58,981 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 100,201 $5.88M 0.08% +3,778 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 98,877 $5.81M 1.7% +16,999 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 97,772 $5.74M 1.06% +4,709 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 97,704 $5.74M 1.06% +12,236 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 97,506 $5.73M 1% +43,594 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 97,400 $5.72M 1.14% +62,300 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 96,639 $5.69M 1.37% -3,845 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 96,759 $5.68M 0.38% +4,443 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 95,569 $5.61M 0.52% +17,159 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 94,636 $5.56M 0.16% +14,653 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 94,315 $5.54M 1.38% -3,749 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 93,111 $5.47M 0.04% -2,228 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 91,371 $5.37M 0.04% -11,662 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 90,557 $5.32M 0.09% +15,712 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 90,423 $5.31M 0.32% +6,338 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 90,282 $5.3M 0.09% +26,131 13F-HR Timeline OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 88,728 $5.21M 5.52% 0 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 88,284 $5.18M 0.04% +4,016 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 88,198 $5.18M 1.64% -327 13F-HR Timeline Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 87,874 $5.16M 0.27% new 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 87,845 $5.16M 5.23% 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 87,656 $5.15M 3.47% +5,130 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 87,347 $5.12M 3.34% 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 86,955 $5.11M 0.88% +3,861 13F-HR Timeline ACR Alpine Capital Research, LLC in group ACR Alpine Capital Research, … More: the full row for ACR Alpine Capital Research, LLC 86,500 $5.08M 0.08% new 13F-HR Timeline Group Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 85,632 $5.03M 4.72% 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 85,349 $5.01M 0.18% -25,712 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 84,754 $4.98M 0.96% +2,841 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 84,276 $4.95M 0.09% -242 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 83,775 $4.92M 0.01% +1,890 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 83,772 $4.92M 0.11% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 83,129 $4.88M 0.27% new 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 82,597 $4.85M 0.63% -360 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 82,265 $4.83M 0.16% +4,027 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 81,531 $4.79M 0.66% -640 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 81,153 $4.77M 0.06% +827 13F-HR Timeline Group O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 81,015 $4.76M 4.46% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 80,838 $4.75M 0.05% -3,611 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 80,802 $4.75M 2.29% -1,368 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 79,287 $4.66M 0.61% +13,625 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 76,755 $4.51M 0.06% new 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 76,494 $4.49M 2.54% +9,493 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 75,633 $4.44M 0.1% +6,894 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 74,599 $4.38M 0.06% -21,130 13F-HR Timeline Group White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 74,371 $4.37M 0.61% +4,913 13F-HR Timeline CBM Financial, LLC More: the full row for CBM Financial, LLC 73,864 $4.35M 2.95% 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 73,085 $4.29M 0.32% +63,741 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 73,077 $4.29M 0.6% +7,549 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 72,979 $4.29M 0.45% +34,237 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 72,753 $4.27M 1.07% +404 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 72,289 $4.25M 0.15% -34,415 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 72,036 $4.23M 0.8% +10,029 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 71,633 $4.21M 0.08% +1,644 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 70,988 $4.17M 0.58% -4,256 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 70,880 $4.16M 0.05% +20,080 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 70,832 $4.16M 0.26% +5,630 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 70,429 $4.14M 2.01% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 70,259 $4.13M 0.08% +6,331 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 69,657 $4.09M 0.51% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 69,541 $4.08M 1.9% +3,046 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 69,056 $4.06M 1.51% -203 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 68,873 $4.04M 3.84% +7,335 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 68,632 $4.03M 2.81% +209 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 67,888 $3.99M 1.06% +35,374 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 67,814 $3.98M +53,357 Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 66,785 $3.92M 0.45% +3,324 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 66,710 $3.92M 1.42% +10,289 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 65,847 $3.87M 0.64% +29,730 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 65,628 $3.85M 0.25% +28,553 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 65,096 $3.82M 0.13% +1,461 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 64,965 $3.82M 0.43% -3,733 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 64,626 $3.8M 1.03% +7,920 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 64,344 $3.78M 0.51% +10,435 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 63,425 $3.72M 0.14% +9,078 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 62,954 $3.7M 0.06% +7,616 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 61,331 $3.6M 2.5% +18,903 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 61,001 $3.58M 1.96% +6,862 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 60,813 $3.57M 2.01% -6,535 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 60,590 $3.56M 0.01% -1,132 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 59,830 $3.51M 0.1% -13,670 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 59,794 $3.51M 0.15% +34,861 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 59,231 $3.47M 0.48% 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 58,549 $3.44M 1.71% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 58,502 $3.44M 0.12% +5,067 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 57,083 $3.35M 3.05% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 56,953 $3.34M <0.01% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 56,550 $3.32M 0.19% +2,712 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 54,574 $3.21M 0.29% -50,741 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 54,212 $3.18M 0.03% +29,430 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 53,921 $3.17M 1.88% -2,455 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 53,754 $3.16M 0.02% +12,182 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 53,439 $3.14M 0.26% -19 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 52,845 $3.1M <0.01% +19,275 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 52,765 $3.1M 0.01% 0 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 52,679 $3.09M 2.68% -206 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 52,233 $3.07M 0.39% +3,019 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 51,687 $3.04M 1.55% +1,130 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 51,618 $3.03M 0.66% new 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 51,511 $3.03M 2.2% +1,356 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 51,489 $3.02M 0.25% -1,605 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 51,350 $3.02M 0.09% -27,260 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 50,791 $2.98M 3.5% +17,161 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 50,683 $2.98M 0.01% +11,982 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 50,456 $2.96M 0.91% -513 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 50,290 $2.95M 0.25% -1,284 13F-HR Timeline Group OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 50,130 $2.94M 0.9% +3,246 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 49,756 $2.92M 0.26% +18,727 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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