NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,690 $499K 0.01% -198 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,680 $496K 0.01% -551 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,677 $495K 0.01% new 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 1,668 $492K 0.02% +906 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,663 $491K 0.03% +11 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,659 $490K 0.01% +120 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,632 $481K 0.05% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,627 $480K 0.07% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,590 $469K +70 Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,587 $468K 0.11% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,566 $462K 0.21% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 1,558 $460K 0.03% +7 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,545 $456K <0.01% +1 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,543 $455K 0.01% new 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,529 $451K 0.07% -1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,634 $449K 0.01% +20 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,472 $449K 0.01% -210 13F-HR Timeline Group Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,520 $448K 0.25% -90 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,502 $443K 0.02% 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,500 $443K 0.02% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,484 $438K 0.04% +399 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 1,458 $430K 0.1% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,458 $430K 0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,430 $422K 0.01% +94 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,426 $421K 0.2% -450 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,424 $420K 0.16% 0 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 1,417 $418K 0.24% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,410 $416K 0.01% 0 13F-HR/A Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,401 $413K <0.01% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,381 $407K <0.01% +111 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,379 $407K 0.03% -24 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,377 $406K <0.01% +398 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,376 $406K 0.03% -12 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,369 $404K 0.01% +12 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,364 $402K <0.01% +31 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,346 $397K 0.11% +1 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,344 $396K 0.11% +91 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,343 $396K 0.02% -105 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,343 $396K 0.06% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,338 $395K 0.03% +95 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,335 $394K 0.03% -197 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,329 $392K 0.03% -8 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,292 $392K 0.56% -3,280 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,317 $389K <0.01% -653 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,276 $388K 0.3% +15 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,296 $382K 0.04% +52 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,294 $382K <0.01% +406 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,289 $380K <0.01% -1,604 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,288 $380K 0.01% -25 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,281 $378K 0.01% -37 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,271 $375K <0.01% -650 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,264 $373K 0.18% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,260 $372K 0.01% +43 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,257 $371K 0.11% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,255 $370K 0.03% -48 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,253 $370K 0.01% -61 13F-HR Timeline Group Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 1,242 $367K 0.11% +1 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,238 $365K 0.03% new 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,232 $363K 0.01% -46 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,230 $363K 0.06% -400 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,225 $361K 0.02% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,223 $361K 0.01% +41 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,217 $359K 0.05% 0 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,187 $350K 0.02% 0 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 1,177 $347K 0.04% -627 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,169 $345K 0.03% +37 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 1,165 $344K 0.15% +300 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,156 $341K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,150 $339K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,147 $338K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,138 $336K <0.01% +7 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,135 $335K 0.02% -65 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,134 $335K <0.01% +334 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,127 $332K 0.03% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,126 $332K 0.07% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,122 $331K 0.01% +90 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1,115 $330K 0.1% +2 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,103 $325K 0.13% +2 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 1,100 $325K 0.1% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,100 $325K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,078 $318K <0.01% +6 13F-HR Timeline Group Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,066 $314K 0.12% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,066 $314K 0.12% -949 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,053 $311K 0.04% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,051 $310K 0.08% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,047 $309K 0.05% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,047 $309K 0.03% -90 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,046 $309K <0.01% -208 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,044 $308K 0.01% +166 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,044 $308K 0.06% -26 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,038 $306K <0.01% -163 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,037 $306K <0.01% +32 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 1,026 $303K 0.02% -235 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,024 $302K 0.02% +30 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,018 $300K 0.06% -2 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 1,002 $296K 0.05% -109 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,002 $296K 0.02% +2 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,000 $295K 0.06% -4 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,000 $295K 0.02% 0 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,000 $295K <0.01% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,000 $295K 0.04% -1,515 13F-HR Timeline Griffith & Werner, Inc. More: the full row for Griffith & Werner, Inc. 1,000 $295K 0.14% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 995 $294K 0.26% -265 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 987 $291K 0.03% +17 13F-HR Timeline STG SECURITIES, LLC More: the full row for STG SECURITIES, LLC 980 $289K 0.31% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 978 $288K 0.01% -17 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 975 $288K <0.01% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 971 $286K 0.01% -93 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 967 $285K 0.06% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 962 $284K 0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 958 $283K 0.12% +12 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 956 $282K <0.01% +37 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 934 $276K 0.02% +38 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 934 $276K <0.01% -32 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 932 $275K 0.03% +7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 925 $273K 0.02% +74 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 920 $272K 0.21% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 917 $271K 0.01% -18 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 917 $271K 0.01% -3 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 915 $270K 0.01% -2 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 895 $269K 0.03% -20 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 906 $267K 0.01% -181 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 900 $266K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 900 $266K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 892 $263K 0.17% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 890 $263K <0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 909 $262K 0.01% +138 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 885 $261K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 883 $261K <0.01% new 13F-HR Timeline Group TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 880 $260K <0.01% -1,093 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 835 $254K 0.01% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 860 $254K 0.07% +33 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 860 $254K <0.01% +48 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 854 $252K <0.01% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 850 $251K 0.06% -9 13F-HR/A Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 845 $249K 0.12% -833 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 839 $248K <0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 835 $246K 0.04% +4 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 832 $245K 0.06% -63 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 822 $242K 0.01% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 871 $242K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 812 $240K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 802 $237K <0.01% new 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 802 $237K <0.01% -568 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 794 $234K 0.13% new 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 789 $233K 0.06% +5 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 787 $232K 0.03% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 785 $232K 0.04% -3 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 785 $232K 0.19% 0 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 784 $231K 0.04% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 783 $231K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. IFC Advisors LLC More: the full row for IFC Advisors LLC 783 $231K 0.03% -129 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 781 $230K 0.06% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 779 $230K <0.01% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 778 $230K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 774 $228K 0.01% +35 13F-HR Timeline AllGen Financial Advisors, Inc. More: the full row for AllGen Financial Advisors, Inc. 770 $227K 0.05% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 769 $227K 0.01% -77 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 765 $226K 0.02% new 13F-HR Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 763 $225K 0.06% +1 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 762 $225K 0.09% -50 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 760 $225K 0.06% 0 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 760 $224K 0.01% new 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 759 $224K <0.01% -268 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 755 $223K 0.43% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 743 $219K 0.02% -129 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 742 $219K 0.01% new 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 742 $219K 0.07% -588 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 741 $219K 0.02% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 740 $218K <0.01% -6 13F-HR/A Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 739 $218K <0.01% new 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 736 $217K 0.01% -9 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 732 $216K 0.04% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 731 $216K 0.02% new 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 729 $215K 0.05% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 723 $213K 0.01% -93 13F-HR Timeline Bell Bank More: the full row for Bell Bank 719 $212K 0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 715 $211K 0.04% new 13F-HR/A Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 714 $211K 0.09% +10 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 714 $211K 0.05% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 710 $209K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 710 $209K 0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 700 $207K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 700 $207K 0.01% new 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 700 $207K 0.03% new 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 700 $207K 0.1% -100 13F-HR Timeline Ackerman Asset Management, LLC More: the full row for Ackerman Asset Management, LLC 700 $207K 0.12% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 699 $206K <0.01% -41 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 744 $206K 0.06% -15 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 693 $204K 0.01% -19 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 688 $203K 0.01% new 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 685 $202K 0.12% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 683 $201K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 678 $200K 0.02% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 675 $199K 0.02% +105 13F-HR Timeline Quarry LP More: the full row for Quarry LP 671 $198K 0.03% +228 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 668 $197K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 660 $195K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 652 $192K <0.01% -144 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 652 $192K 0.01% +59 13F-HR Timeline