VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 4,057,802 $291M new Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 1,579,681 $113M 0.01% -39,976 13F-HR Timeline Group Creative Planning in group Creative Planning More: the full row for Creative Planning 1,573,042 $113M 0.08% +173,541 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 693,587 $49.8M 3.61% -147,404 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 573,300 $41.1M 30.62% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 572,443 $41.1M 0.01% -11,083 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 479,476 $34.4M 3.36% -20,887 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 441,531 $31.7M 0.01% +1,800 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 439,043 $31.5M 0.33% -5,781 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 397,426 $28.5M 0.23% +52,520 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 304,114 $24M 0.36% +147,373 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 316,058 $22.7M 0.39% -2,121 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 311,819 $22.4M 0.01% +40,914 13F-HR/A Timeline Group Prime Buchholz LLC More: the full row for Prime Buchholz LLC 287,848 $20.6M 10.79% +8,148 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 274,015 $19.7M 7.74% +5,418 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 257,427 $18.5M 0.03% +5,744 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 248,507 $17.8M 0.02% +103,490 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 245,746 $17.6M <0.01% -3,770 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 245,569 $17.6M 2.03% +11,042 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 228,817 $16.4M +5,294 Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 217,098 $15.6M 0.49% +119,348 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 195,758 $14M 4.49% +4,212 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 194,326 $13.9M 0.07% +32,638 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 189,747 $13.6M 0.02% +17,208 13F-HR Timeline Group NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 184,289 $13.2M 4.06% +75,751 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 178,164 $12.8M 0.02% +14,315 13F-HR Timeline Group Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 172,608 $12.4M 0.83% +4,328 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 164,183 $11.8M 0.65% -9,829 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 162,123 $11.6M +43,981 Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 167,332 $11.6M 0.01% +28,369 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 157,609 $11.3M 3.1% +932 13F-HR/A Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 157,138 $11.3M 0.87% -41 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 154,047 $11M 2.54% +1,414 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 150,006 $10.8M <0.01% +14,899 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 146,743 $10.5M 0.22% -3,027 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 142,619 $10.2M 7.6% -2,640 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 136,703 $9.81M 0.12% -2,515 13F-HR Timeline Group ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 133,833 $9.6M 0.38% +3,239 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 133,556 $9.58M 3.33% +4,640 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 132,896 $9.53M 0.81% -7,327 13F-HR Timeline Orgel Wealth Management, LLC More: the full row for Orgel Wealth Management, LLC 126,099 $9.05M 0.19% +47,364 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 125,484 $9M 0.54% +5,259 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 121,322 $8.7M 0.32% +783 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 119,320 $8.56M 0.7% -2,415 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 115,474 $8.28M <0.01% +2,984 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 114,262 $8.2M 0.15% +62 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 104,182 $7.47M 0.1% -6,774 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 95,911 $6.88M <0.01% +8,280 13F-HR Timeline Group Farrell Financial LLC More: the full row for Farrell Financial LLC 93,324 $6.69M 4% +589 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 92,339 $6.64M +2,172 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 88,739 $6.37M 0.01% -12,138 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 88,116 $6.32M 0.73% +15 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 87,297 $6.26M 0.01% -32,413 13F-HR Timeline Sanchez Levi Garrett More: the full row for Sanchez Levi Garrett 87,132 $6.25M 3.92% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 83,687 $6M 0.1% -766 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 83,584 $6M 0.08% -2,983 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 82,589 $5.92M 0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 80,678 $5.79M 0.41% -1,139 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 79,375 $5.69M 0.83% +2,558 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 77,992 $5.59M 0.78% +627 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 75,646 $5.43M 0.02% +2,084 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 70,404 $5.05M <0.01% +55,428 13F-HR Timeline Group New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 69,465 $4.98M 4.45% +4,082 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 66,008 $4.73M 0.1% +7,833 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 65,168 $4.67M 0.01% -185,871 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 64,458 $4.62M 2% -18,792 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 62,833 $4.51M 1.11% +10,147 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 62,186 $4.46M 0.01% -31,274 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 61,080 $4.38M 2.86% +26,560 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 60,337 $4.33M 0.13% -32,472 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 59,652 $4.28M 0.01% -1,269 13F-HR Timeline BLUESTEM FINANCIAL ADVISORS, LLC More: the full row for BLUESTEM FINANCIAL ADVISORS, LLC 58,666 $4.21M 1.63% +521 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 57,831 $4.15M 0.35% +131 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 52,817 $3.79M 0.01% +150 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,868 $3.72M 0.01% +18,675 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 49,568 $3.56M 0.01% -1,086 13F-HR Timeline Group Ledyard National Bank More: the full row for Ledyard National Bank 47,484 $3.41M 0.3% +191 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 42,826 $3.36M 1.01% +200 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 45,332 $3.25M 2.28% -870 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 44,270 $3.18M 0.01% +2,798 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 44,263 $3.17M 1.61% +20,579 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 43,900 $3.15M 0.01% +373 13F-HR Timeline Group Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 43,214 $3.14M 0.51% -1,470 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 43,697 $3.13M 0.02% +2,855 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 43,224 $3.1M 0.65% +198 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 42,088 $3.02M 1.3% -3,669 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 41,988 $3.01M 0.79% +799 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41,538 $2.98M 0.28% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 41,302 $2.96M 0.01% +1,519 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 40,917 $2.93M 0.46% +243 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 39,983 $2.87M 0.05% -349 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 39,068 $2.8M 0.03% -2,414 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 36,690 $2.63M 0.83% -37 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 36,384 $2.61M 0.55% +9,124 13F-HR Timeline CAMBRIDGE ASSOCIATES LLC /MA/ /ADV More: the full row for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 34,087 $2.45M 0.04% +1,810 13F-HR/A Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 34,001 $2.44M 0.42% +211 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 33,335 $2.39M 0.44% 0 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 32,119 $2.3M 0.27% -63 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 31,481 $2.26M <0.01% 0 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 30,299 $2.17M 0.37% -658 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 28,169 $2.02M 0.41% +5,950 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 27,812 $2M 0.2% -50 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 27,684 $1.99M 0.26% +1,102 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 27,570 $1.98M 0.09% +1,562 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 27,394 $1.96M 0.36% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 27,391 $1.96M 0.01% +13 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 26,715 $1.94M 0.02% -190 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 26,233 $1.88M 0.29% +1,929 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,105 $1.87M 0.01% +4,911 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,485 $1.83M 0.03% +385 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 25,267 $1.81M 0.04% +15,392 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 23,998 $1.72M 0.71% -873 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 23,307 $1.67M 0.16% +120 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 22,279 $1.6M 0.09% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 22,258 $1.6M 0.16% -331 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 21,842 $1.57M <0.01% +548 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 21,774 $1.56M 0.36% -261 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 20,938 $1.5M <0.01% +20,009 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 20,904 $1.5M <0.01% +636 13F-HR Timeline Group Northland Capital Management LLC More: the full row for Northland Capital Management LLC 20,814 $1.49M 0.82% -802 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 20,811 $1.49M 0.77% -2,478 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 20,481 $1.47M 0.06% +4,181 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 20,305 $1.46M 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 20,030 $1.44M 0.02% +922 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 20,017 $1.44M 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,922 $1.39M 0.03% -1 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 18,708 $1.35M <0.01% -15,167 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 18,486 $1.33M 0.37% -95 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,814 $1.3M 0.02% +646 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 18,095 $1.3M <0.01% -2,229 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 18,001 $1.29M 0.11% -469 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 17,900 $1.28M 0.02% +821 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 17,809 $1.28M 0.02% new 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 17,750 $1.27M 0.11% +44 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 17,677 $1.27M 0.02% +3,038 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 17,666 $1.27M 0.28% -815 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 18,035 $1.25M <0.01% +890 13F-HR/A Timeline Group Old Peak Finance LLC More: the full row for Old Peak Finance LLC 17,406 $1.25M 0.73% +52 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 17,307 $1.24M 0.48% -91 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 17,283 $1.24M 0.1% -3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,841 $1.21M 0.03% +40 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 16,831 $1.21M 0.5% 0 13F-HR Timeline AMARA FINANCIAL, LLC. More: the full row for AMARA FINANCIAL, LLC. 16,768 $1.2M 0.83% +730 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 16,696 $1.2M <0.01% -16,048 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 16,613 $1.19M 0.53% +1 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 16,326 $1.17M <0.01% +96 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 14,422 $1.17M 0.02% +940 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 16,209 $1.16M 0.14% +1,650 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 15,919 $1.14M <0.01% -91 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 15,619 $1.12M 0.06% +4,878 13F-HR Timeline Group McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 15,581 $1.12M 0.66% +14,217 13F-HR Timeline Mallini Complete Financial Planning LLC More: the full row for Mallini Complete Financial Planning LLC 15,406 $1.11M 0.88% +591 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 15,275 $1.1M 0.38% -255 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 14,597 $1.05M 0.15% -136 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,732 $1.04M 0.03% -146 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 14,434 $1.03M 0.01% +3,000 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 14,393 $1.03M 0.02% -656 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 14,340 $1.03M 0.1% +384 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 14,189 $1.02M 0.15% 0 13F-HR Timeline Thayer Partners, LLC / MA More: the full row for Thayer Partners, LLC / MA 14,170 $1.02M 0.48% -4 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 14,121 $1.01M 0.01% -1,271 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,106 $1.01M 0.01% +2,782 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 13,848 $993K 0.79% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 13,539 $971K <0.01% +899 13F-HR Timeline Group Strategic Point Investment Advisors, LLC More: the full row for Strategic Point Investment Advisors, LLC 13,368 $959K 0.14% -310 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 13,247 $950K 0.12% +659 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 13,222 $948K 0.02% -1,033 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 13,200 $947K <0.01% +1,175 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,930 $927K 0.01% new 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 11,744 $914K 0.59% -1,187 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 12,198 $875K <0.01% +1,212 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 12,180 $875K 0.04% +1,567 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 12,048 $864K 0.01% -331 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 11,975 $859K 0.19% -631 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 11,790 $846K 0.36% 0 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 11,653 $836K 0.08% +18 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,567 $830K 0.01% -1,121 13F-HR/A Timeline FinArc Investments, Inc. 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