Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 508,043 $25.1M 2.39% -13,042 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 503,370 $24.9M 3.41% -7,287 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 500,055 $24.7M 4.39% -2,630 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 499,403 $24.7M 3.39% -12,238 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 498,530 $24.7M 0.44% +113,978 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 498,076 $24.6M 1.02% 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 494,544 $24.5M 2.88% +759 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 494,297 $24.4M 0.02% new 13F-HR Timeline Group GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 492,215 $24.3M 0.93% -11,158 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 489,832 $24.2M 12.84% +43,328 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 488,608 $24.2M 6.25% +39,288 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 484,734 $24M 0.56% -10,286 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 482,922 $23.9M 1.28% -24,406 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 478,395 $23.7M 0.08% +56,558 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 473,251 $23.4M 2.2% +8,298 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 471,266 $23.3M 0.24% +20,546 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 470,000 $23.2M 2.63% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 465,603 $23M 3.08% +14,889 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 448,509 $23M +70,700 Timeline First Bank & Trust More: the full row for First Bank & Trust 454,945 $22.5M 4.01% +261 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 438,874 $22.3M 0.35% +12,009 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 448,601 $22.2M 0.21% +26,500 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 447,896 $22.2M 0.89% -350,722 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 447,742 $22.1M 3.58% +42,897 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 447,399 $22.1M 2.98% +3 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 443,983 $22M 0.43% +58,795 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 442,935 $21.9M 2.58% +413 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 437,463 $21.6M 2.33% -1,947 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 431,929 $21.4M 0.97% -34,566 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 425,686 $21.1M 2.05% -3,325 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 422,246 $20.9M 1.35% +49,418 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 421,915 $20.9M 0.11% +279,833 13F-HR Timeline Group PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 421,881 $20.9M 2.02% -4,139 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 421,259 $20.8M 6.64% +64,016 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 423,989 $20.8M 0.88% -9,664 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 411,319 $20.3M 2.04% +315,548 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 411,216 $20.3M 0.24% -43,833 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 406,384 $20.1M 0.01% +236,261 13F-HR Timeline Group Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 399,555 $19.8M 1.15% +6,733 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 399,412 $19.8M 0.19% +91,642 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 395,006 $19.5M 3.52% +28,290 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 394,365 $19.5M 0.3% -12,707 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 387,500 $19.2M 0.09% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 387,460 $19.2M +5,770 Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 385,194 $19M 3.1% +24,220 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 381,238 $18.9M 0.3% +508 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 375,807 $18.6M 0.23% -9,392 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 373,383 $18.5M 2.01% -357 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 372,785 $18.4M 2.77% -9,564 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 369,598 $18.3M 0.93% +221,150 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 369,043 $18.3M 4% -5,358 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 368,604 $18.2M 4.55% -20,271 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 365,839 $18.1M 0.39% -12,424 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 361,661 $18M 0.01% 0 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 362,732 $17.9M 0.24% +49,684 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 362,537 $17.9M 1.25% -19,102 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 360,324 $17.8M 0.63% -8,228 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 358,490 $17.7M 11.47% -29,025 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 357,736 $17.7M 2.79% +13,454 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 356,073 $17.6M 1.24% -16,811 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 355,006 $17.6M 6.38% -5,245 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 354,584 $17.5M 3% +15,790 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 353,944 $17.5M 1.13% +10,928 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 352,808 $17.4M 0.11% +19,337 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 351,683 $17.4M 4.91% +2,457 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 349,308 $17.3M 0.01% -14,195 13F-HR/A Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 348,337 $17.2M 1.58% +41,837 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 345,719 $17.1M 0.62% -7,566 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 344,624 $17M 6.57% -6,491 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 343,821 $17M 0.38% +42,969 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 342,320 $16.9M 1.38% +19,360 13F-HR Timeline Group Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 337,773 $16.7M 4.14% -4,765 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 337,386 $16.7M 7.11% -2,929 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 337,110 $16.7M 2.66% -1,477,847 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 332,451 $16.6M 4.53% -138,982 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 333,313 $16.5M 1.56% +36,884 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 333,059 $16.5M 0.03% +1,594 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 331,984 $16.4M 0.81% +8,293 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 329,155 $16.3M 7.03% +9,952 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 327,270 $16.2M 0.22% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 326,735 $16.2M 0.56% +4,093 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 325,211 $16.1M 0.04% -33,587 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 324,674 $16.1M 3.22% -9,382 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 324,224 $16M 3.69% +7,361 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 323,109 $16M 1.78% +8,049 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 315,420 $15.9M 5.71% +2,571 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 321,273 $15.9M 0.42% +1,329 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 318,764 $15.8M 8.69% -30,463 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 318,651 $15.8M 0.03% +9,758 13F-HR/A Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 316,007 $15.6M 1.5% +11,551 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 314,314 $15.5M 0.8% -14,702 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 311,047 $15.4M 3.42% +38,783 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 310,699 $15.4M 0.61% +16,499 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 309,493 $15.3M 0.02% +7,244 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 308,121 $15.2M 1.36% -2,957 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 306,874 $15.2M 9.45% +5,945 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 305,905 $15.1M 2.79% -6,535 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 302,224 $14.9M 0.92% -10,852 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 302,086 $14.9M 1.31% +272,032 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 302,086 $14.9M 0.13% -138,194 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 299,347 $14.8M -55,931 Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 298,000 $14.7M 1.96% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 296,336 $14.7M 0.36% 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 295,168 $14.6M 3.04% -43,216 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 296,020 $14.6M 1.63% 0 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 295,512 $14.6M 0.33% +18,712 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 294,600 $14.6M 2.68% -998 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 292,979 $14.5M 5.13% -9,554 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 292,825 $14.5M 3.71% +19,473 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 291,943 $14.4M 3.38% -3,498 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 291,752 $14.4M -142,692 Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 290,382 $14.4M 10.3% +30,194 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 288,458 $14.3M 5.16% +471 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 285,924 $14.1M 0.22% -11,885 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 285,917 $14.1M 0.28% +9,801 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 285,113 $14.1M <0.01% -117,322 13F-HR Timeline Group New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 284,473 $14.1M 6.75% -8,580,105 13F-HR Timeline Group C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 284,026 $14M 0.92% +7,752 13F-HR/A Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 282,684 $14M 5.79% +1,025 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 282,212 $14M 2.1% +1,212 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 281,298 $13.9M 2.95% +133 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 281,483 $13.9M 0.46% +1,873 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 280,746 $13.9M 0.19% new 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 279,522 $13.8M 3.03% +2,761 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 278,814 $13.8M 1.76% -14,319 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 278,264 $13.8M 0.43% -21,315 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 277,362 $13.7M 3.73% -136,575 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 277,061 $13.7M 5.09% +276,971 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 277,032 $13.7M 6.5% +10,529 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 276,131 $13.7M 0.34% +133,205 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 275,916 $13.6M 6.58% -10,399 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 275,348 $13.6M 1.57% -25,713 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 274,880 $13.6M 0.43% -3,655 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 272,319 $13.5M 0.05% +146,965 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 271,169 $13.4M 0.33% -102,114 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 269,931 $13.4M 2.95% +10,135 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 269,164 $13.3M 0.28% +128,218 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 267,408 $13.2M 6.05% +4,225 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 267,242 $13.2M 3.9% +5,581 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 264,129 $13.1M 4.17% +31 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 263,332 $13M 1.75% 0 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 263,310 $13M 1.38% -156,544 13F-HR/A Timeline Group Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 262,298 $13M 2.57% +1,692 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 261,779 $12.9M 1.03% -24,770 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 260,603 $12.9M 1.92% +27,929 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 260,189 $12.9M 0.37% +11,601 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 259,493 $12.8M 0.66% +16,494 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 258,850 $12.8M 1.39% +115,074 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 258,327 $12.8M 3.23% -1,178 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 256,427 $12.7M 4.57% -1,429 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 251,653 $12.4M 0.29% +4,092 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 250,180 $12.4M 0.79% +9,415 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 248,501 $12.3M 3.84% +4,492 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 246,448 $12.2M 0.08% -146 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 246,242 $12.2M 5.97% -4,665 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 244,725 $12.1M 0.41% +28,590 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 243,050 $12M 0.83% -3,658 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 242,310 $12M 2.4% +8,229 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 241,765 $12M 4.28% +16,151 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 240,832 $11.9M 1.73% -10,121 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 239,480 $11.8M 0.11% +12,170 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 238,188 $11.8M 5.15% +15,983 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 236,825 $11.7M 3.71% +40,576 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 235,870 $11.7M 3.72% -78 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 234,934 $11.6M 1.24% +16,368 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 234,077 $11.6M 0.74% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 233,206 $11.5M 0.09% -7,969 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 230,045 $11.4M 0.75% +75,457 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 228,288 $11.3M 3.29% +82,616 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 227,668 $11.3M 5.88% -2,748 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 227,485 $11.3M 1.89% +42,548 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 226,793 $11.2M 1.17% +105,267 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 226,069 $11.2M 0.08% -15,845 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 225,902 $11.2M 2.39% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 223,475 $11.1M 0.22% -3,665 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 223,119 $11M 0.51% +8,227 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 222,605 $11M 0.78% -7,297 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 221,569 $11M 0.48% +4,039 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 221,336 $10.9M 5.46% +34,032 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 221,235 $10.9M 1.92% +457 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 220,924 $10.9M 0.82% +4,007 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 219,664 $10.9M 5.08% +23,641 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 218,839 $10.8M 0.93% +2,423 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 218,130 $10.8M 0.48% +19,205 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 218,091 $10.8M 0.78% +2,990 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 218,076 $10.8M 0.14% +4,568 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 217,369 $10.8M 9.07% -23,996 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 216,974 $10.7M 0.07% -180,663 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 216,925 $10.7M 0.69% +3,464 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 216,086 $10.7M 0.94% +828 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 216,073 $10.7M 4.3% +12,547 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 215,775 $10.7M 1.48% -4,231 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 215,448 $10.7M 0.21% +1,537 13F-HR Timeline Wela Strategies, Inc. 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