TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 209,629 $9.23M 1.36% -83 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 209,303 $9.22M 2.26% -1,640 13F-HR Timeline Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 208,958 $9.2M 3.97% +7,262 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 207,652 $9.14M 0.52% +8,664 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 206,752 $9.11M 1.45% +26,941 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 205,528 $9.05M 2.91% -3,629 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 204,780 $9.02M 1.03% +1,437 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 204,170 $8.99M 2.81% +1,566 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 203,735 $8.97M 0.32% +381 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 203,507 $8.96M 0.87% +4,965 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 203,077 $8.94M 5.28% +30,796 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 202,841 $8.93M 0.21% -9,616 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 202,354 $8.91M 4.92% -114,930 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 201,848 $8.89M 0.01% -130,476 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 200,960 $8.85M 0.09% +38,770 13F-HR Timeline Group PFW Advisors LLC More: the full row for PFW Advisors LLC 199,599 $8.79M 2.7% 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 199,474 $8.78M 1.96% +5,448 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 199,162 $8.77M 3.24% +1,641 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 197,143 $8.68M 0.35% +6,540 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 197,057 $8.68M 0.16% new 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 196,522 $8.65M 2.45% +876 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 195,944 $8.63M 2.57% +13,595 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 193,179 $8.51M 0.32% +34,009 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 193,138 $8.51M 3.45% +1,199 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 193,017 $8.5M 0.24% +8,513 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 192,828 $8.49M 4.3% +15,979 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 191,619 $8.44M 0.12% +19,496 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 191,607 $8.44M 0.17% +1,277 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 191,100 $8.42M 0.63% +5,451 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 190,606 $8.39M 0.61% +5,779 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 189,621 $8.35M 0.4% -918 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 188,830 $8.32M 3.55% +3,815 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 188,775 $8.31M 3.18% -16,592 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 188,382 $8.3M 1.92% +1,801 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 187,709 $8.27M 0.01% +129,671 13F-HR Timeline Group Newton One Investments LLC More: the full row for Newton One Investments LLC 187,088 $8.24M 3.18% +19,472 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 187,052 $8.24M 7.14% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 186,110 $8.2M 0.73% -4,340 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 185,273 $8.16M 4.15% +5,397 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 175,540 $8.15M 5.6% -14,681 13F-HR Timeline HART & PATTERSON FINANCIAL GROUP LLC More: the full row for HART & PATTERSON FINANCIAL GROUP LLC 184,894 $8.14M 3.96% -3,814 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 184,440 $8.14M 5.35% +26,205 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 183,922 $8.1M 0.86% -3,260 13F-HR/A Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 183,432 $8.08M 0.4% +8,171 13F-HR Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 182,189 $8.02M 1.25% +16,732 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 181,722 $8M 9.69% 0 13F-HR Timeline DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 181,442 $7.99M 6.03% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 181,011 $7.97M 0.36% +13,630 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 180,923 $7.97M 4.01% +3,005 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 180,027 $7.93M 2.67% +179,662 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 179,268 $7.89M 0.74% -1,161 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 178,532 $7.86M 2.19% +8,037 13F-HR Timeline Sovereign Financial Group, Inc. 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More: the full row for SMITH, MOORE & CO. 178,159 $7.85M 0.72% +2,464 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 177,506 $7.82M 2.87% +3,705 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 176,498 $7.77M 2.41% 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 175,710 $7.74M 4.4% +9,852 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 175,628 $7.73M 0.97% +13,759 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 175,605 $7.73M 1.11% 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 175,382 $7.72M 0.18% +8,787 13F-HR Timeline Group Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 174,624 $7.69M 2.69% +13,517 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 195,966 $7.68M 0.99% -206,544 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 174,232 $7.67M 0.49% +7,457 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 174,229 $7.67M 1.84% +5,681 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 172,410 $7.59M 7.27% +11,090 13F-HR Timeline ATMOS ADVISORY, LLC More: the full row for ATMOS ADVISORY, LLC 172,384 $7.59M 5.27% +4,089 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 172,115 $7.58M 0.29% +14,478 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 170,000 $7.49M 0.44% 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 168,769 $7.43M 0.88% 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 168,749 $7.43M 1.06% +29,566 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 168,329 $7.41M 2.37% -41,678 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 168,316 $7.41M 1.16% +14,163 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 168,186 $7.41M 0.14% -163,116 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 167,072 $7.36M 0.82% +4,786 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 166,856 $7.35M 0.13% +26,618 13F-HR Timeline Axiom Financial Strategies, LLC More: the full row for Axiom Financial Strategies, LLC 166,680 $7.34M 4.09% -20,561 13F-HR Timeline Tenret Co LLC More: the full row for Tenret Co LLC 166,497 $7.33M 4.62% +2,461 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 166,059 $7.31M 4.54% +11,654 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 165,881 $7.31M 0.11% +6,374 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 165,500 $7.29M 0.75% 13F-HR Timeline PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 165,474 $7.29M 3.36% +13,841 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 165,273 $7.28M 0.54% +4,040 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 162,453 $7.15M 1.77% +5,073 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 161,958 $7.13M 2.29% +6,046 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 160,391 $7.06M 1.63% +19,078 13F-HR/A Timeline Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 159,279 $7.01M 3.54% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 159,106 $7.01M 0.6% +4,832 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 159,023 $7M 1.53% +6,950 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 158,885 $7M 3.42% +141 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 158,520 $6.98M 0.6% -11,192 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 158,457 $6.98M 0.53% -2,845 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 158,318 $6.97M 4.75% 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 154,539 $6.93M 5.32% -4,926 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 157,367 $6.93M 0.45% +11,789 13F-HR Timeline Group Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 157,184 $6.92M 2.37% -411 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 154,878 $6.82M <0.01% -16,328 13F-HR/A Timeline Group Obsido Oy More: the full row for Obsido Oy 154,801 $6.82M 6.13% 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 154,668 $6.81M 2.54% -9 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 156,152 $6.79M 2.06% +10,979 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 153,979 $6.78M 4.01% -3,510 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 152,269 $6.71M 0.4% +1,453 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 152,076 $6.7M 0.52% -2,166 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 152,071 $6.7M 3.72% +4,893 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 152,006 $6.69M 0.53% +6,903 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 151,724 $6.68M 4.6% 0 13F-HR Timeline Group Bricktown Capital, LLC More: the full row for Bricktown Capital, LLC 151,395 $6.67M 1.39% -938 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 150,000 $6.61M 0.28% 0 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 149,691 $6.59M 0.63% +2,933 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 149,031 $6.56M 2.13% -4,650 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 148,992 $6.56M 0.07% +34,753 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 148,934 $6.56M 0.29% -61,652 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 148,723 $6.55M 0.24% -1,347 13F-HR Timeline Group Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 148,409 $6.54M 3.04% -147,128 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 148,283 $6.53M 1.08% -4,009 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 148,053 $6.52M 0.52% -5,735 13F-HR Timeline Strategic Financial Partners, Ltd. More: the full row for Strategic Financial Partners, Ltd. 148,026 $6.52M 3.33% +96,909 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 147,753 $6.51M 0.77% +211 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 147,586 $6.5M 1.28% -1,453 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 147,263 $6.49M 3.87% +503 13F-HR/A Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 146,847 $6.47M 0.62% -8,275 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 146,011 $6.43M 0.2% +3,304 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 145,514 $6.41M 3.09% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 145,074 $6.39M 0.1% -9,945 13F-HR Timeline Axos Invest Inc. More: the full row for Axos Invest Inc. 144,990 $6.39M 4.65% -1,837 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 144,229 $6.35M 2.25% +6,975 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 144,217 $6.35M 0.74% -1,863 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 143,905 $6.34M 0.67% +3,142 13F-HR Timeline Gleason Group, Inc. 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More: the full row for INVESTMENT PARTNERS, LTD. 139,969 $6.16M 2.54% +8,999 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 139,360 $6.14M 1.78% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 139,203 $6.13M 0.61% +2,975 13F-HR Timeline Auour Investments LLC More: the full row for Auour Investments LLC 137,992 $6.13M 2.14% +3,587 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 139,061 $6.12M 1.2% -3,194 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 139,056 $6.12M 0.69% +46,853 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 138,712 $6.11M 0.08% -28,620 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 138,574 $6.1M 1.7% +1,887 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 138,039 $6.08M 2.74% +5,672 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 137,986 $6.08M 1.95% +15,780 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 137,723 $6.07M 0.02% +352 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 137,700 $6.06M 3.16% -415,300 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 137,485 $6.05M 0.54% +13,110 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 136,441 $6.01M 0.07% +744 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 136,255 $6M 0.77% -3,973 13F-HR Timeline Abacus Planning Group, Inc. 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