EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,969 $540K 0.02% +380 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 3,607 $533K 0.02% -23 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,897 $530K 0.03% -309 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,889 $529K 0.01% -64 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,882 $528K 0.01% +955 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,830 $521K <0.01% 0 13F-HR Timeline Group CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 3,816 $519K 0.11% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,788 $515K 0.01% -1,682 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,757 $511K <0.01% +275 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,564 $508K -205 Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,914 $507K 0.18% -1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,705 $504K 0.01% +1,199 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,682 $501K 0.01% +1,060 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 3,644 $496K 0.04% -58 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,603 $490K <0.01% +83 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 3,595 $489K 0.01% +273 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,511 $478K 0.2% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,510 $478K <0.01% +198 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,507 $477K 0.12% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,495 $476K <0.01% -6 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,475 $473K 0.02% -38 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,472 $472K 0.01% +1,044 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,587 $468K 0.04% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,436 $468K 0.01% +1,834 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,404 $463K 0.32% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,400 $462K 0.12% 0 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 3,370 $459K 0.04% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,366 $458K 0.05% 0 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,328 $453K 0.21% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,356 $449K 0.06% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,296 $448K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,500 $444K 0.01% +2,390 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 3,248 $442K 0.19% -32 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,218 $438K 0.01% -70 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,201 $436K 0.03% -120 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 3,140 $427K 0.19% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,100 $422K 0.1% -2,400 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,098 $421K 0.01% +39 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,089 $420K 0.01% +557 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 3,072 $418K 0.23% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,068 $417K 0.01% +147 13F-HR Timeline Group Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,057 $416K 0.01% +8 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 3,055 $416K 0.2% -202 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 3,050 $415K 0.28% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,015 $410K 0.02% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $408K 0.11% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,991 $407K 0.01% -67 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,973 $405K 0.04% +304 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,963 $403K 0.01% -29,733 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,959 $403K 0.2% +92 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,959 $403K 0.01% 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,956 $402K 0.01% +74 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,955 $402K <0.01% +681 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,954 $402K 0.01% +208 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,952 $402K 0.13% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,942 $400K <0.01% +464 13F-HR Timeline Group CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 2,794 $399K 0.21% -11 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,929 $399K 0.08% -7,410 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,921 $397K 0.01% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,915 $397K 0.03% -2,863 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 2,910 $396K 0.01% new 13F-HR Timeline Group Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 2,865 $395K 0.01% -448 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,897 $394K 0.01% +145 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,892 $393K <0.01% 0 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 2,881 $392K 0.2% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,649 $391K 0.04% +585 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,870 $391K 0.03% +38 13F-HR/A Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,870 $391K 0.02% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,830 $385K 0.02% +1,010 13F-HR/A Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 2,830 $385K 0.02% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,775 $378K 0.03% -32 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,763 $376K 0.01% +130 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,758 $375K 0.02% +22 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,750 $374K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,746 $374K 0.05% -73 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 2,746 $374K 0.1% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,738 $373K <0.01% +2,730 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,738 $373K 0.02% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,735 $372K 0.01% +11 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,733 $372K 0.02% +295 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,733 $372K 0.14% +3 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,724 $371K <0.01% 0 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 2,723 $370K 0.09% -10 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,700 $367K 0.22% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,689 $366K <0.01% new 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. 2,655 $361K 0.03% 0 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 2,633 $358K 0.01% +689 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,611 $355K <0.01% 13F-HR/A Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,589 $352K -295 Timeline Cadence Bank More: the full row for Cadence Bank 2,585 $352K 0.02% 0 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,575 $350K 0.13% 0 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,573 $350K 0.09% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,569 $350K <0.01% +689 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 2,564 $349K 0.01% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,562 $349K 0.01% 0 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 2,522 $343K 0.05% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,505 $341K <0.01% +52 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,500 $340K 0.03% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,460 $339K 0.03% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 2,479 $337K 0.03% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,474 $337K 0.01% +767 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,440 $332K 0.02% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,437 $332K 0.04% +772 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,429 $331K 0.01% -28 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,429 $331K <0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,405 $327K 0.1% 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 2,400 $327K 0.01% -27 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,386 $325K 0.02% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,383 $324K 0.01% -8 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 2,375 $323K 0.01% new 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,366 $322K 0.1% -849 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,366 $322K 0.01% +113 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,364 $322K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,339 $318K 0.01% -7,402 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,333 $317K 0.03% -32 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,299 $313K 0.01% +363 13F-HR Timeline Group Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,287 $311K 0.06% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 2,280 $310K 0.16% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,273 $309K 0.03% +18 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,264 $308K <0.01% -472 13F-HR Timeline Group Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,109 $308K 0.22% -168 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,256 $307K 0.01% -39 13F-HR Timeline Diesslin Group, Inc. More: the full row for Diesslin Group, Inc. 2,255 $307K 0.12% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,233 $304K 0.01% +29 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,229 $303K 0.01% -563 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,225 $303K 0.03% -681 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,224 $303K 0.01% -944 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,222 $302K 0.01% -673 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 2,218 $302K 0.08% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,215 $301K 0.01% -40 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,214 $301K <0.01% +556 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 2,205 $300K 0.02% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,187 $298K 0.13% -2,251 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,177 $296K 0.04% +566 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 2,146 $292K 0.03% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,144 $292K 0.01% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,134 $292K 0.02% +141 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,139 $291K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,137 $291K 0.01% -27,660 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,130 $290K 0.01% +48 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,130 $290K 0.01% +456 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 2,127 $289K 0.06% -45 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,127 $289K 0.02% -10 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,123 $289K 0.02% -47 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,100 $286K 0.01% -131 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,100 $286K 0.54% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,084 $284K <0.01% -44 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 2,079 $283K 0.04% 0 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,053 $279K 0.03% -41 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,020 $278K <0.01% +61 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,043 $278K 0.02% new 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,042 $278K 0.1% -287 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,041 $278K 0.01% +96 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,040 $278K 0.03% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,040 $278K <0.01% +10 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,012 $274K 0.71% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,009 $273K 0.02% +46 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,993 $271K 0.02% -70,863 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,987 $270K 0.04% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,968 $268K 0.1% -16 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,968 $268K 0.08% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,966 $268K 0.02% +169 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,959 $267K 0.01% +182 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 394 $266K 0.01% -1,562 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 1,937 $264K 0.06% +3 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,935 $263K 0.02% +160 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,934 $263K 0.01% +523 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 1,934 $263K 0.04% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,929 $262K 0.04% new 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1,925 $262K 0.12% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,922 $262K 0.03% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,921 $261K 0.03% -4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,901 $259K 0.01% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,902 $259K <0.01% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,902 $259K 0.05% +225 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,897 $258K 0.16% +1 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,896 $258K <0.01% new 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,889 $257K 0.01% +119 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,889 $257K 0.01% -38 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,885 $256K 0.01% +35 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,869 $254K <0.01% -2,883 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,868 $254K <0.01% +153 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,763 $253K <0.01% new 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 1,847 $252K 0.01% -8,400 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,839 $250K 0.02% -1,150 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 1,834 $250K 0.02% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,831 $249K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,815 $247K 0.06% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,810 $246K <0.01% +432 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,796 $244K <0.01% -894 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,784 $243K 0.01% +120 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,776 $242K 0.04% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,772 $241K 0.01% new 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,765 $240K 0.03% -956 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,762 $240K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,758 $239K 0.03% +92 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,748 $238K 0.01% +19 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,742 $237K 0.07% +97 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 1,740 $237K 0.16% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,737 $236K 0.05% 0 13F-HR/A Timeline