LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 9,166 $1.31M 0.86% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,099 $1.3M 0.03% -903 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 9,092 $1.3M 0.29% new 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 8,950 $1.28M 0.82% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,936 $1.28M 0.01% +178 13F-HR Timeline Miller Value Partners, LLC More: the full row for Miller Value Partners, LLC 8,921 $1.28M 0.3% -7,213 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 8,818 $1.26M <0.01% -318 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 8,786 $1.26M 0.01% -445 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 8,711 $1.25M 0.02% +944 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,635 $1.24M +1,140 Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 8,608 $1.23M <0.01% +3,188 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,544 $1.22M 0.08% +19 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 8,532 $1.22M 0.35% -3,412 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,510 $1.22M 0.03% -637 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,477 $1.21M 0.01% +2,761 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 8,388 $1.2M 0.16% +1,784 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,357 $1.2M 0.03% -161 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,355 $1.2M 0.13% -8,428 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,347 $1.19M 0.02% +247 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,316 $1.19M 0.02% +863 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 8,292 $1.19M 0.02% +1,630 13F-HR/A Timeline Two Creeks Capital Management, LP More: the full row for Two Creeks Capital Management, LP 8,246 $1.18M 0.85% -348,079 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 8,096 $1.16M 0.11% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 8,067 $1.15M 0.01% -4,460 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,999 $1.14M 0.06% -826 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,957 $1.14M 0.03% -754 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,935 $1.14M 0.01% +827 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 7,895 $1.13M 0.74% -1,000 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 7,879 $1.13M <0.01% +425 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,874 $1.13M 0.19% -3,001 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,838 $1.12M 0.17% +2,620 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 7,762 $1.11M <0.01% +701 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 7,751 $1.11M 0.06% +4,792 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,733 $1.11M 0.01% +935 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 7,695 $1.1M 0.37% +1,017 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 7,661 $1.1M 0.24% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,660 $1.1M 0.04% -963 13F-HR Timeline Group TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 7,645 $1.09M 0.46% +2,708 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 7,638 $1.09M 0.21% -16,604 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,589 $1.09M 0.01% -1,096 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 7,577 $1.08M 0.11% +6,018 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 7,556 $1.08M 0.24% new 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 7,539 $1.08M 0.06% -98,776 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 7,535 $1.08M 0.76% -139 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 7,513 $1.08M 0.09% -5,997 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,433 $1.06M 0.03% +155 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,428 $1.06M 0.02% +943 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 7,381 $1.06M 0.08% +1,874 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,365 $1.05M <0.01% -659 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,356 $1.05M 0.01% +166 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,279 $1.04M 0.03% -431 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 7,229 $1.03M 0.02% -930 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 7,714 $1.03M 0.12% +3,955 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,062 $1.01M 0.03% +580 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 7,042 $1.01M 0.11% +380 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 6,917 $990K 0.01% +85 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,916 $990K 0.01% -105 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,913 $989K 0.02% +767 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 6,858 $981K 0.15% +3,592 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 6,823 $976K 0.26% -618 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,819 $976K 0.04% +15 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,777 $970K 0.06% +1,525 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,769 $969K 0.7% -1,503 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 6,729 $963K 0.01% +151 13F-HR Timeline Group WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 6,714 $961K 0.26% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,623 $948K 0.11% -2,656 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 6,609 $946K 0.06% -116 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 6,549 $937K 0.06% +3,405 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 6,433 $921K 0.01% +4,062 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 6,398 $916K 0.08% +993 13F-HR Timeline Group Unified Investment Management More: the full row for Unified Investment Management 6,268 $897K 0.84% -8 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 6,174 $883K 0.61% +867 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,148 $880K 0.25% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,119 $876K 0.01% -955 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,109 $874K 0.05% -560 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,076 $869K 0.02% +875 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,049 $866K 0.08% -547 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,043 $865K <0.01% +456 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,026 $862K 0.05% -3,658 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 6,019 $861K 0.12% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 5,988 $857K 0.3% +677 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 5,977 $855K 0.16% +346 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 5,954 $852K 0.39% -2,246 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 5,913 $846K 0.15% -444 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 5,900 $844K 0.01% -50 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 5,872 $840K 0.05% -17,739 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 5,815 $832K 0.04% -68 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,771 $826K 0.01% new 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,736 $821K 0.02% +380 13F-HR Timeline ABLES, IANNONE, MOORE & ASSOCIATES, INC. More: the full row for ABLES, IANNONE, MOORE & ASSOCIATES, INC. 5,715 $818K 0.44% -569 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,672 $812K 0.23% -21 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 5,634 $806K 0.02% -1,134 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,624 $805K -16 Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,527 $791K 0.05% -15,296 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 5,507 $788K 0.35% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 5,480 $784K 0.14% -569 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,464 $782K 0.01% -23 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 5,401 $773K 0.14% 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,326 $762K 0.08% +144 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,251 $751K 0.08% -6,510 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,048 $750K 0.07% -575 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,238 $750K 0.06% +907 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,217 $747K 0.04% +1,464 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,213 $746K 0.07% -234 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,202 $744K 0.06% -889 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 5,192 $743K 0.11% +670 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 5,165 $739K 0.04% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 5,145 $736K 0.26% -263 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 5,055 $723K 0.05% +924 13F-HR Timeline Sunstone Asset Management, LP More: the full row for Sunstone Asset Management, LP 5,000 $716K 0.77% -11,700 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 4,919 $704K <0.01% +268 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,918 $704K 0.01% -299 13F-HR Timeline Group Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 4,908 $702K 0.27% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 4,846 $693K 0.31% +45 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 4,837 $692K 0.04% +2,355 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 4,834 $692K 0.01% -1,050 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,809 $688K 0.24% -1,946 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,800 $687K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,790 $685K 0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,773 $683K 0.05% -300 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,768 $682K 0.01% +882 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 4,760 $681K 0.02% -4,982 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,739 $678K 0.01% -1,015 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,716 $675K 0.09% +1,667 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,517 $671K 0.02% +75 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,691 $671K 0.04% -124 13F-HR/A Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,679 $670K 0.21% -316 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,617 $661K 0.09% -305 13F-HR Timeline DIXON FNANCIAL SERVICES, INC. More: the full row for DIXON FNANCIAL SERVICES, INC. 4,617 $661K 0.27% -1,500 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,505 $645K 0.01% -1,023 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,380 $637K 0.01% 0 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 4,442 $636K 0.28% +123 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 4,435 $635K 0.08% +280 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,414 $632K 0.02% -83 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,371 $625K 0.1% -10,060 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,363 $624K 0.05% +2,213 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,351 $623K 0.02% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,325 $619K 0.01% -19,015 13F-HR Timeline Group NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 4,313 $617K 0.08% -675 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,296 $615K <0.01% -668 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 4,280 $612K 0.08% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 4,263 $610K 0.43% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 4,244 $607K 0.03% -76 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 4,233 $606K 0.02% -11 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,231 $605K 0.02% +229 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 4,221 $604K 0.26% -165 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,163 $596K 0.01% +162 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,128 $591K 0.02% +597 13F-HR Timeline Resolute Advisors LLC More: the full row for Resolute Advisors LLC 4,122 $590K 0.14% 0 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 4,067 $581K 0.05% 0 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 4,042 $578K <0.01% +137 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,030 $577K 0.05% +83 13F-HR Timeline United American Securities Inc. (d/b/a … in group United American Securities In… More: the full row for United American Securities Inc. (d/b/a UAS Asset Management) 4,000 $572K 0.12% new 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,989 $571K 0.07% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 3,946 $565K 0.05% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,934 $563K 0.07% -83 13F-HR Timeline Group DEFINE FINANCIAL, LLC More: the full row for DEFINE FINANCIAL, LLC 3,925 $562K 0.26% +6 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 3,847 $551K 1.54% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,832 $548K 0.01% +159 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,825 $547K 0.01% +44 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 3,740 $546K 0.21% +1,870 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 3,807 $545K 0.31% +13 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,772 $540K 0.01% -876 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,762 $538K 0.04% new 13F-HR/A Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 3,759 $538K 0.31% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,737 $535K 0.02% -1,076 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,729 $534K 0.01% -143 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 3,476 $532K 0.25% -247 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 3,705 $530K 0.13% -225 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,698 $529K <0.01% +490 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 3,694 $529K 0.48% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,533 $526K 0.01% -1,115 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,630 $519K 0.08% -120 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,608 $516K 0.02% -106 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,569 $513K 0.06% +3,241 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,463 $510K 0.02% 0 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 3,557 $509K 0.05% 0 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 3,536 $506K 0.23% new 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 3,522 $504K 0.1% +884 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,444 $493K <0.01% -333 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,427 $490K 0.03% -79 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 3,339 $487K 0.45% -887 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,387 $485K 0.02% +32 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,354 $480K 0.02% +7 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,350 $479K 0.31% 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,307 $473K 0.04% -1,093 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,303 $472K 0.02% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 3,301 $472K 0.07% -1,289 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,298 $472K 0.25% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 3,257 $466K 0.1% -299 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,224 $461K 0.03% +72 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 3,213 $460K 0.27% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,212 $460K 0.07% -1,054 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,210 $459K 0.02% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 3,195 $457K 0.21% +632 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 3,178 $455K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,135 $449K 0.01% -172 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 3,116 $446K 0.03% +200 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,111 $445K 0.03% +845 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 3,105 $444K 0.49% +3 13F-HR Timeline