Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 6,265 $456K 0.02% +55 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,262 $456K 0.01% -754 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,259 $456K 0.15% -2,966 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 6,225 $453K 0.04% -505 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 6,222 $453K 0.09% -378 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 6,178 $450K 0.17% +31 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,155 $448K 0.01% -1,755 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,152 $448K 0.22% -133 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,146 $447K 0.08% -38 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 6,124 $446K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 6,093 $444K 0.04% -30 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 6,078 $442K 0.01% -445 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 6,056 $441K 0.04% +430 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,027 $439K 0.35% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,018 $438K 0.01% +1,671 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,988 $436K 0.06% -453 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,930 $432K 0.01% -2 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 5,909 $430K 0.01% +735 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,809 $423K 0.01% new 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,806 $423K <0.01% -13,787 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 5,787 $421K 0.01% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,639 $411K 0.06% -718 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,606 $408K 0.04% -4 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,548 $404K 0.33% +2,080 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,500 $400K 0.05% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,478 $399K 0.03% +8 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,475 $399K 0.1% +41 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,464 $398K 0.1% -350 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,429 $395K 0.35% -615 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 5,405 $392K 0.01% -25,294 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 5,333 $388K 0.02% -1,810 13F-HR Timeline CX Institutional More: the full row for CX Institutional 5,327 $388K 0.02% -99 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,156 $385K <0.01% -41 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,253 $382K <0.01% -3,599 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,240 $381K 0.03% +101 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,234 $381K 0.01% +794 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,194 $380K 0.26% +56 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,209 $379K 0.11% +81 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,205 $379K 0.01% -166 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 5,193 $378K 0.03% +768 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,198 $378K 0.18% +246 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,190 $378K 0.01% -568 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,162 $376K 0.01% +1,145 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,097 $371K 0.01% -1,426 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 5,073 $369K 0.02% +1,019 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,055 $369K 0.01% -10,764 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,049 $368K 0.02% -5 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,035 $367K 0.03% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 5,025 $366K 0.06% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 5,013 $365K 0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,007 $365K 0.02% -9,000 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 5,000 $364K 0.25% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,969 $362K 0.01% -8,016 13F-HR Timeline Group Financial Management Professionals, Inc. 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More: the full row for Edgestream Partners, L.P. 4,827 $351K 0.01% +804 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,795 $349K 0.04% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,768 $347K 0.09% +70 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,760 $346K <0.01% -480 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,672 $340K 0.03% -468 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,652 $339K 0.01% +620 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,651 $339K 0.01% +1,238 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,595 $333K 0.01% +1,375 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,559 $332K 0.01% +237 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,538 $332K 0.02% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,520 $329K 0.02% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,453 $324K 0.02% -34,877 13F-HR Timeline Group LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,415 $321K 0.01% -78 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,429 $321K 0.03% +1,062 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 4,373 $318K 0.03% -56 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 4,369 $318K 0.15% -14,946 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,346 $316K <0.01% +3,169 13F-HR Timeline Group FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 4,343 $316K 0.02% -12 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 4,321 $315K <0.01% +347 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,288 $312K 0.02% +2 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,282 $312K 0.04% +56 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,265 $310K <0.01% +984 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 4,260 $310K 0.01% +19 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,219 $307K 0.04% -687 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 4,212 $307K 0.03% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,210 $307K 0.01% -445 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,199 $306K 0.01% -1,381 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 4,199 $306K 0.02% +66 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,180 $304K 0.01% -545 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,160 $303K 0.01% new 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,156 $303K 0.01% new 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,140 $301K 0.03% -118 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,127 $300K 0.01% 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 4,121 $300K 0.12% +559 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,100 $298K 0.01% +77 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,092 $298K 0.06% +39 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 4,092 $298K 0.27% 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,071 $296K 0.01% -3,376 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 4,069 $296K 0.22% 0 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 4,047 $295K 0.19% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 4,047 $295K 0.13% +8 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,040 $294K 0.21% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,025 $293K <0.01% 0 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,007 $292K 0.01% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,000 $291K 0.03% new 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,987 $290K 0.02% -125,827 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,981 $290K 0.03% +358 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,975 $289K 0.02% +219 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 3,963 $289K 0.03% +40 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 3,954 $288K 0.15% 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,944 $287K 0.01% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,943 $287K 0.02% -114 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,925 $286K 0.01% +22 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 3,900 $284K 0.23% new 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,900 $284K 0.1% -350 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,895 $284K 0.1% -4,867 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,888 $283K 0.09% +175 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,850 $280K 0.02% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,845 $280K 0.01% +852 13F-HR Timeline Group Williams & Novak Wealth Management, LLC More: the full row for Williams & Novak Wealth Management, LLC 3,835 $279K 0.27% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,814 $278K 0.02% new 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 3,797 $276K 0.29% -1,624 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 3,742 $272K 0.08% -184 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 3,739 $272K 0.59% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,797 $271K 0.01% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,706 $270K 0.02% -209 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 3,700 $269K 0.23% 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,652 $266K 0.02% +19 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,645 $265K 0.02% +112 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 3,615 $263K 0.06% -78 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 3,615 $263K 0.12% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 3,605 $262K 0.07% -1,360 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,603 $262K 0.11% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,602 $262K 0.02% -11 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 3,594 $262K 0.09% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,581 $261K 0.02% -595 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,569 $260K <0.01% -436 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,529 $257K <0.01% -85 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,528 $257K 0.02% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 3,506 $255K 0.07% -29 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,457 $252K 0.01% +212 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,454 $251K <0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,414 $249K <0.01% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 3,402 $248K 0.15% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,385 $246K 0.02% new 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,384 $246K <0.01% -33 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,373 $246K 0.01% +408 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 3,351 $244K 0.04% new 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,323 $243K 0.02% +397 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,336 $243K 0.03% +702 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,325 $242K 0.03% -10,767 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,313 $241K 0.01% -732 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 3,312 $241K 0.26% 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,302 $240K 0.02% +165 13F-HR Timeline Group PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 3,297 $240K 0.12% +20 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,293 $240K <0.01% -731 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,290 $240K 0.04% -1,423 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,273 $238K 0.03% +77 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 3,265 $238K 0.24% -300 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,259 $237K 0.01% -32,506 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,233 $235K 0.16% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,223 $235K 0.01% -454 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,195 $233K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,190 $232K 0.03% +97 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,180 $232K 0.05% -149 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,162 $230K 0.05% -388 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,159 $230K 0.07% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,151 $229K <0.01% -394 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,150 $229K 0.03% 0 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 3,151 $229K 0.05% 0 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 3,120 $227K 0.02% -2 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,071 $224K <0.01% -20 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,069 $223K 0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,061 $223K 0.06% -41 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,045 $222K 0.09% 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,044 $222K 0.07% +148 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,039 $221K 0.02% +56 13F-HR Timeline BIRINYI ASSOCIATES INC More: the full row for BIRINYI ASSOCIATES INC 3,031 $221K 0.06% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,021 $220K 0.05% 0 13F-HR/A Timeline Verum Partners LLC More: the full row for Verum Partners LLC 3,017 $220K 0.06% +53 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,007 $219K 0.1% -93 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,000 $218K 0.06% 0 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,987 $217K 0.58% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,983 $217K 0.01% new 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 2,978 $217K 0.09% +42 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 2,953 $215K <0.01% +12 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,948 $215K 0.03% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,923 $213K 0.01% +2 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,889 $210K 0.01% +95 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,876 $209K 0.01% +280 13F-HR Timeline Group ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,870 $209K 0.02% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,856 $208K 0.18% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,930 $207K 0.09% 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,837 $207K 0.01% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,834 $206K 0.12% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,825 $206K 0.05% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,824 $206K 0.01% new 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,786 $203K 0.06% -7 13F-HR Timeline