CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,958 $1.23M 0.02% +38 13F-HR Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,954 $1.22M 0.08% +26 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,930 $1.22M 0.03% -2 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,924 $1.22M 0.02% 0 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,922 $1.21M 0.02% -31 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. 3,913 $1.21M 0.02% +1,480 13F-HR Timeline Group AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,913 $1.21M 0.01% +2,524 13F-HR/A Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,887 $1.2M 0.18% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,858 $1.19M 0.1% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,828 $1.19M 0.08% -168 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,802 $1.18M 0.03% -233 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,780 $1.17M 0.75% +84 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,777 $1.17M 0.03% +184 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,759 $1.16M 0.01% +523 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,759 $1.16M 0.05% -142 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,746 $1.16M 0.21% -738 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,686 $1.14M 0.03% +506 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,684 $1.14M 0.02% -1,062 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,619 $1.12M 0.04% +106 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,618 $1.12M 0.03% +1,648 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,617 $1.12M 0.1% +395 13F-HR Timeline Group FORA Capital, LLC More: the full row for FORA Capital, LLC 3,612 $1.12M 0.2% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,547 $1.1M 0.06% -35 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,525 $1.09M 0.03% +373 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,519 $1.09M 0.36% +85 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,509 $1.09M 0.04% +310 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 3,500 $1.08M 0.09% -60,200 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,481 $1.08M 0.24% +285 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,471 $1.08M 0.04% +138 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,469 $1.07M 0.07% -10 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,464 $1.07M 0.11% +110 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,463 $1.07M 0.01% +11 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,450 $1.07M 0.31% -1,861 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 3,444 $1.07M 0.13% -3,980 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,439 $1.07M 0.08% +131 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,420 $1.06M 0.05% -202 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,463 $1.06M 0.5% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,320 $1.02M 0.03% +545 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,307 $1.02M <0.01% +1,906 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,299 $1.02M 0.07% -86 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,254 $1.01M 0.04% +137 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,248 $1.01M 0.03% +225 13F-HR/A Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,242 $1M 0.01% 0 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,231 $1M 0.23% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Haverford Trust Co More: the full row for Haverford Trust Co 3,229 $1M 0.01% -32 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,223 $998K 0.35% +15 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,204 $992K 0.34% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,198 $991K 0.02% +923 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,186 $987K 0.04% +2,926 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,175 $983K 0.09% +39 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,166 $981K 0.07% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,144 $974K 0.06% +923 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,139 $972K 0.29% +1,238 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,097 $959K 0.01% +156 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,069 $951K 0.01% +2,927 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,060 $948K 0.01% -679 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,059 $948K <0.01% -85 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,030 $938K 0.03% -122 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,066 $937K 0.02% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,961 $917K 0.38% +12 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,932 $908K 0.39% +17 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,930 $908K 0.01% +38 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,928 $907K 0.11% -7 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 2,899 $898K 0.04% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,893 $894K 0.12% +26 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,882 $892K <0.01% +185 13F-HR/A Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,865 $887K 0.06% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,850 $883K 0.08% 0 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 2,845 $881K 0.32% -363 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,833 $878K 0.01% +9 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,800 $867K 0.05% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,799 $867K 0.03% -126 13F-HR Timeline Chico Wealth RIA More: the full row for Chico Wealth RIA 2,789 $864K 0.59% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,778 $860K 0.11% +1 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,763 $856K 0.03% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 2,759 $855K <0.01% -42,233 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,744 $850K 0.1% +403 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,729 $845K 0.15% +1,019 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,709 $839K 0.39% -22 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,670 $827K 0.03% -358 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,660 $824K 0.03% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,655 $822K 0.3% -139 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,629 $814K 0.02% +996 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,628 $814K 0.01% +63 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,623 $812K 0.03% +8 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,619 $811K 0.27% +904 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,609 $808K 0.04% -14 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,605 $807K 0.02% +8 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,603 $806K 0.04% +88 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,642 $802K 0.11% +116 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,565 $795K 0.04% +139 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,565 $794K 0.02% -7 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,545 $788K 0.01% +182 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,539 $786K -55 Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,518 $779K 0.02% new 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 2,501 $775K 0.51% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,500 $774K 0.02% -1 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,497 $773K 0.15% +3 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 2,497 $773K 0.04% -831 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,496 $773K 0.02% -16,012 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,491 $771K 0.11% -40 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,435 $754K 0.47% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,431 $753K 0.06% new 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,403 $744K 0.02% -90 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,395 $742K -765 Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,378 $737K 0.09% -201 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,377 $736K 0.06% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,362 $732K 0.02% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,358 $730K 0.28% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,353 $729K 0.01% +6 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,350 $728K 0.04% -281 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,332 $722K 0.01% +6 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,323 $720K 0.08% 0 13F-HR/A Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,323 $720K 0.1% -31 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 2,320 $719K 0.28% new 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,320 $719K 0.28% -66 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,317 $718K 0.05% -191 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,314 $717K 0.01% +17 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,300 $712K 0.03% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,300 $712K 0.09% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,300 $712K 0.16% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,299 $712K 0.03% -583 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,288 $709K 0.01% -1,707 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,277 $705K 0.01% -6,549 13F-HR/A Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,275 $705K 0.02% 0 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,277 $696K 0.04% 0 13F-HR Timeline Prosperity Financial Group, Inc. group of 2 filers holding More: the full row for Prosperity Financial Group, Inc. 2,235 $692K +1,323 Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,216 $686K 0.01% +456 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,200 $681K <0.01% +205 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,190 $678K 0.07% -10 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,171 $672K 0.52% -36 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,160 $669K 0.02% -150 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,139 $663K 0.03% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,130 $660K 0.01% +265 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,123 $655K 0.03% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,100 $650K 0.09% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,093 $648K 0.33% -11,797 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,088 $647K 0.14% +135 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,075 $643K 0.24% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,074 $642K 0.02% -1,935 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,069 $641K 0.11% -31 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,065 $640K 0.13% -175 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,064 $639K 0.02% +370 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,057 $637K 0.29% +67 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,082 $637K 0.04% +488 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,045 $633K 0.04% -4,263 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,026 $628K 0.19% 0 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 2,012 $623K 0.38% +71 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,004 $621K 0.05% -137 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,001 $620K 0.56% -287 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,980 $613K 0.01% -8 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,158 $610K 0.01% +167 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,964 $608K 0.13% +1 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,784 $608K 0.17% +1,485 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,957 $606K 0.01% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,956 $606K 0.01% -78 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,942 $602K 0.04% 0 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 1,940 $601K 0.08% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,937 $600K 0.02% -1,271 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,935 $599K 0.06% -63 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,923 $596K 0.05% +53 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,913 $592K 0.02% +1 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,901 $589K 0.1% -163 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,895 $587K 0.01% +283 13F-HR Timeline Group Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,891 $586K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,883 $583K 0.05% -5 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,876 $581K 0.02% -838 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,871 $580K 0.33% +46 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,855 $575K 0.04% +94 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 1,848 $572K 0.05% -30 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,844 $571K <0.01% -55,330 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,816 $562K 0.01% +33 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,815 $562K 0.07% -38 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,806 $559K 0.04% -758 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,806 $559K 0.02% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,800 $557K 0.02% +72 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,799 $557K 0.01% +38 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,819 $556K <0.01% -11,208 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,790 $555K 0.01% +186 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,790 $554K 0.25% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,782 $552K 0.02% +36 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,776 $550K 0.01% -954 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,776 $550K 0.02% -57 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,771 $549K 0.08% +1 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,761 $545K 0.03% +21 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,756 $544K 0.01% 0 13F-HR Timeline Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 1,748 $541K 0.02% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,737 $538K 0.02% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,738 $538K 0.07% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,724 $534K 0.04% -275 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,724 $534K 0.18% +65 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,721 $533K 0.08% +54 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,681 $521K 0.01% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,675 $519K 0.34% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,672 $518K 0.11% -219 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 1,672 $518K 0.05% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,662 $515K 0.01% +12 13F-HR Timeline Hamilton Capital Partners Inc. 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