Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,579 $802K 0.1% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,878 $796K 0.11% -316 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,835 $787K 0.04% -280 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,797 $780K 0.05% 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,779 $776K 0.3% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,682 $756K 0.02% -314 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,633 $746K 0.07% +147 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,610 $741K 0.15% +444 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,604 $740K 0.06% -8 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,599 $739K 0.01% -124 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 3,580 $735K 0.03% +670 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,478 $734K 0.03% -45 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,487 $716K 0.01% +201 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,406 $699K 0.01% +112 13F-HR Timeline Group Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,379 $694K 0.18% -64 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,375 $693K 0.06% 0 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 3,346 $687K 0.67% 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,304 $678K 0.03% +50 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,299 $677K 0.06% +508 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,296 $677K 0.01% -5,561 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,267 $671K <0.01% +225 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,261 $670K 0.02% +398 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 3,253 $668K 2.52% -5 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 3,222 $665K new Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,227 $663K 0.1% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,076 $659K 0.01% 0 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,208 $659K 0.03% -112 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,943 $650K 0.02% +198 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,160 $649K 0.06% -3 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,148 $646K 0.05% -1,230 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,107 $638K 0.01% +2,096 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,101 $637K 0.01% +2,776 13F-HR Timeline Group DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,950 $634K 0.1% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,083 $633K 0.01% -4,056 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,056 $627K 0.01% -121 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,635 $620K 0.55% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 3,017 $619K 0.01% -685 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,016 $619K 0.04% +304 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 3,000 $616K 0.18% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,987 $613K 0.03% +1,262 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,968 $609K 0.06% +151 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,948 $605K 0.01% +182 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,920 $600K 0.01% -321 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 2,895 $594K 0.48% -269 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 2,869 $589K 0.01% new 13F-HR Timeline ASO GROUP Ltd More: the full row for ASO GROUP Ltd 2,811 $577K 0.23% 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,787 $572K 0.08% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,760 $567K 0.04% +2 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 2,750 $565K 0.15% +730 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,733 $561K 0.02% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 2,718 $558K 0.14% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,714 $557K 0.01% +16 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,713 $557K 0.1% -113 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,713 $557K 0.01% +81 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,707 $556K 0.34% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,699 $554K <0.01% -19,038 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,693 $553K 0.07% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,682 $551K 0.02% -162 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,648 $544K 0.01% -217 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,591 $541K 0.02% +971 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,620 $538K 0.01% -3,000 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,620 $538K <0.01% -2,279 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,613 $536K 0.01% +217 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 2,590 $532K 0.05% -105 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,584 $531K 0.01% +390 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 2,547 $523K 0.07% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,537 $521K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,530 $519K 0.01% +610 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 2,502 $514K 0.02% +930 13F-HR Timeline Group Entropy Technologies, LP More: the full row for Entropy Technologies, LP 2,500 $513K 0.03% -13,058 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,427 $498K 0.05% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,423 $497K 0.03% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 2,418 $496K 0.42% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,398 $492K 0.02% -126 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,394 $491K 0.07% -3,974 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,384 $489K 0.04% +300 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 2,384 $489K 0.11% +2 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,365 $486K 0.03% +13 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,358 $484K 0.15% +235 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,357 $484K 0.08% +117 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,342 $481K 0.01% -837 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,319 $476K 0.02% -4,394 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,532 $473K 0.04% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,292 $471K 0.12% -710 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 2,288 $470K 0.11% +45 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 2,279 $468K 0.01% 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,258 $464K 0.01% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,243 $460K 0.07% -37 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,236 $459K 0.01% +321 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,227 $457K 0.01% +112 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,227 $457K 0.03% +173 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,209 $454K 0.09% -68 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 2,193 $450K 0.11% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,160 $443K 0.11% 0 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 2,153 $442K 0.07% -50 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,136 $439K 0.01% +147 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,130 $437K <0.01% -92 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,127 $437K 0.02% +28 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 2,125 $436K 0.05% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,122 $436K 0.05% +803 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,120 $435K 0.03% -387 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,120 $435K <0.01% +100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,099 $431K 0.01% +230 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 2,087 $428K 0.07% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,080 $427K 0.01% -461 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,075 $426K 0.04% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,070 $425K 0.09% +51 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,067 $424K 0.01% -3 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,060 $423K -777 Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,055 $422K 0.03% +610 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,054 $422K 0.04% +167 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,036 $418K <0.01% +98 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,027 $416K 0.09% -1,281 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,018 $414K 0.01% +524 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,000 $411K 0.03% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 2,000 $411K 0.28% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,993 $409K 0.01% -320 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,989 $408K <0.01% +59 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,974 $406K 0.11% +43 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,972 $405K 0.01% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,961 $403K <0.01% -1,733 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,959 $402K 0.01% +4 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,950 $400K <0.01% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,941 $399K <0.01% -15 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,921 $394K 0.01% -132 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,920 $394K 0.2% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 1,900 $390K 0.07% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,900 $390K 0.08% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,894 $389K 0.39% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,877 $385K 0.01% +101 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,838 $377K 0.13% -694 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,833 $376K 0.02% -689 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,824 $374K 0.01% 0 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1,816 $373K <0.01% +51 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,803 $370K 0.04% +287 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,801 $370K 0.06% +2 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,800 $370K 0.01% new 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,795 $369K 0.05% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,760 $361K 0.01% +117 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,748 $359K 0.02% 0 13F-HR Timeline Group Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,742 $358K 0.01% -780 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,738 $357K 0.09% +75 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,712 $351K 0.01% +137 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 1,697 $348K 0.14% 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,688 $347K 0.02% +268 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,688 $347K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,687 $346K 0.01% +240 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,674 $344K 0.02% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,643 $337K 0.12% 0 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 1,629 $334K 0.04% -18,597 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,620 $333K 0.01% -4 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,609 $330K 0.01% +1,218 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 1,601 $329K 0.03% -1,547 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,597 $328K 0.02% -43 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,552 $326K 0.03% +60 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,586 $325K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,585 $325K 0.04% +61 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,578 $324K 0.04% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,573 $323K 0.01% +500 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,573 $323K <0.01% +8 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,561 $320K 0.14% -3 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,557 $320K 0.05% +11 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,519 $312K 0.02% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,541 $312K 0.01% -197 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 1,517 $311K 0.12% -2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,501 $308K 0.01% -32,826 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,500 $308K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,493 $307K 0.01% -146 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,489 $306K 0.01% +95 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,473 $302K 0.01% -59 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,453 $298K 0.01% -22 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,450 $298K 0.07% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,449 $297K 0.01% -23 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,448 $297K 0.01% -61 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,444 $297K 0.03% 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,439 $295K 0.01% -267 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 1,437 $295K <0.01% -14,403 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,430 $294K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,413 $290K <0.01% new 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,413 $290K 0.02% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,411 $290K 0.13% -266 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,404 $288K 0.04% 0 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,400 $287K 0.04% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,382 $284K 0.01% +1 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,379 $283K 0.02% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,377 $283K <0.01% -259 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,370 $281K 0.02% -40 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,311 $281K 0.03% +17 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,366 $280K 0.06% -97 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,364 $280K 0.01% +88 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,363 $280K 0.08% +2 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,357 $279K 0.07% +5 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,350 $277K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 1,344 $276K 0.05% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,337 $274K 0.01% +149 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,331 $273K 0.03% +106 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,310 $269K 0.08% 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,302 $267K 0.1% +104 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,292 $265K 0.21% -13 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,279 $263K 0.01% 0 13F-HR Timeline