King Wealth Management Group More: the full row for King Wealth Management Group 6,100 $865K 0.12% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,086 $863K 0.08% -26,787 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,031 $856K 0.06% +744 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,977 $847K 0.19% -34 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 5,955 $845K 0.5% -190 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 5,953 $845K 0.15% +1,208 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,860 $831K 0.03% -25,225 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,813 $825K 0.01% +231 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 5,806 $824K 0.1% +142 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 6,802 $822K 0.02% -8,078 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,689 $807K 0.02% +5,379 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,593 $794K 0.08% +139 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,585 $792K 0.09% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 5,585 $792K 0.28% -185 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,519 $783K 0.17% new 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,479 $777K 0.01% -680 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,475 $777K 0.09% -5 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,436 $768K 0.06% +5,401 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5,370 $762K 0.23% 0 13F-HR/A Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 5,317 $754K 0.19% -13,683 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 5,297 $751K 0.09% -150 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 5,254 $745K 0.15% -9,529 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 5,251 $745K 0.13% +2,325 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 5,198 $737K 0.24% +999 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,147 $730K 0.05% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,142 $729K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,124 $727K 0.04% +3,432 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 5,110 $725K 0.48% -34 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 5,100 $724K 0.33% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 5,090 $722K 0.08% -20,286 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 5,087 $722K 0.06% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,078 $720K 0.04% -175 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,066 $719K 0.24% new 13F-HR Timeline HELIOS CAPITAL MANAGEMENT PTE. LTD More: the full row for HELIOS CAPITAL MANAGEMENT PTE. LTD 5,000 $709K 0.55% +2,500 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 5,000 $709K 0.19% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,998 $709K 0.02% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,973 $706K 0.06% new 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,964 $704K 0.05% +99 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 4,952 $703K 0.08% -3 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,945 $702K 0.03% 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,885 $693K 0.03% -921 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,811 $683K 0.11% +257 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,802 $682K 0.02% +163 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,778 $678K 0.06% +512 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,769 $677K 0.16% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,750 $674K 0.03% -22 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,719 $669K 0.01% -336 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,704 $667K 0.01% +361 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 4,670 $663K 0.03% -1,467 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,619 $655K 0.02% -1,577 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 4,610 $654K 0.01% -7 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 4,580 $650K 0.03% +928 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,574 $649K 0.01% +222 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 4,561 $647K 0.81% +74 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 4,545 $645K 0.03% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,537 $644K 0.41% +51 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,536 $644K 0.04% +58 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,524 $642K 0.06% -41 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 4,512 $640K 0.03% -9,518 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,495 $638K 0.56% -155 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,492 $637K 0.09% -3,472 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,465 $633K 0.05% -165 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 4,437 $629K 0.06% -6 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 4,543 $626K 0.01% -159 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,410 $626K 0.02% +795 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,395 $624K 0.01% -1,118 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,361 $619K 0.01% +1,845 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 4,361 $619K 0.01% +13 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 4,347 $617K 0.04% +487 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,344 $616K 0.01% +515 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 4,330 $615K 0.2% -984 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,333 $615K 0.2% new 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,315 $612K 0.15% +125 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 4,282 $607K +23 Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,274 $606K 0.03% +1,058 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 4,258 $604K 0.09% -148 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 4,245 $602K 0.16% -1,525 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,216 $598K 0.07% -34 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 4,205 $597K 0.02% -495 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,133 $586K 0.02% +146 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,948 $585K 0.25% +385 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,105 $582K 0.01% -227 13F-HR Timeline Group Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,092 $581K 0.03% +1,124 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,082 $579K <0.01% -1,207 13F-HR Timeline DIVIDEND ASSETS CAPITAL, LLC More: the full row for DIVIDEND ASSETS CAPITAL, LLC 4,080 $579K 0.11% -657 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,038 $573K 0.1% -1,055 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,022 $571K 0.01% +765 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,982 $565K 0.02% +1,716 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,963 $562K 0.02% -117 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,952 $561K 0.02% 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 3,907 $554K 0.02% -21 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 3,837 $544K 0.26% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,804 $540K <0.01% -2,922 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,800 $539K 0.05% 0 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,800 $539K 0.17% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,801 $539K 0.04% +14 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 3,761 $534K 0.11% +2,203 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 3,753 $532K 0.04% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,728 $529K 0.02% 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,704 $525K 0.13% -798 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,580 $519K 0.16% +855 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 3,617 $513K 0.02% +70 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 3,600 $511K 0.12% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,599 $511K 0.05% +233 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 3,597 $510K 0.58% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,588 $509K 0.02% +844 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,525 $500K 0.01% -744 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,518 $499K 0.04% +126 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 3,500 $497K 0.25% 0 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 3,500 $497K 0.21% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 3,498 $496K 0.08% +670 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,496 $496K 0.09% -111 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 3,405 $495K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,462 $491K <0.01% +665 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,444 $489K 0.02% +4 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,440 $488K 0.02% +1,855 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,427 $486K 0.01% +718 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,426 $486K 0.02% +341 13F-HR Timeline Group DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 3,410 $484K 0.07% +7 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,405 $483K 0.01% -2,917 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,382 $480K 0.01% -443 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,351 $475K 0.01% +1,502 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 3,350 $475K 0.02% +1,000 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,349 $475K 0.03% -1,913 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,338 $474K 0.02% -1,043 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,300 $468K 0.05% +842 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 3,246 $461K 0.36% +3 13F-HR Timeline DAVIDSON INVESTMENT ADVISORS More: the full row for DAVIDSON INVESTMENT ADVISORS 3,232 $459K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,207 $455K 0.01% -303 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,184 $452K 0.06% +2,236 13F-HR/A Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,178 $451K 0.03% -3 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,142 $446K 0.02% +249 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,126 $443K 0.01% +1,475 13F-HR/A Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,115 $442K 0.03% new 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,101 $440K 0.37% +12 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,085 $438K <0.01% +110 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,081 $437K 0.02% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,076 $436K 0.02% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,065 $435K 0.04% +581 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,047 $432K 0.02% +82 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,007 $427K 0.12% -1,348 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 3,000 $426K 0.11% new 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 3,000 $426K 0.21% 0 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 3,000 $426K 0.32% 0 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,981 $423K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,978 $422K 0.02% +1,726 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,968 $421K 0.03% +290 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,824 $420K 0.02% +17 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,958 $420K 0.03% +541 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,954 $419K 0.03% -77 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,931 $419K 0.01% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,952 $419K 0.1% -250 13F-HR Timeline CCG WEALTH MANAGEMENT, LLC More: the full row for CCG WEALTH MANAGEMENT, LLC 2,909 $413K 0.22% -1 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,893 $410K 0.02% +666 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,892 $410K 0.01% -1,084 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,886 $409K <0.01% +468 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,886 $409K 0.06% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,876 $408K 0.11% 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,853 $405K 0.1% -266 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,850 $404K 0.01% -3 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,185 $403K 0.12% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,819 $400K 0.01% -15 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 2,800 $397K 0.05% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,793 $396K 0.06% -163 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,775 $394K 0.01% -799 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,761 $392K 0.01% +206 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,757 $391K 0.01% +132 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,756 $391K 0.01% +38 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,747 $390K 0.03% +945 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,740 $389K <0.01% -25 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2,738 $388K 0.15% +2,618 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,733 $388K 0.01% -13,792 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,714 $385K 0.24% -18 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 2,711 $385K 0.14% -80 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,700 $383K 0.01% -711 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 2,681 $380K 0.22% -6 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 2,672 $379K 0.05% +49 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,671 $379K 0.1% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,670 $379K 0.01% new 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,664 $378K 0.07% new 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2,644 $375K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,641 $375K 0.04% -107 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,606 $370K 0.01% +257 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,590 $367K 0.43% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,565 $364K 0.04% -91 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,563 $364K 0.01% +689 13F-HR/A Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 2,543 $361K 0.01% +300 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,523 $358K 0.08% -956 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,500 $355K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,489 $353K 0.1% +539 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,488 $353K 0.01% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,482 $352K 0.01% -1,498 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,465 $350K 0.04% +227 13F-HR Timeline Semanteon Capital Management, LP More: the full row for Semanteon Capital Management, LP 2,462 $349K 0.53% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,445 $347K <0.01% +189 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,396 $340K 0.12% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,382 $338K 0.01% +342 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,373 $337K 0.11% -143 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,335 $331K 0.04% -14,714 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,316 $329K 0.02% +42 13F-HR Timeline