Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 385 $1.23M 1.02% +59 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 384 $1.23M 0.8% -9 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 356 $1.23M 0.07% +1 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 383 $1.23M 0.09% -9 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 382 $1.22M 0.02% +1 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 382 $1.22M 0.26% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 381 $1.22M +2 Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 379 $1.21M 0.36% +124 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 377 $1.21M 0.47% +17 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 375 $1.2M 0.03% -8 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 373 $1.19M 0.16% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 367 $1.18M 0.09% +34 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 367 $1.18M 0.12% +6 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 366 $1.17M 1.13% 0 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 365 $1.17M 0.04% -25 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 358 $1.16M 0.63% +4 13F-HR/A Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 363 $1.16M 0.04% -155 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 363 $1.16M 0.54% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 362 $1.16M 0.05% +28 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 356 $1.14M 0.07% -5 13F-HR/A Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 353 $1.13M 0.07% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 353 $1.13M 0.2% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 351 $1.12M 0.03% 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 349 $1.12M 0.06% -13 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 347 $1.11M -5 Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 340 $1.09M 0.1% 0 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 333 $1.08M 0.09% -993,086 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 335 $1.07M 0.02% -37 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 335 $1.07M 0.46% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 333 $1.07M 0.01% -1,108 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 330 $1.06M 0.06% +6 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 329 $1.05M 0.01% +107 13F-HR Timeline Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 326 $1.04M 0.9% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 321 $1.03M 0.08% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 321 $1.03M 0.01% +38 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 321 $1.03M 0.08% -10 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 319 $1.02M 0.02% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 319 $1.02M 0.01% +48 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 315 $1.01M 0.07% -209 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 314 $1.01M 0.03% -2 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 312 $999K 0.01% -14 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 311 $996K 0.02% +167 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 302 $967K 0.01% -24 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 301 $964K 0.37% -214 13F-HR/A Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 300 $961K <0.01% new 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 300 $961K 0.09% 0 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 300 $961K 0.67% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 299 $957K 0.05% +8 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 297 $951K 0.03% +2 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 296 $948K 0.02% +1 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 295 $945K 0.02% +19 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 294 $941K 0.08% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 293 $938K 0.34% -2 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 291 $932K 0.01% +6 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 285 $913K 0.02% +18 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 282 $903K 0.09% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 281 $900K 0.03% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 278 $890K 0.04% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 277 $887K <0.01% +77 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 276 $884K 0.02% -25 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 276 $884K 0.12% -9 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 273 $874K 0.18% +11 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 270 $872K 0.12% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 268 $858K 0.09% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 269 $857K 0.06% +53 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 267 $855K 0.03% -14 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 267 $855K 0.02% -26 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 266 $852K 0.15% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 266 $852K 0.01% +6 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 266 $852K 0.11% -24 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 261 $835K 0.06% +104 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 257 $831K 0.03% +79 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 257 $830K 0.36% +44 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 257 $824K 0.01% +6 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 257 $823K 0.06% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 257 $823K 0.2% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 254 $813K 0.06% +6 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 254 $813K 0.07% +17 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 253 $810K 0.01% +5 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 253 $810K 0.12% -5 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 253 $810K 0.01% +133 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 253 $810K 0.16% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 252 $807K 0.13% 0 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 250 $800K 0.04% -4 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 250 $800K 0.1% 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 250 $800K 0.06% +150 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 250 $800K 0.14% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 246 $788K 0.17% -9 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 244 $781K 0.05% +1 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 244 $781K 0.04% +4 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 244 $781K 0.25% +11 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 244 $781K 0.02% -1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 243 $778K 0.04% +1 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 243 $777K 0.24% -3 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 241 $772K 0.54% +9 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 239 $765K 0.18% 0 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 234 $763K 0.01% +60 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 237 $759K 0.02% 0 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 235 $752K 0.26% +11 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 235 $752K 0.06% +98 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 235 $752K 0.06% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 234 $749K 0.32% +54 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 229 $745K 0.04% +6 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 231 $740K 0.02% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 230 $736K 0.45% 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 229 $733K 0.26% -3 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 225 $720K 0.05% -196 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 225 $720K -623 Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 223 $714K 0.16% +150 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 220 $704K 0.02% -3 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 220 $704K 0.54% -1 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 219 $701K 0.14% 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 217 $695K 0.05% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 215 $688K 0.03% -35 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 214 $685K 0.06% -11 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 213 $682K 0.02% +4 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 196 $673K 0.07% +29 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 210 $672K 0.24% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 208 $666K 0.01% +140 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 207 $663K 0.04% +2 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 207 $663K 0.01% -218 13F-HR Timeline Group Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 206 $661K 0.14% +18 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 205 $656K 0.41% 0 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 205 $656K 0.86% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 204 $653K 0.03% +6 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 202 $647K 0.02% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 202 $647K 0.01% +15 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 202 $647K +3 Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 202 $642K 0.01% +68 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 200 $637K 0.06% +27 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 197 $632K 0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 197 $631K 0.27% -3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 194 $621K 0.03% +6 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 194 $621K 0.3% -32 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 190 $608K 0.05% -8 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 188 $602K 0.02% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 187 $599K 0.05% -21 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 185 $592K 0.07% -2 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 185 $592K 0.01% -465 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 180 $585K 0.03% +62 13F-HR Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 182 $583K 0.04% -5 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 182 $583K 0.03% new 13F-HR/A Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 181 $580K 0.08% +1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 181 $580K 0.03% +14 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 180 $576K 0.07% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 179 $573K 0.01% +12 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 178 $570K 0.21% -2 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 177 $567K 0.14% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 177 $567K 0.05% +26 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 165 $566K 0.36% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 176 $564K 0.04% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 175 $560K 0.1% -2 13F-HR Timeline Group Impact Investors, Inc More: the full row for Impact Investors, Inc 173 $554K 0.43% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 173 $554K 0.06% +17 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 173 $554K 0.07% +94 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 170 $544K 0.05% new 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 167 $535K +60 Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 166 $532K 0.07% +14 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 166 $532K 0.1% +5 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 163 $522K 0.26% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 162 $519K 0.01% -15 13F-HR Timeline Group JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 161 $516K <0.01% -19 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 160 $512K 0.48% 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 159 $509K 0.04% -74 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 159 $509K 0.08% -35 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 158 $506K 0.01% -38 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 156 $500K 0.06% -3 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 154 $493K 0.03% 0 13F-HR Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 154 $493K 0.19% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 154 $493K <0.01% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 153 $489K 0.12% new 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 152 $487K 0.01% -377 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 152 $487K 0.04% +3 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 151 $484K 0.01% +32 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 151 $484K 0.11% 0 13F-HR/A Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 151 $484K 0.01% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 151 $480K 0.03% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 150 $480K 0.02% -180 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 150 $480K 0.05% -1 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 150 $480K 0.22% -2 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 150 $480K 0.14% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 150 $480K 0.02% +6 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 150 $480K 0.13% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 149 $477K 0.03% -1 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 148 $474K 0.02% +1 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 148 $474K 0.04% -67 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 147 $471K 0.05% -5 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 147 $471K 0.13% -81 13F-HR Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 147 $471K 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 146 $468K 0.01% +6 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 146 $466K 0.02% +4 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 145 $464K 0.02% -11 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 143 $458K 0.14% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 143 $458K 0.42% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 143 $457K 0.01% -11 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 142 $455K 0.06% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 142 $455K 0.02% +71 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 142 $455K 0.26% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 140 $448K 0.13% +3 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 140 $448K 0.38% 13F-HR Timeline