iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 1,381 $1.45M 0.02% +771 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,375 $1.44M 0.12% -119 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,371 $1.44M 0.16% -2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,367 $1.43M 0.04% -577 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,294 $1.43M 0.22% +82 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,354 $1.42M 0.16% +104 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,353 $1.42M 0.06% -697 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,351 $1.42M 0.29% -16 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,351 $1.42M 1% -66 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 1,339 $1.4M 0.66% +149 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,331 $1.4M 0.44% -52 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,329 $1.39M 0.51% +37 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,327 $1.39M 0.51% -4 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,317 $1.38M 0.24% +20 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,314 $1.38M 0.04% +66 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,307 $1.37M 0.09% -40 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 1,304 $1.37M 0.12% +3 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,303 $1.37M 0.19% +33 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,301 $1.36M 0.55% -36 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,300 $1.36M 0.54% -252 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,298 $1.36M 0.37% -534 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,295 $1.36M 0.06% -426 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,289 $1.35M 0.03% +23 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,289 $1.35M <0.01% -35 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,289 $1.35M 0.63% -74 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,288 $1.35M 0.04% +15 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,285 $1.35M 0.08% +7 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,284 $1.35M 0.09% +17 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,282 $1.35M 0.61% +145 13F-HR Timeline Donald L. Hagan, LLC More: the full row for Donald L. Hagan, LLC 1,276 $1.34M 0.67% -125 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 1,264 $1.33M 0.4% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,263 $1.33M 0.35% 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 1,263 $1.33M 0.14% 13F-HR/A Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,140 $1.32M 0.63% -9 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,266 $1.32M 0.27% +410 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,258 $1.32M 0.2% -538 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,258 $1.32M 0.09% +497 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,257 $1.32M 0.18% +24 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,255 $1.32M 0.88% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 1,250 $1.31M 0.41% -24 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,248 $1.31M 0.03% +65 13F-HR Timeline Empire Life Investments Inc. More: the full row for Empire Life Investments Inc. 1,245 $1.31M 0.08% -382 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 1,243 $1.3M 0.37% +210 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 1,243 $1.3M 0.15% +84 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,239 $1.3M 0.23% -24 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,236 $1.3M 0.28% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,235 $1.3M 1.16% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,233 $1.29M 0.1% -2,098 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 1,231 $1.29M 0.46% +676 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 1,230 $1.29M 0.28% +100 13F-HR Timeline BANK OZK More: the full row for BANK OZK 1,227 $1.29M 0.49% -11 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,222 $1.28M 0.63% -300 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 1,221 $1.28M 0.47% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,216 $1.28M 0.26% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,216 $1.28M 0.5% -31 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,211 $1.27M 0.18% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,207 $1.27M 0.04% 0 13F-HR Timeline Group Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,206 $1.27M 0.07% -8,103 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,205 $1.26M 0.06% -8 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,205 $1.26M 0.27% -1 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,202 $1.26M 0.77% +139 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 1,200 $1.26M 0.07% new 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,200 $1.26M 0.03% -8,200 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,199 $1.26M 0.55% -14 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,191 $1.25M 0.19% +95 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,137 $1.23M 0.21% +29 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,170 $1.23M 0.25% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,164 $1.22M 0.26% +25 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 1,160 $1.22M 0.36% -64 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,158 $1.22M 0.06% +720 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,151 $1.21M 0.14% +100 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,149 $1.21M 0.08% +32 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,149 $1.21M 0.09% +239 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,149 $1.21M 0.16% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,144 $1.2M 0.02% +312 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 1,144 $1.2M 1.04% +275 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,143 $1.2M 0.11% -11 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,140 $1.2M 0.11% -38 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 1,139 $1.2M 0.63% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,138 $1.19M 0.15% +278 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 1,135 $1.19M 0.47% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,134 $1.19M 0.07% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 1,134 $1.19M 0.57% +4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,131 $1.19M 0.41% -74 13F-HR Timeline Group MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,129 $1.18M 0.11% -128 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,129 $1.18M 0.02% -123 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,123 $1.18M <0.01% -29 13F-HR Timeline 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 1,121 $1.18M 0.16% -13 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,119 $1.17M 0.08% -27 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,091 $1.17M 0.24% +15 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,116 $1.17M 0.12% +787 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 1,115 $1.17M 0.08% -3 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 1,111 $1.17M 0.24% +25 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 1,106 $1.16M 0.62% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,102 $1.16M 0.02% -9 13F-HR Timeline Group BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 1,100 $1.15M <0.01% 0 13F-HR Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,092 $1.15M 0.2% -7 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,087 $1.14M 0.39% +25 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,084 $1.14M 0.15% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,082 $1.14M 0.08% +7 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,075 $1.13M 0.06% +391 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,074 $1.13M 0.36% +4 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,073 $1.13M 0.02% -306 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,071 $1.12M 0.25% +260 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,069 $1.12M 0.11% -7,382 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 1,069 $1.12M 0.06% +62 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,068 $1.12M 0.11% +1 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,065 $1.12M 0.36% -11 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,063 $1.12M 0.27% +7 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,060 $1.11M 0.56% +475 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,052 $1.1M 0.05% +84 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,051 $1.1M 0.17% -24 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 1,049 $1.1M 0.81% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,046 $1.1M 0.26% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,044 $1.1M 0.07% +3 13F-HR Timeline MOTCO More: the full row for MOTCO 990 $1.09M 0.1% -6 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,042 $1.09M 0.69% -41 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,041 $1.09M 0.02% -1 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,034 $1.08M 0.09% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,032 $1.08M 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,027 $1.08M 0.04% +198 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 973 $1.08M 0.06% +393 13F-HR/A Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 1,025 $1.08M 0.54% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,024 $1.07M 0.21% -113 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,024 $1.07M 0.28% 0 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 1,015 $1.06M 0.09% +4 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,014 $1.06M 0.14% +298 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,009 $1.06M 0.09% -68 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 1,008 $1.06M 0.83% +53 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,007 $1.06M 0.03% +190 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,006 $1.06M 0.12% +160 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,005 $1.05M 0.05% 0 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,004 $1.05M 0.4% -30 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,003 $1.05M 0.11% -25 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,002 $1.05M 0.16% +49 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 999 $1.05M 0.43% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 997 $1.05M 0.15% -62 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 992 $1.04M 0.04% -45 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 987 $1.04M 0.55% 0 13F-HR Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 985 $1.03M 0.59% -20 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 984 $1.03M 0.97% -8 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 979 $1.03M 0.37% -6 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 977 $1.02M 0.18% +40 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 971 $1.02M 0.28% +152 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 971 $1.02M 0.34% -33 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 966 $1.01M 0.31% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 965 $1.01M 0.1% -56 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 964 $1.01M 0.01% +331 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 957 $1M 0.51% +4 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 957 $1M 0.63% -192 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 950 $997K 0.52% -421 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 949 $996K 0.07% -11 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 947 $994K 0.24% +103 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 944 $990K 0.07% +81 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 940 $986K 0.47% -3 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 934 $980K 0.24% +3 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 933 $979K 0.14% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 925 $971K 0.03% +699 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 924 $970K 0.1% -23 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 922 $967K 0.05% -120 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 916 $961K <0.01% -10 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 915 $960K 0.07% +18 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 911 $956K 0.1% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 910 $955K 0.26% +190 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 907 $952K 0.26% -38 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 907 $951K 0.03% +206 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 903 $948K 0.31% -53 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 903 $947K 0.18% +13 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 900 $944K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cooper Financial Group More: the full row for Cooper Financial Group 898 $943K 0.11% +529 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 890 $934K 0.06% +21 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 888 $932K 0.15% +217 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 888 $932K 0.1% +18 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 886 $930K 0.02% -7 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 882 $925K 0.08% +17 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 876 $919K 0.63% 0 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 875 $918K 0.06% -2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 874 $917K 0.06% +120 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 871 $914K 0.32% -6 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 869 $912K 0.04% +53 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 869 $912K 0.45% -16 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 868 $911K 0.04% +155 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 867 $910K 0.02% -19 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 864 $906K 0.06% +70 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 860 $902K 0.06% +27 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 859 $901K 0.33% -6 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 858 $900K 0.05% -28 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 858 $900K 0.06% +243 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 857 $899K 0.91% +26 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 856 $898K 0.21% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 853 $895K 0.23% -12 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 853 $895K 0.09% +51 13F-HR Timeline Group BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 848 $890K 0.83% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 847 $889K 0.06% -26 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 845 $887K 0.29% +17 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 844 $886K 0.12% -30 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 843 $885K 0.01% +249 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 821 $883K 0.09% +80 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 841 $883K 0.17% +3 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 841 $882K 0.1% +47 13F-HR Timeline