MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 19,374 $1.11M 0.1% new 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 19,058 $1.09M 2.45% 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 18,964 $1.09M 0.01% -5,315 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 18,847 $1.08M 0.04% -1,933 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 18,272 $1.05M 0.07% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 17,686 $1.02M 0.02% +8,543 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 17,599 $1.01M 0.22% -1 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 17,466 $1M 0.03% +5,134 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 17,388 $999K 0.08% new 13F-HR Timeline Group Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 17,143 $985K 0.01% +619 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,616 $955K 0.01% +197 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 16,616 $955K 0.01% +197 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 16,584 $953K 0.16% -3,356 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 16,397 $942K 0.22% -533 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 16,374 $941K 0.63% +100 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 16,318 $937K 0.01% -5,400 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 16,279 $935K <0.01% -14,989 13F-HR Timeline Group NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 15,880 $912K <0.01% new 13F-HR/A Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 15,820 $909K 0.02% -11,683 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 14,830 $903K 0.1% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,717 $903K 0.08% +7,159 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,706 $902K 0.09% -1,563 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 16,653 $900K 0.11% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 15,642 $899K 0.28% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 15,598 $896K 0.02% +338 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 15,198 $873K 0.02% -446 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 15,053 $865K <0.01% -32,564 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,043 $864K 0.03% new 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 15,000 $862K 0.09% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,972 $860K 0.01% +4,988 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 14,923 $857K 0.19% 0 13F-HR Timeline Global Wealth Management Investment Adv… More: the full row for Global Wealth Management Investment Advisory, Inc. 14,922 $857K 0.18% +719 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 14,609 $839K <0.01% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 14,355 $825K 0.17% 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 14,088 $809K 1.05% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,999 $804K 0.04% +1,875 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 13,814 $794K 0.11% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,513 $776K <0.01% +141 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,467 $774K 0.3% -359 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 13,360 $768K 0.16% -494 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 13,292 $764K 0.02% +2 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,157 $756K <0.01% -15,597 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,088 $752K 0.05% +2,278 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 13,030 $749K 0.29% -313 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,011 $747K 0.04% -565 13F-HR Timeline Heron Bay Capital Management More: the full row for Heron Bay Capital Management 12,908 $742K 0.15% -15 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,906 $742K 0.02% -1,802 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 12,760 $733K 0.06% -497 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 12,540 $720K 0.01% -2,210 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 12,460 $716K 0.04% 0 13F-HR Timeline Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 12,348 $709K <0.01% +94 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 12,117 $696K 0.06% +1,266 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,087 $694K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 12,035 $691K 0.02% +5,677 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,001 $689K 0.03% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 11,892 $683K 0.1% +156 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,826 $679K <0.01% -2,954 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 11,756 $675K <0.01% +2,660 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 11,700 $674K 0.54% 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 11,593 $666K 0.16% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 11,414 $656K 0.19% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 11,305 $649K 0.01% +2,529 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 11,200 $643K 0.05% new 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 11,161 $641K 0.04% -882 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 11,109 $638K 0.47% -173 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,994 $632K 0.01% +444 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 10,229 $618K 0.05% +170 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 10,724 $616K 0.01% +6,425 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 10,617 $610K 0.04% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 7,339 $606K 0.08% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 10,534 $605K 0.25% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,379 $596K 0.04% +350 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 10,314 $593K 0.13% -170 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 9,942 $589K <0.01% new 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,125 $582K 0.28% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 10,069 $578K 0.05% -1,583 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 10,049 $577K <0.01% -739 13F-HR Timeline Group Hikari Power Ltd More: the full row for Hikari Power Ltd 10,000 $575K 0.05% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,006 $575K 0.01% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 10,000 $574K 0.12% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,873 $567K <0.01% +255 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 9,870 $567K 0.07% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,856 $566K 0.01% +275 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 9,788 $563K 0.36% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,797 $563K 0.09% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,778 $562K 0.05% -86 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 9,550 $549K 0.09% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,535 $548K 0.03% +4,044 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,494 $545K 0.18% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,484 $545K 0.15% 0 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 9,365 $538K <0.01% +5,170 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,306 $535K 0.09% +390 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,169 $527K 0.05% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,101 $523K 0.02% -1,943 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 8,995 $517K 0.01% 0 13F-HR Timeline Group Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 8,807 $506K 2.6% +2,272 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 8,607 $494K 0.01% -2,909 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 8,500 $488K 0.24% +2 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 8,496 $488K <0.01% -261 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 8,482 $487K 0.27% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 8,466 $486K <0.01% +8 13F-HR Timeline Group KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,439 $485K 0.48% +3 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,409 $483K 0.01% +2,851 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 8,362 $480K 0.39% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,263 $475K <0.01% +2,945 13F-HR Timeline Group Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 8,250 $474K 0.31% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 8,198 $471K 0.04% +749 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 8,050 $462K <0.01% -1,068 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 7,994 $459K <0.01% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,968 $458K 0.02% new 13F-HR/A Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 7,932 $456K 0.07% 0 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,874 $452K +117 Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 7,815 $449K 0.03% new 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 7,785 $446K 0.23% -3,448 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,760 $446K 0.03% -640 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,703 $443K 0.01% +1 13F-HR Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 7,680 $440K 0.05% -1,389 13F-HR Timeline Group INTRUST BANK NA More: the full row for INTRUST BANK NA 7,641 $439K 0.04% +972 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 7,629 $438K 0.4% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 7,502 $431K <0.01% +2,015 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 7,490 $430K <0.01% -9,412 13F-HR Timeline Group Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 7,458 $428K 0.13% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,415 $426K 0.11% -1,629 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,377 $424K 0.04% -18 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 7,336 $421K 0.02% 0 13F-HR/A Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,099 $421K 0.04% -799 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,291 $419K 0.29% -125 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 7,235 $416K 0.13% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,217 $415K 0.01% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,210 $414K 0.01% -16 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 7,184 $413K 0.07% -300 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,166 $412K 0.03% +56 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,165 $412K 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 6,958 $400K 0.02% +4 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,951 $399K 0.06% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,921 $398K <0.01% 0 13F-HR Timeline Group Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 6,919 $397K 0.13% +48 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,857 $394K 0.02% +121 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 6,757 $388K 0.28% -747 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,750 $388K 0.03% -3,150 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 6,678 $384K 0.02% +488 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,670 $383K 0.35% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,621 $380K 0.01% +2,200 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,452 $371K 0.01% -306 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,434 $370K <0.01% +458 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6,421 $369K 0.05% -21,106 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,412 $368K 0.29% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,371 $366K 0.04% +6 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 6,355 $365K <0.01% -241 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,354 $365K 0.04% +208 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 6,338 $364K 0.03% -1,522 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 6,310 $363K 0.01% -2,329 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,233 $358K <0.01% 0 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 6,255 $357K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,216 $357K 0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,119 $352K 0.04% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,104 $351K 0.23% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,070 $349K <0.01% -686 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 6,038 $347K 0.14% -897 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,994 $344K 0.09% -7,688 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,975 $343K <0.01% -270 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,969 $343K 0.06% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 6,215 $341K 0.03% -833 13F-HR Timeline Group VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 5,931 $341K <0.01% new 13F-HR Timeline Group CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 5,922 $340K 0.04% 0 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,897 $339K 0.07% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,771 $332K 0.01% -710 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,721 $329K 0.01% -1,811 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,703 $328K 0.01% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,667 $326K <0.01% new 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,642 $324K 0.01% 0 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,625 $323K 0.01% +283 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,619 $323K 0.08% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,583 $321K 0.03% +17 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,581 $321K 0.23% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,494 $316K 0.01% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 5,455 $313K 0.01% +326 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,435 $312K 0.19% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 5,404 $310K 0.01% +1,428 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 5,370 $309K 0.02% -550 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,311 $305K 0.01% 0 13F-HR/A Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,307 $305K 0.06% -4,033 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 5,304 $305K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,280 $303K <0.01% -165 13F-HR Timeline Group Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,214 $300K <0.01% +152 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,200 $299K 0.01% 0 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 5,150 $296K 0.03% 0 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 5,125 $294K 0.18% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 5,120 $294K 0.08% -175 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,096 $293K 0.01% +800 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,062 $291K 0.11% 0 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,044 $290K 0.03% -146 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 4,993 $287K 0.07% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 4,982 $286K 0.07% -41 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 4,973 $286K 0.03% -42 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 4,919 $283K 0.09% 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,902 $282K -103 Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 4,890 $281K 0.14% -5,827 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 4,888 $281K +1,750 Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,867 $280K <0.01% -1,173 13F-HR Timeline