Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 19,625 $1.35M 0.03% +7,661 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 19,558 $1.34M <0.01% 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,501 $1.34M 0.05% -385 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 19,460 $1.33M 0.37% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 19,446 $1.33M 0.02% +4 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 19,404 $1.33M <0.01% -1,766 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 18,729 $1.28M 0.18% +580 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 18,638 $1.28M 0.04% +1,864 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 18,535 $1.27M 0.04% -2,730 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18,401 $1.26M 0.1% -462 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 18,299 $1.25M 0.01% +4,265 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 18,272 $1.25M 0.08% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 19,046 $1.25M 0.03% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 18,116 $1.24M 0.21% 0 13F-HR Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 17,639 $1.21M 0.07% -1,077 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 19,203 $1.14M 0.11% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 16,560 $1.13M 0.1% +10,015 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 16,150 $1.11M 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 16,000 $1.1M 0.07% -2,000 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 16,000 $1.1M 0.37% +664 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 15,981 $1.1M 0.31% -678 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 23,508 $1.08M 0.02% +9,154 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 15,679 $1.08M 0.01% -3,270 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 15,531 $1.07M 0.1% -1,006 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,323 $1.05M 0.01% -13 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 15,233 $1.04M 0.12% -8,454 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 15,199 $1.04M 0.01% +15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 15,161 $1.04M 0.03% -14 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 15,053 $1.03M 0.01% 0 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 15,000 $1.03M 0.11% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 16,125 $1.03M 0.23% -1,300 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 10,630 $1.01M 0.03% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 14,561 $999K 0.23% -589 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 14,585 $998K <0.01% +3,133 13F-HR Timeline Group Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 14,521 $996K 0.06% new 13F-HR/A Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 14,503 $995K <0.01% -535 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 14,364 $985K 0.2% -6,700 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 14,244 $977K <0.01% -8,203 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,100 $967K 0.01% +5,139 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,637 $935K 0.06% -803 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 13,565 $931K <0.01% +2,999 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,461 $923K 0.05% +2,346 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 13,561 $922K 0.06% -8,033 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 13,447 $922K 0.01% +1,307 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 13,317 $915K 0.17% -140 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 13,319 $914K <0.01% +418 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 13,007 $892K 0.01% -32,508 13F-HR Timeline Group Heron Bay Capital Management More: the full row for Heron Bay Capital Management 12,937 $887K 0.17% -139 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 12,780 $876K 0.09% -1,695 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 18,700 $855K <0.01% new 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 12,290 $843K <0.01% +444 13F-HR Timeline Group Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 12,236 $839K 0.51% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,076 $828K 0.08% +2,954 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 12,075 $828K 0.12% -553 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 11,799 $810K 0.08% new 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17,535 $798K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 11,588 $795K <0.01% +6,004 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 11,477 $787K 0.02% new 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 11,381 $781K 0.01% new 13F-HR Timeline Group TT Capital Management LLC More: the full row for TT Capital Management LLC 11,350 $778K 0.59% -300 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 11,272 $773K 0.11% 0 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 11,161 $765K 0.04% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,842 $744K <0.01% -2,499 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 10,726 $736K 2.78% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,653 $731K 0.11% -4,854 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 10,617 $728K 0.05% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 10,515 $721K 0.04% -1,591 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 10,500 $720K 0.24% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,484 $719K 0.01% +161 13F-HR Timeline Group Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 7,463 $713K 0.11% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,303 $706K 0.02% -807 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 10,280 $705K 0.04% +12 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 10,225 $701K 0.29% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 10,096 $691K 0.13% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,051 $689K 0.02% +10 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10,006 $686K 0.01% 0 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 10,000 $686K 0.12% 0 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 9,997 $686K 0.08% -885 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 9,976 $684K 0.01% -500 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 9,838 $675K 0.02% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,724 $667K 0.01% -61 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 9,718 $666K 2.19% -353 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,677 $664K 0.03% -389 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 9,661 $663K 0.13% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9,614 $659K 0.01% +5,929 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,484 $650K 0.14% 0 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 14,224 $650K 0.06% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 9,393 $644K 0.13% -942 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,346 $641K 0.03% +10 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,343 $641K 0.18% -151 13F-HR Timeline Corus Family Wealth Advisors More: the full row for Corus Family Wealth Advisors 9,248 $634K 0.47% -1,261 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,220 $632K 0.01% -156 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 9,208 $631K 0.02% -2,061 13F-HR/A Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,001 $617K 0.22% -650 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 8,995 $617K 0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,719 $598K 0.05% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,705 $597K 0.08% -994 13F-HR Timeline AREX Capital Management, LP More: the full row for AREX Capital Management, LP 8,491 $582K 1.34% -2,200 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 8,487 $582K 0.1% -2,122 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 8,445 $579K 0.5% +2 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 8,417 $577K 0.01% -304 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 8,372 $574K 0.34% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 8,368 $574K 0.01% -106 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 8,329 $571K <0.01% +322 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,320 $571K <0.01% -91 13F-HR/A Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 8,262 $567K <0.01% +2,782 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 8,196 $562K 0.11% -1,175 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,112 $556K 0.03% +102 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,100 $555K 0.08% +100 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,082 $554K 0.01% +22 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 $552K <0.01% 0 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 8,400 $550K 0.05% new 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 7,985 $548K 0.19% +1,573 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,949 $545K 0.03% +245 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,920 $544K 0.06% +2,674 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,900 $542K 0.01% +25 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 7,900 $542K 0.31% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,825 $537K <0.01% +103 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,724 $530K 0.01% -1,122 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,647 $525K 0 Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 7,629 $523K 0.42% 0 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 7,600 $521K 0.34% -225 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,578 $520K 0.04% +123 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,552 $518K 0.04% +7,310 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 7,513 $515K 0.12% -100 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,440 $510K 0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,367 $505K 0.03% +26 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 7,360 $505K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,357 $505K 0.01% -67 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 7,291 $500K 0.35% 0 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 7,235 $496K 0.15% 0 13F-HR Timeline Tenon Financial LLC More: the full row for Tenon Financial LLC 7,208 $494K 0.25% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,183 $493K 0.03% +783 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 7,111 $488K 0.01% +1,197 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 7,076 $485K 0.11% +203 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 10,919 $481K 0.32% +4,387 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 7,007 $481K 0.01% +153 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,999 $480K 0.04% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 6,988 $479K 0.11% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 6,984 $479K 0.06% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 6,951 $477K 0.06% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,934 $476K 0.01% +2,915 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,874 $471K 0.02% +5,850 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 7,025 $470K 0.03% +64 13F-HR/A Timeline Voya Financial Advisors, Inc. in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for Voya Financial Advisors, Inc. 6,790 $469K 0.05% -901 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 6,821 $468K 0.02% +7 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 6,783 $465K 0.05% new 13F-HR Timeline Group SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,780 $465K 0.02% -52 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,750 $463K 0.03% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,710 $460K 0.01% -166 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 6,672 $458K +2,494 Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 6,670 $457K 0.23% 0 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,559 $450K <0.01% +470 13F-HR Timeline Group GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,500 $445K 0.03% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,453 $443K 0.01% +459 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,101 $440K 0.01% +144 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 6,313 $437K <0.01% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 6,338 $435K 0.02% -1,932 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,328 $434K -716 Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,260 $429K 0.01% +1,800 13F-HR Timeline Group FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 6,256 $429K 0.17% +2 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,216 $427K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 6,215 $426K 0.01% +2,185 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 6,200 $425K 0.05% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,119 $420K 0.04% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 6,104 $419K 0.17% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,062 $416K <0.01% +209 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 6,003 $412K 0.02% -1,333 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 5,975 $410K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,938 $407K 0.05% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,928 $407K 0.03% +328 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 5,917 $406K 0.01% +6 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 5,902 $405K 0.05% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,790 $397K 0.14% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 8,489 $397K 0.02% +2,828 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 5,762 $395K 0.18% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,743 $394K 0.01% +5,381 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 5,743 $394K 0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,709 $392K 0.01% +59 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,700 $391K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,698 $391K 0.02% new 13F-HR Timeline GOULD ASSET MANAGEMENT LLC /CA/ More: the full row for GOULD ASSET MANAGEMENT LLC /CA/ 5,692 $390K 0.07% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,676 $389K 0.01% -11,719 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,642 $387K 0.01% 0 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,637 $387K 0.01% +81 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 5,603 $384K 0.04% +3 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 5,581 $383K 0.23% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 5,580 $383K 0.09% -29 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 5,539 $380K 0.01% -896 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,500 $377K 0.16% -310 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 5,435 $373K 0.21% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,384 $369K 0.01% +7 13F-HR Timeline Institute for Wealth Management, LLC. 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