RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 18,415 $2.18M 0.03% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 18,295 $2.17M <0.01% -593,963 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 18,269 $2.17M 0.18% -408 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,271 $2.15M 0.03% +88 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 18,161 $2.15M 0.08% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 18,096 $2.15M 0.02% +4,632 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 17,199 $2.14M 1.3% -2,298 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 18,015 $2.14M 0.02% +1,383 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 17,939 $2.13M 0.24% -104 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,931 $2.13M 0.11% -640 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 17,928 $2.13M 0.77% -728 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 17,885 $2.12M 0.01% +5,256 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 17,716 $2.1M 0.2% -4,514 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 17,607 $2.09M 0.08% -2,680 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 17,500 $2.08M 0.49% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 17,492 $2.08M 0.1% -523 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 17,457 $2.07M 1.04% -1,170 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,452 $2.07M -3,343 Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 17,427 $2.07M 0.06% +350 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 17,345 $2.06M 0.29% -1,200 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,324 $2.06M 0.2% +165 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,183 $2.04M 0.05% +366 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 17,103 $2.03M 0.12% +62 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,099 $2.03M 0.15% -518 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 17,076 $2.03M 0.07% +1,971 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 17,040 $2.02M 0.01% +1,816 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 17,024 $2.02M 0.02% -3,243 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 16,984 $2.01M 0.64% +274 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16,951 $2.01M 0.13% -183 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 16,936 $2.01M 0.08% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 16,832 $2M 0.11% +45 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 16,743 $1.99M 0.15% +377 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 16,741 $1.99M 0.57% +1,272 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 16,723 $1.98M 1.17% -1,728 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 16,697 $1.98M 0.03% -1,378 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 16,681 $1.98M 0.48% +994 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16,639 $1.97M 0.03% +2,068 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 16,629 $1.97M 0.03% -1,125 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 16,583 $1.97M 0.04% +1,838 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 16,526 $1.96M 0.11% -70 13F-HR Timeline MALTESE CAPITAL MANAGEMENT LLC in group MALTESE CAPITAL MANAGEMENT LLC More: the full row for MALTESE CAPITAL MANAGEMENT LLC 16,500 $1.96M 0.39% -3,000 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 16,500 $1.96M 0.04% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 16,293 $1.93M 0.02% +13,808 13F-HR Timeline Group Cherokee Insurance Co More: the full row for Cherokee Insurance Co 16,230 $1.93M 0.73% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 16,222 $1.92M 0.28% +6,710 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,187 $1.92M 0.02% -4,089 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 16,106 $1.91M 0.54% +366 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,689 $1.89M 0.05% +62 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 15,883 $1.88M 0.01% +6,962 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 15,689 $1.86M 0.09% +10,365 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,687 $1.86M 0.05% +874 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 15,533 $1.84M 0.09% +480 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,451 $1.83M 0.08% +1,414 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 15,434 $1.83M 0.16% -1,345 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 15,341 $1.82M 0.38% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,170 $1.8M 0.06% -1,203 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 15,077 $1.79M 0.02% +605 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 15,066 $1.79M 0.07% +67 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 14,422 $1.78M 0.02% -133 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 15,010 $1.78M 0.34% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 14,933 $1.77M 0.03% -4,193 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 14,781 $1.75M 0.77% 13F-HR Timeline Center for Wealth Management Advisory More: the full row for Center for Wealth Management Advisory 14,777 $1.75M 1.26% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,757 $1.75M 0.04% -149 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,626 $1.74M 0.08% 0 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 14,623 $1.73M 0.18% new 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 14,573 $1.73M 0.64% -4,158 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 14,516 $1.72M 0.3% -1,166 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 14,265 $1.69M 0.06% -409 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,258 $1.69M 0.01% -165 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 14,238 $1.69M 0.15% -513 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 14,075 $1.67M 0.08% -534 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,037 $1.67M 0.05% +1,844 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 14,029 $1.66M 0.05% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,976 $1.66M 0.03% -558 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,884 $1.65M 0.04% new 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 13,476 $1.6M 0.02% -219 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 13,418 $1.59M 0.19% -49 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 13,395 $1.59M 0.41% +53 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 13,389 $1.59M 0.01% +172 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 13,388 $1.59M 0.11% 0 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 13,149 $1.56M 0.28% +1,221 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 13,094 $1.55M 0.97% +167 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 13,074 $1.55M 0.45% +93 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 11,390 $1.55M 0.78% -192 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 13,030 $1.55M 0.25% -13,332 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,009 $1.54M 0.08% +1,310 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 12,989 $1.54M 0.92% +43 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 12,888 $1.53M 0.61% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 12,822 $1.52M 0.07% +275 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,788 $1.52M 0.05% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,761 $1.51M 0.02% -755 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 12,752 $1.51M 0.14% +586 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,739 $1.51M 0.37% +85 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 12,709 $1.51M 0.32% +2,237 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,663 $1.5M 0.02% -174 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,604 $1.5M 0.1% -3,906 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 12,501 $1.49M 0.1% +5,823 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,045 $1.49M 0.03% +1,031 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 12,539 $1.49M 0.89% +7,051 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 12,527 $1.49M 0.11% -79 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,522 $1.49M 0.05% -9,888 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 12,438 $1.48M 0.04% -320 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 12,408 $1.47M 1.1% +1,614 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 12,365 $1.47M 0.14% -580 13F-HR Timeline Financial Plan, Inc. More: the full row for Financial Plan, Inc. 12,297 $1.46M 0.16% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 12,200 $1.45M 0.06% +1,800 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 12,179 $1.44M 0.02% +3,208 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 12,117 $1.44M 0.27% -1,420 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 12,100 $1.44M 0.08% +77 13F-HR/A Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 12,092 $1.43M 0.7% +312 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 12,017 $1.43M 0.04% +159 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 12,003 $1.42M 0.09% +1,180 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 11,989 $1.42M 0.07% +2,989 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 11,915 $1.41M 0.05% -91 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 11,866 $1.41M 0.91% -177 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,863 $1.41M 0.11% +3,000 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 11,861 $1.41M 0.05% +1,012 13F-HR/A Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 11,844 $1.41M 0.18% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,835 $1.4M 0.58% +2 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,831 $1.4M 0.32% -4,803 13F-HR Timeline TOBAM More: the full row for TOBAM 11,775 $1.4M 0.36% +2,952 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 11,756 $1.39M 0.57% -205 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 11,689 $1.39M 0.1% +55 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,665 $1.38M 0.19% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,614 $1.38M 0.02% +85 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 11,960 $1.38M 0.06% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,599 $1.38M 0.02% -200 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,517 $1.37M 0.19% +282 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 11,502 $1.36M 0.23% +7,002 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 11,344 $1.35M 1.6% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 11,317 $1.34M 0.06% -150 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 11,301 $1.34M 0.14% -1,156 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 11,291 $1.34M 0.51% -790 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,283 $1.34M 0.01% -3,316 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 11,250 $1.33M 0.33% -55 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,254 $1.33M 0.07% +3,492 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 11,200 $1.33M 0.04% +1,700 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 11,182 $1.33M 0.42% +1,228 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 9,852 $1.32M 0.68% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 11,088 $1.31M 0.02% +7,127 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 10,961 $1.3M 0.48% +54 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,953 $1.3M 0.06% -717 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,932 $1.3M 0.01% -1,369 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 10,870 $1.29M 0.29% -190 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 10,748 $1.28M 0.01% new 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 15,149 $1.27M 0.76% +157 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 10,638 $1.26M 0.08% +49 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 10,555 $1.25M 0.09% -800 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 10,570 $1.25M 0.17% -680 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,155 $1.24M 0.03% +1,750 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 10,438 $1.24M 0.36% -211 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,402 $1.23M 0.08% +62 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,397 $1.23M 0.38% -85 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 10,308 $1.22M 0.01% -1,556 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,240 $1.21M 0.05% +116 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,200 $1.21M 1.55% 0 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 10,139 $1.2M 0.81% +7,482 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 10,117 $1.2M 0.05% -121 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 10,103 $1.2M 0.37% -477 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 10,070 $1.19M 0.1% -579 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,056 $1.19M 0.09% new 13F-HR/A Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,000 $1.19M 0.59% 0 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,963 $1.18M 0.4% -395 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 9,906 $1.18M 0.02% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 9,882 $1.17M 0.12% +3,561 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 9,839 $1.17M 0.01% -324 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 9,810 $1.16M 0.03% +4,527 13F-HR Timeline CX Institutional More: the full row for CX Institutional 9,798 $1.16M 0.04% +232 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 9,732 $1.15M 0.55% -2,105 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 9,716 $1.15M <0.01% +9,574 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,715 $1.15M 0.02% +805 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 9,697 $1.15M 0.28% -156 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 9,657 $1.15M 0.13% -5,918 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 9,619 $1.14M 0.63% -163 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 9,594 $1.14M 0.39% +625 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,574 $1.14M 0.03% -255 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,483 $1.12M 0.01% +937 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,470 $1.12M 0.11% +540 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 9,460 $1.12M 0.15% +500 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9,418 $1.12M 0.1% +713 13F-HR Timeline Group WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 8,252 $1.11M 0.51% +153 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,350 $1.11M 0.19% +5,034 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 9,283 $1.1M 0.14% +78 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 9,277 $1.1M 0.01% +168 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,269 $1.1M 0.01% +37 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,237 $1.1M 0.02% -13,028 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 9,236 $1.1M 0.04% +794 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,192 $1.09M 0.01% -2,806 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 9,177 $1.09M 0.59% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 9,164 $1.09M 0.13% +242 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 9,075 $1.08M 0.77% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,038 $1.07M -310 Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,016 $1.07M 0.04% +688 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,358 $1.07M 0.03% +361 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,998 $1.07M 0.04% -394 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 8,270 $1.06M 0.06% +184 13F-HR/A Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 8,951 $1.06M 1.2% -5,810 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,910 $1.06M 0.02% +1,067 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,887 $1.05M 0.07% +542 13F-HR Timeline