UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,367 $739K 0.01% -149 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5,240 $730K 0.06% -83 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,281 $728K 0.28% +21 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,273 $726K 0.08% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,228 $720K 0.03% +1,450 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 5,269 $719K 0.02% new 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 5,209 $718K 0.41% +220 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,247 $716K 0.01% +381 13F-HR Timeline Group Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 5,195 $716K 0.07% -18 13F-HR/A Timeline Group Graypoint LLC More: the full row for Graypoint LLC 5,168 $712K 0.04% +960 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,171 $712K 0.02% -8,673 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,160 $711K 0.26% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,143 $709K 0.01% +25 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,043 $695K 0.01% +409 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 5,036 $694K 0.06% +21 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,146 $688K 0.11% 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 4,990 $688K 0.64% -150 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,963 $684K 0.01% -375 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4,944 $678K 0.38% +394 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,914 $677K 0.05% +1,180 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,909 $676K <0.01% -2,497 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,880 $672K 0.05% -42 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,859 $669K 0.02% +209 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,855 $669K <0.01% +870 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 4,806 $662K 0.37% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,804 $662K 0.68% -222 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,712 $649K 0.65% +259 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,700 $648K 0.07% +62 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 4,652 $641K 0.42% +1,646 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 4,642 $640K 0.45% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,607 $635K 0.03% -432 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,562 $629K 0.03% -23 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,542 $626K 0.13% -102 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,497 $620K 0.03% -24 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,491 $619K 0.26% -409 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,461 $615K 0.29% +11 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,457 $614K 0.02% +339 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,456 $614K 0.01% +2,195 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,446 $613K <0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 4,403 $607K 0.15% +3,931 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 4,399 $606K 0.28% +91 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,363 $601K 0.01% +280 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 4,354 $600K 0.18% -93 13F-HR Timeline Group WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 4,350 $599K 0.48% new 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,341 $598K 0.18% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,339 $598K 0.02% -19,496 13F-HR Timeline Group Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 4,337 $598K 0.1% +11 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 4,325 $596K <0.01% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 4,317 $595K 0.26% -129 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 4,289 $591K 0.02% -558 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 4,281 $590K 0.26% +1,879 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,276 $589K 0.07% +703 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,273 $589K 0.01% +512 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,259 $587K <0.01% -14,711 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 4,226 $582K 0.08% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 4,200 $579K 0.36% -400 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,191 $577K 0.01% -374 13F-HR Timeline Group PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 4,168 $574K <0.01% new 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 4,275 $572K 0.05% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,145 $571K 0.32% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,140 $570K 0.01% -522 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,109 $566K 0.02% +137 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,084 $563K 0.22% new 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 4,080 $562K 0.1% +61 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,075 $561K 0.24% 0 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,055 $559K 0.07% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,054 $559K 0.05% -14 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,039 $556K 0.02% +15 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,998 $551K 0.16% +22 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,983 $549K 0.19% -41 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 3,974 $547K 0.42% -185 13F-HR/A Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 3,969 $547K 0.22% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,978 $540K <0.01% +207 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,915 $539K 0.11% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,901 $538K 0.03% +1,122 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,883 $535K 0.01% -54 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,982 $525K 0.03% +154 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,805 $524K 0.01% 0 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,805 $524K 0.14% -172 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,803 $524K 0.01% +705 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,793 $523K 0.05% +1 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 3,769 $519K 0.21% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,706 $511K 0.21% -297 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 3,700 $510K 0.05% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,700 $509K 0.15% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,694 $509K 0.01% -102 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,628 $507K 0.03% -674 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,665 $505K <0.01% -209 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,655 $504K 0.02% +110 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,639 $501K <0.01% +352 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,538 $487K <0.01% +108 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,530 $486K 0.03% +51 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,523 $485K 0.01% +524 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,515 $484K 0.07% +8 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,509 $483K 0.34% +185 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,488 $479K 0.03% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,488 $479K 0.01% +146 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,455 $476K 0.04% +90 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 3,454 $476K 0.1% +766 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,377 $465K 0.02% -459 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,321 $458K 0.03% +544 13F-HR Timeline Group One Degree Advisors Inc More: the full row for One Degree Advisors Inc 3,310 $456K 0.19% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,305 $455K 0.02% -102 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,302 $455K 0.05% -137 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 3,297 $454K 0.03% -1,262 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 3,297 $454K 0.01% new 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,291 $453K <0.01% 0 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,276 $451K 0.02% new 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,261 $449K 0.02% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,225 $444K 0.07% 0 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 3,223 $444K 0.31% -17 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 3,220 $444K 0.34% +15 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 3,215 $443K 0.04% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,207 $442K 0.05% -273 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,199 $441K 0.04% new 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,188 $439K 0.3% new 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 3,173 $437K 0.14% -210 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,143 $433K 0.01% +286 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,141 $433K -38 Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,130 $431K 0.2% 0 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 3,119 $430K 0.56% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,109 $428K 0.03% +163 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,108 $428K 0.01% -147 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,099 $427K 0.03% +90 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,079 $424K 0.02% +1,029 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 3,055 $421K 0.01% +1,075 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,045 $420K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,038 $419K 0.01% -358 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,005 $414K <0.01% -12,472 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,995 $413K 0.02% -133 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 2,988 $412K 0.11% +8 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,984 $411K 0.05% -8,885 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,977 $410K 0.04% new 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 2,974 $410K 0.11% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,940 $405K 0.08% +200 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,930 $404K 0.02% -407 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,943 $402K <0.01% +585 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,915 $402K 0.06% -734 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,910 $401K 0.14% -40 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,907 $400K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,904 $400K 0.06% -221 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,902 $400K 0.01% +1,404 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 3,042 $397K 0.17% +8 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,841 $391K 0.03% +215 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,840 $391K 0.01% +15 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,835 $391K 0.01% +2,204 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,812 $387K 0.02% -823 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,807 $387K <0.01% -734 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,804 $386K 0.13% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,803 $386K 0.03% -183 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,796 $385K 0.15% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,750 $379K 0.08% +150 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,746 $378K 0.03% +11 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,730 $376K 0.01% -43 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,722 $375K 0.01% +466 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,703 $372K 0.02% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,696 $371K 0.01% -14 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,688 $370K 0.02% +731 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,673 $368K 0.08% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,661 $367K 0.01% +489 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 2,659 $366K 0.19% +100 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,650 $365K 0.18% -150 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,647 $365K 0.11% new 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 2,636 $363K 0.04% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 2,621 $361K 0.1% +80 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,618 $361K 0.01% -345 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,577 $355K 0.01% -454 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 2,545 $351K 0.2% +128 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,518 $347K 0.03% +470 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,519 $347K 0.03% -143 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,511 $346K 0.01% +208 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,508 $346K 0.02% +1,779 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,490 $343K <0.01% -1,336 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 2,477 $341K 0.02% -29 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,469 $340K 0.04% +74 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,462 $339K 0.06% -40 13F-HR Timeline Group OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 2,481 $339K 0.05% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,453 $338K 0.03% +226 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,425 $334K 0.07% +665 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 2,425 $334K 0.27% -45 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,400 $331K 0.04% new 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,378 $328K 0.01% +338 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,370 $327K 0.03% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,352 $324K 0.01% -49 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. one8zero8, LLC More: the full row for one8zero8, LLC 2,350 $324K 0.08% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,343 $323K 0.17% +300 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,331 $321K 0.02% +153 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,313 $319K 0.02% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,298 $317K 0.01% +282 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,294 $316K 0.01% -86 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,281 $314K 0.32% -330 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,276 $314K 0.07% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,274 $313K 0.01% -1,089 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,274 $313K 0.05% -1,846 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 2,255 $311K 0.09% -75 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,252 $310K 0.01% -282 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,250 $310K 0.03% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,242 $309K 0.01% +90 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,230 $307K 0.08% -445 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 2,227 $307K 0.02% new 13F-HR Timeline