Sigma Planning Corp More: the full row for Sigma Planning Corp 5,497 $829K 0.03% +124 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,478 $826K 0.05% -1 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 7,071 $825K 0.56% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,463 $824K 0.01% +285 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,420 $818K 0.02% -1,134 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,419 $818K 0.06% -5,758 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 5,359 $808K 0.01% -2,712 13F-HR Timeline Group NEW MEXICO EDUCATIONAL RETIREMENT BOARD More: the full row for NEW MEXICO EDUCATIONAL RETIREMENT BOARD 5,303 $800K 0.03% -100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,277 $796K 0.04% +20 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,254 $793K <0.01% +1,271 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 5,248 $792K 0.33% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,169 $780K 0.01% +955 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,126 $773K 0.03% +286 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 5,054 $762K 0.03% +506 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,999 $754K 0.05% 0 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 4,962 $749K 0.02% +412 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,959 $748K 0.09% -28 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 4,949 $747K <0.01% 0 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,859 $733K 0.01% -2,648 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 4,802 $724K 0.24% -132 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 4,787 $722K 0.01% 0 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,762 $718K 0.01% -41 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,676 $705K <0.01% +1,009 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,673 $705K 0.01% +304 13F-HR Timeline Group Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 4,617 $697K 0.31% +662 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,592 $693K 0.04% -53 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,582 $691K 0.04% +132 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,539 $685K 0.02% -3 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 4,511 $681K <0.01% +684 13F-HR/A Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 4,505 $680K 0.54% 0 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 4,500 $679K 0.02% -600 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 4,500 $679K 0.07% 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,495 $678K 0.11% -181 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,460 $673K 0.01% 0 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,431 $668K 0.06% -1,857 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,414 $666K 0.01% +303 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,401 $664K 0.12% +796 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 4,400 $664K 0.11% -1,897 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,305 $649K 0.01% +596 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,298 $648K <0.01% -8,496 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,285 $646K 0.02% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,261 $643K 0.05% -4 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,246 $641K 0.03% +13 13F-HR/A Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,243 $640K <0.01% +1,332 13F-HR Timeline Group MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 4,230 $638K 0.25% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,209 $635K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,187 $632K 0.02% -44 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,176 $630K 0.02% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,175 $630K 0.13% -325 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,173 $630K 0.03% -184 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 4,159 $627K +545 Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,085 $615K <0.01% -4,572 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,021 $607K 0.08% -64 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,921 $604K 0.61% +98 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 4,000 $603K 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 4,000 $603K 0.1% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 3,965 $597K <0.01% 0 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 3,950 $596K 0.05% -100 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 3,935 $594K 0.01% -927 13F-HR/A Timeline Group JERICHO FINANCIAL, LLP More: the full row for JERICHO FINANCIAL, LLP 3,910 $590K 0.43% 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,904 $589K 0.03% -44 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,868 $584K 0.04% -1,970 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,856 $582K 0.11% +65 13F-HR/A 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. 3,843 $580K 0.02% +60 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,830 $578K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,817 $576K 0.27% -471 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,802 $574K 0.02% +23 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,763 $568K 0.23% 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 3,740 $564K 0.01% +1,479 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,717 $561K 0.01% +1,439 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,693 $557K 0.01% +240 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 3,670 $554K 0.63% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,650 $551K 0.01% 0 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,618 $546K 0.01% 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 3,615 $545K 0.03% -489 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 3,609 $545K 0.35% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,602 $543K <0.01% +20 13F-HR Timeline Group WCM INVESTMENT MANAGEMENT, LLC More: the full row for WCM INVESTMENT MANAGEMENT, LLC 3,542 $535K <0.01% +1,647 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,518 $531K <0.01% -41 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,510 $530K 0.01% +158 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,498 $528K <0.01% -5,925 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,496 $527K 0.11% +10 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,410 $515K 0.3% -345 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,400 $513K 0.33% 0 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 3,395 $512K 0.02% new 13F-HR Timeline Group TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 3,374 $509K 0.03% +202 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,355 $506K 0.01% +1,415 13F-HR/A Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,309 $500K 0.03% -499 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 3,234 $498K <0.01% +31 13F-HR Timeline Group OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,279 $495K 0.21% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,276 $494K 0.02% -234 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,262 $492K 0.01% -42 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,228 $487K 0.02% +252 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 3,222 $486K 0.12% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,208 $484K 0.02% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,170 $478K 0.07% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,149 $475K 0.21% +133 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,145 $474K 0.31% 0 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 3,140 $474K <0.01% +143 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,140 $474K <0.01% +6 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,099 $468K 0.15% 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 3,085 $465K 0.02% -600 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,075 $464K 0.01% +425 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,070 $463K 0.07% -176 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,012 $454K <0.01% -240 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3,022 $454K 0.07% -153 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,976 $449K 0.01% -586 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,940 $444K 0.01% new 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 2,701 $439K 0.48% 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,900 $437K 0.03% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,875 $434K 0.02% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,873 $433K <0.01% +945 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,856 $431K 0.07% +162 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 2,856 $431K 0.2% new 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 2,819 $425K 0.02% 0 13F-HR Timeline Group Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,800 $422K 0.31% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,799 $422K 0.11% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,793 $421K 0.02% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,793 $421K 0.01% 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,787 $420K 0.03% +54 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,721 $413K 0.04% +267 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,711 $409K 0.02% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,698 $407K <0.01% -1,273 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 2,692 $406K 0.2% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,684 $405K 0.01% +417 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,662 $402K 0.08% +3 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 2,653 $400K +276 Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,649 $400K <0.01% +990 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,624 $396K 0.04% +139 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,612 $394K 0.06% -29 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,555 $385K <0.01% +549 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,513 $379K 0.02% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,509 $379K 0.05% +1,838 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,500 $377K 0.11% 0 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,500 $377K 0.12% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,500 $377K 0.01% -2,661 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,493 $376K 0.06% +874 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 2,490 $376K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,476 $374K 0.01% +270 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 2,475 $373K 0.02% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,471 $373K 0.09% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,466 $372K 0.02% +2 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,452 $370K 0.01% +696 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,428 $366K 0.09% -86 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,423 $366K 0.01% +583 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 2,406 $363K 0.08% -730 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,366 $357K 0.02% +1,007 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,365 $357K 0.07% new 13F-HR/A Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,361 $356K 0.14% new 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,350 $355K 0.1% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 2,350 $355K 0.02% 0 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 2,343 $353K 0.16% +11 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,316 $349K 0.05% +13 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,315 $349K 0.03% -75 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,287 $345K 0.02% +131 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 2,284 $345K 0.1% new 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,282 $344K 0.07% +63 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 2,099 $342K 0.39% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,245 $339K 0.09% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,222 $335K 0.05% +378 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,217 $335K 0.01% -70 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,190 $330K 0.04% -1,566 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,165 $327K <0.01% -55 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,144 $325K 0.02% +179 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,144 $323K 0.01% new 13F-HR/A Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,110 $318K 0.01% -56 13F-HR/A Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,103 $317K 0.09% +144 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,095 $316K 0.02% -8 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 2,078 $313K 0.01% +94 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,051 $309K 0.19% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,045 $309K <0.01% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,021 $305K 0.01% -50 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,011 $303K 0.02% 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,004 $302K 0.01% -100 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,000 $302K 0.07% 0 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 1,993 $301K -1,406 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,992 $301K 0.04% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,956 $295K 0.04% -51 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,954 $295K 0.02% +867 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,928 $291K 0.01% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,918 $289K 0.06% 0 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,915 $289K 0.13% -30 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,902 $287K 0.02% +594 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,900 $287K 0.15% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,869 $282K 0.06% -50 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,869 $282K 0.04% -4 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,848 $279K <0.01% +998 13F-HR Timeline Group Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,843 $278K <0.01% -2,532 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,840 $278K 0.02% +40 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,838 $277K 0.02% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,827 $276K 0.05% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,827 $276K 0.01% -246 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,822 $275K 0.08% -12 13F-HR Timeline Angeles Investment Advisors, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for Angeles Investment Advisors, LLC 1,820 $275K 0.01% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,815 $274K 0.01% +141 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,805 $272K <0.01% -75 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,796 $271K <0.01% +484 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,757 $265K 1.26% -90 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,745 $263K <0.01% +222 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,742 $263K 0.26% 0 13F-HR Timeline