SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,123 $381K 0.04% -9 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,115 $380K 0.01% +453 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,105 $378K 0.01% +484 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,103 $377K 0.11% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,095 $376K <0.01% +25 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,065 $371K 0.07% -35 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,029 $364K <0.01% +349 13F-HR/A Timeline Group Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,014 $362K 0.05% new 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,000 $359K 0.08% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,000 $359K 0.04% 0 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 2,000 $359K 0.06% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,000 $359K 0.39% -500 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,981 $356K 0.03% -462 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,976 $355K 0.02% -15 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 1,955 $351K 0.26% -2,550 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,952 $351K 0.02% +92 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,950 $350K 0.02% -1,286 13F-HR Timeline Silver Lake Advisory, LLC More: the full row for Silver Lake Advisory, LLC 1,934 $347K 0.15% +10 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,925 $346K 0.03% +1,479 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,946 $344K 0.01% -279 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,900 $341K 0.17% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,900 $341K 0.07% -18 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,869 $336K 0.06% +291 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,852 $333K 0.2% -45 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,844 $331K 0.04% -122 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,841 $331K 0.01% +115 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 1,838 $330K 0.01% 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,838 $330K 0.02% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 1,829 $329K 0.06% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 1,823 $327K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,812 $325K <0.01% +129 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,805 $324K 0.01% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,799 $323K 0.05% -2,849 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,789 $321K 0.01% -56 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,774 $319K 0.01% +118 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,762 $316K 0.01% +38 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,760 $316K 0.02% +43 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,751 $315K 0.03% new 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,752 $315K 0.02% -278 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,745 $313K 0.05% -3,474 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 1,742 $313K 0.29% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,730 $311K 0.12% 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,720 $309K 0.08% +31 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,719 $309K 0.04% 0 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,712 $308K 0.08% 0 13F-HR/A Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,700 $305K 0.02% +212 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,700 $305K 0.12% -24 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,700 $305K 0.14% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,698 $305K 0.04% +202 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,696 $305K <0.01% +96 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,693 $304K 0.01% -76 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 1,680 $302K 0.28% +3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,673 $300K 0.04% +113 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,670 $300K <0.01% +110 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,620 $291K 0.02% 0 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 1,600 $287K <0.01% new 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 1,600 $287K 0.06% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,597 $287K 0.06% -500 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,594 $286K 0.02% +48 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,591 $286K <0.01% -5 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,583 $284K 0.01% -1,702 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,566 $281K 0.03% -343 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,563 $281K 0.14% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,558 $280K <0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,556 $280K 0.05% -249 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,554 $279K <0.01% -631 13F-HR Timeline Group Sebold Capital Management, Inc. More: the full row for Sebold Capital Management, Inc. 1,537 $276K 0.17% +4 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,535 $276K 1.24% -105 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,533 $275K <0.01% +280 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,532 $275K 0.02% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,531 $275K 0.01% +188 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,522 $273K <0.01% +201 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,562 $272K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,506 $271K 0.16% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,500 $269K 0.01% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,499 $269K 0.03% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,497 $269K <0.01% -51 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,493 $268K 0.05% +5 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 1,490 $268K 0.08% +45 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,485 $267K 0.02% -91 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,475 $265K 0.02% -200 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,460 $262K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,457 $262K <0.01% +367 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,445 $260K 0.02% +54 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 1,425 $256K <0.01% +65 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,423 $256K 0.01% -97 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 1,413 $254K 0.01% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,401 $252K 0.11% +10 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,400 $251K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,400 $251K 0.06% +100 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,398 $251K 0.04% +190 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,385 $249K 0.02% +9 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,434 $245K 0.01% +288 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,350 $243K 0.06% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,348 $242K 0.03% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,347 $242K 0.09% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,340 $241K 0.01% +110 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,339 $241K 0.02% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,335 $240K 0.02% -177 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,333 $239K 0.04% -170 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,331 $239K 0.02% 0 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 1,330 $239K 0.01% -477 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,324 $238K 0.18% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,316 $236K 0.01% -105 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,310 $235K 0.1% -65 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,309 $235K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,301 $234K 0.03% 0 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,300 $234K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,293 $232K 0.01% -166 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,290 $232K 0.01% +53 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,285 $231K 0.01% +7 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,282 $230K 0.02% 0 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,480 $230K 0.02% 0 13F-HR Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 1,278 $229K 0.09% 13F-HR Timeline EdgePoint Investment Group Inc. More: the full row for EdgePoint Investment Group Inc. 1,271 $228K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,267 $228K 0.05% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,346 $227K 0.01% -1,265 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,257 $226K 0.04% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,244 $223K 0.01% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 1,240 $223K 0.14% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,239 $223K 0.04% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,228 $221K <0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,224 $220K <0.01% -1,124 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,224 $220K 0.05% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,223 $220K 0.03% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,220 $219K 0.01% -84 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,202 $216K 0.13% -221 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 1,200 $216K 0.22% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,200 $216K 0.03% -20 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,200 $216K 0.05% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,200 $216K 0.03% new 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 1,200 $216K 0.16% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,200 $216K 0.15% 0 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,200 $216K 0.11% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,198 $215K 0.02% +1 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,198 $215K 0.08% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,227 $212K 0.19% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,173 $211K 0.01% -165 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,162 $209K 0.01% new 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,160 $208K <0.01% new 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,155 $207K 0.04% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,152 $207K 0.03% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,152 $207K 0.18% -104 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,145 $206K <0.01% new 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 1,143 $205K 0.07% -4,254 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,140 $205K 0.24% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,134 $204K <0.01% -912 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,132 $203K 0.02% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,118 $201K <0.01% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,115 $200K 0.03% new 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,114 $200K 0.03% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,089 $195K 0.01% 0 13F-HR/A Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,076 $193K <0.01% +17 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,076 $193K 0.02% +23 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,059 $190K <0.01% -6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,037 $186K <0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,018 $182K 0.01% -5 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,012 $182K 0.01% -345 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,009 $181K 0.04% 0 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 1,000 $180K 0.01% +198 13F-HR Timeline OSSIAM More: the full row for OSSIAM 998 $179K <0.01% +316 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 950 $171K 0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 950 $171K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 947 $170K 0.03% +220 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 925 $166K 0.01% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 873 $157K 0.01% -17,612 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 850 $153K 0.01% -22 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 754 $135K 0.02% -130 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 672 $120K 0.01% -180 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 600 $108K 0.05% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 600 $108K 0.12% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 600 $108K 0.1% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 590 $106K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 553 $99.3K <0.01% 0 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 549 $98.6K 0.05% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 549 $98.5K 0.01% -36 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 522 $93.8K 0.03% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 609 $93.2K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 518 $93K 0.01% +18 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 501 $90K <0.01% +61 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 484 $86.9K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 473 $85K <0.01% +150 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 469 $84K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 450 $80.8K 0.02% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 450 $80.8K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 450 $80.8K <0.01% new 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 406 $72.9K 0.06% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $71.9K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 395 $71K 0.01% +57 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 393 $70.6K <0.01% 0 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 391 $70.2K 0.03% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 379 $68.1K 0.01% -51 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 369 $66.3K <0.01% -510 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 368 $66.1K 0.04% +13 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 365 $65.6K <0.01% +286 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 356 $63.9K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 351 $63.1K 0.02% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 351 $61K 0.03% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 327 $58.7K <0.01% new 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 324 $57.3K 0.01% 0 13F-HR Timeline