HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,470 $805K 0.03% -250 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 4,469 $805K 0.3% 0 13F-HR Timeline CAPITAL GROUP INVESTMENT MANAGEMENT PTE… in group CAPITAL GROUP INVESTMENT MANA… More: the full row for CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 4,465 $804K 0.14% -1,255 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,425 $797K 0.01% +2,293 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,370 $787K 0.04% +1,186 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 4,345 $782K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,250 $765K 0.06% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,246 $765K <0.01% +175 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 4,236 $763K 0.07% 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 4,212 $758K 0.08% new 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,174 $752K 0.04% -7 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,161 $743K 0.02% +1,374 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 4,109 $740K 0.06% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,951 $738K 0.04% +1 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 4,070 $733K 0.23% -98 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 4,068 $733K 0.01% -6,202 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,053 $730K <0.01% +628 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,036 $727K 0.04% -20 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,011 $722K 0.4% +2,199 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,963 $714K 0.38% +10 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 3,933 $708K 0.29% +301 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,925 $707K 0.02% +1,432 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,921 $706K 0.04% +3,172 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 3,886 $700K 0.02% 0 13F-HR Timeline Group E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 3,853 $694K 0.02% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,847 $693K 0.01% -117 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 3,841 $691K 0.07% +517 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 3,813 $687K 0.13% +2,062 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 3,794 $683K 0.03% -3,531 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,793 $683K <0.01% +847 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,600 $648K 0.04% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,594 $647K <0.01% +200 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,570 $643K 0.01% +276 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,551 $639K 0.01% -2,579 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,543 $638K <0.01% +516 13F-HR Timeline Group North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,526 $635K 0.03% -720 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 3,516 $633K 0.04% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,491 $629K 0.02% -31 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,537 $627K 0.01% +433 13F-HR Timeline Group ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,388 $610K 1.25% +100 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,332 $600K 0.22% -391 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 3,303 $595K 0.05% -27 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,302 $594K 0.02% +2,301 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,288 $592K 0.02% 0 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,279 $590K 0.05% -625 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 3,250 $585K 0.07% 0 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 3,228 $581K 0.02% -100 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,185 $573K <0.01% +141 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 3,162 $569K 0.07% -529 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,130 $564K 0.03% +886 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,113 $561K <0.01% -384 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,092 $557K 0.03% +2,030 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,076 $554K 0.01% +917 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,074 $554K 0.07% +531 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 3,034 $546K 0.15% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,018 $544K 0.04% +18 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 3,000 $540K 0.18% -600 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,935 $529K 0.18% +1,554 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 2,916 $525K <0.01% -37,594 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,901 $522K 0.01% +148 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,900 $522K 0.24% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,890 $520K 0.01% +1,605 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,890 $520K <0.01% +498 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 2,860 $515K 0.03% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,824 $509K 0.01% +16 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,817 $507K 0.03% -3,134 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,811 $506K <0.01% +225 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,757 $496K 0.01% -365 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,749 $495K 0.03% new 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 2,704 $487K <0.01% -161 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,696 $486K <0.01% +506 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,672 $481K 0.01% +998 13F-HR/A Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,666 $480K 0.03% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,650 $477K 0.01% +216 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,613 $477K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,174 $472K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,549 $470K 0.02% +125 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 2,608 $470K 0.24% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 2,599 $468K 0.02% -13 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,574 $464K <0.01% 0 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 2,568 $462K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,542 $458K 0.01% +41 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,534 $456K 0.03% 0 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,500 $450K 0.09% 0 13F-HR Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 2,500 $450K 0.29% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 2,486 $448K 0.01% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,467 $444K 0.01% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,463 $444K 0.04% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,452 $442K 0.01% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,450 $441K 0.02% -4 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,433 $438K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,429 $437K 0.02% new 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,426 $437K 0.01% -318 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,425 $437K <0.01% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,400 $432K 0.12% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,395 $431K 0.02% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 2,384 $429K 0.11% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,381 $429K 0.03% +7 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,368 $426K 0.07% new 13F-HR Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,360 $425K 0.06% -978 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,337 $420K 0.19% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,316 $417K 0.31% -143 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,299 $414K 0.13% -7 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 2,273 $409K 0.01% -59 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,272 $409K 0.04% -15,124 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,239 $403K <0.01% +1,037 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,226 $400K 0.01% +7 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,209 $398K 0.04% -417 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,208 $398K <0.01% +2,127 13F-HR/A Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,110 $380K 0.03% +67 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,090 $376K <0.01% +110 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,089 $376K 0.04% +440 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,087 $376K 0.04% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,075 $374K 0.03% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,039 $367K 0.12% +1,947 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,035 $366K <0.01% +98 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,992 $359K <0.01% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,987 $358K 0.02% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,979 $356K 0.03% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,980 $356K 0.01% -625 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,977 $356K <0.01% -176,031 13F-HR Timeline Group Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,937 $349K 0.15% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,931 $348K 0.01% -1,054 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,927 $347K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,906 $343K 0.05% -62 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,897 $342K 0.05% -1,010 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,878 $338K 0.03% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,874 $337K 0.02% -850 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 1,837 $331K <0.01% -2,261 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,783 $321K 0.01% -323 13F-HR Timeline Meiji Yasuda Life Insurance Co in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Life Insurance Co 1,780 $321K 0.01% 0 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,767 $318K 0.05% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,743 $314K 0.02% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,730 $312K 0.03% +64 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,720 $310K 0.02% -234 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,708 $308K 0.02% +856 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,694 $305K 0.28% -118 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,686 $304K <0.01% -16,166 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,681 $303K 0.02% -97 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,665 $300K 0.01% -552 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 1,658 $299K 0.04% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,661 $298K 0.02% -25 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,650 $297K 0.15% new 13F-HR Timeline Group Storgate, LLC More: the full row for Storgate, LLC 1,636 $295K 0.23% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,631 $294K 0.02% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,647 $293K 0.01% +25 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,613 $290K 0.01% +1 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,612 $290K 0.02% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,600 $288K 0.02% -300 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,582 $285K 0.06% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,579 $284K <0.01% -236 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,563 $281K <0.01% +570 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,562 $281K 0.04% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,560 $281K 0.05% +518 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,559 $281K 0.02% +222 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,533 $276K <0.01% new 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,520 $274K 0.01% +5 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,517 $273K <0.01% +49 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,516 $273K 0.12% -32 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,514 $273K <0.01% new 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,459 $272K 0.02% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,425 $271K 0.01% +435 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,503 $271K 0.02% -10 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,500 $270K 0.01% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,500 $270K 0.01% +230 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1,500 $270K 0.14% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,500 $270K 0.03% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,496 $269K 0.01% -3,482 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 1,486 $268K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,475 $266K 0.04% +32 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 1,455 $262K 0.01% -68 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,676 $262K <0.01% +859 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,444 $260K <0.01% +168 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,438 $259K 0.05% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,428 $257K <0.01% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,423 $256K 0.01% +12 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,423 $256K <0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,422 $256K <0.01% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,420 $256K <0.01% -711 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,416 $255K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,403 $253K 0.01% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 1,399 $252K 0.03% 0 13F-HR Timeline Group Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,367 $246K 0.04% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,350 $243K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,346 $242K 0.02% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,333 $240K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,329 $239K <0.01% -46 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,326 $239K 0.02% +220 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,323 $238K 0.01% new 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,313 $236K 0.07% new 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,308 $236K 0.02% +15 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,289 $232K 0.06% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,267 $228K 0.02% -33 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,263 $227K 0.01% +3 13F-HR Timeline Group Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,263 $227K 0.1% +307 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,257 $226K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,254 $226K 0.01% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,236 $223K <0.01% -353 13F-HR Timeline Group Bridgewater Advisors Inc. 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