JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,403 $342K 0.01% +404 13F-HR Timeline PARADIGM CAPITAL MANAGEMENT INC/NY More: the full row for PARADIGM CAPITAL MANAGEMENT INC/NY 4,400 $342K 0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,425 $342K 0.02% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,370 $340K 0.22% +155 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,367 $340K 0.05% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,337 $337K 0.03% +2 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 4,325 $336K 0.04% -300 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,323 $336K 0.17% +461 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,320 $336K 0.01% +6 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,305 $335K 0.01% -4,500 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,301 $334K 0.03% +100 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 4,253 $331K 0.08% -613 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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Riley Wealth Advisors, Inc. 4,229 $329K 0.02% +151 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,194 $326K 0.04% -16 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,172 $324K 0.13% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,136 $322K <0.01% +132 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,105 $319K 0.11% +2,054 13F-HR Timeline American National Bank of Texas More: the full row for American National Bank of Texas 4,098 $319K 0.3% 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,082 $317K 0.02% +12 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,071 $317K 0.02% +266 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,020 $313K 0.04% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,008 $312K 0.03% -338 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,000 $311K 0.02% -300 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,999 $311K 0.01% +159 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 3,974 $309K <0.01% new 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 3,953 $307K 0.18% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,936 $306K 0.03% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,926 $305K 0.02% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,911 $304K 0.02% -27 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 3,911 $304K 0.09% -215 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,900 $303K 0.01% -750 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,746 $303K 0.02% -1 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,888 $302K <0.01% +577 13F-HR/A Timeline Group Randolph Co Inc More: the full row for Randolph Co Inc 3,852 $300K 0.03% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,850 $299K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 3,850 $299K 0.04% -1,150 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,830 $298K 0.04% -96 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,803 $296K 0.06% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,801 $296K 0.03% 0 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 3,792 $295K 0.1% -1,000 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,750 $292K 0.04% +68 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 1,180 $292K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,723 $290K 0.03% +981 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,716 $289K 0.01% -160 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,671 $285K 0.02% -486 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,666 $285K 0.08% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,662 $285K 0.03% +898 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,641 $283K 0.01% -663 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,621 $282K 0.01% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,571 $278K 0.01% -294 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,568 $277K 0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,525 $274K 0.01% -1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,508 $273K 0.01% +566 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,500 $272K 0.02% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,500 $272K 0.16% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,486 $271K 0.01% -11 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,462 $269K 0.04% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,429 $267K 0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,398 $264K 0.02% new 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,387 $263K 0.07% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,382 $263K <0.01% +14 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,374 $262K 0.02% -512 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,350 $261K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,334 $259K <0.01% -2,181 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,316 $258K 0.01% +600 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,316 $258K 0.02% -1,153 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,312 $258K 0.08% -190 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,312 $258K 0.12% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,396 $257K 0.03% new 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,303 $257K 0.11% -7 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,301 $257K 0.01% +119 13F-HR Timeline Group DDFG, Inc More: the full row for DDFG, Inc 3,300 $257K 0.06% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,284 $255K 0.04% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,260 $254K 0.01% -115 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,253 $253K 0.03% -100 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,249 $253K 0.01% +556 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,243 $252K 0.01% +416 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,219 $250K 0.01% -717 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,200 $249K <0.01% -10 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,199 $249K 0.09% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,188 $248K 0.04% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,186 $248K 0.1% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,186 $248K <0.01% +581 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,185 $248K 0.08% 0 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,184 $248K 0.01% -15 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,179 $247K 0.01% -122 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,201 $247K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,176 $247K 0.03% +193 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,169 $246K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,169 $246K 0.01% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,156 $245K 0.18% +49 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 3,156 $245K 0.15% -6,085 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,142 $244K 0.01% 0 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,171 $243K 0.01% -110 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,106 $242K 0.07% new 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,105 $241K 0.05% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 4,600 $241K 0.07% +1,653 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,089 $240K <0.01% +354 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,082 $240K 0.03% +336 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 3,073 $239K 0.03% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,063 $238K 0.05% -30 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,023 $235K <0.01% +152 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,007 $234K 0.04% 0 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,000 $233K 0.05% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,000 $233K 0.1% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 2,994 $233K 0.03% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,045 $232K 0.03% new 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 2,967 $231K 0.03% -41 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,965 $231K 0.15% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,948 $229K 0.01% +227 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,940 $229K 0.01% -65,832 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,923 $227K 0.03% +309 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,898 $225K 0.03% -30 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,896 $225K 0.04% 0 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,864 $223K 0.04% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,863 $223K 1.2% -14,078 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,856 $221K 0.09% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,835 $220K 0.02% +6 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,820 $219K 0.03% +262 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,812 $219K <0.01% -15 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,843 $218K 0.02% -96 13F-HR Timeline Group LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,789 $217K 0.1% +6 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,786 $217K 0.01% -903 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,785 $217K 0.01% -100 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,780 $216K 0.03% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,779 $216K 0.12% +101 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,779 $216K 0.05% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,775 $216K 0.02% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,775 $216K 0.08% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,772 $216K 0.01% +65 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,772 $216K 0.04% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,766 $215K <0.01% -9,960 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,739 $214K 0.24% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,737 $213K 0.03% +883 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,730 $212K 0.05% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,725 $212K 0.1% -75 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,720 $212K 0.07% 0 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 2,707 $211K 0.11% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,700 $210K 0.41% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,680 $208K 0.01% -1,913 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,866 $208K <0.01% +88 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,677 $208K <0.01% +158 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,670 $208K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,669 $208K 0.02% +4 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,667 $207K 0.01% -445 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 2,666 $207K 0.02% -990 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,658 $207K <0.01% -66 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,655 $206K <0.01% new 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,655 $206K 0.05% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 2,640 $205K 0.16% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,640 $205K 0.16% -51 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,640 $205K 0.16% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,647 $203K <0.01% -16,527 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,611 $203K 0.02% +660 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,588 $201K <0.01% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,585 $201K 0.12% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,577 $200K 0.08% -165 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,550 $198K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,531 $197K <0.01% -115 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,506 $195K <0.01% +416 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,460 $191K <0.01% -559 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,450 $191K 0.07% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,427 $189K 0.01% -44,570 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,321 $181K 0.02% -227 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,293 $178K 0.04% +1,723 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,279 $177K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,278 $177K <0.01% +122 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,259 $176K 0.02% -1 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,214 $172K <0.01% +198 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,170 $169K 0.08% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,075 $161K 0.03% -173 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,063 $160K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,029 $158K 0.03% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,015 $157K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,963 $153K 0.08% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,935 $150K <0.01% +9 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,929 $150K 0.02% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,940 $150K 0.05% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,893 $147K <0.01% +327 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,912 $146K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,858 $144K <0.01% +120 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,762 $137K 0.04% new 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,736 $135K 0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,680 $131K 0.03% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,676 $130K 0.1% +100 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,673 $130K 0.01% +12 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,648 $128K 0.08% +58 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,627 $127K 0.07% +187 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,625 $126K 0.01% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,527 $119K 0.01% -251 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,524 $119K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,464 $114K 0.01% +9 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,434 $112K 0.05% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,431 $111K <0.01% +17 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,429 $111K <0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1,394 $108K 0.35% 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,392 $108K 0.02% +135 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,407 $107K 0.07% -346 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,336 $104K 0.01% 0 13F-HR Timeline