Empowered Funds, LLC More: the full row for Empowered Funds, LLC 11,213 $453K 0.01% +732 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 11,215 $453K 0.04% +91 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 11,186 $452K 0.03% -4,889 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 11,139 $450K 0.02% +1,518 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 11,075 $448K 0.25% +2,165 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 11,027 $446K <0.01% +470 13F-HR Timeline San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 10,952 $443K 0.1% new 13F-HR/A Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 10,951 $443K 0.03% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 10,850 $439K 0.01% -665 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,809 $437K 0.05% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 10,807 $437K <0.01% -170 13F-HR/A Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 10,797 $436K 0.16% +2,262 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,768 $435K <0.01% -10,181 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,687 $432K 0.03% -210 13F-HR/A Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 10,645 $430K <0.01% +437 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 10,703 $429K 0.01% 0 13F-HR Timeline Group Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 10,584 $428K 0.32% -32 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,516 $425K 0.01% -1,094 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 10,493 $424K 0.08% +84 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 10,377 $419K <0.01% +839 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,327 $417K 0.19% +203 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 10,174 $411K 0.29% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,045 $406K <0.01% +2,012 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,020 $405K 0.02% -713 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,987 $404K 0.02% +874 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,983 $403K <0.01% +366 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 9,477 $403K 0.03% +316 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,126 $403K 0.28% -2,007 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9,956 $402K 0.01% -37 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,003 $401K 0.02% +53 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,849 $399K 0.02% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 9,865 $399K 0.26% -320 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,858 $398K <0.01% -1,293 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,163 $394K 0.01% +863 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,681 $391K 0.01% +727 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,666 $391K <0.01% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,654 $390K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 9,533 $385K <0.01% -437 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 9,441 $381K <0.01% +9,423 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,424 $381K 0.01% +5,877 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 9,385 $379K 0.06% +11 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 9,294 $376K <0.01% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,186 $371K 0.04% -1,907 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 9,136 $369K 0.05% +1,207 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,079 $367K 0.04% +1,506 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 9,061 $366K <0.01% -919 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 9,046 $366K 0.01% +7 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 9,011 $364K 0.08% -17 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,388 $362K 0.05% +757 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 8,948 $362K <0.01% -4,412 13F-HR Timeline Group Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 8,900 $360K 0.37% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 8,776 $355K <0.01% -12,204 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,675 $351K 0.01% -1,356 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 8,112 $349K -12,866 Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 8,635 $349K <0.01% -1,081 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,585 $347K 0.01% +5,501 13F-HR 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. 8,580 $347K 0.01% -590 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 8,578 $347K <0.01% +608 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 8,520 $344K 0.16% -30,943 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 8,517 $344K 0.06% +1,009 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 8,251 $334K <0.01% -65 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 8,180 $331K 0.21% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,123 $328K 0.01% +331 13F-HR Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 8,000 $323K 0.02% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 7,894 $319K <0.01% -11,930 13F-HR/A Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 7,769 $314K 0.01% -37,437 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,684 $311K <0.01% +1,760 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 7,633 $309K 0.01% +249 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,580 $306K 0.29% +1,240 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,646 $306K 0.01% +356 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 7,560 $306K 0.04% new 13F-HR/A Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,524 $304K 0.03% -2,664 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 7,517 $304K 0.05% new 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,482 $302K <0.01% +979 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,423 $300K -3,593 Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 7,415 $300K <0.01% -176 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,386 $299K 0.14% -268 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 7,358 $297K <0.01% +1,885 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 7,358 $297K <0.01% +1,885 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 7,344 $297K 0.12% -3,928 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,327 $296K <0.01% +103 13F-HR Timeline Group Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 7,258 $293K 0.08% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,241 $293K 0.01% -226 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,154 $289K <0.01% new 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 7,121 $288K 0.08% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 7,100 $287K 0.05% -28,100 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 7,088 $286K 0.09% -400 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,440 $285K <0.01% +299 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 7,050 $285K <0.01% -3,889 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,965 $282K 0.05% +171 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,952 $281K 0.02% +198 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 6,894 $279K 0.04% +1,284 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,838 $276K <0.01% new 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,808 $275K 0.01% +126 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,725 $272K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,704 $271K <0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,415 $260K 0.01% -2,647 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 6,427 $260K 0.01% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 6,345 $256K 0.01% +10 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,339 $256K 0.08% -144 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,316 $255K 0.01% -125 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,259 $253K 0.02% +370 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,198 $251K 0.05% -300 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,167 $249K 0.01% -10 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 6,162 $249K <0.01% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 6,170 $249K 0.04% -4,225 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,122 $247K 0.02% +303 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,087 $246K 0.04% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 6,037 $244K 0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 6,019 $243K 0.06% -6,641 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,965 $241K 0.01% -617 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,962 $241K 0.06% +10 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,924 $239K 0.01% 0 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 5,869 $237K 0.05% -329 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 5,857 $237K <0.01% -5,462 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 5,848 $236K 0.01% -677 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,832 $236K 0.01% -804 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 5,803 $235K 0.02% +56 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,622 $228K 0.04% -309 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,600 $226K 0.01% -1,276 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 5,596 $226K 0.08% +389 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,539 $224K <0.01% -702 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,503 $222K <0.01% -1,281 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,492 $222K 0.01% 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 5,492 $222K 0.11% +287 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,476 $221K <0.01% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 5,435 $220K 0.13% 0 13F-HR Timeline Group JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 5,400 $218K 0.03% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 5,398 $218K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,393 $218K 0.03% -350 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 5,383 $218K 0.18% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,136 $217K <0.01% +353 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,350 $216K <0.01% -405 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,309 $215K 0.03% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 5,290 $214K 0.02% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,287 $214K 0.01% new 13F-HR Timeline Group Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 5,283 $214K 0.22% -13 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,282 $213K 0.01% -70 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,268 $213K 0.01% -250 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,225 $211K 0.01% new 13F-HR Timeline Group Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 5,221 $211K 0.02% 0 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 5,216 $211K 0.02% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,155 $208K <0.01% +45 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 5,055 $204K 0.01% -50 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,985 $202K 0.02% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,979 $201K 0.59% new 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 4,887 $198K 0.01% -305 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,731 $191K 0.01% -565 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,560 $184K 0.04% -586 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4,475 $181K 0.06% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,300 $174K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,235 $171K 0.13% -20 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 4,190 $169K 0.08% -725 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,000 $162K 0.02% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,817 $154K <0.01% -1,071 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,631 $147K <0.01% +456 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 3,450 $139K 0.02% +1,039 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,391 $136K 0.01% -165 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,300 $133K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 3,192 $129K 0.03% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,200 $129K <0.01% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Roxbury Financial LLC More: the full row for Roxbury Financial LLC 3,268 $127K 0.12% -442 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,889 $124K 0.15% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,968 $119K 0.01% +2,967 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,920 $118K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,917 $118K 0.01% -5,746 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,893 $117K 0.01% +79 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,857 $115K <0.01% +341 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,839 $115K 0.01% +732 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 2,827 $114K 0.09% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,759 $112K 0.01% -42 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,757 $111K <0.01% -160 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,619 $106K <0.01% -2,885 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,619 $106K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,503 $101K <0.01% -15,246 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 2,510 $101K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,467 $99.7K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,431 $98.3K <0.01% +631 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,169 $87.7K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,150 $86.9K <0.01% +42 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,020 $85.5K 0.04% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,106 $85.1K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,086 $84.3K 0.01% +71 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,931 $82.2K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,962 $79.3K 0.01% -3,737 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,960 $79.2K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,966 $78K 0.04% +14 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,740 $70.3K <0.01% -334 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,681 $67.9K 0.04% +34 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,625 $65.7K 0.05% -41 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,624 $64.6K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,592 $64.3K 0.01% -24 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,559 $63K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,498 $60.5K <0.01% -148 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,366 $54.3K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,333 $53.9K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,318 $53.3K 0.02% -82 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,307 $52.8K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,284 $51.9K <0.01% +373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,246 $50.4K 0.01% 0 13F-HR Timeline