Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 14,684 $940K 0.36% +250 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 14,681 $940K 0.3% +2,328 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 14,606 $935K 0.84% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 14,604 $935K 0.19% +2,525 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 14,497 $928K <0.01% +7,695 13F-HR Timeline Group Avanza Fonder AB More: the full row for Avanza Fonder AB 14,484 $927K 0.02% -17,145 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 14,432 $924K 0.11% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 14,427 $923K 0.63% +3,550 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 14,412 $923K 0.01% -27,991 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 14,379 $920K <0.01% -32,666 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,259 $913K 0.01% -15,489 13F-HR Timeline Sarasin & Partners LLP in group Sarasin & Partners LLP More: the full row for Sarasin & Partners LLP 14,200 $909K 0.01% new 13F-HR Timeline Group Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 14,189 $908K 0.05% -3,048 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 14,165 $907K 0.02% -2,016 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 14,077 $901K 0.02% -106,144 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 14,008 $897K 0.01% -394 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 13,920 $891K 0.09% -1,298 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,868 $888K 0.02% -109 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 13,886 $887K <0.01% -4,668 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 13,849 $886K <0.01% +2,003 13F-HR/A Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 13,826 $885K 0.01% +751 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 13,807 $884K 0.01% -1,732 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 12,405 $883K 0.02% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 13,764 $881K 0.01% +8,262 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 13,697 $877K 0.05% +877 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 13,675 $875K 0.47% -2,970 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 13,610 $871K 0.04% +380 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 13,460 $871K 0.16% +800 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 13,604 $871K 0.05% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 13,583 $869K <0.01% +644 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,501 $864K <0.01% -954 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,456 $861K <0.01% -647 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 13,360 $855K 0.04% +3,314 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 13,221 $846K 0.36% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 13,166 $843K <0.01% -1,202 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,116 $840K <0.01% -4,232 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,055 $836K 0.01% +6,693 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 12,977 $831K <0.01% new 13F-HR Timeline Group Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,913 $827K 0.02% -1,800 13F-HR Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,746 $816K 0.18% +8,736 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,479 $799K 0.01% -848 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 12,419 $795K 0.1% +57 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 12,321 $789K 0.22% +3,859 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 11,957 $765K 0.04% -13,120 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,886 $761K 0.02% +694 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,042 $759K 0.03% -244 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 11,798 $755K 0.21% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wellington Grp LLC More: the full row for Wellington Grp LLC 11,775 $754K 0.2% +4,875 13F-HR/A Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,649 $746K 0.04% -533 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 11,567 $740K <0.01% +4,857 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,529 $738K 0.01% -2,481 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11,510 $737K 0.23% -2,923 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 11,500 $736K 0.46% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,449 $733K <0.01% -2,417 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 11,410 $730K 0.32% +2,193 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 11,390 $729K 0.5% -785,826 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 11,386 $729K 0.06% +11,083 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,351 $727K 0.01% +608 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 10,632 $723K 0.47% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 11,236 $719K 0.06% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 11,137 $713K <0.01% +343 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,112 $711K 0.01% -5,382 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 10,980 $703K 0.02% -1,933 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 10,970 $702K <0.01% -1,086 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 10,859 $695K 0.02% 0 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 10,808 $692K 0.07% -673 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,774 $690K <0.01% -1,832 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 10,662 $682K 0.02% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 10,664 $682K <0.01% -3,773 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,570 $677K 0.01% +1,391 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 10,567 $676K 0.19% -577 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,564 $676K 0.01% +2,838 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 10,485 $671K 0.01% -6,249 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 10,462 $670K 0.07% +1,700 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,232 $655K 0.02% -1,095 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 10,136 $649K 0.09% +647 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,997 $640K 0.05% +858 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 9,971 $638K 0.02% -4,758 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 9,905 $634K <0.01% +181 13F-HR Timeline Group AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 9,799 $627K 0.21% -4,685 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,773 $626K 0.02% -3,379 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,773 $626K 0.01% +67 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 9,622 $616K 0.02% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 9,550 $611K 0.13% -10,126 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 9,517 $609K 0.01% -969 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 9,464 $606K 0.04% +194 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,427 $603K 0.01% -948 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 9,287 $594K 0.05% -41,551 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,276 $594K 0.01% -1,958 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,214 $590K 0.02% +870 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 9,085 $582K 0.01% -294 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 9,063 $580K 0.02% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 9,040 $579K <0.01% -81,656 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 8,980 $575K 0.01% +325 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,909 $570K 0.01% -2,954 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,900 $570K 0.03% -124 13F-HR Timeline Group Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 8,794 $563K 0.21% -27 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,787 $562K 0.01% +44 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 8,697 $557K 0.02% -120 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 8,647 $553K 0.02% +596 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,545 $548K <0.01% -501 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,517 $545K 0.03% +1,649 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 8,491 $543K 0.1% -375 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 8,460 $542K 0.01% +1,455 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,444 $540K 0.01% +1,222 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,422 $539K <0.01% -4,025 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 8,397 $537K 0.08% +1,160 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,320 $533K <0.01% +350 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) 8,253 $528K 0.01% -31,171 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 8,131 $520K 0.06% new 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 8,099 $518K 0.19% -110 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,097 $518K 0.01% +4,442 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 8,096 $518K 0.01% +71 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,094 $518K 0.04% -920 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 8,050 $515K 0.02% -6,700 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 8,033 $514K 0.05% +1,384 13F-HR Timeline Group PING CAPITAL MANAGEMENT, INC. More: the full row for PING CAPITAL MANAGEMENT, INC. 8,000 $512K 0.17% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 7,952 $509K 0.16% new 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 7,905 $506K 0.2% -244 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 7,854 $503K <0.01% -33,196 13F-HR Timeline Group Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 7,829 $501K 0.5% -549 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 7,828 $501K 0.06% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 7,813 $500K 0.1% -1,271 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,792 $498K 0.01% -9 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 7,658 $490K <0.01% +8 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,527 $482K 0.01% -18,735 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,514 $481K 0.01% -864 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,429 $476K 0.03% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,346 $470K 0.01% +2,170 13F-HR Timeline Group NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 7,314 $468K 0.18% +852 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 7,260 $465K 0.22% -1,704 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 7,200 $461K <0.01% 0 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,186 $460K 0.07% +2,018 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,179 $460K 0.11% -401 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,167 $459K <0.01% +395 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 7,163 $459K 0.01% -1,110 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,146 $457K 0.01% -206 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,470 $457K new Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,130 $456K 0.01% -1,635 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,085 $454K <0.01% -548 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,991 $448K 0.01% -2,771 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 6,292 $442K 0.01% +439 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,903 $442K <0.01% -844 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,113 $441K 0.01% +848 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 6,886 $441K 0.02% -30,366 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,855 $439K 0.08% -1,026 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 6,850 $438K 0.04% -60 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,807 $436K <0.01% -2,920 13F-HR Timeline Group DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 6,800 $435K 0.04% +1,700 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,786 $434K 0.04% +2,134 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 6,786 $434K <0.01% -2,705 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 6,788 $434K 0.01% -520 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,685 $428K <0.01% -694 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,490 $427K <0.01% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,577 $421K 0.03% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,513 $417K 0.09% -73 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,431 $412K 0.01% +1,257 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,391 $409K <0.01% new 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 6,372 $408K 0.01% +5 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 6,233 $405K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,309 $404K <0.01% -84 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,275 $402K 0.01% -1,869 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,199 $397K <0.01% +805 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,179 $396K 0.03% -246 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,178 $395K 0.14% +1,698 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,144 $393K <0.01% +1,363 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,126 $392K 0.01% +3,065 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 6,098 $390K 0.08% +298 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 6,087 $390K 0.04% -6,031 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 6,074 $389K 0.03% -981 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 6,059 $388K 0.16% -287 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 5,887 $377K <0.01% -9,330 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,874 $376K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,872 $376K 0.01% +166 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,759 $369K <0.01% -447 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,698 $365K <0.01% -928 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,599 $363K 0.02% +1,755 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,563 $356K 0.01% -985 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,519 $353K 0.26% -11 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,488 $351K <0.01% -513 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 5,461 $350K 0.02% +11 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 5,461 $350K -1,105 Timeline World Investment Advisors More: the full row for World Investment Advisors 4,903 $345K 0.01% -1,497 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,381 $344K 0.01% -271 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 5,313 $340K <0.01% -567 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,278 $338K <0.01% -1,195 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 5,256 $336K <0.01% new 13F-HR Timeline Group Lionhunter Capital Management, LLC More: the full row for Lionhunter Capital Management, LLC 5,252 $336K 0.15% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,220 $334K 0.01% +49 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,202 $333K 0.01% +160 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,185 $332K <0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,160 $330K 0.02% 0 13F-HR/A Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 5,131 $328K <0.01% +633 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 5,117 $328K 0.02% -325 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,097 $326K 0.03% -27 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,974 $318K 0.01% +15 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,969 $318K <0.01% +994 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,857 $311K <0.01% -262 13F-HR Timeline Group MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,825 $309K 0.07% -612 13F-HR Timeline S&CO INC More: the full row for S&CO INC 4,820 $308K 0.02% 0 13F-HR Timeline