180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 13,532 $1.11M 0.14% -845 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 13,502 $1.11M 0.37% -29 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 13,480 $1.11M 0.01% +7,853 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 13,426 $1.1M 0.13% +203 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 13,388 $1.1M 1.06% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 13,310 $1.09M 0.04% +1,511 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 13,114 $1.08M 0.05% 0 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 13,100 $1.07M 0.34% -400 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,089 $1.07M 0.03% +763 13F-HR Timeline Group Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 13,061 $1.07M 0.86% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 13,000 $1.07M <0.01% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 29,930 $1.06M 0.37% +5,745 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 12,970 $1.06M 0.05% -108 13F-HR Timeline HAP Trading, LLC More: the full row for HAP Trading, LLC 12,890 $1.06M 0.29% 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 12,869 $1.06M 0.37% -400 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 12,829 $1.05M 0.29% -351 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 12,801 $1.05M 0.15% -3,055 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 12,750 $1.05M 0.33% -7,075 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 12,682 $1.04M 0.03% -932 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 12,624 $1.04M 0.03% +6,354 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 12,607 $1.03M 0.01% -33 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,559 $1.03M 0.07% +170 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,500 $1.03M 0.13% +484 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for 1620 INVESTMENT ADVISORS, INC. 12,027 $987K 0.67% -36 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 12,024 $986K 0.03% -469 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 11,993 $984K <0.01% -5,211,821 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,957 $981K 0.01% +423 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,933 $979K <0.01% +1,974 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 11,927 $978K 0.03% +5,946 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,875 $974K 0.06% +8 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 11,805 $968K 0.06% -123 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,744 $963K 0.01% +323 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,736 $963K 0.08% -446 13F-HR Timeline Vise Technologies, Inc. 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More: the full row for Beutel, Goodman & Co Ltd. 11,450 $939K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 11,445 $939K 0.07% +349 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,444 $939K 0.22% -1,600 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,441 $939K 0.04% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 11,430 $938K 0.16% -361 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 11,428 $937K 0.05% +9 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,422 $937K 0.12% -84 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,406 $936K 0.05% -287 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,376 $933K 0.21% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,293 $926K 0.02% +396 13F-HR Timeline Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 11,214 $920K 0.06% -53,437 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 11,152 $915K 0.16% -2,260 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,133 $913K 0.06% +4,509 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,114 $912K 0.01% -163 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,102 $911K 0.16% +17 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 11,087 $909K 0.15% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 11,038 $905K 0.03% +286 13F-HR Timeline Sunbelt Securities, Inc. 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More: the full row for Hudock, Inc. 10,153 $833K 0.13% +7 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,151 $833K 0.19% +379 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,145 $832K 0.06% +175 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,142 $832K 0.52% +1 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,134 $831K 0.09% -420 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 10,096 $828K 0.14% +173 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,060 $825K 0.04% -155 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 10,056 $825K 0.16% -380 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 10,029 $823K 0.16% -2,074 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,984 $819K 0.05% +2,821 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 9,977 $818K 0.03% +1,193 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9,961 $817K 0.16% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 9,895 $812K 0.05% -1,033 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 9,833 $807K 0.45% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,756 $800K 0.01% -2,347 13F-HR/A Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,748 $800K 0.08% -345 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,711 $797K 0.01% +1,723 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 9,700 $796K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,662 $793K 0.01% +2,018 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 9,645 $791K 0.08% +30 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,613 $789K <0.01% +113 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 9,535 $782K 0.13% -13 13F-HR Timeline Group ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,508 $780K 0.03% +113 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,496 $779K 0.22% +119 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,896 $775K 0.03% new 13F-HR Timeline HENDLEY & CO INC More: the full row for HENDLEY & CO INC 9,325 $765K 0.25% +1,125 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,298 $763K 0.02% +1,104 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 9,281 $761K 0.02% +298 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 9,271 $760K 0.03% -183 13F-HR Timeline Group WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 9,250 $759K 0.83% -600 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 9,195 $754K 0.01% +96 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 9,135 $749K 0.2% -620 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 9,134 $749K 0.22% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,605 $749K 0.08% -4,037 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,005 $739K <0.01% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 8,609 $735K 0.61% -2,427 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 8,938 $733K 0.04% +571 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,900 $730K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 8,890 $729K 0.07% +469 13F-HR Timeline THAMES CAPITAL MANAGEMENT LLC More: the full row for THAMES CAPITAL MANAGEMENT LLC 8,888 $729K 0.1% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 8,883 $729K 0.05% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 8,866 $727K 0.25% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,803 $722K 0.07% +265 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 8,761 $719K 0.28% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,737 $717K 0.08% -2,747 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 8,736 $717K 0.19% -72 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,867 $712K 0.04% +6,488 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,653 $710K 0.03% +139 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 8,574 $703K 0.04% +1,624 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 8,525 $699K 0.28% -283 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,516 $699K 0.03% -382 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,508 $698K 0.05% +60 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,498 $697K 0.01% -355 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 8,490 $697K 0.17% +561 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 8,437 $692K <0.01% +1,473 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 8,436 $692K 0.08% +25 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,419 $691K 0.03% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 8,400 $689K 0.02% +250 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 8,392 $688K 0.03% -259 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 8,369 $687K 0.06% 0 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 8,363 $686K 0.07% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 8,358 $686K 0.15% +91 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 8,288 $680K 0.14% -187 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 8,280 $679K 0.2% -114 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 8,271 $678K 0.28% -270 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 8,203 $673K 0.02% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 8,200 $673K 0.02% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 8,176 $671K 0.2% +43 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 8,164 $670K 0.22% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 8,156 $669K 0.02% -228,113 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 8,100 $664K 0.2% -500 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,100 $664K 0.02% +450 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,074 $662K 0.05% +492 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,049 $660K 0.05% +38 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. 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More: the full row for BOYAR ASSET MANAGEMENT INC. 8,019 $658K 0.42% -773 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 8,013 $657K 0.09% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,000 $656K 0.13% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 8,000 $656K 0.21% -20 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,984 $655K 0.01% +54 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,780 $638K 0.03% 0 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,770 $637K 0.02% +220 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7,749 $636K 0.03% -251 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 7,748 $636K 0.12% +620 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 7,745 $635K 0.03% +1 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,740 $635K 0.18% +124 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 7,733 $634K 0.23% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,712 $633K 0.09% -52 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 7,701 $632K 0.2% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,693 $631K 0.02% +256 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,684 $630K 0.06% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 7,675 $630K 0.07% -975 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 7,670 $629K 0.06% -330 13F-HR/A Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,668 $629K -2,025 Timeline Meadowbrook Wealth Management, LLC More: the full row for Meadowbrook Wealth Management, LLC 7,642 $627K 0.65% 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,343 $625K 0.02% +423 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 7,613 $624K 0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 7,587 $622K 0.34% -100 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 7,581 $622K 0.05% -210 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 7,559 $620K 0.05% +3 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,557 $620K 0.01% -389 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,546 $619K 0.56% -42 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 7,527 $617K 0.02% +2,945 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 7,500 $615K 0.18% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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