PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,027 $498K 0.02% -268 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,049 $497K 0.06% +39 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,996 $495K 0.01% +1,583 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,983 $493K <0.01% +343 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,955 $492K 0.19% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,973 $492K 0.04% -86 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,943 $488K 0.04% +567 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,948 $483K 0.05% +1,605 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,850 $478K 0.02% -1 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,800 $470K <0.01% -12,978 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,793 $469K 0.01% -675 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,785 $468K 0.01% +310 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 3,779 $468K 0.25% -6 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,759 $465K 0.12% -48 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,756 $465K 0.02% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,750 $464K 0.02% -17 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,700 $458K 0.03% -387 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,687 $456K 0.33% -1,339 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,678 $455K 0.13% -998 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,661 $453K 0.39% -377 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,653 $452K 0.01% -204 13F-HR Timeline Group KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,646 $451K 0.32% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,644 $451K 0.06% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,643 $451K 0.15% new 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,572 $442K 0.13% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,573 $441K 0.01% +1,472 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,523 $436K 0.2% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,519 $435K 0.06% -3 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,509 $434K 0.05% -31 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,508 $434K <0.01% -175 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for Horan Capital Advisors, LLC. 3,473 $430K 0.14% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,468 $429K 0.2% +1,331 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,456 $428K 0.12% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,433 $425K 0.03% +2,479 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,418 $423K <0.01% -23,785 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,410 $422K 0.02% 0 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,364 $416K 0.03% -293 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,359 $416K 0.06% +51 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,323 $411K 0.03% +514 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,256 $403K 0.01% -423 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,248 $402K 0.03% +821 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,230 $401K 0.03% -132 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,219 $398K 0.1% -1,046 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,218 $398K 0.11% -131 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,200 $396K <0.01% -200 13F-HR Timeline Group Horan Securities, Inc. 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More: the full row for OPTIMIZE FINANCIAL INC. 3,170 $392K 0.28% +363 13F-HR/A Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 3,151 $390K 0.35% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,143 $389K 0.06% +233 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,128 $387K 0.07% +49 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,124 $387K 0.01% -315 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,084 $382K 0.17% +1,685 13F-HR/A Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,064 $379K 0.12% +58 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,053 $378K 0.02% -13 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,048 $377K 0.04% 0 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,027 $375K 0.01% -41 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,025 $374K 0.05% +50 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,000 $373K 0.19% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,000 $371K 0.05% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,000 $371K 0.18% 0 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 $371K 0.02% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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More: the full row for NDVR, Inc. 2,845 $352K 0.36% -159 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,843 $352K 0.04% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,825 $350K 0.01% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,819 $349K 0.01% -10 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,793 $346K 0.01% -864 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,765 $342K 0.01% +899 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,763 $342K 0.01% +29 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,754 $341K 0.03% -182 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 2,750 $340K 0.06% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,743 $339K 0.09% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,730 $338K 0.04% new 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,668 $330K 0.01% +152 13F-HR Timeline Horizon Advisory Services, Inc. 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More: the full row for Financial Advisors Network, Inc. 2,514 $311K 0.05% -276 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,490 $308K 0.11% +135 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,474 $306K 0.03% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,465 $305K 0.02% +12 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,462 $305K 0.14% new 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,456 $304K 0.08% +24 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,372 $303K 0.01% +161 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,441 $302K 0.02% -5 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 2,441 $302K 0.01% new 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,470 $301K 0.06% +264 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,430 $301K 0.02% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,427 $300K 0.03% -43 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,424 $300K 0.03% -4 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,423 $300K 0.05% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,418 $299K 0.11% -164 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,447 $299K 0.02% +96 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,403 $297K <0.01% +396 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,398 $297K <0.01% +20 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,389 $296K 0.12% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,386 $295K 0.03% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,365 $293K 0.12% -1,045 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,346 $290K 0.08% -5 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,338 $289K 0.02% +4 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,337 $289K 0.02% -187 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,331 $288K 0.01% +148 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,314 $287K 0.2% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,309 $286K 0.01% new 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,303 $285K 0.06% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,255 $280K 0.07% -61 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,254 $279K 0.01% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,254 $279K 0.02% -426 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,249 $278K 0.02% -31 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 2,246 $278K 0.17% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,243 $278K 0.02% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,232 $276K 0.01% -252 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,228 $276K 0.03% -372 13F-HR/A Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,213 $274K <0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,202 $272K 0.01% +12 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,197 $272K 0.01% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,182 $270K 0.22% 0 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,168 $269K 0.03% +4 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,167 $268K 0.03% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,134 $264K 0.01% 0 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,114 $262K 0.03% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,103 $260K 0.2% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,103 $260K 0.06% +1,954 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,100 $260K 0.02% -15 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 2,100 $260K 0.3% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,093 $259K 0.01% -1,446 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,091 $259K 0.06% new 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,079 $257K 0.15% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,075 $257K 0.02% new 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,073 $256K <0.01% -130 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,073 $256K 0.75% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,071 $256K 0.23% +46 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,052 $254K 0.02% +23 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,012 $249K 0.04% +65 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,005 $248K 0.02% -778 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,000 $247K 0.02% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,000 $247K 0.03% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,000 $247K 0.19% 0 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,979 $245K <0.01% -12 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,968 $244K 0.01% -196 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,966 $243K 0.02% +55 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,962 $243K 0.01% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,933 $239K 0.02% 0 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. 1,929 $238K 0.01% -318 13F-HR Timeline Group Northwest Bancshares, Inc. 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More: the full row for AlTi Global, Inc. 1,886 $234K 0.01% -344 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,893 $234K 0.03% -12,163 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,887 $233K 0.02% new 13F-HR/A Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,886 $233K 0.01% new 13F-HR Timeline Group Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,878 $232K 0.04% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,878 $232K 0.01% -116 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 1,874 $232K 0.04% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,951 $232K 0.02% -100 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,868 $231K 0.01% -61 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,852 $229K 0.12% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,847 $229K <0.01% +11 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,841 $228K 0.02% -44 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,830 $226K 0.09% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,827 $226K 0.11% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,809 $224K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,809 $224K 0.02% -1,029 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,808 $224K 0.03% -35 13F-HR Timeline MEANS INVESTMENT CO., INC. 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More: the full row for CHILTON INVESTMENT CO INC. 1,714 $212K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,713 $212K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,704 $211K 0.2% +1,699 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,701 $211K 0.01% -140 13F-HR Timeline