UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,027 $537K 0.01% -78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 4,000 $534K 0.06% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,987 $533K 0.03% +1,184 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 6,252 $529K +6,245 Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 3,959 $528K 0.06% +105 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,955 $528K 0.17% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,955 $527K 0.01% +131 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,949 $527K 0.01% -268 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,920 $523K 0.38% -60 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,917 $522K 0.02% -10,633 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 3,900 $520K <0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,880 $520K 0.01% +59 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,885 $518K 0.09% -13,375 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,880 $518K 0.02% +253 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,876 $517K 0.01% -549 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,872 $516K 0.14% 0 13F-HR Timeline AdviceOne Advisory Services, LLC More: the full row for AdviceOne Advisory Services, LLC 3,863 $515K 0.34% -297 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,849 $513K 0.12% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,804 $507K 0.07% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,810 $504K 0.03% +288 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,714 $496K 0.03% -7 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,644 $486K 0.05% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,614 $482K 0.01% -159 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,581 $478K 0.01% +343 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 3,572 $476K 0.11% 0 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,544 $473K 0.37% -7,362 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,532 $471K 0.08% -45 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,523 $470K 0.17% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,522 $470K 0.05% -20 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,508 $468K <0.01% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 3,477 $464K 0.07% -30,932 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,460 $462K 0.08% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,456 $461K 0.11% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 3,455 $461K 0.12% +607 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,454 $461K 0.02% -248 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,595 $460K 0.03% +49 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,447 $460K 0.28% -201 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,439 $459K <0.01% +424 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,428 $457K 0.24% +280 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,406 $454K <0.01% +64 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,405 $454K 0.03% +2 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,364 $449K 0.03% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,363 $449K 0.4% -5,969 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 3,345 $446K 0.07% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,333 $445K 0.01% +93 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,326 $444K 0.09% +249 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,322 $443K 0.01% +1,354 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,316 $442K <0.01% -1,384 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,305 $441K <0.01% -80 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,289 $439K 0.01% +71 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,290 $439K 0.06% -51 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,285 $438K 0.05% +41 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,283 $438K 0.01% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 3,246 $433K 0.05% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,233 $431K 0.03% +1,300 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,200 $427K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 3,183 $425K 0.1% -2,494 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,176 $424K 0.01% 0 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,138 $419K 0.01% -327 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,124 $417K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,123 $417K 0.01% +15 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 3,118 $416K 0.27% -658 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,082 $411K <0.01% +8 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,079 $411K 0.03% -239 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,074 $410K -1,180 Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,071 $410K 0.01% +884 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,049 $407K 0.01% +5 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,047 $406K 0.02% 0 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 3,037 $405K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. HM PAYSON & CO More: the full row for HM PAYSON & CO 3,027 $404K 0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,025 $404K 0.04% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 3,000 $402K 0.17% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,002 $400K 0.04% -133 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,000 $400K 0.18% 0 13F-HR/A Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3,000 $400K 0.02% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,998 $400K 0.02% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,988 $399K 0.08% +309 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,950 $394K 0.02% new 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 2,930 $391K 0.18% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,922 $390K <0.01% +21 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,917 $389K 0.02% +402 13F-HR Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,909 $388K 0.08% -178 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,870 $383K 0.13% -9 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 2,869 $383K 0.32% -83 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,846 $380K 0.01% new 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 2,843 $379K 0.04% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,800 $373K 0.06% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,789 $372K 0.02% -119 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,788 $372K 0.06% +213 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,778 $371K 0.2% +500 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,769 $370K 0.05% -49 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,874 $370K 0.01% +144 13F-HR/A Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 2,750 $367K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,743 $366K 0.08% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 17,932 $363K 0.04% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,682 $358K <0.01% -10 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,666 $357K 0.15% -1 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,675 $357K 0.02% -13,219 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,662 $355K 0.01% -3,773 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,652 $354K 0.01% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,653 $354K 0.05% +90 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 2,693 $352K 0.05% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,803 $350K 0.02% +800 13F-HR Timeline McCarthy & Cox More: the full row for McCarthy & Cox 2,600 $347K 0.08% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,581 $344K 0.19% +10 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,577 $344K 0.07% 0 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,570 $343K 0.18% -40 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,562 $342K <0.01% +54 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,540 $339K 0.01% +9 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,546 $339K 0.04% -813 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,579 $334K 0.02% -249 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,500 $334K 0.01% -3,416 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,495 $333K 0.01% -1,154 13F-HR/A Timeline Verum Partners LLC More: the full row for Verum Partners LLC 2,492 $332K 0.07% -33 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 2,485 $331K 0.21% 0 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,475 $330K 0.03% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,474 $330K 0.02% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,449 $327K 0.03% +25 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,449 $327K 0.11% new 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,423 $323K 0.08% 0 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,415 $322K 0.03% +187 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,415 $322K 0.02% -37 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,397 $320K 0.01% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 2,356 $314K 0.02% +15 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,352 $314K 0.01% +415 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,352 $314K 0.02% +161 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,337 $312K <0.01% -93 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,331 $311K 0.01% -1,079 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,313 $310K 0.07% +17 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,319 $309K 0.03% +120 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,519 $309K 0.01% +62 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,315 $309K <0.01% -287 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,314 $309K 0.01% +67 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,307 $308K 0.05% +249 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,297 $308K 0.01% +433 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,292 $306K 0.16% +16 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,293 $306K 0.24% +322 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 2,293 $306K 0.02% -149 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 2,271 $304K 0.09% +371 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,262 $302K 0.04% +71 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 2,254 $301K 0.01% 0 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 2,246 $300K 0.15% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,243 $299K 0.02% 0 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,231 $298K <0.01% new 13F-HR/A Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,219 $296K 0.02% -144 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 2,197 $293K 0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,192 $292K 0.02% -6 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,183 $291K 0.02% +391 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,174 $291K 0.03% +3 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,182 $291K 0.2% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,181 $291K 0.03% +18 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,180 $291K 0.01% +43 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,177 $290K 0.07% -7 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,168 $289K 0.02% 0 13F-HR/A Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 2,168 $289K 0.2% -10 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,165 $289K 0.07% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,163 $289K 0.26% +25 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,158 $288K 0.01% -82 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,153 $287K 0.05% new 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 2,200 $286K 0.2% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,140 $285K 0.02% new 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,135 $285K 0.04% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,125 $283K 0.01% +198 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,107 $281K <0.01% -106 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,100 $280K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,089 $279K 0.03% +158 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,085 $278K <0.01% +12 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,084 $278K 0.02% -26 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,082 $278K 0.01% -256 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,073 $277K 0.45% 0 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,055 $274K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,048 $273K 0.01% -1,409 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,045 $273K 0.02% +8 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,045 $273K 0.05% new 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,027 $270K <0.01% +259 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,027 $270K 0.02% +196 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,021 $270K 0.04% +236 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,018 $269K 0.05% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,003 $267K 0.02% +571 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,004 $267K 0.02% -6,892 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,000 $267K 0.02% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,000 $267K 0.13% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,996 $266K 0.01% -877 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,968 $263K 0.02% -20 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,967 $262K 0.08% 0 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,959 $261K 0.06% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,952 $260K 0.01% -149 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,929 $257K <0.01% +83 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,907 $254K 0.05% +73 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,906 $254K 0.03% -11 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,905 $254K 0.04% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,900 $253K 0.03% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,883 $251K 0.01% -186 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,871 $250K 0.03% +5 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 1,860 $248K 0.02% 0 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,855 $247K 0.12% -154 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,854 $247K 0.04% -378 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,852 $247K 0.11% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,841 $246K 0.01% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,830 $244K 0.04% new 13F-HR Timeline