Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,288 $311K 0.06% +2 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 1,284 $310K 0.04% -282 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,266 $306K 0.02% +50 13F-HR/A Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,241 $300K 0.01% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 3,208 $299K 0.04% new 13F-HR/A Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 1,237 $299K <0.01% +58 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,233 $298K 0.01% +37 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,218 $294K 0.01% +7 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,213 $293K 0.04% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,203 $291K <0.01% +274 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,200 $290K 0.14% -400 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,171 $283K 0.02% +155 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,143 $276K <0.01% -2 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,105 $275K 0.01% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,137 $275K 0.07% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,135 $274K 0.17% -8 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,112 $274K <0.01% -67 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,127 $272K 0.01% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,126 $272K <0.01% +94 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,112 $269K 0.01% -103 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,100 $266K 0.07% -3,300 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 1,100 $266K 0.06% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,096 $265K 0.02% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,095 $264K 0.09% new 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 1,095 $264K 0.23% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,093 $264K 0.04% -32 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,090 $263K 0.03% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 1,085 $262K 0.11% +30 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,077 $260K <0.01% new 13F-HR/A Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,077 $260K <0.01% -343 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,064 $257K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,058 $255K 0.01% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,055 $255K <0.01% +3 13F-HR/A Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,050 $254K 0.11% new 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 1,049 $253K 0.1% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 947 $253K 0.03% new 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 1,049 $253K 0.02% +14 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,045 $252K 0.01% -400 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,039 $251K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,038 $251K <0.01% -25 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,026 $248K <0.01% -221 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,026 $248K <0.01% -368 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 1,025 $247K 0.11% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,023 $247K 0.15% -1,925 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,020 $246K 0.03% new 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 928 $246K 0.12% new 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 1,014 $245K <0.01% new 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,014 $245K 0.05% -47 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 1,008 $243K <0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,008 $243K 0.01% -63 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,000 $241K 0.07% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 994 $240K 0.06% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 986 $238K <0.01% -353 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 974 $235K 0.05% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 974 $235K 0.07% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 973 $235K 0.01% -130 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 876 $235K 0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,242 $235K 0.02% +1,047 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 969 $234K 0.16% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 964 $233K 0.03% new 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 956 $231K 0.01% -486 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 953 $230K 0.06% new 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 952 $230K 0.22% -48 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 941 $227K <0.01% -667 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 934 $226K new Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 926 $224K 0.1% -200 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 925 $223K 0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 924 $223K 0.01% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 906 $219K <0.01% new 13F-HR Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 905 $219K 0.03% -260 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 897 $217K <0.01% new 13F-HR Timeline Group ALBERT D MASON INC More: the full row for ALBERT D MASON INC 891 $215K 0.16% new 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 886 $214K 0.13% new 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 874 $211K 0.01% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 870 $210K 0.02% +177 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 861 $208K 0.14% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 777 $207K <0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 855 $206K <0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 847 $204K 0.01% -483 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 846 $204K <0.01% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 842 $203K <0.01% new 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 840 $203K 0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 838 $202K 0.02% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 837 $202K 0.03% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 821 $198K 0.02% +1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 797 $192K 0.01% +759 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 794 $192K 0.28% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 750 $181K 0.02% 0 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 747 $180K 0.01% +34 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 729 $176K <0.01% +22 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 701 $169K <0.01% -80,891 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 655 $158K <0.01% new 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 651 $157K 0.09% -392 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 643 $155K 0.06% -13 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 637 $154K <0.01% +76 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 589 $142K <0.01% +27 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 572 $138K <0.01% +58 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 570 $138K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 552 $133K <0.01% +22 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 541 $131K <0.01% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 494 $119K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 468 $113K <0.01% +127 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 447 $108K 0.03% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 429 $104K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 425 $103K 0.05% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 492 $100K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 413 $99.7K <0.01% +20 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 400 $96.6K 0.3% 0 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 398 $95K <0.01% +24 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 388 $93.7K 0.03% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 377 $91K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 369 $89.1K 0.01% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 368 $88.9K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 365 $88.2K <0.01% +280 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 242 $87.9K <0.01% +116 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. 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Allen Investments, LLC 273 $65.9K 0.05% -1 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 239 $57.7K 0.03% -15 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 232 $56K <0.01% +133 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 225 $54.3K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 224 $54.1K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 224 $54.1K 0.01% +48 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 220 $53.1K <0.01% +9 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 214 $51.7K <0.01% -343 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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More: the full row for Global X Japan Co., Ltd. 42 $10.1K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 43 $10K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 41 $9.9K <0.01% +32 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 39 $9.42K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 38 $9.18K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 38 $9.18K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 37 $8.94K 0.01% 0 13F-HR Timeline