Glenview Trust Co More: the full row for Glenview Trust Co 2,163 $561K 0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,160 $560K <0.01% +24 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,126 $552K 0.02% +1,814 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,121 $550K 0.04% +15 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,105 $546K 0.01% -20 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2,103 $546K 0.06% +155 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,091 $542K 0.1% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,085 $535K 0.09% +65 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,059 $534K <0.01% -2,470 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,051 $532K 0.03% +1,087 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,037 $528K <0.01% +160 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,022 $524K 0.01% +398 13F-HR Timeline Group Accuvest Global Advisors More: the full row for Accuvest Global Advisors 2,017 $523K 0.33% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,004 $520K 0.05% +1,968 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 1,993 $517K <0.01% -5 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,979 $513K 0.01% +301 13F-HR Timeline Group Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,977 $513K 0.09% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,965 $510K 0.02% -31 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 1,956 $507K 0.46% +9 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,953 $507K <0.01% -57 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,934 $502K 0.02% +243 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,931 $501K 0.04% +997 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,900 $493K 0.07% new 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 1,846 $492K 0.05% -289 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,894 $491K <0.01% -65 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,871 $485K 0.01% +86 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 1,858 $482K 0.09% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,851 $480K <0.01% -83 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,844 $478K 0.02% -100 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,840 $477K 0.07% -45 13F-HR Timeline K2 PRINCIPAL FUND, L.P. More: the full row for K2 PRINCIPAL FUND, L.P. 1,818 $472K 0.05% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,817 $471K <0.01% +189 13F-HR/A Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,791 $465K 0.01% +365 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,787 $464K 0.03% +82 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,787 $464K 0.02% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,768 $459K 0.04% 0 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,758 $456K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,758 $456K 0.01% -754 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,752 $455K 0.01% +72 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,750 $454K 0.01% +58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,731 $449K 0.05% -839 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,727 $448K 0.11% new 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,712 $444K 0.01% -3 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,710 $444K 0.07% +89 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,693 $439K 0.01% +20 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,651 $428K 0.03% +128 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,643 $426K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,640 $425K 0.01% -43 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,629 $423K <0.01% -59 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 1,624 $421K <0.01% new 13F-HR/A Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,607 $417K 0.19% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,603 $416K 0.12% +19 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,589 $412K 0.11% -65 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,588 $412K 0.06% +2 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 1,566 $406K 0.1% new 13F-HR Timeline Stenham Asset Management Ltd More: the full row for Stenham Asset Management Ltd 1,560 $405K 0.23% -24,300 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,545 $401K <0.01% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,543 $400K <0.01% +68 13F-HR Timeline Group Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,531 $397K 0.04% -22 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,528 $396K 0.03% -47 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,525 $396K 0.05% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,524 $395K <0.01% -732 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,523 $395K 0.06% -65 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,504 $390K 0.01% -610 13F-HR Timeline Group Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,500 $389K 0.02% +100 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,460 $379K <0.01% +314 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,453 $377K <0.01% +42 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,445 $375K <0.01% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,442 $374K 0.01% +5 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,430 $371K 0.04% -17 13F-HR Timeline 4J Wealth Management LLC More: the full row for 4J Wealth Management LLC 1,421 $369K 0.22% -52 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,420 $368K 0.01% +1,051 13F-HR Timeline Group Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,418 $368K 0.13% -88 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,407 $365K 0.01% +504 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,406 $365K 0.05% new 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,404 $364K 0.05% +404 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,396 $362K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Haverford Trust Co More: the full row for Haverford Trust Co 1,394 $362K <0.01% -39 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,334 $359K 0.03% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,377 $357K 0.07% -177 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 1,347 $349K 0.01% -23,052 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,345 $349K 0.01% +36 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,297 $347K 0.01% +33 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,338 $347K 0.01% +6 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,330 $345K 0.01% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,328 $345K 0.06% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,323 $343K 0.07% +14 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 1,322 $343K 0.06% -4 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,322 $343K 0.01% 0 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,315 $341K 0.02% -116 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,294 $336K 0.03% -18 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,291 $335K 0.02% +209 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,289 $334K 0.09% -82 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 1,283 $333K 0.04% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,278 $332K 0.01% +127 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,275 $331K 0.01% +232 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,268 $329K 0.03% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,255 $326K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 1,255 $326K <0.01% -12 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,253 $325K 0.03% -223 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,253 $325K 0.01% -237 13F-HR/A Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,245 $323K 0.12% -44 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,226 $318K 0.04% +35 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,203 $312K 0.01% -4,445 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,186 $308K 0.09% +223 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,185 $307K 0.09% 0 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,182 $307K 0.01% -84 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,178 $306K 0.04% -18 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,168 $303K 0.06% +96 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,167 $303K 0.03% -82 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,164 $302K 0.05% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,150 $298K 0.01% +22 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,147 $298K <0.01% +15 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,137 $295K 0.01% +37 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,134 $294K 0.01% +42 13F-HR Timeline Dale Q Rice Investment Management Ltd More: the full row for Dale Q Rice Investment Management Ltd 1,130 $294K 0.21% -10 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,123 $291K 0.01% new 13F-HR/A Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,122 $291K 0.03% +70 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,112 $288K 0.01% +33 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,107 $287K <0.01% -1,519 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,100 $285K <0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,090 $283K 0.02% -673 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,089 $283K 0.01% new 13F-HR Timeline Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 1,086 $282K 0.19% -431 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,084 $281K 0.04% +38 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 1,084 $281K 0.14% +37 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,076 $279K <0.01% -35 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,071 $278K 0.02% -220 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,062 $276K 0.01% -26 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,058 $275K 0.01% +187 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 1,060 $273K 0.18% -78 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,049 $272K 0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 1,039 $270K 0.01% -73 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,035 $269K 0.05% +163 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,021 $265K 0.02% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,011 $262K 0.05% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,004 $260K <0.01% +69 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,000 $260K 0.07% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,002 $260K 0.01% +62 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,002 $260K 0.05% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,001 $260K 0.06% -5 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 1,000 $259K 0.02% -60 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,000 $259K 0.15% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 994 $258K 0.1% +12 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 993 $258K 0.36% -106 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 987 $256K 0.12% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 985 $255K 0.02% -12 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 983 $255K 0.41% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 981 $255K <0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 973 $252K 0.01% -12 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 972 $252K 0.01% +14 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 964 $250K 0.03% -585 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 963 $250K 0.02% +3 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 961 $249K 0.01% +137 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,978 $249K 0.03% -121 13F-HR/A Timeline Scientech Research LLC More: the full row for Scientech Research LLC 951 $247K 0.09% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 949 $246K 0.02% +932 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 947 $246K 0.01% -795 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 945 $245K 0.01% +12 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 943 $245K 0.02% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 940 $244K 0.01% -6,630 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 940 $244K 0.19% 0 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 940 $244K 0.03% +68 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 938 $243K 0.02% +3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 929 $241K 0.01% +73 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 926 $240K 0.05% -37 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 923 $239K 0.1% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 915 $239K 0.01% +95 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 920 $239K 0.01% +92 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 915 $237K <0.01% -40 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 913 $237K 0.02% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 911 $236K 0.01% -48 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 908 $236K 0.16% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 891 $231K 0.04% +17 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 890 $231K <0.01% 0 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 890 $231K 0.04% 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 888 $230K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 883 $229K 0.01% -102 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 880 $228K 0.01% -1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 880 $228K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 878 $228K 0.01% 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 872 $226K <0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 871 $226K 0.03% -12 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 869 $225K <0.01% -1,181 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 869 $225K <0.01% +416 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 864 $224K 0.01% -430 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 862 $224K 0.01% +109 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 860 $223K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 858 $223K 0.01% -23 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 855 $222K 0.19% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 851 $221K 0.1% +15 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 847 $220K 0.01% new 13F-HR Timeline Group SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 838 $217K <0.01% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 836 $216K 0.04% +3 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 822 $213K <0.01% -493 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 820 $213K 0.12% +19 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 810 $210K 0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 804 $209K 0.01% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 799 $207K 0.02% +8 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 793 $206K 0.03% 0 13F-HR Timeline