MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,864 $424K 0.02% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 19,604 $419K <0.01% +7,260 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 19,414 $414K 0.01% +2,727 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 19,287 $412K 0.01% -278 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 19,273 $411K 0.02% +1,325 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 19,247 $411K 0.03% -526 13F-HR/A Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 19,200 $410K 0.04% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 19,170 $409K 0.05% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 18,812 $402K 0.31% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 18,695 $399K 0.25% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 18,272 $390K 0.02% new 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 18,250 $390K 0.29% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 18,231 $389K <0.01% +452 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 18,155 $388K 0.12% -40 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 18,067 $386K 0.02% -300,806 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 17,822 $380K 0.02% -1,350 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 17,798 $380K 0.06% -340 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 17,550 $377K 0.02% +116 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,519 $374K 0.1% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17,463 $373K <0.01% +529 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 17,244 $371K 0.01% -2,318 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 17,389 $371K 0.07% -274 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 17,383 $371K 0.01% -19,392 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 17,370 $371K 0.1% 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 17,315 $370K 0.01% -23,574 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,249 $368K 0.01% +133 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 17,232 $368K 0.11% +599 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 17,211 $367K <0.01% +2,440 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 17,186 $367K 0.03% +2,512 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 17,176 $367K <0.01% +2,035 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 17,116 $365K 0.01% +5,822 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 17,241 $365K 0.02% +2,428 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 16,944 $362K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Qtron Investments LLC More: the full row for Qtron Investments LLC 16,817 $359K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 16,764 $358K 0.01% 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 16,469 $352K 0.03% +2,644 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 16,438 $351K 0.01% +333 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 16,200 $348K 0.03% -472,892 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15,794 $347K 0.33% 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 16,253 $347K 0.01% +19 13F-HR Timeline Group Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 16,241 $347K 0.13% +3,095 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 16,205 $346K 0.09% -4,385 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 15,935 $340K 0.03% +5,041 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 15,889 $339K 0.03% +1,956 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,521 $331K 0.03% +5,646 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 15,391 $329K 0.02% +7,819 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 15,325 $327K 0.12% +400 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 15,242 $325K 0.01% +374 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 15,208 $325K 0.13% 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 15,152 $323K 0.01% +3,685 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 15,090 $322K 0.07% -1,334 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 15,033 $321K <0.01% new 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 14,987 $320K 0.17% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 14,956 $319K 0.04% +2,434 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,942 $319K <0.01% -2,968 13F-HR/A Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 14,905 $318K 0.08% -1,120 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 14,903 $318K 0.06% +1,856 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,896 $318K 0.02% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 14,770 $317K 0.14% +2,500 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,643 $315K <0.01% -2,000 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 14,433 $308K 0.02% +170 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 14,366 $307K 0.01% -439,158 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 14,209 $303K 0.01% new 13F-HR Timeline Group Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 14,200 $303K 0.15% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,192 $303K 0.02% +1,282 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,068 $300K 0.03% +3,252 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 13,990 $300K 0.02% 0 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 14,021 $300K 0.02% 0 13F-HR/A Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 14,001 $299K 0.02% +304 13F-HR Timeline Cutter & CO Brokerage, Inc. More: the full row for Cutter & CO Brokerage, Inc. 13,963 $298K 0.07% +39 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,898 $297K 0.02% -224 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 13,599 $290K 0.03% -300 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 13,546 $289K 0.02% +560 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 13,501 $288K 0.01% +2,928 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,347 $286K <0.01% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 13,396 $286K 0.02% +461 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 13,169 $281K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,136 $281K 0.05% -233 13F-HR Timeline Group NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 13,092 $280K 0.02% +342 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13,051 $279K 0.02% +1,934 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,048 $279K 0.02% -43 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 13,009 $278K 0.09% -403 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 13,000 $278K 0.16% 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 12,977 $277K 0.28% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,951 $277K 0.02% new 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 12,924 $276K 0.12% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,858 $275K 0.01% +750 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 12,841 $274K 0.07% -33 13F-HR Timeline Peninsula Wealth, LLC More: the full row for Peninsula Wealth, LLC 12,705 $271K 0.05% +151 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 12,666 $270K 0.26% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 12,646 $270K 0.01% +931 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,634 $270K <0.01% -132,737 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 12,634 $270K <0.01% -132,737 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 12,547 $268K 0.04% +910 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,507 $267K 0.03% +66 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 12,500 $267K 0.1% -2,500 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 12,407 $265K 0.04% -952 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 12,369 $264K 0.04% -3,473 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 12,363 $264K 0.13% new 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 12,324 $263K 0.19% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 12,299 $263K 0.02% -1,200 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 12,294 $262K 0.01% +4,229 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 12,038 $257K 0.07% +1,750 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,028 $257K 0.01% +1,468 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 11,970 $256K 0.01% -312 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 11,950 $255K 0.07% -50 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 11,960 $252K <0.01% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,776 $251K 0.08% +3,585 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 11,699 $250K <0.01% -968 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,643 $249K <0.01% new 13F-HR/A Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 11,642 $249K 0.01% -1,198 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,616 $248K 0.01% -86 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 11,509 $246K <0.01% -20,015 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,495 $245K 0.03% -390 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 11,478 $245K 0.06% +66 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,370 $244K <0.01% +2,634 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 11,404 $243K 0.01% +1,681 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,385 $243K 0.02% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 11,369 $243K <0.01% -22,604 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 10,507 $241K 0.08% +244 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 11,296 $241K 0.01% +8,198 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 11,238 $240K 0.05% 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 11,220 $240K 0.01% new 13F-HR/A Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,192 $239K 0.02% +11 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,814 $238K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,084 $238K 0.06% +145 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 11,053 $236K <0.01% +5,924 13F-HR Timeline Group Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,030 $235K 0.05% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,025 $235K 0.02% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 11,024 $235K 0.05% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10,941 $235K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 10,943 $234K 0.01% +1,278 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 10,900 $233K 0.1% -1,279 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 11,348 $232K 0.05% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 10,795 $230K <0.01% -417 13F-HR Timeline IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 10,736 $229K 0.12% -26 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,722 $229K 0.03% +380 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,696 $228K 0.07% -858 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,615 $227K <0.01% -736 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 10,600 $226K 0.17% -1,600 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 10,597 $226K 0.06% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 9,210 $225K 0.01% +566 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,154 $224K 0.01% new 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 10,500 $224K 0.08% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 10,478 $224K 0.2% 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 10,478 $224K 0.05% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 10,431 $223K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,348 $221K 0.03% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 10,362 $221K 0.01% -2,055 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,357 $221K <0.01% +3,131 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 10,356 $221K 0.11% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 10,314 $220K 0.03% +2,203 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 10,266 $219K 0.07% +40 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,070 $215K 0.01% -4,065 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,986 $214K 0.01% -6,231 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,023 $214K 0.01% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 9,950 $212K <0.01% new 13F-HR Timeline Group Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 9,945 $212K 0.05% 0 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 9,841 $210K 0.01% new 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 9,485 $208K 0.11% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 9,710 $207K 0.02% +56 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 9,703 $207K <0.01% -122 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,660 $206K <0.01% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,573 $204K 0.05% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,560 $204K <0.01% +200 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,550 $204K 0.02% -700 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 9,418 $201K <0.01% new 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 9,400 $201K 0.01% new 13F-HR Timeline Group Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 9,400 $201K 0.06% new 13F-HR Timeline Group CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 9,375 $200K 0.04% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,373 $200K <0.01% -8,625 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,731 $186K <0.01% +16 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,647 $185K <0.01% -89,050 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,341 $178K 0.01% +48 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,322 $178K 0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 8,244 $176K <0.01% -20 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 8,200 $175K 0.1% -1,000 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 8,117 $173K 0.02% +5,670 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,978 $170K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,557 $161K <0.01% +440 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,324 $156K 0.01% +1,442 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 7,045 $150K <0.01% -25 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 6,994 $149K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,908 $147K 0.1% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 6,652 $142K <0.01% 0 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 6,404 $137K 0.02% +1,738 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,400 $137K 0.02% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,330 $135K <0.01% +338 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 6,133 $131K 0.06% -378 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 6,000 $128K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,390 $115K 0.01% +1,165 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 5,330 $114K 0.05% -868 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,186 $111K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,108 $109K 0.02% -404 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,000 $107K 0.04% -63 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,000 $107K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,975 $106K 0.02% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,597 $106K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,805 $103K <0.01% +189 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,710 $101K +712 Timeline