Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,012 $530K 0.04% -17 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,012 $529K 0.01% -162 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,010 $528K 0.08% -25 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,000 $523K 0.02% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,000 $523K 0.07% 0 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 985 $515K 0.14% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 978 $512K 0.01% -8 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 976 $511K 0.07% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 976 $511K 0.23% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 971 $508K 0.08% +2 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 966 $505K 0.2% 0 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 959 $502K 0.04% -2,045 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 953 $498K <0.01% +83 13F-HR Timeline Group Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 952 $498K 0.04% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 949 $497K 0.01% +30 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 941 $493K 0.08% -18 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 939 $491K 0.01% 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 939 $491K 0.02% -95 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 939 $491K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 927 $485K 0.02% +11 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 921 $482K <0.01% +106 13F-HR Timeline Group Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 910 $476K 0.01% -15 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 907 $475K <0.01% -404 13F-HR Timeline Group NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 907 $475K 0.02% -13 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 905 $473K 0.01% -2,502 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 903 $473K 0.12% -84 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 900 $471K 0.06% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 896 $469K <0.01% +67 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 955 $468K <0.01% +308 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 882 $462K 0.05% -46 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 937 $460K 0.03% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 878 $460K 0.01% -6 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 875 $458K 0.13% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 872 $456K 0.01% -7 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 865 $453K <0.01% -6 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 855 $447K <0.01% +16 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 854 $447K <0.01% -171 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 852 $446K <0.01% new 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 852 $446K 0.04% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 846 $443K 0.1% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 844 $442K <0.01% -40 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 840 $439K <0.01% +4 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 836 $437K 0.04% +10 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 819 $429K 0.13% -423 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 799 $418K <0.01% +106 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 799 $418K 0.06% -161 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 793 $415K 0.1% +41 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 789 $413K 0.05% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 785 $411K 0.02% +229 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 782 $409K 0.03% new 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 782 $409K 0.03% new 13F-HR Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 780 $408K 0.09% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 776 $406K 0.01% +12 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 776 $406K 0.01% +2 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 769 $402K 0.1% -2 13F-HR Timeline Holland Advisory Services, Inc. More: the full row for Holland Advisory Services, Inc. 767 $401K 0.44% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 760 $398K 0.01% -20 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 750 $392K 0.07% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 750 $392K 0.03% +2 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 750 $392K 0.19% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 742 $388K 0.14% -2 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 742 $388K 0.09% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 739 $387K 0.02% +1 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 738 $386K 0.01% -8 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 737 $386K 0.02% -23 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 733 $384K 0.26% new 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 713 $373K <0.01% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 710 $371K 0.01% -3 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 708 $370K 0.04% -509 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 706 $369K <0.01% +46 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 699 $366K 0.03% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 741 $364K 0.01% +19 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 739 $363K 0.01% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 684 $358K 0.04% +17 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 683 $357K 0.01% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 683 $357K 0.18% new 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 682 $357K 0.03% +273 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 675 $353K 0.07% 0 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 674 $353K 0.24% +63 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 672 $352K 0.04% -44 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 669 $350K 0.05% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 668 $349K 0.05% +209 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 659 $345K 0.12% +21 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 654 $342K 0.13% +423 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 646 $338K 0.03% +119 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 638 $334K <0.01% +43 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 634 $332K 0.25% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 632 $331K <0.01% +207 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 632 $331K <0.01% -40 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 627 $328K <0.01% +85 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 622 $325K 0.01% +98 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 621 $325K 0.05% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 614 $321K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 606 $317K 0.01% -8 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 614 $316K 0.02% -32 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 604 $316K 0.01% new 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 601 $314K 0.12% -315 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 600 $314K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 599 $313K 0.02% +9 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 597 $312K <0.01% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 596 $312K 0.05% +58 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 591 $309K <0.01% -7,834 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 596 $306K 0.01% -26 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 582 $305K 0.26% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 580 $303K 0.03% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 574 $300K 0.03% -52 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 574 $300K 0.01% +79 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 573 $300K 0.01% -56 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 566 $296K 0.03% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 566 $296K <0.01% -197 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 563 $295K 0.15% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 560 $293K <0.01% +28 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 552 $289K 0.02% -5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 552 $289K 0.09% +155 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 551 $289K <0.01% -122 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 545 $285K 0.01% 0 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 531 $278K 0.18% -13 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 527 $276K 0.14% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 525 $275K 0.02% new 13F-HR/A Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 525 $275K 0.03% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 524 $274K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 522 $273K 0.01% 0 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 520 $272K 0.19% -1,108 13F-HR Timeline Group CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 519 $272K 0.02% +1 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 518 $271K 0.04% +25 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 512 $268K 0.01% +10 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 511 $267K 0.06% +101 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 511 $267K 0.03% 0 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 505 $264K 0.01% 0 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 504 $264K 0.01% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 503 $263K 0.01% +76 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 500 $262K 0.01% 0 13F-HR Timeline ARS Investment Partners, LLC More: the full row for ARS Investment Partners, LLC 500 $262K 0.01% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 499 $261K 0.03% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 497 $260K 0.01% +71 13F-HR Timeline Group EWA, LLC More: the full row for EWA, LLC 496 $259K 0.05% +11 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 491 $257K 0.02% -138 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 491 $257K 0.03% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 487 $255K 0.01% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 486 $254K 0.03% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 482 $252K 0.03% +7 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 480 $251K <0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 478 $250K 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 478 $250K 0.01% +1 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 478 $250K 0.09% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 473 $247K 0.03% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 468 $245K 0.19% +211 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 466 $244K <0.01% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 464 $243K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 462 $242K 0.01% -15 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 461 $241K <0.01% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 461 $241K 0.02% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 458 $240K <0.01% +170 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 457 $239K 0.19% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 453 $237K <0.01% -708 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 453 $237K 0.09% 0 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 450 $235K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Sigma Planning Corp More: the full row for Sigma Planning Corp 450 $235K 0.01% -14 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 446 $233K 0.06% +34 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 445 $233K 0.05% -40 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 445 $233K 0.04% +4 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 445 $233K 0.28% +19 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 440 $230K 0.03% -1,621 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 439 $230K 0.04% +5 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 438 $230K <0.01% -1,256 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 439 $229K 0.02% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 437 $229K 0.01% new 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 436 $228K 0.07% -25 13F-HR/A Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 436 $228K 0.02% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 435 $228K 0.01% +1 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 435 $228K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 466 $227K <0.01% +37 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 434 $227K 0.09% +19 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 434 $227K +10 Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 430 $225K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 429 $224K <0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 425 $222K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 419 $219K 0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 417 $218K <0.01% -8 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 411 $215K 0.05% 0 13F-HR/A Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 411 $215K 0.01% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 409 $214K <0.01% -30 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 408 $213K 0.01% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 407 $213K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 404 $212K 0.02% new 13F-HR Timeline American Trust More: the full row for American Trust 404 $211K 0.02% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 400 $209K 0.13% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 400 $209K 0.06% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 396 $207K <0.01% 0 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 396 $207K 0.16% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 395 $207K 0.02% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 394 $206K 0.02% 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 394 $206K 0.02% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 390 $204K 0.01% +165 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 390 $204K 0.08% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 387 $203K 0.01% new 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 422 $202K 0.15% +10 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 386 $202K 0.25% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 386 $202K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 376 $194K 0.01% 0 13F-HR Timeline