LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 811 $553K 0.01% -420 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 811 $549K 0.14% -53 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 804 $544K <0.01% +178 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 804 $544K 0.12% +43 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 790 $534K 0.26% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 785 $532K 0.08% 0 13F-HR Timeline Group Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 777 $526K 0.02% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 776 $525K 0.1% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 774 $524K 0.01% +56 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 774 $524K 0.01% -23 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 774 $524K 0.09% -6 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 773 $523K 0.12% +2 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 772 $522K 0.21% -23 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 767 $519K 0.07% -414 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 763 $516K 0.19% +2 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 760 $514K 0.16% +2 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 759 $513K 0.05% +12 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 757 $512K 0.05% +221 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 756 $511K 0.04% -41 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 755 $511K 0.03% -18 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 752 $509K 0.01% +18 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 750 $507K 0.06% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 750 $507K 0.23% 0 13F-HR Timeline Group THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 750 $507K 0.06% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 740 $501K 0.03% -179 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 737 $499K <0.01% +51 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 734 $497K <0.01% -1,191 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 730 $494K 0.02% +381 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 728 $493K 0.05% -15 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 726 $491K 0.04% new 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,007 $490K 0.04% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 725 $490K 0.02% -5 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 721 $488K 0.02% +89 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 718 $486K <0.01% +8 13F-HR Timeline Group IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 900 $486K 0.67% +650 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 713 $482K 0.02% +92 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 710 $480K 0.06% -70 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 706 $478K 0.03% -33 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 706 $478K 0.21% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 705 $477K 0.01% -3 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 705 $477K 0.04% -35 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 702 $475K 0.29% 13F-HR Timeline United Bank More: the full row for United Bank 700 $474K 0.16% 0 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 700 $474K 0.12% 0 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 696 $471K 0.26% +37 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 692 $468K 0.01% +1 13F-HR Timeline Group PCM Encore, LLC More: the full row for PCM Encore, LLC 692 $468K 0.1% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 690 $467K 0.01% +107 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 689 $466K 0.09% new 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 685 $463K <0.01% +210 13F-HR Timeline Group Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 682 $461K 0.13% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 675 $461K 0.03% -2 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 675 $457K 0.04% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 674 $456K 0.01% +14 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 626 $454K 0.03% +72 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 670 $453K 0.01% +32 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 669 $453K 0.02% +89 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 669 $453K 0.23% +8 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 667 $451K 0.16% +37 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 664 $449K 0.03% -147 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 663 $449K 0.12% -73 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 649 $439K 0.1% -25 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 647 $438K 0.02% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 644 $436K 0.3% -110 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 644 $436K 0.06% -7 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 641 $434K 0.1% -15 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 641 $434K 0.45% -558 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 635 $430K 0.03% 0 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 635 $430K 0.05% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 632 $428K 0.07% +14 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 631 $427K 0.09% -3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 628 $425K 0.03% -50 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 628 $425K 0.02% +56 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 625 $423K 0.13% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 622 $421K +311 Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 620 $419K 0.02% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 618 $418K 0.01% +1 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 615 $416K 0.07% 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 614 $415K 0.01% +259 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 611 $413K 0.08% +240 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 604 $409K 0.01% +535 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 600 $406K 0.02% -5 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 600 $406K 0.02% 0 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 599 $405K 0.01% +99 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 589 $398K 0.04% -1,214 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 588 $398K 0.06% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 586 $396K 0.03% +39 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 584 $395K 0.01% +104 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 582 $394K 0.04% -111 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 571 $387K 0.29% +75 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 572 $387K 0.03% -3 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 570 $386K 0.04% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 569 $385K 0.01% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 567 $384K 0.08% -3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,231 $383K 0.03% +38 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 566 $383K 0.01% +137 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 562 $380K 0.1% new 13F-HR Timeline Group Essential Planning, LLC. More: the full row for Essential Planning, LLC. 559 $378K 0.12% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 552 $373K 0.16% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 548 $371K 0.35% -654 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 547 $370K 0.09% +12 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 547 $370K 0.13% -4 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 541 $366K <0.01% +145 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 541 $366K 0.03% +13 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 540 $365K 0.06% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 537 $363K 0.03% -387 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 535 $362K 0.04% +4 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 533 $361K 0.02% +4 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 533 $361K 0.03% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 531 $359K 0.11% 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 528 $357K 0.1% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 525 $355K <0.01% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 522 $353K 0.01% -18 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 506 $353K 0.01% -3,543 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 521 $352K 0.01% +51 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 517 $350K 0.02% -3 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 517 $350K 0.01% +113 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 515 $348K 0.01% -4 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 514 $348K 0.01% -9 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 512 $346K 0.04% +72 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 510 $345K 0.07% +6 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 509 $344K 0.01% +17 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 500 $344K 0.02% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 506 $342K 0.04% -3 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 506 $342K 0.03% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 505 $342K 0.17% +4 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 502 $340K 0.01% +5 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 502 $340K 0.12% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 500 $338K 0.12% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 500 $338K 0.02% 0 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 499 $338K 0.6% +30 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 498 $337K 0.05% +4 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 497 $336K 0.01% +5 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 493 $334K 0.1% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 491 $332K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 490 $332K 0.01% 0 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 490 $332K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 487 $329K 0.04% -1,705 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 483 $327K +14 Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 483 $327K 0.06% -1,936 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 482 $326K 0.12% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 480 $325K 0.05% -68 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 465 $324K 0.02% +10 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 477 $323K 0.32% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 476 $322K 0.01% -1 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 475 $321K 0.02% 0 13F-HR Timeline Grunden Financial Advisory, Inc. More: the full row for Grunden Financial Advisory, Inc. 475 $321K 0.13% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 475 $321K 0.11% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 474 $321K 0.13% +322 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 474 $321K 0.01% +82 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 471 $319K 0.09% -111 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 464 $314K 0.26% 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 463 $313K 0.16% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 461 $312K 0.02% +36 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 461 $312K 0.03% +6 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 461 $312K 0.02% +6 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 458 $310K 0.1% +1 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 457 $309K 0.19% +35 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Montis Financial, LLC More: the full row for Montis Financial, LLC 457 $309K 0.06% +8 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 455 $308K <0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 455 $308K 0.03% +10 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 452 $306K 0.04% +5 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 450 $304K 0.2% +75 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 442 $299K 0.01% -96 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 442 $299K 0.03% +9 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 440 $298K 0.03% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 439 $297K 0.03% +36 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 438 $296K 0.11% -6 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 436 $295K 0.01% +42 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 435 $294K 0.02% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 435 $294K 0.01% 0 13F-HR Timeline FULLER & THALER ASSET MANAGEMENT, INC. More: the full row for FULLER & THALER ASSET MANAGEMENT, INC. 434 $294K <0.01% 0 13F-HR/A Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 434 $294K 0.02% +60 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 432 $292K 0.1% 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 431 $292K 0.06% +10 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 430 $291K <0.01% -163 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 430 $291K 0.07% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 429 $290K 0.06% -9 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 428 $290K 0.04% -47 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 425 $288K 0.01% +18 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 425 $288K 0.01% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 425 $288K 0.19% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 424 $287K 0.01% +30 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 422 $285K 0.01% new 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 420 $284K 0.09% -40 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 419 $283K 0.05% -4 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 416 $281K 0.01% new 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 413 $279K 0.01% +15 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 413 $279K 0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 412 $278K 0.01% +36 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 411 $278K 0.01% +31 13F-HR Timeline Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 409 $277K 0.02% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 409 $277K 0.07% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 409 $276K 0.03% +1 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 408 $276K 0.05% +9 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 405 $274K 0.07% -1 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 404 $273K 0.06% -110 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 404 $273K 0.08% 0 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 400 $273K 0.15% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 401 $271K 0.01% +56 13F-HR Timeline