National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 3,349 $755K 0.26% new 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 3,342 $753K 0.21% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,335 $752K 0.22% -84 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,324 $749K 0.07% +45 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 3,269 $737K 0.22% -667 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 3,262 $735K 0.05% -186 13F-HR Timeline CORSAIR CAPITAL MANAGEMENT, L.P. More: the full row for CORSAIR CAPITAL MANAGEMENT, L.P. 3,243 $731K 0.12% -862 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,226 $727K 0.45% -168 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,381 $726K 0.01% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 3,200 $721K 0.16% -500 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,199 $721K +1,397 Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 3,061 $690K 0.24% -8 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,023 $681K 0.01% -296 13F-HR Timeline S&CO INC More: the full row for S&CO INC 3,000 $676K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,931 $661K 0.01% +63 13F-HR Timeline Group Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,926 $660K 0.52% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,922 $659K 0.24% -279 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,912 $656K 0.02% +340 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,903 $654K 0.03% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,902 $654K 0.01% -36 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,897 $653K 0.08% -1,489 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 2,859 $644K 0.07% -5 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,825 $637K 0.09% -260 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,807 $633K 0.01% +107 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,803 $632K 0.01% +242 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,800 $631K 0.05% -275 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 2,792 $629K 0.05% -3 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,759 $626K 0.03% +1,365 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,771 $625K 0.02% +575 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,757 $621K 0.3% +32 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 2,738 $617K 0.1% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,715 $612K 0.05% -8 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,708 $610K 0.05% -145 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,693 $607K 0.01% +424 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,675 $603K 0.24% -185 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,669 $602K 0.01% 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,635 $600K 0.01% -65 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,660 $600K 0.03% +2,136 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,658 $599K 0.18% 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 2,657 $599K 0.62% -411 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,651 $598K <0.01% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,641 $595K <0.01% +1,055 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,613 $589K 0.06% +1,492 13F-HR/A Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,610 $588K 0.14% 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,600 $586K 0.14% new 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 2,598 $585K 0.04% -146 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,578 $582K <0.01% -1,696 13F-HR/A Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,580 $582K 0.02% -15 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,558 $577K 0.07% -200 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,521 $568K 0.01% -22 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,507 $565K 0.11% +170 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 2,500 $564K 0.12% -14,100 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,492 $562K 0.03% +1,830 13F-HR Timeline Jasper Ridge Partners, L.P. More: the full row for Jasper Ridge Partners, L.P. 2,463 $555K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,463 $555K 0.04% +669 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 2,424 $546K 0.08% +158 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,390 $544K 0.03% -65 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,400 $541K 0.01% -24 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,399 $541K 0.01% -60 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,336 $527K 0.16% +306 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,320 $523K <0.01% +683 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,293 $517K 0.3% +484 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,284 $515K 0.01% +410 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,278 $513K 0.08% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,246 $507K 0.01% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,249 $507K <0.01% -7 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,245 $506K 0.03% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,243 $506K <0.01% -22 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,240 $505K 0.06% -142 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,234 $504K 0.01% +193 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,225 $502K 0.33% +50 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,221 $501K 0.01% -5 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,196 $497K 0.03% +540 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,200 $496K 0.04% -1,300 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,177 $491K 0.23% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,156 $486K 0.16% +952 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 2,155 $486K 0.06% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,153 $485K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,145 $484K 0.01% +294 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,143 $483K 0.04% +174 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,143 $483K 0.01% +289 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2,139 $482K 0.16% -176 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,136 $481K 0.09% -50 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,130 $480K 0.07% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,125 $479K <0.01% +177 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 2,124 $479K 0.01% -9,150 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,121 $478K 0.03% +23 13F-HR Timeline Group IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 2,120 $478K 0.21% -30 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,984 $477K 0.05% +275 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,117 $477K 0.19% -490 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,111 $476K 0.02% -4,959 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,106 $475K 0.01% +475 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,101 $474K 0.01% new 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 2,099 $473K 0.09% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,094 $472K 0.18% +698 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,089 $471K <0.01% +194 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,074 $468K <0.01% +272 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 2,070 $467K <0.01% -21 13F-HR/A Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,066 $466K 0.2% +86 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,065 $465K 0.02% -12 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,063 $465K 0.01% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,049 $462K 0.01% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,048 $462K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,016 $455K 0.01% -53 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 2,000 $451K 0.02% new 13F-HR/A Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,997 $450K 0.12% +1,658 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,996 $450K 0.03% +636 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,989 $448K 0.03% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,988 $448K 0.16% +215 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 1,933 $436K 0.36% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,931 $435K 0.19% +193 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,929 $435K 0.03% -73 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,920 $433K 0.02% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,919 $433K 0.03% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,900 $428K 0.06% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,873 $422K 0.2% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,872 $422K 0.07% +145 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,863 $420K <0.01% +99 13F-HR Timeline Group L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,863 $420K 0.06% new 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 1,862 $420K 0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 1,843 $415K 0.09% +11 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,842 $415K 0.04% -2 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,827 $412K 0.03% new 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,814 $409K 0.07% +58 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,809 $408K 0.01% new 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 2,110 $401K 0.11% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,774 $400K 0.09% +2 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,768 $399K 0.21% +258 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,763 $397K 0.01% +196 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,749 $394K 0.12% 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,743 $393K 0.02% -124 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,735 $391K 0.03% -313 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,735 $391K 0.01% new 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 1,721 $388K 0.18% 0 13F-HR/A Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,716 $387K <0.01% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,712 $386K <0.01% +4 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,592 $384K 0.31% +104 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,700 $383K 0.05% -4 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,696 $382K 0.2% -114 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,694 $382K 0.12% +214 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,684 $380K 0.06% +350 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,681 $379K 0.05% new 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,673 $377K <0.01% new 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 1,671 $377K 0.34% 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 2,105 $373K 0.33% 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,652 $372K 0.04% +143 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,626 $367K 0.01% -503 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,933 $364K 0.03% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,609 $363K 0.05% -79 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,599 $361K 0.05% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,600 $360K 0.01% 0 13F-HR Timeline Group KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 1,595 $360K 0.21% 0 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,589 $358K 0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,585 $357K 0.14% -3,041 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,580 $356K <0.01% -510 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,572 $354K 0.03% +251 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,566 $353K 0.01% +7 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 1,562 $352K 0.12% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,551 $350K -121 Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,546 $348K 0.01% +16 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 1,486 $345K 0.09% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,484 $342K 0.04% +17 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,510 $340K <0.01% -140 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,509 $340K 0.01% +1,005 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,507 $340K 0.02% -182 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,501 $338K 0.04% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,496 $337K 0.01% -306 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,493 $337K <0.01% +1,012 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,484 $335K <0.01% +103 13F-HR Timeline Group ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 1,463 $330K 0.01% -420 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,459 $329K 0.02% -287 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,446 $326K 0.01% new 13F-HR Timeline First Long Island Investors, LLC More: the full row for First Long Island Investors, LLC 1,422 $321K 0.02% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,413 $319K 0.09% -72 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,406 $317K 0.01% +10 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,405 $317K 0.05% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,403 $316K 0.01% -42 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,384 $312K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,374 $310K 0.03% -246 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,371 $309K 0.01% new 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,357 $309K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,366 $308K 0.01% -270 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,366 $308K 0.02% +378 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,349 $307K 0.01% -1 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,331 $300K 0.02% +244 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,335 $300K 0.01% -34 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,321 $298K 0.01% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,302 $293K 0.09% -102 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,302 $293K <0.01% 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 1,299 $293K 0.07% 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,297 $292K 0.02% -262 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,296 $292K 0.02% -20 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,291 $291K 0.02% 0 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,290 $291K 0.02% -231 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,274 $287K 0.01% +8 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,274 $287K 0.03% +2 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,252 $282K 0.02% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,250 $282K 0.02% -1,440 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,245 $281K 0.02% +173 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,243 $280K <0.01% +274 13F-HR Timeline Group