GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 802 $325K 0.01% -3 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 804 $324K 0.01% -76 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 790 $319K <0.01% +10 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 969 $318K 0.03% +246 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 782 $316K 0.02% +2 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 781 $316K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 758 $306K 0.01% +335 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 752 $304K <0.01% -7 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 745 $302K 0.05% -23 13F-HR Timeline Group Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 745 $301K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 736 $297K 0.01% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 734 $297K 0.14% +178 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 730 $295K <0.01% -1 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 721 $291K 0.01% -1,635 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 690 $290K 0.21% +8 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 714 $289K 0.03% +4 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 713 $288K 0.09% +41 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 705 $285K 0.01% new 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 701 $283K <0.01% new 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 700 $283K 0.08% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 695 $281K 0.06% +21 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 692 $280K 0.07% +118 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 689 $279K 0.19% +17 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 689 $279K 0.02% -52 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 682 $276K 0.13% +9 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 681 $275K 0.01% +346 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 679 $274K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 671 $271K 0.01% -50 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 671 $271K 0.01% -129 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 669 $270K 0.2% -910 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 668 $270K 0.01% new 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 667 $270K 0.13% +10 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 663 $268K <0.01% -75 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 660 $267K 0.03% -2,150 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 653 $266K 0.12% -8 13F-HR Timeline TRUST POINT INC. 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More: the full row for Tandem Investment Advisors, Inc. 603 $244K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 603 $244K 0.09% +88 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 592 $241K <0.01% +21 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 593 $240K 0.03% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 592 $239K 0.02% +1 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 592 $239K 0.03% -133 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 598 $239K 0.03% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 589 $238K <0.01% +105 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 585 $236K 0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 585 $236K 0.01% -48 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 583 $236K 0.02% +35 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 583 $236K 0.05% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 582 $235K 0.05% +17 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 581 $235K 0.11% +87 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 581 $235K +2 Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 579 $234K 0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 579 $234K 0.01% -91 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 576 $233K 0.04% +127 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 573 $232K 0.08% +93 13F-HR/A Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 572 $231K <0.01% -42 13F-HR/A Timeline Adams Wealth Management More: the full row for Adams Wealth Management 572 $231K 0.04% 0 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 572 $231K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 571 $231K 0.03% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 566 $230K 0.06% +50 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 560 $227K <0.01% -25 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 559 $226K 0.04% +24 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 554 $224K 0.07% -1,397 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 525 $220K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 540 $218K <0.01% -2,186 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 539 $218K 0.03% +21 13F-HR Timeline D'Orazio & Associates, Inc. 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Burns & Company, LLC 527 $213K 0.03% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 520 $210K 0.01% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 520 $210K <0.01% new 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 519 $210K 0.07% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 517 $209K <0.01% +8 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 512 $207K 0.07% -835 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 511 $207K 0.02% +22 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 504 $204K <0.01% -25 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 500 $203K 0.05% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 500 $202K 0.14% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $202K 0.01% 0 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 498 $201K 0.01% -359 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 498 $201K 0.02% +1 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 483 $195K <0.01% -15,561 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 460 $186K 0.01% -322 13F-HR/A Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 423 $171K 0.01% -47 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 410 $165K <0.01% +45 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 408 $165K 0.04% -324 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 400 $162K 0.17% -1,500 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 393 $159K 0.02% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 378 $153K 0.02% +178 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 352 $142K 0.01% -2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 283 $137K 0.01% -20 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 310 $125K <0.01% -42 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 305 $123K <0.01% -45 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 299 $121K 0.04% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 284 $115K 0.05% -46 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 282 $113K 0.03% -1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 268 $108K 0.02% +11 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 256 $103K <0.01% +16 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 248 $100K <0.01% -95 13F-HR Timeline HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 243 $98.2K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 238 $96.2K 0.01% -70 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 238 $96.2K <0.01% -2,704 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 237 $95.8K 0.04% -4 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 226 $91.4K <0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 228 $91K 0.05% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 225 $91K 0.01% -75 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 216 $87.3K 0.01% -26 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 211 $85K <0.01% -6 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 246 $84.7K <0.01% -6,701 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 205 $83K 0.06% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 200 $80.8K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 193 $78K <0.01% -27 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 190 $76.8K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 188 $76K 0.03% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 187 $75.6K 0.05% -41 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 180 $72.8K 0.02% +55 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 168 $67.9K <0.01% +1 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 167 $67.5K <0.01% -3 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 161 $65.1K 0.01% +4 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 138 $55.8K 0.01% -19 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 132 $53.4K <0.01% -60 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 129 $52.1K 0.01% +3 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 95 $52.1K <0.01% +62 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 125 $50.5K 0.01% -253 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 121 $48.9K <0.01% -999 13F-HR Timeline Group OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 119 $48.1K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 119 $48.1K <0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 116 $48K 0.04% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 118 $47.7K 0.03% 0 13F-HR/A Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 117 $47.3K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 115 $46K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 110 $44.5K 0.02% +57 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 102 $41K 0.01% +9 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 101 $40.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 99 $40K <0.01% -12 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 98 $39.6K 0.01% +18 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 93 $37.6K 0.03% -71 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 93 $37K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 91 $36.8K 0.01% -2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 90 $36.4K 0.02% +8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 77 $31.1K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 74 $30.1K 0.01% +6 13F-HR Timeline Stuart Chaussee & Associates, Inc. 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More: the full row for SBI Securities Co., Ltd. 66 $26.7K <0.01% -34 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 66 $26.7K 0.03% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 65 $26.3K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 65 $26.3K <0.01% -10 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 63 $25.5K <0.01% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 63 $25.5K 0.01% -48 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 62 $25.1K 0.01% -76 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 60 $24.3K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 60 $24.3K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 59 $23.8K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 55 $22.2K <0.01% +37 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 54 $21.8K <0.01% -1 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 52 $21K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 52 $21K <0.01% +2 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 50 $20.2K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 49 $19.8K <0.01% new 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 49 $19.8K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 48 $19.3K <0.01% +14 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 45 $18K 0.01% -5 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 44 $17.8K 0.01% +4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 43 $17.4K <0.01% +25 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 43 $17.4K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 42 $17K 0.01% +3 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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More: the full row for Geneos Wealth Management Inc. 27 $10.9K <0.01% -28 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 51 $10.5K <0.01% +25 13F-HR Timeline Group