UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,301 $424K <0.01% +4,199 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 16,300 $424K 0.02% +6,347 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 16,265 $424K 0.19% +1,160 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 16,146 $420K 0.09% +5,708 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 16,067 $418K 0.01% +568 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,007 $417K 0.02% +331 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 15,925 $415K 0.3% -4,623 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 15,849 $413K 0.03% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 15,840 $412K 0.03% -8,596 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 17,261 $410K 0.03% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 15,715 $409K 0.28% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 15,558 $405K 0.02% -149 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 15,500 $404K 0.19% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 15,493 $403K -300 Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 15,329 $399K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 15,149 $394K <0.01% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 15,053 $392K 0.02% -113 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 14,733 $379K 0.02% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,434 $376K 0.06% +818 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 14,380 $374K 0.01% new 13F-HR/A Timeline Group Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 14,377 $374K 0.05% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14,356 $374K 0.01% -3,597 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 14,355 $374K 0.04% -5,023 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 14,314 $373K 0.29% +620 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,180 $369K <0.01% +2,388 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 14,079 $367K 0.21% -7,317 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 13,872 $361K 0.02% -1,389 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,792 $359K 0.01% +2,286 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 13,705 $357K 0.01% +3,311 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,679 $356K <0.01% -104 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,676 $356K 0.04% +3,774 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 13,618 $355K <0.01% -25,595 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,521 $352K 0.01% -1,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,380 $348K 0.01% -567 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 13,290 $346K 0.08% -2,731 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 13,066 $340K 0.04% -139 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 13,046 $340K 0.16% +2,776 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13,034 $339K 0.03% +340 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 12,937 $337K 0.02% +1,905 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12,920 $336K 0.01% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 12,867 $335K 0.03% +399 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,858 $335K 0.04% new 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 12,776 $333K 0.04% -1,498 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 12,770 $333K 0.03% new 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 12,676 $330K 0.06% +1,556 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,530 $326K 0.02% -436 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 12,530 $326K 0.3% new 13F-HR Timeline Quaker Capital Investments, LLC More: the full row for Quaker Capital Investments, LLC 12,500 $326K 0.09% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 12,300 $320K 0.13% 0 13F-HR/A Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 12,219 $318K 0.01% +1,671 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 12,210 $318K 0.04% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 12,000 $312K 0.08% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 11,881 $309K 0.01% +2,738 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,854 $309K 0.23% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,843 $309K 0.02% -398 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,836 $308K <0.01% -1,314 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 11,820 $308K 0.01% +1,737 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 11,782 $307K <0.01% new 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 11,763 $306K 0.04% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 11,224 $292K 0.06% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 11,221 $292K <0.01% +325 13F-HR Timeline Group TI-TRUST, INC More: the full row for TI-TRUST, INC 11,208 $292K 0.18% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 11,778 $291K 0.05% -2,401 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,173 $291K 0.01% -1,735 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 11,164 $291K <0.01% +2,983 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 11,124 $290K 0.12% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 11,074 $288K 0.23% -11,316 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 11,020 $287K 0.28% 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 11,015 $287K 0.06% -818 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 10,951 $285K 0.08% -465 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 10,944 $285K 0.01% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 10,917 $284K 0.15% -1,576 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,026 $283K 0.02% -2,072 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,686 $282K 0.01% +1,363 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,773 $281K 0.05% -494 13F-HR Timeline Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 10,731 $279K 0.16% -270 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 10,608 $276K 0.02% -2,134 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 10,581 $276K <0.01% -1,906 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 10,498 $273K 0.06% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,753 $273K 0.01% +584 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10,362 $270K 0.03% 0 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 10,341 $269K 0.18% -7 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,274 $268K 0.02% +259 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 10,223 $266K <0.01% +6,463 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 10,168 $265K 0.1% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,150 $264K 0.06% -250 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,149 $264K <0.01% -271 13F-HR Timeline Group PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 10,101 $263K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 10,268 $262K 0.01% new 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 10,039 $261K 0.29% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,004 $261K <0.01% +2,710 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 10,000 $260K 0.03% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 9,997 $260K 0.01% +1,967 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 9,990 $260K 0.13% -11,374 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,927 $258K 0.01% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,921 $258K 0.05% -44 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 9,867 $257K 0.01% -354 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 9,799 $255K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,760 $254K 0.01% new 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 9,758 $254K 0.02% +14 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,753 $254K 0.01% -2,816 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 9,499 $253K 0.02% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 8,452 $251K 0.37% 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 9,607 $250K 0.12% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 9,595 $250K 0.01% -236 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 9,580 $249K <0.01% -58 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9,564 $249K 0.01% 0 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 9,551 $249K 0.25% +5 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 9,550 $249K 0.09% +4,000 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 9,496 $247K 0.16% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 9,463 $246K 0.04% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 9,420 $245K 0.05% -2,236 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 9,390 $245K 0.02% +1,331 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 9,369 $244K 0.04% new 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 9,356 $244K 0.01% new 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 9,350 $243K 0.21% -500 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 9,166 $239K 0.13% +8,662 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 9,050 $236K 0.01% -37,897 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 9,042 $235K 0.14% new 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,028 $235K 0.02% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 9,025 $235K 0.02% +600 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,025 $235K <0.01% new 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 9,016 $235K <0.01% new 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 9,008 $235K <0.01% -209 13F-HR Timeline Group Private Capital Management, LLC More: the full row for Private Capital Management, LLC 9,000 $234K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 9,000 $234K 0.03% 0 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 9,000 $234K 0.11% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,994 $234K 0.01% -112 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 8,973 $234K 0.15% +8,605 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,875 $231K 0.01% +59 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,861 $231K 0.02% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 8,851 $230K <0.01% -124 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 8,805 $229K 0.07% -1,834 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 8,775 $229K 0.02% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 8,707 $227K 0.01% -989 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 8,695 $226K 0.14% -38 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 8,620 $224K 0.1% -27,225 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,597 $224K 0.1% -232 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 8,592 $224K <0.01% -2,037 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 8,567 $223K <0.01% -21,419 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,559 $223K 0.03% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 8,557 $223K 0.01% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,842 $223K 0.01% +376 13F-HR/A Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 8,499 $221K 0.01% -457 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,468 $221K 0.01% +2,347 13F-HR/A Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,457 $220K 0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 8,382 $218K 0.01% -600 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 8,335 $217K 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 8,319 $217K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,937 $216K <0.01% +892 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,281 $216K 0.09% -529 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 8,371 $215K <0.01% -46,549 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 8,241 $215K 0.16% -784 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 8,323 $213K 0.03% +365 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,174 $213K 0.03% -128 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,144 $212K 0.01% -1,054 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 8,124 $212K 0.02% -139 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,122 $212K 0.01% -1,442 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,094 $211K 0.01% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,048 $210K 0.01% new 13F-HR Timeline Group City Center Advisors, LLC More: the full row for City Center Advisors, LLC 8,017 $209K 0.2% -7,688 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 7,992 $208K 0.09% +120 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,964 $207K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 7,894 $206K 0.07% -14,700 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 7,878 $205K 0.01% +5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7,868 $205K 0.05% +7,558 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 7,770 $202K 0.02% -153 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,766 $202K 0.09% +1,458 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,744 $202K 0.01% new 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 7,434 $194K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,321 $191K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7,317 $191K 0.13% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,303 $190K 0.01% -130 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,298 $190K 0.09% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 7,170 $187K <0.01% -108,341 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 7,168 $187K 0.05% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,059 $184K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,650 $173K 0.01% +651 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,400 $167K <0.01% -1,401 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 6,384 $166K 0.15% -3,146 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6,271 $163K 0.11% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,000 $156K 0.01% 0 13F-HR/A Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,000 $156K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,946 $155K <0.01% +670 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,846 $152K <0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,853 $151K <0.01% +1,803 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,803 $151K 0.01% +1,263 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,412 $141K <0.01% +3,408 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,350 $139K 0.02% +4,440 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 5,349 $139K <0.01% -53 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,319 $139K 0.01% +111 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,301 $138K 0.02% +1,884 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 5,275 $137K 0.01% +3,540 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,084 $132K <0.01% +157 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,073 $132K 0.01% -1,504 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,899 $128K 0.01% -2,457 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,619 $120K 0.01% +47 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,516 $118K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,488 $117K 0.02% +1,039 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,484 $117K <0.01% -8,607 13F-HR Timeline