Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 4,503 $1.17M 0.2% -10 13F-HR/A Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,500 $1.17M 0.01% -1,000 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 4,487 $1.17M 0.51% +34 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,472 $1.16M 0.01% -83 13F-HR Timeline Group Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 4,425 $1.15M 0.36% 0 13F-HR Timeline MY Wealth Management Inc. More: the full row for MY Wealth Management Inc. 4,407 $1.15M 1.01% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,398 $1.15M 0.02% +4 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,347 $1.13M 0.04% +81 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,329 $1.13M 0.1% +1,023 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,318 $1.12M <0.01% +150 13F-HR Timeline Group Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,267 $1.11M 0.03% +2,206 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 4,264 $1.11M 0.05% 0 13F-HR Timeline PBMares Wealth Management LLC More: the full row for PBMares Wealth Management LLC 4,258 $1.11M 0.18% 0 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,256 $1.11M 0.09% -195 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,254 $1.11M 0.5% +113 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,227 $1.1M 0.04% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 4,221 $1.1M 0.41% -120 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,221 $1.1M 0.06% +379 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,168 $1.09M 0.11% +736 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 4,165 $1.08M 0.32% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,159 $1.08M 0.02% +54 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,983 $1.08M 0.06% -1,043 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 4,134 $1.08M 0.08% -203 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 4,130 $1.08M 0.31% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,090 $1.07M 0.04% +1,720 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,065 $1.06M 0.02% +79 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,017 $1.05M 0.06% -505 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 4,001 $1.04M 0.39% +44 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,983 $1.04M 0.02% -354 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,981 $1.04M 0.03% +2,150 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,950 $1.03M <0.01% -197 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,922 $1.02M 0.06% -334 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 3,920 $1.02M 0.04% -17 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,900 $1.02M 0.31% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3,861 $1.01M 0.42% +212 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,847 $1M 0.01% -1,320 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,714 $995K 0.13% +11 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,818 $994K 0.06% +5 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,715 $993K 0.04% +97 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 3,804 $991K 0.02% +9 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 3,801 $990K 0.01% +1,890 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,795 $988K 0.01% -1,400 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,779 $984K 0.21% 0 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,765 $981K 0.18% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,739 $974K 0.07% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,737 $973K 0.01% +78 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 3,706 $965K 0.7% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,702 $964K 0.06% +185 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,698 $963K 0.17% +31 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,692 $961K 0.02% -17 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,667 $955K 0.08% +253 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,575 $953K 0.03% +310 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 3,650 $951K 0.26% 0 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 3,404 $946K 0.42% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,615 $941K 0.16% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,613 $941K 0.02% +946 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,602 $938K 0.03% -12 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,512 $935K 0.02% +40 13F-HR/A Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 3,587 $934K 0.04% +2 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,580 $932K 0.27% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,573 $931K 0.01% +22 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,545 $923K 0.08% +1,072 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 3,530 $919K 0.48% -209 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 3,523 $918K 0.1% 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 3,521 $917K 0.02% +324 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 3,503 $912K 0.51% -18 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,491 $909K 0.06% -787 13F-HR Timeline Claar Advisors LLC More: the full row for Claar Advisors LLC 3,489 $909K 0.27% -111 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,485 $908K 0.67% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 3,481 $907K 0.15% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 3,478 $906K 0.08% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 3,394 $905K 0.36% +672 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 3,463 $902K 0.13% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,455 $900K 0.02% new 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 3,377 $899K 0.34% +9 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,443 $897K 0.02% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,411 $888K 0.31% +15 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,384 $881K 0.03% +1,383 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 3,380 $880K 0.2% +15 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,347 $872K 0.01% -52 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3,347 $872K 0.44% +261 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,332 $868K 0.06% +33 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,319 $864K 0.04% +690 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,314 $863K 0.17% -49 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,314 $863K 0.08% -315 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,307 $861K 0.01% -265 13F-HR Timeline Divergent Planning, LLC More: the full row for Divergent Planning, LLC 3,214 $860K 0.23% +23 13F-HR/A Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 3,294 $858K <0.01% new 13F-HR/A Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,215 $858K 0.01% -360 13F-HR Timeline Group CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 3,277 $853K 0.01% 0 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,245 $845K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3,242 $844K 0.08% -115 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,235 $843K 0.02% -19 13F-HR Timeline Carl P. Sherr & Co., LLC More: the full row for Carl P. Sherr & Co., LLC 3,225 $840K 0.4% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,224 $840K 0.09% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,204 $834K 0.01% -1,274 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3,197 $833K 0.4% +7 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,174 $827K 0.09% -26 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,159 $823K 0.04% +1,459 13F-HR Timeline Group DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,151 $821K 0.14% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,142 $818K 0.02% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,141 $818K 0.02% -32 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,100 $807K 0.03% -2,500 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,096 $806K 0.41% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,095 $806K 0.19% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,085 $803K 0.05% -501 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,068 $799K 0.03% -185 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,054 $795K 0.03% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,053 $795K 0.45% +330 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,025 $788K 0.03% -127 13F-HR Timeline BANK OZK More: the full row for BANK OZK 3,010 $784K 0.28% -397 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 2,995 $780K 0.02% -4 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,995 $780K 0.01% -16 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,991 $779K 0.15% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,990 $779K 0.01% -3,098 13F-HR/A Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 2,969 $774K 0.07% -179 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,951 $769K 0.09% +70 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,922 $761K 0.02% +54 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,902 $760K <0.01% -405 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 2,907 $757K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,906 $757K 0.03% +470 13F-HR Timeline Group TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,899 $755K 0.06% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,893 $753K 0.02% -73 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,892 $753K 0.02% -4,861 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,887 $752K 0.32% -84 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,886 $752K 0.03% +424 13F-HR Timeline Group Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,874 $749K 0.14% -941 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,869 $747K 0.01% +75 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,867 $747K 0.02% -6 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,857 $744K 0.02% -1,212 13F-HR/A Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 2,852 $743K 0.22% -36 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,851 $742K 0.09% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,847 $742K 0.15% -67 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,842 $740K 0.02% +360 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,836 $739K 0.07% -476 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,832 $738K 0.07% -173 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,814 $733K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,800 $729K 0.46% -115 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,782 $725K 0.01% +44 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,766 $720K 0.07% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,758 $718K 0.57% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,758 $718K 0.05% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,743 $714K 0.04% +21 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,730 $711K 0.18% +35 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,720 $708K 0.03% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 2,718 $708K <0.01% -762 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,687 $700K 0.01% +7 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,687 $700K 0.04% -273 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,674 $696K 0.01% -2,464 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,674 $696K 0.03% +5 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,670 $695K 0.05% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,812 $695K 0.02% -319 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,661 $693K 0.05% -242 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,643 $688K 0.01% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,616 $681K 0.05% +1 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,601 $677K 0.02% +247 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,599 $677K 0.03% -167 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,583 $673K 0.07% +466 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,573 $670K 0.2% +25 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,557 $666K 0.03% -191 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 2,555 $665K 0.23% -67 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,524 $657K 0.04% +50 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,523 $657K 0.12% 0 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,490 $648K 0.15% -66 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,472 $644K 0.01% +10 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,468 $643K 0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,462 $641K 0.02% -98 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 2,446 $637K 0.1% -100 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 2,437 $635K 0.13% +6 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,427 $632K 0.06% +214 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,427 $632K 0.22% 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,423 $631K 0.1% -126 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 2,418 $630K 0.13% -32 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 2,412 $628K 0.03% -24 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 2,360 $615K 0.01% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,356 $614K 0.21% +37 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,356 $614K 0.09% +4 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 2,347 $611K 0.26% -34 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 2,337 $609K 0.05% +2,295 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 2,335 $608K 0.09% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,332 $607K 0.02% -66 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,331 $607K 0.13% +14 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,331 $607K 0.01% +14 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,314 $607K 0.05% +513 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,326 $606K 0.21% -131 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,322 $605K <0.01% 0 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 2,320 $604K 0.51% -126 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 2,318 $604K 0.15% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,318 $604K 0.14% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 2,309 $601K 0.21% -85 13F-HR Timeline Palmer Knight Co More: the full row for Palmer Knight Co 2,290 $596K 0.28% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,277 $593K 0.03% -1,230 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,270 $591K 0.28% +5 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 2,259 $588K 0.32% -22 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,252 $587K 0.31% -349 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,242 $584K 0.08% 0 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,236 $582K 0.06% +396 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,231 $581K 0.22% -35 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,207 $575K 0.01% +27 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,192 $571K 0.16% +15 13F-HR Timeline