Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 10,012 $913K 0.58% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,954 $908K 0.02% +5,485 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 9,881 $901K <0.01% 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 9,842 $898K 0.03% +472 13F-HR Timeline NBH Bank More: the full row for NBH Bank 9,777 $892K 0.38% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 9,652 $880K 0.27% +447 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 9,515 $868K 0.01% -3,765 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 9,491 $866K 0.19% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 9,491 $866K 0.01% -1,740 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 9,399 $857K 0.03% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 9,220 $841K 0.03% -415 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,188 $838K 0.02% -36 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 9,168 $836K 0.14% -1 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,166 $836K 0.32% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,113 $831K 0.04% -94 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,100 $830K 0.01% +2,356 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 9,035 $824K 0.01% -180 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 8,964 $818K 0.09% -3 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 8,740 $797K 0.27% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,745 $797K 0.01% +459 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,712 $795K <0.01% 0 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 8,666 $790K 0.02% -92 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 8,634 $787K 0.17% +247 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,629 $787K 0.05% +759 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 8,609 $785K 0.01% -470 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 8,605 $785K 0.62% -835 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,530 $778K <0.01% +621 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,516 $777K 0.07% 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 8,514 $776K 0.28% +849 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 8,440 $770K <0.01% -357,990 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 8,307 $758K 0.04% -4,235 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,218 $749K 0.02% +205 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 8,221 $749K 0.08% new 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 8,150 $743K 0.03% -3,214 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 8,145 $743K 0.18% -30 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 8,134 $742K 0.06% -3,089 13F-HR Timeline Group Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 8,102 $739K 0.5% -65 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,096 $738K 0.01% -272 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,063 $735K 0.01% +571 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 8,015 $731K 0.01% +286 13F-HR Timeline OSSIAM More: the full row for OSSIAM 7,975 $727K 0.01% new 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 8,145 $725K 0.07% +6,139 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,950 $725K 0.01% -621 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,893 $720K 0.04% +189 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,873 $718K 0.02% -497 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,808 $712K 0.04% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 7,797 $711K <0.01% -77 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,718 $704K 0.01% +3,386 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 7,628 $696K 0.03% -491 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,620 $695K 0.01% 0 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 7,620 $695K 0.05% -700 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,612 $694K 0.02% +574 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 7,577 $691K 0.01% +1,821 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,879 $691K 0.01% -538 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,426 $685K 0.01% +2,965 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,513 $685K 0.04% +144 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,480 $682K <0.01% +523 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,475 $682K 0.02% +159 13F-HR/A Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,433 $678K 0.12% 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,400 $675K 0.12% -33 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 7,387 $674K 0.35% +11 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 7,375 $673K 0.23% 0 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 7,327 $668K 0.04% +327 13F-HR Timeline VIRGINIA RETIREMENT SYSTEMS ET Al More: the full row for VIRGINIA RETIREMENT SYSTEMS ET Al 7,250 $661K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,220 $658K <0.01% +6,274 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 7,205 $657K 0.01% new 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 7,179 $655K 0.3% +312 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,097 $647K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 7,460 $646K <0.01% -449,841 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,026 $641K 0.04% -118 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,010 $639K 0.01% -303 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 7,010 $639K 0.1% -1,398 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 6,967 $635K 0.03% -1,849 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 6,937 $633K 0.02% -50 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,871 $627K 0.02% new 13F-HR Timeline Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 6,842 $624K 0.21% -2,340 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 6,829 $623K 0.03% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,791 $619K <0.01% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,686 $610K 1.18% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,660 $607K 0.01% +2,679 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 6,645 $606K 0.26% -240 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,641 $606K 0.09% -55 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 6,631 $605K 0.05% +404 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,590 $601K 0.01% +265 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 6,559 $598K 0.23% +1,638 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,543 $597K 0.03% +950 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,529 $595K 0.01% +2,347 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,518 $594K 0.01% -15 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,517 $594K 0.13% +1,000 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,516 $594K 0.01% +485 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,450 $588K 0.11% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,442 $588K 0.04% -61 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,428 $586K 0.05% +155 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 6,372 $581K <0.01% +1,137 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,364 $580K 0.02% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,339 $578K <0.01% +1,063 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,318 $576K 0.01% +156 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,299 $574K 0.03% +47 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,286 $573K 0.01% -334 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6,220 $567K 0.12% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 6,201 $566K 0.26% -1,017 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,200 $565K 0.04% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,183 $564K 0.02% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 6,175 $563K 0.01% +1,241 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 6,114 $558K 0.19% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,058 $552K 0.05% -723 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 6,022 $549K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,002 $547K 0.04% -1,633 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 6,000 $547K 0.13% +208 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,978 $545K 0.03% 0 13F-HR/A Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 5,945 $542K 0.01% -42,926 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 5,938 $542K 0.03% -2,819 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,892 $537K <0.01% -50 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,875 $536K 0.21% -510 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,874 $536K 0.06% +1,540 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 5,781 $527K 0.01% +379 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,778 $527K 0.01% -339 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 5,750 $524K 0.13% new 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 5,746 $524K 0.01% +5,158 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,718 $521K 0.21% +957 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,836 $520K 0.02% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,692 $519K 0.1% new 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,636 $514K 0.01% +18 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,612 $512K 0.07% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 5,594 $510K 0.07% -187 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,591 $510K 0.01% +558 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,710 $509K 0.01% +5,387 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 5,575 $508K 0.13% +1,436 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 6,111 $504K 0.37% -60 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,521 $503K 0.02% +70 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,491 $501K 0.29% +9 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,479 $500K 0.18% +485 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,430 $495K 0.14% +2,899 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,401 $493K 0.01% +1,793 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 5,355 $488K 0.03% +382 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,277 $481K 0.03% -1,560 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5,255 $479K 0.4% -30 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,199 $473K 0.02% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,185 $473K 0.01% +600 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,157 $470K 0.03% +86 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,083 $464K 0.01% +1,068 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,062 $462K 0.01% +370 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 5,019 $458K 0.14% -1,294 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 5,016 $457K 0.1% +515 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,005 $456K 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 4,998 $456K 0.06% 0 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 4,989 $455K 0.01% -19 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 4,978 $454K 0.08% -92 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,973 $454K 0.04% -817 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,962 $453K 0.03% -1,644 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,938 $450K 0.05% +57 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,934 $450K 0.03% +1,650 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 4,934 $450K 0.03% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 4,874 $445K 0.11% new 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,872 $444K 0.15% +1 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 4,850 $442K 0.15% -197 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,804 $438K 0.03% +513 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,800 $438K 0.03% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,800 $438K 0.05% 0 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 4,769 $435K 0.35% +501 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,759 $434K <0.01% +1,583 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 6,653 $430K 0.01% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,710 $430K 0.01% +139 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,701 $429K 0.02% -2,558 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 5,350 $427K <0.01% +999 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,661 $425K 0.02% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,654 $424K 0.02% -469 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 4,620 $421K 0.02% -560 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,617 $421K 0.03% +104 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 4,551 $415K <0.01% -666 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4,673 $414K 0.28% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,470 $408K 0.05% +891 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,463 $407K 0.27% -1,600 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,453 $406K <0.01% +69 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,440 $405K 0.02% 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,430 $404K 0.06% -19 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 4,429 $404K 0.04% -253 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,398 $401K <0.01% -4,435 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 4,396 $401K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,354 $397K 0.01% -708 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,349 $397K 0.1% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,412 $393K 0.02% -71 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,298 $392K 0.01% +17 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,253 $388K 0.03% -601 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 4,250 $388K 0.16% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,239 $387K 0.01% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,225 $385K 0.28% +141 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,216 $384K 0.05% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,208 $384K 0.01% 0 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 4,207 $384K 0.06% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,200 $383K 0.08% -600 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,170 $380K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,153 $379K 0.02% +482 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 4,108 $375K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,057 $370K 0.02% -307 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,047 $369K 0.05% -702 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,037 $368K 0.01% new 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,987 $364K 0.02% +5 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 3,983 $363K 0.12% +12 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,982 $363K 0.02% +121 13F-HR Timeline