CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,616 $606K 0.06% -1,300 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,427 $593K 0.01% +3,036 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,410 $592K 0.01% -7,121 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8,368 $589K 0.01% +8 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,366 $589K 0.01% -1,455 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 8,211 $578K 0.29% -3,885 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,174 $575K 0.01% -200 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,139 $573K <0.01% -2,705 13F-HR/A Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 8,586 $569K 0.57% -840 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 8,037 $566K <0.01% -1,083 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 7,977 $561K 0.17% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,821 $550K <0.01% +2,307 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,816 $550K 0.01% +1,527 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 7,782 $548K 0.52% -351 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 7,781 $548K 0.04% -115 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 9,487 $544K 0.05% +80 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 7,710 $543K 0.13% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 7,635 $537K 0.05% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 7,620 $536K 0.01% -147 13F-HR Timeline Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 537,015 $532K 0.09% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 7,477 $526K 0.23% -464 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 7,455 $525K 0.2% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 7,433 $523K 0.1% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,429 $523K <0.01% -1,634 13F-HR Timeline Group Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 7,388 $520K 0.32% +333 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,352 $517K 0.01% -2,935 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 7,333 $516K <0.01% +1,501 13F-HR/A Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,270 $512K 0.02% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 7,094 $499K 0.27% -8,610 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,073 $498K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,038 $495K 0.02% +22 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,972 $491K 0.01% +1,539 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 6,920 $487K 0.04% +1,200 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,906 $486K 0.03% +15 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 6,900 $486K 0.02% -7,400 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,897 $485K 0.01% -3,229 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 6,845 $482K 0.03% -1,393 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 6,791 $478K 0.05% new 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,787 $478K 0.02% -111 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,782 $477K 0.01% +388 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 6,786 $477K 0.01% +553 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 6,756 $475K 0.02% +3,552 13F-HR/A Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 6,694 $471K 0.08% -400 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 6,640 $467K 0.12% +43 13F-HR Timeline Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 6,575 $463K <0.01% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 6,572 $463K 0.01% -42 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,559 $462K 0.34% new 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 6,550 $461K 0.05% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,450 $454K 0.09% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,431 $453K 0.03% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,409 $451K 0.03% +1,077 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,400 $450K 0.12% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,354 $447K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,351 $447K 0.01% +342 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 6,350 $447K 0.22% -450 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 6,297 $443K 0.15% +1,959 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 6,280 $442K 0.01% -1,586 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 6,263 $441K 0.05% -315 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,236 $439K 0.01% -18,527 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,219 $438K 0.03% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 6,227 $437K 0.03% +1,667 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 6,200 $436K 0.03% -2,300 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,198 $435K <0.01% +3,119 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 6,176 $435K 0.05% +2,236 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 6,172 $434K 0.31% +250 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,126 $432K 0.01% -17,934 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,131 $431K 0.02% -433 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,127 $431K 0.01% new 13F-HR Timeline TKG Advisors, LLC More: the full row for TKG Advisors, LLC 6,114 $430K 0.19% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 6,100 $429K 0.04% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,063 $427K 0.36% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 6,062 $427K 0.06% +1,765 13F-HR Timeline Peirce Capital Management, LLC More: the full row for Peirce Capital Management, LLC 6,000 $422K 0.19% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 5,985 $421K 0.01% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,978 $421K 0.01% +1,302 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 5,973 $420K 0.12% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 5,968 $420K 0.07% 0 13F-HR Timeline BlueCrest Capital Management Ltd More: the full row for BlueCrest Capital Management Ltd 5,950 $419K 0.05% new 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,911 $416K 0.01% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,903 $415K 0.04% +254 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,796 $415K 0.01% -443 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,880 $414K 0.03% -851 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,787 $407K 0.01% +154 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,765 $406K 0.03% -6,626 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,728 $403K <0.01% +328 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,714 $402K <0.01% -260 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 5,695 $401K 0.01% +1,026 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,655 $398K 0.04% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 5,648 $397K 0.14% -88 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 5,635 $397K 0.19% +405 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,620 $395K 0.23% new 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 5,617 $395K 0.13% -3,226 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,614 $395K 0.01% +916 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,563 $391K 0.04% -2,416 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,556 $391K 0.03% +1,170 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 5,550 $391K 0.09% -874 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,540 $390K 0.05% -40,003 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,516 $388K 0.02% -916 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,511 $388K 0.03% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,476 $385K 0.08% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,455 $383K 0.03% -258 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 5,438 $383K 0.12% -3,666 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,401 $380K 0.07% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,371 $378K 0.02% -11,182 13F-HR Timeline STF Management LP More: the full row for STF Management LP 5,319 $374K 0.15% +281 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 5,304 $373K <0.01% -7,056 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,294 $373K 0.04% +859 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 5,278 $371K 0.06% -2,479 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 5,272 $371K 0.02% +690 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,266 $371K 0.05% +2,574 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,257 $370K 0.06% -79 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 5,249 $369K 0.1% new 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,238 $369K 0.02% +13 13F-HR Timeline Eagle Bluffs Wealth Management LLC More: the full row for Eagle Bluffs Wealth Management LLC 5,238 $369K 0.18% +17 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 5,237 $369K 0.01% +217 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,199 $365K 0.02% +874 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 5,172 $364K 0.15% -44 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,142 $362K 0.03% -273 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,027 $354K <0.01% +56 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,026 $354K 0.18% +232 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,014 $353K 0.08% -441 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,014 $353K 0.15% +167 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,985 $351K 0.02% -383 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,983 $351K 0.05% +824 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 4,929 $347K <0.01% -17 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,924 $347K 0.01% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 4,922 $346K 0.04% -1,159 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,878 $343K 0.01% -40,694 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 4,838 $340K 0.04% -6 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 4,825 $340K 0.22% -1,085 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 4,800 $338K 0.03% 0 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 4,776 $336K 0.01% -1,295 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,767 $335K 0.05% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 4,733 $333K 0.01% +42 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,723 $332K 0.01% 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,680 $329K 0.15% +286 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,670 $329K 0.01% -2,291 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,657 $328K <0.01% -335 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,633 $326K 0.03% -20 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,601 $324K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,601 $324K 0.01% +19 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,582 $322K 0.08% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,525 $318K 0.04% +61 13F-HR/A Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 4,500 $317K 0.56% new 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 4,500 $317K 0.06% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,481 $315K 0.01% -1,416 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,479 $315K <0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,476 $315K 0.04% -689 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,450 $313K 0.01% new 13F-HR/A Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,379 $308K 0.1% -375 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 4,364 $307K 0.27% -5,693 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,352 $306K <0.01% -1 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 4,295 $302K 0.2% +15 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,277 $301K 0.02% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,239 $298K 0.01% -450 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,216 $297K 0.05% 0 13F-HR Timeline United Bank More: the full row for United Bank 4,214 $297K 0.11% -533 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,211 $296K 0.03% -541 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,208 $296K 0.01% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 4,209 $296K 0.02% -3,863 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 4,206 $295K 0.12% -3,056 13F-HR Timeline Corton Capital Inc. More: the full row for Corton Capital Inc. 4,193 $295K 0.34% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,165 $293K 0.01% -1,053 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,149 $292K 0.04% -152 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,143 $292K 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,134 $291K <0.01% -1 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 4,106 $289K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 4,055 $285K 0.02% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 4,044 $285K 0.06% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,028 $283K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,016 $283K 0.01% -53,441 13F-HR Timeline Group FreeGulliver LLC More: the full row for FreeGulliver LLC 3,992 $281K 0.13% -384 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,982 $280K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,978 $280K <0.01% -1,737 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,975 $280K 0.05% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,957 $278K 0.01% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,934 $277K 0.03% -626 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 3,901 $275K 0.18% -237 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 3,878 $273K 0.17% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,797 $267K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,792 $267K <0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 3,774 $266K 0.01% new 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,770 $265K 0.08% -770 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 3,761 $265K 0.02% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,751 $264K 0.03% -21,435 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,741 $263K 0.02% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,691 $260K 0.02% -2,289 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,673 $259K 0.06% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,676 $259K 0.02% -25 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,654 $257K 0.04% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,653 $257K 0.01% new 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 3,612 $254K 0.02% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,599 $253K 0.02% new 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,598 $253K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,578 $252K 0.06% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,569 $251K <0.01% -1,010 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,550 $250K 0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,849 $248K 0.01% new 13F-HR Timeline Group Corundum Group, Inc. More: the full row for Corundum Group, Inc. 3,506 $247K 0.11% new 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,502 $246K 0.09% new 13F-HR Timeline