Sara-Bay Financial More: the full row for Sara-Bay Financial 1,140 $987K 0.3% -10 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,139 $986K 0.01% +54 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,137 $984K 0.06% +26 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 1,129 $977K 0.1% +137 13F-HR Timeline Group Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,129 $977K 0.01% -280 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,127 $975K 0.32% +52 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,125 $974K 0.79% -310 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,121 $970K 0.45% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,121 $970K 0.16% +32 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,121 $970K 0.01% +22 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,119 $968K 0.11% +13 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,119 $968K 0.12% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,120 $963K 0.04% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,112 $962K 0.13% -350 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,110 $961K 0.03% +141 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,110 $961K 0.11% -75 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,108 $959K 0.2% -156 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,106 $957K 0.08% +8 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,098 $951K 0.08% +3 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 1,097 $949K 0.01% +45 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,091 $944K 0.02% +124 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 1,088 $942K 0.45% -3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,076 $931K 0.02% -56 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,064 $921K 0.33% -20 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 1,059 $916K 0.1% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,058 $915K 0.07% -3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,056 $914K 0.07% -338 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,055 $913K 0.06% +258 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,051 $910K 0.04% +19 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,048 $907K 0.07% -597 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,045 $904K 0.32% -873 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,044 $903K 0.02% -479 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,041 $902K 0.09% -46 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,041 $901K 0.52% -3 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,040 $900K 0.37% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,037 $897K 0.02% +175 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,024 $886K 0.49% +380 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,023 $885K 0.02% -990 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 1,021 $885K 0.43% new 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,021 $884K 0.18% -44 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,020 $883K 0.62% -3 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,014 $877K 0.2% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,013 $877K 0.01% +7 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,013 $877K 0.06% -7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,187 $874K 0.02% +7 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,005 $869K 0.13% +264 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $865K 0.13% 0 13F-HR Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 997 $863K 0.51% -7 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 995 $861K 0.05% -5 13F-HR Timeline Group Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 994 $860K 0.19% +34 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 992 $858K 0.01% +214 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 990 $856K 0.01% +55 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 987 $854K 0.09% +3 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 987 $854K 0.01% +51 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 982 $850K 0.09% -10 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 971 $840K 0.04% +54 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 968 $838K 0.21% +18 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 966 $836K 0.02% -4 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 965 $835K 0.03% -96 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 965 $835K 0.09% -25 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 960 $831K 0.61% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 954 $826K 0.08% +45 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 952 $824K 0.01% -964 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 952 $824K 0.11% +1 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 950 $822K 1.37% -490 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 943 $816K 0.05% +58 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 929 $811K 0.01% +86 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 936 $810K 0.02% -21 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 941 $809K 0.05% -1,650 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 935 $809K 0.08% -316 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 929 $804K 0.2% +9 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 926 $801K 0.16% +221 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 925 $800K 0.42% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 925 $800K 0.16% +163 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 920 $800K 0.04% -302 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 924 $800K 0.04% -30 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 924 $800K 0.32% -656 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 924 $800K 0.03% -90 13F-HR Timeline Gaddis Premier Wealth Advisors LLC More: the full row for Gaddis Premier Wealth Advisors LLC 924 $800K 0.59% new 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 922 $798K 0.6% -134 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 917 $794K 0.31% +42 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 916 $793K 0.02% new 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 915 $792K 0.31% -237 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 908 $786K 0.41% -119 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 907 $786K 0.2% +118 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 905 $783K 0.25% +196 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 903 $782K 0.55% 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 903 $782K <0.01% -519 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 900 $779K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 900 $779K 0.09% -135 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 895 $774K 0.08% -369 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 895 $774K 0.01% -9 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 883 $764K 0.01% -966 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 873 $756K 0.06% +102 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 870 $753K 0.05% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 866 $750K 0.47% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 856 $741K 0.18% +269 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 854 $739K 0.1% +38 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 851 $737K 0.05% -183 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 850 $736K 0.36% new 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 848 $734K 0.02% -167 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 845 $731K 0.02% -242 13F-HR/A Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 844 $730K 0.12% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 841 $727K 0.21% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 838 $725K 0.29% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 836 $723K 0.2% -924 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 835 $723K 0.07% 0 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 834 $722K 0.4% -280 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 826 $721K 0.62% -11 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 830 $718K 0.08% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 830 $718K 0.27% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 830 $718K 0.49% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 823 $712K 0.17% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 859 $712K 0.15% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 815 $705K 0.01% -150 13F-HR Timeline Group WT Wealth Management More: the full row for WT Wealth Management 815 $705K 0.21% -18 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 815 $705K 0.15% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 814 $704K 0.33% 0 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 810 $702K 0.53% -230 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 809 $700K 0.03% +47 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 807 $699K 0.07% -28 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 806 $697K 0.05% +279 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 806 $697K 0.41% +44 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 804 $696K 0.19% -25 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 802 $694K 0.12% +120 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 800 $693K 0.12% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 799 $691K 0.16% -49 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 795 $688K 0.03% +7 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 795 $688K 0.03% +107 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 795 $687K 0.3% +27 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 793 $686K 0.18% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 791 $686K 0.09% -10 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 793 $686K 0.27% -6 13F-HR/A Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 790 $684K 0.48% -100 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 827 $680K 0.04% +299 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 785 $679K 0.02% 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 784 $678K 0.03% +30 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 777 $673K 0.02% +30 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 776 $672K 0.02% +141 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 773 $669K 0.05% +7 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 773 $669K 0.05% -9,732 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 772 $668K 0.03% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 771 $667K 0.07% -37 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 768 $665K 0.16% +508 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 767 $664K 0.14% +11 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 767 $663K 0.07% -6 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 766 $663K 0.11% +116 13F-HR Timeline Group Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 766 $662K 0.44% +3 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 764 $661K 0.29% 0 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 763 $661K 0.04% +147 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 763 $660K 0.14% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 761 $659K 0.09% -2 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 760 $658K 0.56% +209 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 757 $655K 0.1% -478 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 755 $654K 0.04% +189 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 754 $653K 0.09% +119 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 753 $652K 0.23% +14 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 752 $651K 0.19% -37 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 750 $649K 0.38% +2 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 743 $643K 0.03% -3 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 743 $643K 0.51% +41 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 740 $640K 0.02% -100 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 738 $639K 0.01% +264 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 737 $638K 0.11% +16 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 736 $637K 0.24% +81 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 720 $637K 0.02% -222 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 730 $632K 0.03% -124 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 728 $630K 0.28% -16 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 726 $628K 0.11% 0 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 719 $622K 0.07% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 718 $621K 0.03% +64 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 736 $620K 0.04% +30 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 715 $619K 0.02% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 715 $619K 0.21% -24 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 714 $618K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 712 $617K 0.21% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 712 $616K 0.04% -757 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 711 $616K 0.69% -17 13F-HR Timeline 111 Capital More: the full row for 111 Capital 711 $615K 0.15% -475 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 710 $615K +20 Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 706 $611K 0.04% -213 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 706 $610K 0.01% +18 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 701 $607K 0.06% -10 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 700 $606K 0.24% -1 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 695 $605K 0.45% -15 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 693 $600K 0.01% -52 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 691 $598K 0.16% -27 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 690 $597K 0.29% -18 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 689 $597K 0.02% -62 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 689 $596K 0.11% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 687 $595K <0.01% -20 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 687 $595K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 686 $594K 0.06% +106 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 686 $594K 0.04% -313 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 684 $592K 0.25% -111 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 683 $591K 0.17% -43 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 677 $586K 0.03% +50 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 673 $583K 0.12% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 673 $582K 0.04% 0 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 673 $582K 0.08% -114 13F-HR Timeline