Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 399 $778K 0.03% -14 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 399 $778K 0.67% +10 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 397 $774K 0.26% +3 13F-HR Timeline TOBAM More: the full row for TOBAM 396 $773K 0.33% +164 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF HAWAII More: the full row for BANK OF HAWAII 395 $771K 0.04% -6 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 392 $765K 0.03% 0 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 391 $763K 0.21% +1 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 391 $763K 0.02% +1 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 390 $761K 0.03% +1 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 384 $749K 0.03% +107 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 382 $745K 0.17% -9 13F-HR Timeline Absolute Gestao de Investimentos Ltda. More: the full row for Absolute Gestao de Investimentos Ltda. 380 $741K 0.33% +228 13F-HR Timeline MIG Capital, LLC More: the full row for MIG Capital, LLC 378 $737K 0.09% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 376 $734K 0.05% +9 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 370 $723K 0.02% -12 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 343 $720K 0.44% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 369 $720K 0.02% 0 13F-HR Timeline GFS Advisors, LLC More: the full row for GFS Advisors, LLC 367 $716K 0.14% +7 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 367 $716K 0.07% +59 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 367 $716K 0.69% 0 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 366 $714K 0.52% +21 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 364 $710K 0.04% 0 13F-HR Timeline CATALYST PRIVATE WEALTH, LLC More: the full row for CATALYST PRIVATE WEALTH, LLC 363 $708K 0.34% 0 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 362 $706K 0.07% -16 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 361 $704K 0.01% -52 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 361 $704K 0.23% -57 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 361 $698K 0.15% +114 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 356 $694K 0.14% +49 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 405 $689K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 353 $689K 0.01% +19 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 352 $687K 0.66% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 351 $685K 0.13% -187 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 350 $684K 0.01% +160 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 350 $683K <0.01% -1 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 350 $683K 0.28% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 346 $675K 0.03% +2 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 346 $675K 0.01% +35 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 345 $673K 0.23% +3 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 340 $663K 0.37% +100 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 290 $661K 0.33% +31 13F-HR Timeline City State Bank More: the full row for City State Bank 339 $661K 0.22% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 339 $661K 0.04% +29 13F-HR Timeline Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 337 $657K 0.65% -2 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 337 $657K 0.04% +24 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 337 $657K 0.01% +48 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 335 $653K 0.02% +34 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 334 $652K 0.03% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 333 $650K 0.02% +10 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 331 $646K 0.32% 0 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 330 $644K 0.39% new 13F-HR Timeline DIMENSIONAL FUND ADVISORS LP in group DIMENSIONAL FUND ADVISORS LP More: the full row for DIMENSIONAL FUND ADVISORS LP 329 $642K <0.01% +87 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 329 $640K 0.02% -20 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 327 $638K 0.1% +20 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 324 $634K 0.07% -78 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 325 $634K 0.01% +93 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 324 $632K 0.1% +50 13F-HR/A Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 323 $630K 0.19% new 13F-HR/A Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 321 $626K 0.02% +109 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 320 $624K 0.02% -50 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 319 $622K 0.33% +156 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 318 $620K 0.12% -30 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 318 $620K 0.03% +24 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 316 $616K 0.12% +2 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 313 $611K <0.01% +19 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 313 $611K 0.21% +70 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 312 $609K 0.11% -5 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 311 $607K 0.08% +10 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 308 $601K 0.07% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 307 $599K 0.01% +140 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 305 $595K 0.11% +20 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 303 $591K 0.29% +176 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 303 $591K 0.01% -5 13F-HR/A Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 302 $589K 0.02% +22 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 302 $589K 0.4% +25 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 300 $585K 0.25% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 298 $581K 0.14% +56 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 297 $579K 0.47% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 294 $574K <0.01% -567 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 294 $574K 0.07% +95 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 289 $569K 0.1% -1 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 291 $568K 0.01% +123 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 290 $566K 0.01% +21 13F-HR/A Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 290 $566K 0.27% +25 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 288 $562K 0.01% -1 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 287 $560K 0.01% +1 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 285 $556K 0.02% +30 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 284 $554K 0.06% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 281 $548K 0.12% -14 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 245 $541K 0.22% -10 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 276 $538K 0.16% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 274 $535K 0.01% +27 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 274 $535K 0.08% 0 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 274 $535K 0.05% -4 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 274 $535K 0.02% +59 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 273 $532K 0.01% +45 13F-HR Timeline Group TRUEFG, LLC More: the full row for TRUEFG, LLC 271 $529K 0.17% +2 13F-HR Timeline MANE GLOBAL CAPITAL MANAGEMENT LP More: the full row for MANE GLOBAL CAPITAL MANAGEMENT LP 269 $525K 0.04% new 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 268 $522K 0.1% 0 13F-HR Timeline Clay Northam Wealth Management, LLC More: the full row for Clay Northam Wealth Management, LLC 267 $521K 0.36% +33 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 264 $515K 0.01% -31 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 264 $515K 0.14% -2 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 261 $510K 0.08% +22 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 260 $507K 0.11% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 207 $507K 0.26% +8 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 259 $505K 0.33% +27 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 259 $505K 0.01% -16 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 259 $505K 0.01% +23 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 258 $503K 0.15% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 258 $503K 0.01% +37 13F-HR Timeline Group RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 255 $502K <0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 257 $502K 0.01% +50 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 255 $498K 0.04% -1 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 255 $497K 0.16% 0 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 252 $492K 0.09% +3 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 251 $490K 0.16% -148 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 249 $489K 0.01% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 250 $488K 0.05% +25 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 247 $482K 0.21% +8 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 246 $480K 0.13% -12 13F-HR Timeline Chokshi & Queen Wealth Advisors, Inc More: the full row for Chokshi & Queen Wealth Advisors, Inc 243 $474K 0.31% +18 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 240 $468K 0.08% +2 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 239 $466K 0.07% +29 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 238 $464K 0.34% +4 13F-HR/A Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 238 $464K 0.02% 0 13F-HR/A Timeline Group REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 238 $464K 0.09% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 237 $462K 0.01% +197 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 236 $460K 0.04% +26 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 236 $460K 0.01% +27 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 236 $459K 0.04% -47 13F-HR/A Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 235 $459K 0.06% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 235 $458K 0.05% -32 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 235 $458K 0.05% +21 13F-HR Timeline Clarity Capital Partners LLC More: the full row for Clarity Capital Partners LLC 235 $458K 0.19% +17 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 232 $453K 0.08% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 231 $451K 0.06% -612 13F-HR Timeline Group LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 231 $451K 0.31% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 230 $449K 0.35% -2 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 228 $445K 0.04% -11 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 189 $441K 0.04% -28 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 225 $439K 0.01% 0 13F-HR Timeline Group Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 225 $439K 1% new 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 223 $435K 0.9% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 222 $433K 0.05% 0 13F-HR Timeline Altrafin AG More: the full row for Altrafin AG 222 $433K 0.17% +54 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 226 $433K 0.03% -9 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 221 $431K 0.03% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 221 $431K 0.01% -2 13F-HR/A Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 220 $429K 0.04% -38 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 219 $428K 0.05% -1 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 219 $427K 0.05% -2 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 218 $425K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 218 $425K 0.01% +61 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 215 $419K 0.24% 0 13F-HR Timeline Group Miller Financial Services LLC More: the full row for Miller Financial Services LLC 214 $417K 0.6% -247 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 211 $412K 0.03% 0 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 211 $412K 0.33% -4 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 209 $408K 0.06% 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 209 $408K 0.01% -20 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 209 $408K 0.27% -61 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 207 $404K <0.01% +26 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 206 $402K 0.06% -42 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 205 $400K 0.05% new 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 205 $400K 0.06% -418 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 204 $398K 0.06% +2 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 204 $398K 0.01% -6 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 204 $398K 0.04% +31 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 202 $394K 0.13% -10 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 200 $391K 0.11% +27 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 200 $390K 0.16% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 200 $390K 0.04% 0 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 200 $390K 0.11% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 200 $390K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 199 $388K 0.01% +6 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 199 $388K 0.03% +15 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 199 $388K 0.01% -16 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 198 $387K 0.3% -5 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 196 $382K 0.06% -10 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 195 $380K 0.03% -6 13F-HR Timeline Group Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 195 $380K 0.03% +14 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 194 $378K 0.06% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 190 $371K 0.2% +41 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 190 $371K 0.03% 0 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 189 $369K 0.07% -49 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 189 $369K 0.02% -50 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 188 $367K 0.03% +18 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 188 $366K 0.13% -19 13F-HR/A Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 187 $365K 0.16% new 13F-HR Timeline Avant Financial Advisors LLC More: the full row for Avant Financial Advisors LLC 186 $363K 0.33% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 185 $361K 0.02% -481 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 185 $361K 0.25% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 185 $361K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 184 $359K 0.02% -1 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 184 $359K 0.02% +21 13F-HR Timeline Group Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 184 $359K 0.05% +56 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 184 $359K 0.11% -18 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 183 $357K 0.16% +9 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 183 $354K <0.01% 0 13F-HR/A Timeline Group Graypoint LLC More: the full row for Graypoint LLC 181 $353K 0.02% +3 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 180 $351K 0.14% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 179 $348K 0.06% -34 13F-HR Timeline