JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,330 $519K 0.05% +889 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,511 $518K 0.06% +276 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 4,452 $511K <0.01% -256 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,452 $511K 0.01% +550 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,451 $511K 0.12% +10 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 4,419 $507K 0.05% -902 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,285 $492K 0.1% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,268 $490K 0.01% +3,600 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,263 $489K 0.18% +1,016 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,250 $488K 0.02% -650 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 4,236 $486K 0.12% +40 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,149 $476K <0.01% +428 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,143 $476K 0.28% +1,433 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4,114 $472K 0.15% +1,537 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,065 $467K 0.05% +1,950 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,000 $459K 0.28% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,982 $457K 0.09% -2,187 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,964 $455K 0.01% -3,235 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,914 $449K 0.01% 0 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,846 $442K 0.01% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,806 $437K 0.07% +564 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,792 $435K 0.02% 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,784 $434K 0.39% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,770 $433K 0.02% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,750 $430K 0.01% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,750 $430K 0.03% +1,294 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,704 $425K 0.03% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,693 $424K 0.01% -231 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,681 $423K 0.01% +3,524 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 3,635 $417K 0.01% -85 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,634 $417K 0.02% +34 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,578 $411K 0.13% +142 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,559 $409K <0.01% +9 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,546 $407K 0.01% +116 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 3,542 $407K 0.04% +548 13F-HR Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,506 $402K <0.01% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,493 $401K 0.01% +1,051 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,489 $401K <0.01% +860 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,482 $400K 0.01% +2,400 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,472 $399K 0.04% -168 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,424 $393K <0.01% +1,666 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,390 $389K 0.01% +2 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,387 $389K 0.07% -141 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,354 $385K 0.03% -4,463 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,200 $384K <0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,330 $382K <0.01% -141 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,317 $381K <0.01% -979 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,309 $380K 0.06% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,290 $378K 0.19% +44 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,184 $366K 0.05% +6 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 3,159 $363K 0.11% -10,558 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,155 $362K 0.02% +844 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,133 $360K 0.03% -128 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,121 $358K 0.03% new 13F-HR/A Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,106 $357K 0.04% 0 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,000 $344K 0.04% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,994 $344K 0.06% +798 13F-HR Timeline Group Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,986 $343K 0.11% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,972 $341K <0.01% new 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,969 $341K 0.17% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,959 $340K 0.01% -5,989 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,788 $333K 0.15% +730 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,876 $330K 0.25% -2,343 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,870 $329K 0.02% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,862 $329K 0.14% -9 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,848 $327K 0.03% new 13F-HR Timeline Group NDVR, Inc. More: the full row for NDVR, Inc. 2,827 $325K 0.27% -1,665 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,772 $318K 0.02% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,772 $318K <0.01% -111 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,325 $317K 0.04% new 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 2,720 $312K <0.01% -2,257 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,712 $311K 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,704 $310K 0.01% -223 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,651 $304K <0.01% +50 13F-HR Timeline Group Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 2,612 $303K <0.01% 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,597 $298K <0.01% +4 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,572 $295K 0.01% 0 13F-HR Timeline Group GenTrust, LLC More: the full row for GenTrust, LLC 2,565 $294K 0.01% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 2,564 $294K <0.01% +337 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,547 $292K 0.04% new 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,536 $291K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,519 $289K 0.13% +873 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,513 $288K 0.03% -208 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,510 $288K 0.08% +89 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,495 $286K <0.01% -162 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,472 $284K 0.01% +365 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,459 $282K 0.02% new 13F-HR Timeline Group US Asset Management LLC More: the full row for US Asset Management LLC 2,425 $278K 0.23% +81 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,420 $278K 0.02% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,418 $278K 0.07% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,417 $277K 0.01% -169 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,405 $276K 0.02% new 13F-HR/A Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,389 $274K 0.01% +62 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,370 $272K 0.05% -132 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,322 $267K 0.04% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,300 $264K <0.01% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,280 $262K 0.06% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,275 $261K 0.06% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,246 $258K <0.01% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,240 $257K 0.09% 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,239 $257K 0.01% -12,058 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,230 $256K 0.22% -815 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,228 $256K 0.03% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,224 $255K <0.01% +9 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,210 $254K 0.02% new 13F-HR Timeline Group Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,202 $253K 0.03% 0 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 2,150 $247K 0.12% -40 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,145 $246K 0.01% new 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 2,126 $244K 0.11% -172 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 2,121 $243K 0.05% +1,257 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,050 $242K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,100 $241K 0.02% +99 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,094 $240K 0.01% -162 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,083 $239K <0.01% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,070 $238K 0.05% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,041 $234K 0.01% new 13F-HR Timeline Group WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,000 $230K 0.09% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 2,000 $230K 0.03% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,908 $227K 0.09% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,968 $226K 0.08% -19 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,967 $226K 0.03% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,946 $223K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,937 $222K <0.01% new 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,934 $222K 0.01% new 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 1,889 $217K 0.22% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,827 $215K 0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,871 $215K 0.01% +1,288 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,868 $214K <0.01% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,866 $214K <0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,860 $214K 0.01% new 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,860 $214K 0.01% -1,289 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,858 $213K 0.03% +1,150 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 1,850 $212K 0.09% -326 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 1,845 $212K <0.01% -39,519 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,827 $210K 0.01% +195 13F-HR Timeline Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 1,809 $208K 0.19% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,804 $207K 0.02% new 13F-HR Timeline Strid Group, LLC More: the full row for Strid Group, LLC 1,800 $207K 0.03% -400 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,799 $207K 0.01% new 13F-HR/A Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,792 $206K 0.05% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,791 $206K 0.1% -925 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 1,787 $205K 0.15% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,785 $205K 0.04% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 1,776 $204K 0.08% new 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,754 $201K 0.07% new 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,679 $195K 0.01% +55 13F-HR Timeline City State Bank More: the full row for City State Bank 1,688 $194K 0.05% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,600 $184K 0.14% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,500 $172K 0.03% -297 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,469 $169K 0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,340 $154K <0.01% +677 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NKCFO LLC More: the full row for NKCFO LLC 1,330 $153K 0.04% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,200 $138K 0.05% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,184 $136K 0.04% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,158 $133K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,009 $116K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 949 $109K <0.01% +13 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 945 $108K 0.11% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 943 $108K 0.01% -31 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 934 $107K <0.01% +261 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 915 $105K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 909 $104K 0.03% +214 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 900 $103K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 822 $94K <0.01% -1,166 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 720 $82.7K 0.02% +6 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 600 $68.9K 0.06% -5,135 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 554 $63.6K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 533 $61.2K 0.01% -928 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 506 $58.1K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 463 $53.2K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 452 $51.9K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 450 $51.7K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 428 $49.1K <0.01% +55 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 419 $48.1K 0.01% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 419 $48.1K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 384 $44.2K <0.01% +225 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 325 $37.3K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 302 $34.6K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 300 $34.4K <0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 289 $33.2K <0.01% +270 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 288 $33.1K <0.01% +36 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 115 $32.8K <0.01% +14 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 262 $30.1K <0.01% +38 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 231 $27K <0.01% -22 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 234 $26.9K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 221 $25.4K <0.01% -66,795 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 208 $23.9K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 200 $23K <0.01% +160 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 186 $21.4K <0.01% +49 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 175 $20.1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 166 $19K <0.01% 0 13F-HR/A Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 164 $18.8K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 163 $18.7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 161 $18.5K <0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 159 $18.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 158 $18.1K <0.01% -16 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 155 $17.8K 0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 150 $17K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 143 $17K <0.01% +30 13F-HR/A Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 146 $16.8K <0.01% 0 13F-HR Timeline Group