Capital Square, LLC More: the full row for Capital Square, LLC 3,962 $539K 0.25% +993 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,431 $537K 0.05% +101 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,823 $535K <0.01% +4,680 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,739 $534K 0.01% -7,164 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 4,775 $529K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 4,754 $527K 0.01% -225 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,709 $522K 0.2% -5,125 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 4,600 $510K 0.07% +47 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 4,575 $507K 0.07% new 13F-HR Timeline Group Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 4,465 $495K 0.11% +14 13F-HR Timeline ProShare Advisors LLC More: the full row for ProShare Advisors LLC 4,452 $493K <0.01% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 4,285 $475K 0.1% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,250 $471K 0.02% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,235 $469K 0.04% +170 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,218 $467K 0.04% +468 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,209 $466K 0.03% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,195 $465K 0.08% new 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,143 $459K 0.01% new 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,140 $459K 0.07% +1,860 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 4,121 $457K 0.04% +1,000 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 4,102 $455K <0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 4,008 $444K 0.23% -255 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 4,000 $443K 0.26% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 3,974 $440K 0.39% +190 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,931 $436K 0.03% +227 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,920 $434K 0.01% +603 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,899 $432K 0.01% -1,697 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 3,849 $426K 0.11% -387 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,827 $424K 0.07% +21 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,807 $422K 0.14% -307 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,794 $420K 0.09% +1,376 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,786 $419K <0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,771 $418K 0.01% +21 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,734 $414K 0.01% new 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,693 $409K 0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 3,692 $404K <0.01% +1,080 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,643 $404K 0.01% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 3,634 $403K 0.02% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,584 $397K 0.12% +6 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 3,244 $394K 0.05% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,157 $391K 0.16% +369 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 3,506 $388K <0.01% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,496 $387K 0.17% new 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,495 $387K 0.02% +340 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,490 $387K 0.1% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3,477 $385K 0.03% +5 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 3,474 $385K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,424 $379K <0.01% -65 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,405 $377K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,394 $376K 0.01% +1,005 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,388 $375K <0.01% -2 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 3,354 $372K 0.04% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,353 $372K 0.01% -140 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,352 $371K 0.04% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,309 $367K 0.02% +439 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 3,288 $364K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,267 $362K <0.01% -215 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,200 $361K <0.01% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 3,251 $360K 0.02% +686 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 3,211 $356K 0.22% 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 3,177 $352K <0.01% -32,110 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 3,170 $351K 0.02% -622 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,161 $350K 0.01% -1,291 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 3,150 $349K 0.04% -1,361 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,128 $347K 0.04% +128 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,123 $346K <0.01% new 13F-HR Timeline Group WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,106 $344K 0.04% 0 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,996 $332K 0.05% +449 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,979 $330K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,972 $329K <0.01% 0 13F-HR Timeline Layline Advisors, LLC More: the full row for Layline Advisors, LLC 2,936 $325K 0.36% 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,932 $325K 0.04% +610 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,920 $324K 0.01% -39 13F-HR Timeline Prairiewood Capital, LLC More: the full row for Prairiewood Capital, LLC 2,900 $321K 0.09% -86 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,894 $321K <0.01% -436 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,885 $320K 0.02% +37 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,862 $317K 0.01% +1,035 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,845 $315K 0.06% -464 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,829 $313K 0.06% +459 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,548 $311K <0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,801 $310K 0.01% +555 13F-HR Timeline Gallo Partners, LP More: the full row for Gallo Partners, LP 2,782 $308K 0.59% -14,964 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,780 $308K <0.01% -29,465 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,772 $307K 0.02% 0 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 2,769 $307K <0.01% +49 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,736 $303K 0.02% +277 13F-HR Timeline Group SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,721 $301K 0.06% -666 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,712 $300K 0.01% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 2,704 $300K 0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,745 $298K <0.01% +1,811 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 2,674 $296K 0.04% -2,225 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,670 $296K <0.01% -102 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,627 $291K 0.02% +222 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,089 $290K 0.01% new 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 2,594 $287K <0.01% -3 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,565 $284K 0.01% +148 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. 2,561 $284K 0.01% -11 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,550 $283K 0.03% 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,546 $282K 0.01% -2,428 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,530 $280K 0.01% +58 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 2,518 $279K 0.03% +5 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,513 $278K <0.01% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,507 $278K 0.03% +182 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,425 $269K 0.23% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 2,376 $263K <0.01% -8,068 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,357 $261K <0.01% +489 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,335 $259K 0.01% +190 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,325 $258K 0.06% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,323 $257K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 2,323 $257K 0.03% -2,321 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,318 $257K 0.02% +384 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,309 $256K 0.01% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,258 $250K <0.01% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,257 $250K <0.01% -238 13F-HR Timeline Group MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,230 $247K 0.22% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,214 $245K 0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,212 $245K 0.02% +413 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 2,202 $244K 0.02% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,177 $241K <0.01% new 13F-HR Timeline Group Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,168 $240K 0.15% 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,145 $238K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,139 $237K 0.02% -3,126 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 1,768 $235K <0.01% new 13F-HR Timeline Group MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,089 $231K 0.11% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,083 $231K 0.02% -17 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 2,083 $231K 0.02% -76,518 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,076 $230K 0.06% -434 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,062 $228K 0.04% -932 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,050 $227K 0.08% 0 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 $226K 0.01% 0 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 2,036 $226K 0.09% 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,030 $225K 0.06% new 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 2,028 $225K 0.03% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,027 $225K <0.01% -624 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,607 $224K 0.02% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,007 $222K 0.02% new 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 2,000 $222K 0.09% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,000 $222K 0.02% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,998 $221K 0.03% -1,186 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,982 $220K 0.01% new 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 1,976 $219K 0.08% +8 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,967 $218K 0.02% new 13F-HR Timeline Group Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 1,967 $218K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,934 $214K 0.01% +107 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 1,926 $213K <0.01% -298 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,910 $212K 0.1% -216 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,873 $208K 0.03% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,860 $206K 0.01% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 1,839 $204K 0.03% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,836 $203K 0.02% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 1,833 $203K 0.09% -75 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,812 $201K <0.01% new 13F-HR Timeline Group Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 1,812 $201K 0.2% +3 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,796 $199K <0.01% +456 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,698 $188K 0.03% +198 13F-HR Timeline City State Bank More: the full row for City State Bank 1,682 $186K 0.05% -6 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 1,480 $164K 0.05% +150 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,475 $163K <0.01% +1,254 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,200 $133K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,184 $131K 0.05% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,171 $130K 0.04% +262 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,158 $128K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,087 $121K 0.08% -4,852 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,058 $117K <0.01% -27,095 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 1,041 $115K 0.09% -559 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,009 $112K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,000 $111K <0.01% new 13F-HR/A Timeline CX Institutional More: the full row for CX Institutional 970 $107K <0.01% +148 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 963 $107K 0.01% +20 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 913 $101K 0.01% +682 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 911 $101K <0.01% -4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 900 $99.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 900 $99.7K 0.02% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 756 $83.8K 0.02% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 702 $77.8K 0.02% -18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 697 $77.3K <0.01% -252 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 929 $70.7K 0.02% -1,590 13F-HR Timeline Quarry LP More: the full row for Quarry LP 638 $70.7K 0.01% +105 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 554 $61.4K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 557 $60.1K <0.01% -1,122 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 512 $56.7K <0.01% +84 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 462 $51.2K <0.01% -1 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 421 $46.7K <0.01% +37 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 419 $46.4K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 395 $43.8K <0.01% -24 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 375 $41.5K <0.01% -75 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 371 $41.1K 0.01% +82 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 364 $40.3K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 325 $36K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 308 $34.1K 0.03% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 302 $33.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 295 $32.7K <0.01% +7 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 291 $32.2K 0.02% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 286 $31.7K <0.01% -14 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 286 $31.7K <0.01% +171 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 284 $31.4K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 278 $30.8K <0.01% +92 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 262 $29K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 235 $26K <0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 208 $23K <0.01% 0 13F-HR Timeline