Net Worth Advisory Group More: the full row for Net Worth Advisory Group 916 $528K 0.13% -71 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 915 $528K 0.03% 0 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 910 $525K 0.06% +210 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 908 $524K 0.01% -2 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 906 $522K 0.02% -176 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 905 $522K 0.12% +398 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 904 $521K 0.05% new 13F-HR Timeline Group Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 882 $509K 0.04% +87 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 879 $507K 0.28% +508 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 871 $502K 0.02% -12 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 868 $500K 0.01% -59 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 861 $497K 0.11% +142 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 860 $496K 0.07% +1 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 856 $494K 0.4% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 849 $490K 0.06% -92 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 845 $487K <0.01% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 840 $484K 0.3% -4 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 835 $482K 0.15% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 834 $481K 0.01% -19 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 833 $480K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 830 $479K 0.01% +9 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 828 $478K 0.01% +247 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 821 $473K 0.04% +3 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 818 $472K 0.02% 0 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) 808 $466K 0.01% -167 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 805 $464K 0.01% +329 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 803 $463K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 796 $459K 0.04% +1 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 796 $459K 0.03% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 789 $455K <0.01% -364 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 786 $453K 0.01% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 786 $453K 0.03% -25 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 777 $448K 0.06% +25 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 773 $446K 0.01% +281 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 771 $445K 0.31% -33 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 767 $442K 0.01% -141 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 765 $441K 0.06% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 764 $441K 0.01% +56 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 760 $438K 0.02% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 759 $438K 0.02% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 756 $437K 0.01% +50 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 749 $432K 0.12% +37 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 745 $430K 0.04% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 742 $428K 0.03% +280 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 729 $421K 0.18% +354 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 726 $419K 0.05% -17 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 725 $418K 0.01% +674 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 719 $415K 0.04% -158 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 719 $414K <0.01% +209 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 718 $414K 0.01% +165 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 714 $412K 0.04% new 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 700 $406K 0.19% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 700 $404K 0.02% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 700 $404K 0.2% 0 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 697 $402K 0.12% +13 13F-HR Timeline Group Huber Capital Management LLC More: the full row for Huber Capital Management LLC 692 $399K 0.06% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 692 $399K 0.1% -38 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 690 $398K 0.12% -764 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 681 $393K 0.11% +8 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 680 $392K 0.14% -385 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 667 $385K 0.01% -32 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 663 $382K 0.01% -26 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 660 $381K 0.22% 0 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 658 $379K 0.01% -35 13F-HR Timeline MOTCO More: the full row for MOTCO 654 $377K 0.03% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 651 $376K 0.01% +237 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 651 $375K 0.04% -9 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 650 $375K 0.06% 0 13F-HR Timeline Defender Capital, LLC. More: the full row for Defender Capital, LLC. 650 $375K 0.12% 0 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 647 $373K 0.03% -22 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 641 $370K 0.01% +224 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 641 $369K 0.01% -66 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 639 $369K <0.01% +70 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 625 $360K 0.01% -26 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 625 $360K 0.01% -6 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 622 $359K 0.02% -22 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 611 $352K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 611 $352K 0.01% +52 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 608 $351K 0.03% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 607 $350K 0.02% new 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 606 $350K 0.22% -211 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 600 $346K <0.01% +73 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 599 $345K 0.11% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 590 $340K 0.04% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 587 $339K 0.12% -95 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 571 $329K <0.01% 0 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 571 $329K 0.07% +17 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 563 $325K 0.04% -19 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 561 $323K <0.01% -74 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 560 $323K <0.01% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 560 $323K 0.02% +6 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 557 $321K 0.06% -38 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 539 $317K <0.01% 0 13F-HR Timeline Group STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 550 $317K 0.15% -425 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 546 $315K 0.04% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 543 $313K 0.01% +158 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 540 $311K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 540 $311K 0.17% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 536 $309K 0.04% -1 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 536 $309K 0.06% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 529 $305K 0.11% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 516 $304K 0.05% +1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 526 $303K 0.01% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 524 $302K 0.05% -27 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 521 $300K 0.13% -37 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 520 $300K 0.01% +25 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 520 $300K 0.04% +170 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 520 $300K <0.01% 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 519 $299K 0.05% +28 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 516 $298K 0.16% +516 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 516 $298K 0.02% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 509 $294K 0.03% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 509 $294K 0.01% +17 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 508 $293K 0.02% -4,400 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 505 $291K <0.01% +19 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $288K 0.06% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 500 $288K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 497 $287K 0.07% 0 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 494 $285K 0.25% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 494 $285K 0.04% -1 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 494 $285K 0.01% +45 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 493 $284K <0.01% new 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 493 $284K 0.19% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 493 $284K 0.04% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 515 $282K 0.01% -33 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 485 $280K 0.07% new 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 484 $279K 0.08% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 481 $277K 0.02% -30 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 480 $277K <0.01% +1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 480 $277K 0.01% +11 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 480 $277K 0.01% -1,280 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 479 $276K 0.03% new 13F-HR Timeline Group Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 475 $274K 0.15% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 472 $272K 0.01% -22 13F-HR Timeline Group Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 470 $271K 0.12% +12 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 466 $269K 0.52% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 462 $266K 0.02% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 453 $261K <0.01% +107 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 450 $260K 0.02% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 439 $253K <0.01% +22 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 438 $253K <0.01% -180 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 436 $251K -12 Timeline Campion Asset Management More: the full row for Campion Asset Management 435 $251K 0.15% 0 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 435 $251K 0.05% -5 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 434 $250K <0.01% -56 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 433 $250K 0.02% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 432 $249K 0.07% +39 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 431 $249K 0.04% -15 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 430 $248K 0.02% +427 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 430 $248K 0.14% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 427 $246K <0.01% new 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 426 $246K 0.03% +8 13F-HR/A Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 418 $241K <0.01% new 13F-HR Timeline Group Breakwater Capital Group More: the full row for Breakwater Capital Group 418 $241K 0.03% 0 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 418 $241K 0.07% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 415 $239K <0.01% -22 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 414 $239K <0.01% -18 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 413 $238K 0.02% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 404 $233K 0.01% -675 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 403 $232K 0.17% +30 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 402 $232K 0.02% +2 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 401 $231K <0.01% new 13F-HR Timeline MARK ASSET MANAGEMENT LP More: the full row for MARK ASSET MANAGEMENT LP 401 $231K 0.02% -1,204 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 400 $231K <0.01% -499 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 400 $231K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 400 $231K 0.02% 0 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 400 $231K 0.07% new 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 400 $231K 0.14% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 400 $231K 0.02% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 400 $231K 0.04% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 399 $230K <0.01% -221 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 395 $228K 0.03% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 390 $225K 0.02% -222 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 388 $224K 0.02% -32 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 386 $223K <0.01% 0 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 385 $222K 0.06% -23 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 385 $222K <0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 384 $221K 0.02% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 374 $220K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 377 $217K <0.01% -20 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 376 $217K <0.01% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 374 $216K 0.01% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 373 $215K 0.01% -310 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 372 $215K 0.01% -1 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 371 $214K 0.01% +10 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 369 $213K 0.02% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 378 $212K 0.02% +35 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 368 $212K 0.01% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 365 $211K 0.04% -6 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 365 $210K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 365 $210K 0.02% +1 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 363 $209K 0.02% -2 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 363 $209K <0.01% 0 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 361 $208K 0.01% +4 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 357 $206K 0.03% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 357 $206K 0.02% +42 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 355 $205K 0.01% -1 13F-HR Timeline Group OneAscent Investment Solutions LLC in group OneAscent Financial Services … More: the full row for OneAscent Investment Solutions LLC 353 $204K 0.19% new 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 352 $203K 0.01% -34 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 351 $202K 0.03% -1,120 13F-HR Timeline