HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 861 $543K 0.03% +35 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 855 $539K 0.24% +91 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 855 $539K 0.02% +1 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 849 $535K 0.02% -2,202 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 845 $533K 0.02% +105 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 845 $533K <0.01% -13 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 842 $531K 0.41% +1 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 826 $521K 0.02% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 824 $519K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 816 $514K 0.01% +51 13F-HR Timeline CX Institutional More: the full row for CX Institutional 811 $511K 0.02% +329 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 810 $511K 0.04% -2,844 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 809 $510K <0.01% -29 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 808 $509K 0.09% +21 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 808 $509K 0.07% -75 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 806 $508K 0.2% -15 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 795 $501K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 784 $494K 0.01% -166 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 784 $494K 0.05% +4 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 783 $494K 0.02% +63 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 772 $487K 0.02% -12 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 771 $486K 0.06% -7 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 767 $483K 0.07% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 762 $480K 0.03% -81 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 760 $479K 0.01% -7,116 13F-HR Timeline Group PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 760 $479K 0.03% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 759 $478K 0.02% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 755 $476K 0.11% +155 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 747 $470K 0.02% +73 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 733 $462K 0.01% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 731 $461K 0.02% +18 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 729 $460K 0.16% +7 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 725 $457K <0.01% -161 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 722 $455K 0.02% +21 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 720 $454K 0.14% -225 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 719 $453K 0.13% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 709 $447K <0.01% -189 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 702 $442K 0.01% -179 13F-HR Timeline 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. 700 $441K 0.07% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 700 $441K 0.25% 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 700 $441K 0.24% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 688 $434K 0.01% -975 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 684 $431K 0.03% -18 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 675 $425K 0.07% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 671 $423K 0.01% 0 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 660 $416K 0.27% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 656 $413K 0.16% -5 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 653 $412K 0.04% -318 13F-HR Timeline MOTCO More: the full row for MOTCO 653 $412K 0.04% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 650 $410K <0.01% new 13F-HR Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 649 $409K 0.04% +81 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 646 $407K 0.01% +18 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 646 $407K 0.01% +153 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 642 $405K 0.01% -327 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 641 $405K 0.01% -44 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 641 $404K <0.01% 0 13F-HR Timeline Group WPWealth LLP More: the full row for WPWealth LLP 637 $401K 0.07% -5 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 633 $399K 0.02% +202 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,944 $392K 0.25% new 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 621 $391K 0.26% -2 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 619 $390K 0.24% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 617 $389K 0.02% +235 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 617 $389K 0.04% +4 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 617 $389K <0.01% +243 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 613 $386K 0.14% +49 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 612 $386K 0.04% -1 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 623 $385K 0.01% +156 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 608 $383K 0.03% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 600 $378K 0.06% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 600 $378K <0.01% -2,379 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 599 $378K <0.01% -2 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 593 $374K 0.05% -23 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 590 $372K 0.01% -7 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 590 $372K 0.05% -5 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 584 $368K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 582 $367K 0.05% 0 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 577 $364K 0.03% +59 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 574 $362K 0.03% new 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 560 $353K <0.01% -60 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 556 $350K <0.01% +84 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 554 $349K 0.1% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 550 $346K 0.02% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 539 $340K 0.02% +2 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 536 $338K 0.07% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 700 $335K 0.03% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 529 $333K 0.15% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 525 $331K 0.03% -5 13F-HR/A Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 519 $327K 0.01% -450 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 516 $325K 0.2% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 516 $325K 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 516 $325K <0.01% +22 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 513 $323K 0.01% -506 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 512 $323K 0.05% -88 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 511 $322K 0.09% +1 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 511 $322K 0.27% 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 506 $319K 0.44% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 503 $317K 0.01% +67 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 501 $316K <0.01% +42 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 500 $315K 0.1% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 500 $315K 0.02% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 500 $315K 0.07% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 497 $313K 0.09% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 495 $312K 0.03% -19 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 494 $311K 0.05% -7 13F-HR Timeline ST. NICHOLAS PRIVATE ASSET MANAGEMENT, … More: the full row for ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 494 $311K 0.27% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 494 $311K 0.02% +58 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 493 $311K 0.05% new 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 488 $308K 0.07% -53 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 489 $303K 0.01% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 480 $303K 0.01% +4 13F-HR Timeline Blue Door Asset Management, LLC More: the full row for Blue Door Asset Management, LLC 480 $303K 0.17% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 494 $302K 0.01% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 478 $301K 0.01% -13 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 475 $299K 0.17% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 474 $299K 0.11% -362 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 473 $298K 0.03% -17 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 469 $296K <0.01% -145 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 469 $296K 0.13% +29 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 469 $296K 0.01% +3 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 463 $292K 0.12% +8 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 462 $291K 0.03% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 458 $289K 0.05% +46 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 457 $288K 0.18% 0 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 454 $286K 0.06% -53 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 515 $283K 0.04% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 448 $283K 0.01% +17 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 443 $279K 0.01% +13 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 439 $277K 0.07% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 439 $277K <0.01% -205 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 439 $277K <0.01% +50 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 436 $275K 0.05% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 435 $274K 0.02% +25 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 435 $274K 0.19% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 430 $271K 0.18% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 430 $271K 0.08% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 429 $270K 0.06% +9 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 428 $270K 0.02% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 428 $269K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 427 $269K 0.01% +21 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 426 $268K 0.01% -41 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 424 $267K <0.01% +3 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 424 $267K 0.09% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 421 $265K <0.01% -50 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 421 $265K <0.01% +6 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 419 $264K <0.01% +8 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 418 $263K 0.04% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 417 $263K 0.03% -6 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 417 $263K 0.04% 0 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 417 $263K 0.13% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 417 $263K 0.02% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 417 $263K 0.01% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 414 $261K 0.01% -1,262 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 413 $260K 0.02% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 408 $257K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 408 $257K 0.02% +14 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 407 $257K <0.01% +30 13F-HR/A Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 406 $256K 0.08% 0 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 403 $254K <0.01% +2 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 402 $253K 0.04% +20 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 400 $252K 0.01% 0 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 400 $252K 0.02% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 400 $252K 0.17% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 400 $252K 0.05% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 394 $250K 0.05% +1 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 395 $249K 0.04% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 395 $249K <0.01% new 13F-HR/A Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 395 $249K 0.01% +9 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 393 $248K 0.02% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 390 $246K 0.03% +4 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 385 $243K <0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 384 $242K 0.01% new 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 384 $242K 0.02% -50 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 384 $242K 0.01% -178 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 383 $242K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 381 $240K 0.01% +121 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 376 $237K 0.03% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 375 $236K 0.03% +25 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 374 $236K <0.01% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 373 $235K 0.02% new 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 372 $234K 0.01% -5 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 368 $232K 0.01% -30 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 368 $232K <0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 368 $232K 0.01% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 363 $229K <0.01% new 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 358 $226K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 357 $225K 0.03% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 356 $224K 0.02% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 355 $224K 0.02% -101 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 354 $223K 0.01% new 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 354 $223K 0.01% new 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 352 $222K 0.03% new 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 352 $222K new Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 350 $221K 0.02% new 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 350 $221K 0.04% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 350 $221K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FWG Holdings, LLC More: the full row for FWG Holdings, LLC 358 $221K 0.1% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 348 $219K 0.03% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 346 $218K 0.04% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 344 $217K 0.02% +5 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 342 $216K 0.02% new 13F-HR Timeline