Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 11,406 $544K 0.05% +5,935 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 11,317 $540K 0.31% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 11,292 $538K 0.01% -17 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 11,273 $537K 0.35% +26 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,225 $535K 0.02% +454 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 11,105 $529K 0.14% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 10,973 $523K <0.01% +992 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,694 $510K 0.02% -20 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 10,672 $509K <0.01% -143,391 13F-HR Timeline Group Center For Asset Management LLC More: the full row for Center For Asset Management LLC 10,599 $505K 0.22% +92 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 10,594 $505K 0.01% -14,424 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 10,584 $505K 0.01% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,203 $486K 0.01% -184 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,076 $480K 0.01% -107 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,067 $480K 0.08% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 10,000 $477K 0.04% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 9,939 $474K 0.01% +2,871 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 9,734 $464K 0.01% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 9,707 $463K 0.04% -14 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,674 $461K 0.05% new 13F-HR Timeline Nykredit A/S in group Nykredit A/S More: the full row for Nykredit A/S 9,671 $461K <0.01% 13F-HR/A Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,670 $461K 0.01% -118 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,652 $460K 0.17% -90 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 9,520 $454K 0.01% -179 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,499 $453K 0.01% -160 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 9,419 $449K 0.06% -9,427 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 9,419 $449K 0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 9,390 $448K 0.01% -994 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 9,165 $448K 0.01% +4,442 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,306 $444K 0.01% +158 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 9,254 $441K <0.01% +1,000 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 9,233 $440K 0.24% +9,174 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 9,123 $435K 0.22% -394 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 9,121 $435K 0.03% +569 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,090 $433K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC/CA More: the full row for Stonebridge Financial Group, LLC/CA 9,100 $433K 0.06% 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 9,000 $429K 0.13% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 8,946 $427K 0.03% -7,832 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,936 $426K <0.01% +793 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,899 $424K 0.02% +100 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,877 $423K 0.04% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 8,828 $421K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,799 $420K 0.01% -1,323 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,774 $418K 0.02% +150 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,664 $413K <0.01% +914 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,620 $411K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,616 $411K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,614 $411K 0.07% +305 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,506 $406K 0.04% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,458 $403K 0.08% -310 13F-HR Timeline Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 8,397 $400K 0.01% +1,074 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 8,326 $397K 0.02% +1,471 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,209 $391K <0.01% +207 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,182 $390K 0.02% -1,694 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,177 $390K 0.03% +4 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,063 $384K 0.06% -609 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,010 $382K <0.01% +724 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,974 $380K 0.09% +5 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,958 $379K 0.03% +2,542 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,942 $379K 0.11% +920 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 7,926 $378K <0.01% -1,703 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 7,871 $375K 0.02% -248 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,852 $374K 0.02% -157 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,700 $367K 0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 7,682 $366K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,593 $362K 0.03% +297 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,559 $360K 0.01% -3,755 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,548 $360K 0.04% +134 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,527 $359K <0.01% +409 13F-HR Timeline Group FCG Investment Co More: the full row for FCG Investment Co 7,486 $357K 0.12% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,451 $355K 0.01% +1,938 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 7,442 $355K 0.27% -95 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 7,409 $353K 0.01% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,232 $345K 0.06% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 7,210 $344K <0.01% -1,698 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,088 $343K 0.08% +76 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,703 $342K 0.21% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,160 $341K <0.01% +1,045 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,159 $341K <0.01% +477 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,040 $336K 0.01% new 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. 6,893 $329K 0.01% +74 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,852 $327K 0.01% +1,243 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 7,802 $325K <0.01% +266 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,806 $325K 0.01% -148 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,780 $323K 0.01% -363 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,748 $322K <0.01% new 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,621 $316K 0.01% 0 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,619 $316K <0.01% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,589 $314K 0.02% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 6,517 $311K <0.01% -1,309 13F-HR Timeline Group Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,301 $300K 0.08% +1,301 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,277 $299K 0.05% -274 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,205 $296K 0.01% -259 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 6,104 $291K <0.01% +116 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,045 $288K <0.01% -1,533 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 6,024 $287K 0.19% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,978 $285K 0.02% -15,032 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,936 $283K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,928 $283K <0.01% +110 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,922 $282K <0.01% new 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,886 $281K 0.04% -45 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,840 $278K 0.03% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,818 $277K 0.01% +78 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,794 $276K 0.01% -35 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,675 $275K 0.04% +100 13F-HR Timeline Melia Wealth LLC More: the full row for Melia Wealth LLC 5,670 $270K 0.16% -238,008 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,607 $267K 0.01% -65 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,592 $267K 0.01% +723 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,422 $259K 0.04% 0 13F-HR Timeline Mission Hills Financial Advisory, LLC More: the full row for Mission Hills Financial Advisory, LLC 5,364 $256K 0.11% new 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 5,316 $253K 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 5,305 $253K 0.01% -279 13F-HR Timeline Group Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 5,289 $252K 0.05% -877 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,245 $250K 0.05% +73 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,239 $250K 0.11% +19 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 5,236 $250K 0.01% 0 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 5,200 $248K <0.01% -1,511 13F-HR Timeline Group Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,200 $248K 0.04% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,180 $247K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,118 $246K 0.01% +351 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,151 $246K <0.01% +14 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,141 $245K <0.01% new 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,109 $244K 0.12% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,079 $242K 0.06% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,073 $242K 0.01% new 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,059 $241K 0.01% -4,480 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 5,029 $240K <0.01% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,022 $239K 0.01% +42 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 5,000 $238K 0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,928 $235K 0.01% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,911 $234K 0.05% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,850 $231K 0.06% -562 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,845 $231K <0.01% 0 13F-HR Timeline Group Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,850 $231K 0.06% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,804 $229K 0.04% +49 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,803 $229K 0.04% -68 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,800 $229K 0.01% -92 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,777 $228K <0.01% -1,213 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,775 $228K 0.01% +36 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,726 $225K <0.01% -1,514 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 4,726 $225K 0.04% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 4,693 $224K <0.01% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,685 $223K 0.01% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,618 $223K 0.01% -4,973 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,648 $223K 0.02% -162 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,580 $218K 0.01% -711 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 4,532 $216K 0.12% -458 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,500 $215K 0.02% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 4,477 $213K 0.31% -1,720 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,459 $213K <0.01% new 13F-HR/A Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,397 $213K 0.02% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,415 $211K 0.06% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,382 $209K 0.01% +1,955 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 4,363 $208K <0.01% new 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,325 $207K <0.01% -4,744 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,337 $207K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,317 $206K 0.01% +19 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 4,300 $205K 0.08% new 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 4,258 $203K 0.02% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,998 $191K <0.01% -461 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,901 $186K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,887 $185K 0.01% +10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,847 $183K 0.02% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,485 $166K <0.01% -26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,253 $155K <0.01% -108 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,200 $153K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,994 $143K <0.01% +1,994 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 35,483 $143K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,987 $142K <0.01% +1,454 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,835 $135K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,798 $133K 0.01% -32 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,708 $129K 0.01% -3 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 2,464 $118K 0.01% new 13F-HR Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 2,400 $114K 0.09% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,185 $107K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,156 $103K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,091 $101K <0.01% -8 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,000 $95.4K 0.03% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,957 $93.3K 0.01% +201 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,000 $91.1K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,844 $87.9K <0.01% +1,144 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,837 $87.6K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,771 $85K <0.01% +266 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 1,588 $75.7K 0.03% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,550 $73.9K 0.05% -45 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,400 $67K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,401 $66.8K 0.04% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,388 $66.2K 0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,375 $65.6K 0.02% +70 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,348 $64.3K 0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,286 $61.3K 0.02% -4 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,243 $60K 0.03% +342 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,210 $57.7K 0.01% -5,402 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,200 $57.2K <0.01% +100 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,185 $56.5K 0.01% -874 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,153 $55K 0.01% +60 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,057 $50.9K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,049 $50K 0.01% +254 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,042 $49.7K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,040 $49.6K <0.01% -1,226 13F-HR Timeline Group