Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 11,317 $496K 0.41% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 11,314 $496K 0.01% -897 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 11,309 $496K 0.01% -818 13F-HR/A Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 11,247 $493K 0.34% +526 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 11,169 $489K 0.06% +3,200 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 11,105 $487K 0.13% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 11,060 $485K <0.01% +3,566 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 10,387 $484K 0.02% -1,459 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 10,964 $480K 0.07% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,771 $472K 0.02% +2,208 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10,714 $469K 0.02% +253 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 10,507 $460K 0.23% -295 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,384 $455K 0.01% +165 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,183 $446K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,122 $444K 0.01% +3,491 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 10,067 $441K 0.09% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 10,005 $438K 0.07% -8,895 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 10,000 $438K 0.05% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,981 $437K <0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 9,591 $436K 0.01% +1,719 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 9,876 $433K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,853 $432K <0.01% +2,402 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,788 $429K 0.01% +858 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 9,742 $427K 0.18% -945 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 9,721 $426K 0.04% -280 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 9,699 $425K 0.01% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,659 $423K 0.02% -434 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 9,629 $422K <0.01% +729 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 9,539 $418K 0.02% -2,329 13F-HR Timeline GENTRY PRIVATE WEALTH, LLC More: the full row for GENTRY PRIVATE WEALTH, LLC 9,517 $417K 0.25% -620 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 9,498 $416K 0.03% +529 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 9,304 $408K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9,184 $402K <0.01% -26,942 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,148 $401K 0.01% +583 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 9,090 $398K <0.01% 0 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 9,069 $398K <0.01% +5,453 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 9,053 $397K 0.03% new 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 9,000 $394K 0.13% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 8,950 $392K 0.32% -1,564 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,919 $391K <0.01% +2,637 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 8,908 $390K <0.01% +1,170 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 8,877 $389K 0.04% 0 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 8,790 $388K 0.32% +335 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,799 $386K 0.02% +110 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,768 $384K 0.08% +53 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 8,672 $380K 0.07% +347 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,620 $378K 0.02% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,624 $378K 0.02% -1,516 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 8,616 $378K 0.03% +432 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 8,552 $375K 0.03% -64 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 8,309 $364K 0.07% +2,794 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 8,254 $362K <0.01% 0 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 8,173 $358K 0.03% +141 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,143 $357K <0.01% -1,768 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 8,119 $356K 0.03% +2,096 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,112 $355K 0.01% -29 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,009 $351K 0.02% -339 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,002 $351K <0.01% +1,445 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 7,969 $349K 0.1% +306 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,826 $343K <0.01% -7,752 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 7,769 $340K 0.04% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,750 $340K <0.01% +281 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 7,682 $337K 0.01% +6,380 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,578 $332K <0.01% -1,170 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 7,537 $330K 0.3% -38 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7,462 $327K 0.01% -1,118 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,448 $326K <0.01% +714 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 7,414 $325K 0.04% +671 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 7,323 $321K 0.01% -372 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,296 $320K 0.03% +1,349 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 7,286 $319K <0.01% +303 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,012 $318K 0.09% +80 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,118 $316K <0.01% -124 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 7,143 $313K 0.01% +750 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,703 $313K 0.2% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,068 $310K 0.01% +2,307 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 7,029 $308K 0.17% new 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 7,022 $308K 0.11% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,954 $305K 0.01% -201 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,855 $300K 0.01% 0 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. 6,819 $299K 0.01% +22 13F-HR Timeline Group MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 6,711 $294K <0.01% +16 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,682 $293K <0.01% +176 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,550 $290K 0.02% -2,474 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 6,619 $290K <0.01% -170 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,621 $290K 0.01% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 6,612 $290K 0.03% -1,914 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,551 $287K 0.05% -144 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 7,536 $287K <0.01% -1,392 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 6,527 $286K 0.08% -11 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,464 $283K 0.01% +140 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 6,300 $276K 0.1% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,240 $273K 0.01% new 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 6,197 $272K 0.32% +1,635 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 6,166 $270K 0.07% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,115 $268K <0.01% +449 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 6,101 $267K 0.04% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 6,062 $266K <0.01% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,988 $265K <0.01% +51 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 6,024 $264K 0.2% -24,772 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 6,004 $263K <0.01% -3,034 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,990 $262K <0.01% new 13F-HR Timeline Group First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,936 $260K 0.1% 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5,936 $260K 0.02% +3,346 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 5,931 $260K 0.03% +208 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,829 $255K 0.01% -3,209 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,818 $255K <0.01% -126 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 5,811 $255K 0.03% -333 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 5,740 $252K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,672 $249K 0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,609 $246K <0.01% -464 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,584 $245K 0.01% -651 13F-HR/A Timeline Group Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,575 $244K 0.04% +1 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,513 $242K <0.01% -740 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,471 $240K 0.03% -8 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,422 $238K 0.04% +5,420 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,416 $237K 0.03% new 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 5,412 $237K 0.06% +55 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,869 $232K 0.01% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,291 $232K 0.01% -1,203 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 5,236 $229K 0.01% new 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 5,220 $229K 0.12% +20 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 5,200 $228K 0.04% 0 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,184 $227K 0.01% +111 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,180 $227K 0.01% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 5,172 $227K 0.05% +316 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,137 $225K <0.01% +306 13F-HR Timeline Group First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,109 $224K 0.12% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 5,079 $223K 0.07% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 5,060 $222K 0.11% -399 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 4,810 $221K 0.02% -1,599 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 5,000 $219K 0.07% +330 13F-HR Timeline Commerce Advisors, LLC More: the full row for Commerce Advisors, LLC 4,990 $219K 0.18% 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,987 $219K 0.03% new 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,980 $218K 0.01% +3 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,928 $216K 0.01% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 4,911 $215K 0.05% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 4,892 $214K 0.02% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 4,871 $213K 0.04% new 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 5,800 $213K 0.02% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,850 $213K 0.07% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,723 $213K 0.01% -3,292 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,845 $212K <0.01% 0 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 4,818 $211K 0.14% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,767 $210K 0.01% -1,833 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 4,755 $208K 0.04% +47 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,739 $208K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,609 $202K <0.01% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 4,572 $200K <0.01% -729 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 4,459 $195K <0.01% -429 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,415 $193K 0.07% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4,298 $188K 0.01% +19 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,877 $170K 0.01% +59 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3,847 $169K 0.02% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,696 $162K 0.01% +1,072 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,197 $160K 0.05% +4,095 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,511 $154K <0.01% +75 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,200 $150K <0.01% -500 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 3,375 $150K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,361 $147K <0.01% +18 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,979 $131K 0.04% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,971 $130K 0.06% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,835 $124K 0.03% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,830 $124K 0.01% +32 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,711 $119K 0.01% -40 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,427 $106K <0.01% +1,443 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 2,400 $105K 0.1% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,266 $99.3K <0.01% +498 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,185 $98.1K <0.01% +185 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,156 $94.5K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,099 $93K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,059 $90.2K 0.02% +1,744 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,000 $87.6K 0.03% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 2,000 $87.6K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,837 $80.5K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,756 $76.9K 0.01% +1,501 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,595 $69.9K 0.05% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,588 $69.6K 0.02% -650 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,533 $67.2K <0.01% +1,000 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,480 $65.6K 0.05% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,505 $65K <0.01% +306 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,401 $61.4K 0.04% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,400 $61.3K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,400 $61K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,386 $60.7K 0.01% -299 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,305 $57.2K 0.02% -32 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,290 $56.5K 0.02% -143 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,133 $49.7K +809 Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,100 $48.2K <0.01% +100 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,093 $47.9K 0.01% +33 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,057 $46.6K <0.01% +231 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,042 $45.7K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $43.8K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,000 $43.8K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 938 $41.1K <0.01% +5 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 901 $40K 0.03% +273 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 900 $39.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 858 $37.6K <0.01% -86 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 837 $36.7K 0.03% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 834 $36.5K 0.02% -394 13F-HR Timeline