ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,026 $919K 0.06% -1,003 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,023 $916K 0.15% -98 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,015 $909K 0.34% +10 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 1,011 $905K 0.13% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,011 $905K 0.04% -150 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,010 $904K 0.37% -135 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,007 $902K 0.6% 0 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 1,007 $901K 0.23% +45 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,001 $896K 0.02% -22 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,000 $895K 0.16% -250 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 1,000 $895K 0.63% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 994 $890K 0.03% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 988 $884K 0.06% -25 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 985 $882K 0.06% +27 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 980 $878K 0.12% -111 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 976 $874K 0.03% -80 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,000 $861K 0.01% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 955 $855K 0.12% +39 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 991 $854K 0.13% +70 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 951 $851K <0.01% +39 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 1,110 $842K 0.38% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 936 $838K 0.08% +291 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 935 $836K 0.22% +508 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 933 $835K 0.02% +42 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 933 $835K 0.04% -94 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 924 $827K 0.04% +243 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 920 $824K 0.24% +204 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 919 $823K 0.15% -10 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 915 $820K 0.08% +79 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 911 $816K 0.5% +4 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 907 $812K 0.04% +4 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 906 $811K 0.03% +110 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 905 $810K 0.04% +613 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 902 $808K 0.25% -56 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 934 $804K 0.05% -204 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 898 $804K 0.03% +668 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 896 $802K 0.04% +171 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 895 $801K 0.17% +13 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 890 $796K 0.03% -129 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 889 $796K 0.23% +528 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 884 $792K 0.04% -468 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 880 $788K 0.01% +42 13F-HR/A Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 900 $788K 0.1% +392 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 878 $786K 0.07% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 878 $786K 0.05% -15 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 877 $785K 1.29% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 876 $784K 0.14% +55 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 873 $781K 0.56% -54 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 872 $781K 0.04% +465 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 873 $781K 0.03% +65 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 870 $779K 0.14% -120 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 852 $777K 0.02% -43 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 867 $776K 0.16% -22 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 865 $774K 0.71% +23 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 863 $773K 0.02% +23 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 859 $769K 0.29% +214 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 854 $765K 0.22% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 841 $753K 0.07% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 839 $751K 0.62% +6 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 834 $747K 0.29% -109 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 832 $745K 0.3% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 828 $741K 0.21% new 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 828 $741K 0.11% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 822 $736K 0.01% +40 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 820 $734K 0.05% -98 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 820 $734K 0.09% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 818 $732K 0.31% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 816 $731K 0.26% +3 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 816 $730K 0.15% +52 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 811 $726K 0.02% +45 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 807 $722K 0.09% +5 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 801 $717K 0.19% -76 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 800 $716K 0.3% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 799 $716K 0.05% +13 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 798 $714K 0.01% +369 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 797 $714K 0.03% -23 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 793 $710K 0.55% -35 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 769 $708K 0.36% -53 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 790 $707K 0.04% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 788 $705K 0.1% +3 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 776 $695K 0.07% +25 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 776 $695K 0.02% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 763 $683K 0.02% +136 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 758 $679K 0.04% +97 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 757 $678K 0.64% +16 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 757 $677K 0.07% +56 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 756 $677K 0.05% -33 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 755 $676K 0.03% +440 13F-HR Timeline Group FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 750 $672K 0.21% -16 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 749 $671K 0.07% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 748 $670K 0.01% -147 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 742 $664K 0.15% -6 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 739 $662K 0.11% +35 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 737 $660K 0.01% +170 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 735 $658K 0.02% -20 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 734 $657K 0.04% -10 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 734 $657K 0.08% +6 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 730 $654K 0.08% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 670 $653K 0.14% +46 13F-HR Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 729 $653K 0.24% +148 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 727 $651K 0.04% -3 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 727 $650K 0.03% 0 13F-HR Timeline Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 725 $649K 0.21% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 724 $648K 0.04% -763 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 724 $648K 0.05% +10 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 724 $648K 0.25% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 719 $644K 0.02% +41 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 718 $643K 0.02% -130 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 718 $643K 0.06% +136 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 717 $642K 0.04% -57 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 716 $641K 0.03% -373 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 715 $640K 0.02% -320 13F-HR Timeline Bain Capital Public Equity, LP in group Bain Capital Life Sciences In… More: the full row for Bain Capital Public Equity, LP 715 $640K 3.56% new 13F-HR Timeline Group Western Financial Corp/CA More: the full row for Western Financial Corp/CA 713 $639K 0.25% -202 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 713 $638K 0.01% +24 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 713 $638K 0.07% +4 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 711 $636K 0.31% +54 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 703 $629K <0.01% +130 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 702 $628K 0.28% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 701 $628K 0.06% +64 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 701 $627K 0.38% -120 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 700 $627K 0.01% 0 13F-HR Timeline Group Ledgewood Wealth Advisors, LLC More: the full row for Ledgewood Wealth Advisors, LLC 700 $627K 0.35% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 692 $620K 0.03% +129 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 692 $620K 0.26% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 691 $619K 0.55% -77 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 691 $619K 0.27% +44 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 690 $618K 0.24% 0 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 681 $610K 0.55% new 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 680 $609K 0.22% +61 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 679 $608K 0.04% -26 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 679 $608K 0.02% +10 13F-HR Timeline Marin Bay Wealth Advisors, LLC More: the full row for Marin Bay Wealth Advisors, LLC 679 $608K 0.37% -95 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 677 $606K 0.25% -2 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 676 $605K 0.05% +8 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 676 $605K 0.06% +39 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 675 $604K 0.15% +185 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 675 $604K 0.12% 0 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 675 $604K 0.03% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 675 $604K 0.19% +49 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 675 $604K 0.36% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 674 $603K 0.06% +1 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 673 $603K 0.03% +43 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 668 $598K 0.01% +246 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 668 $598K 0.01% new 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 666 $596K 0.03% -4 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 665 $595K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 665 $595K 0.06% +17 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 661 $592K 0.09% +121 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 661 $592K 0.06% +248 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 660 $591K 0.02% -25 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 659 $590K 0.01% +23 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 656 $587K 0.08% -31 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 654 $585K 0.08% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 654 $585K 0.04% -53 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 653 $585K 0.4% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 652 $584K 0.07% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 649 $581K 0.04% -958 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 643 $576K 0.46% +1 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 643 $576K 0.07% 0 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 643 $576K 0.15% -166 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 642 $575K 0.2% -894 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 641 $574K 0.22% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 639 $572K 0.01% -2 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 633 $567K 0.11% +94 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 631 $565K 0.02% +157 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 626 $561K 0.02% +2 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 625 $560K 0.06% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 624 $558K 0.02% +82 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 622 $557K 0.2% -63 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 622 $557K 0.19% +188 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 618 $553K 0.4% +207 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 617 $553K 0.11% +1 13F-HR Timeline Busey Bank More: the full row for Busey Bank 615 $551K 0.01% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 614 $550K 0.12% -10 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 613 $549K 0.01% 0 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 612 $548K 0.46% +105 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 608 $544K 0.06% -59 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 603 $540K 0.01% -12 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 601 $538K 0.28% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 600 $538K 0.01% -53 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 559 $538K 0.24% -274 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 601 $538K <0.01% -13 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 600 $537K 0.17% 0 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 598 $535K 0.06% -1 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 594 $532K 0.47% -39 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 594 $532K 0.03% +106 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 589 $530K 0.08% +36 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 591 $529K 0.04% +8 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 540 $526K 0.11% -52 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 587 $526K 0.02% -95 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 587 $526K 0.25% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 585 $524K 0.03% -176 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 585 $524K 0.06% +54 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 583 $523K +253 Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 582 $521K 0.01% +200 13F-HR/A Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 582 $521K 0.07% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 581 $520K 0.02% +16 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 578 $517K 0.06% -25 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 578 $517K 0.01% +80 13F-HR Timeline