EFG International AG in group EFG International AG More: the full row for EFG International AG 1,885 $1.45M 0.03% 13F-HR Timeline Group Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,866 $1.44M 0.29% +664 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,852 $1.43M 0.23% +161 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,847 $1.43M 0.02% -180 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,840 $1.42M 0.02% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,833 $1.41M 0.01% +8 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 1,830 $1.41M 0.19% -125 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 1,817 $1.4M 0.17% +120 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,813 $1.4M 0.01% -90 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,808 $1.4M 0.02% +148 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,799 $1.39M 0.05% +184 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,786 $1.38M 0.19% +239 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,769 $1.37M 0.08% +31 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,762 $1.36M 0.08% +407 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 1,753 $1.35M 0.06% 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,734 $1.34M 0.56% +2 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 1,730 $1.34M 0.27% -50 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,716 $1.32M 0.32% new 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,709 $1.32M 0.17% -25 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,722 $1.31M 0.07% +129 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,678 $1.3M 0.68% -193 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,676 $1.29M 0.04% +686 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,675 $1.29M <0.01% +94 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,663 $1.28M 0.01% +161 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,657 $1.28M 0.15% +58 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,653 $1.28M 0.14% +694 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,650 $1.27M 0.05% new 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,639 $1.27M 0.42% +310 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,636 $1.26M 0.01% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,616 $1.25M 0.01% +49 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,613 $1.24M 0.03% -253 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,611 $1.24M 0.07% +9 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,607 $1.24M 0.24% -3,008 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,607 $1.24M 0.38% +434 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,584 $1.22M 0.11% -8 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,582 $1.22M 0.09% -1 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,566 $1.21M 0.3% -434 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,554 $1.2M 0.02% -9,160 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,538 $1.19M 0.17% new 13F-HR Timeline Group SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,500 $1.17M 0.06% 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,516 $1.17M 0.06% -410 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,509 $1.16M 0.04% +46 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,503 $1.16M 0.17% +1 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,499 $1.16M 0.02% +855 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,499 $1.15M 0.07% +1,004 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,494 $1.15M 0.03% +91 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,484 $1.15M 0.01% -174 13F-HR Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,472 $1.14M 0.01% +67 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,464 $1.13M 0.28% +95 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,459 $1.13M 0.11% +353 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,459 $1.13M 0.08% -11 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,453 $1.12M 0.01% 0 13F-HR Timeline Group DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,453 $1.12M 0.29% -25 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,436 $1.11M 0.02% new 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,428 $1.1M 1.08% 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,425 $1.1M 0.03% 0 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,422 $1.1M 0.12% new 13F-HR/A Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,402 $1.08M 0.02% +333 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,400 $1.08M 0.53% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,397 $1.08M 0.13% -35 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,385 $1.07M 0.15% +164 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,376 $1.06M 0.02% -172 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,366 $1.05M 0.01% +845 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,363 $1.05M 0.04% +326 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,342 $1.04M 0.06% -4,209 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,323 $1.02M 0.02% -628 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,324 $1.02M 0.07% +182 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,324 $1.02M 0.01% 0 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,316 $1.02M <0.01% +183 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,345 $1.01M 0.02% +400 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,307 $1.01M 0.25% +23 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,307 $1.01M 0.03% +90 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,300 $1M 0.01% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,298 $1M <0.01% +29 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,297 $1M 0.11% -20 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,295 $1000K 0.14% -3 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 1,287 $993K 0.1% -499 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,247 $963K 0.01% -1,061 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,245 $961K 0.12% +19 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,245 $961K 0.07% +6 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,240 $957K 0.25% +25 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,226 $957K 0.04% +810 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 1,237 $955K 0.04% +802 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,236 $954K 0.02% new 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,225 $946K 0.01% +4 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,223 $944K 0.45% +40 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,214 $938K 0.18% +29 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,205 $930K 0.01% +363 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,203 $928K 0.13% +110 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 1,197 $924K 0.24% +461 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,192 $920K 0.5% +464 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,187 $916K 0.02% +198 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,185 $915K 0.06% +461 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,183 $913K 0.06% +689 13F-HR Timeline Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 1,181 $912K 0.03% -140 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,122 $911K 0.03% -21 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,179 $910K 0.01% -12 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,172 $905K 0.04% -9,911 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,168 $902K 0.06% -45 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,166 $900K 0.08% -32 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,162 $897K 0.03% -338 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 1,160 $895K 0.02% -34 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,150 $888K 0.12% +260 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,143 $882K 0.05% -63 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,140 $880K 0.09% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,136 $877K 0.49% +43 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,116 $861K 0.03% -1,387 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,109 $856K 0.01% +43 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,108 $856K 0.01% +223 13F-HR Timeline Intesa Sanpaolo S.p.A. group of 2 filers holding More: the full row for Intesa Sanpaolo S.p.A. 1,094 $851K new Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 1,102 $851K +134 Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,100 $849K 0.03% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,100 $849K 0.29% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,086 $838K 0.05% +288 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,085 $838K 0.07% -40 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,082 $835K 0.31% +106 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,072 $827K 0.24% +20 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,070 $826K 0.02% +88 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,065 $822K <0.01% +557 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,060 $818K 0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF HAWAII More: the full row for BANK OF HAWAII 1,049 $810K 0.04% +26 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,025 $791K 0.03% -210 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,018 $786K 0.03% -29 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,010 $780K 0.17% 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,008 $778K 0.22% 0 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 1,006 $777K 0.04% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,005 $776K 0.05% +438 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,000 $772K 0.02% +134 13F-HR Timeline Group Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,000 $772K 0.26% 0 13F-HR Timeline Alpine Fox Capital LLC in group Alpine Fox Capital LLC More: the full row for Alpine Fox Capital LLC 1,000 $772K 0.52% 0 13F-HR Timeline Group JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 990 $769K 0.07% +69 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 995 $769K 0.01% +94 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 994 $767K 0.36% -12 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 993 $766K 0.08% -47 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 988 $763K 0.02% -8,454 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 982 $758K 0.11% -50 13F-HR Timeline Group FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 980 $756K 0.22% +125 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 977 $754K 0.16% -244 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 975 $753K 0.04% +366 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 975 $753K 0.06% +296 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 968 $747K 0.54% 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 964 $744K 0.06% +53 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 961 $742K +385 Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 958 $739K 0.06% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 952 $735K 0.02% new 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 948 $732K <0.01% +45 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 947 $731K 0.08% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 945 $729K 0.05% +226 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 938 $724K 0.04% +148 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 935 $722K 0.09% -52 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 935 $722K 0.09% +346 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 924 $713K 0.06% -7 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 924 $713K 0.02% +65 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 921 $711K -31 Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 913 $705K 0.38% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 909 $702K 0.1% -202 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 905 $699K 0.25% 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 896 $692K 0.01% new 13F-HR Timeline Group Massar Capital Management, LP More: the full row for Massar Capital Management, LP 893 $689K 0.14% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 877 $677K 0.1% -200 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 873 $674K 0.05% +145 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 873 $674K +333 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 870 $672K 0.03% -25 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 862 $665K 0.04% +243 13F-HR/A Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 861 $665K 0.59% -176 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 857 $661K 0.05% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 851 $657K 0.04% +6 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 851 $657K 0.05% -268 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 846 $653K 0.32% +127 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 845 $653K 0.04% +467 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 831 $642K <0.01% 13F-HR/A Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 829 $640K 0.06% -1,938 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 820 $633K 0.02% -62 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 819 $632K 0.01% +2 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 817 $631K <0.01% -1 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 811 $626K 0.01% +31 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 811 $626K 0.01% +122 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 810 $625K 0.01% +211 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 808 $624K 0.08% -902 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 807 $623K 0.02% +9 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 801 $618K 0.01% -429 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 798 $616K 0.01% +288 13F-HR/A Timeline Warner Group LLC More: the full row for Warner Group LLC 798 $616K 0.38% 0 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 797 $615K 0.42% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 795 $614K 0.02% +557 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 794 $613K 0.12% +92 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 786 $607K 0.14% -179 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 785 $606K 0.03% +72 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 784 $605K 0.01% -28 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 782 $604K 0.01% +119 13F-HR Timeline Group Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 777 $599K 0.63% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 775 $598K 0.27% +105 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 774 $597K 0.02% +260 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 772 $596K 0.02% 0 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 765 $590K 0.02% -2,435 13F-HR Timeline Group DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 765 $590K 0.22% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 762 $588K 0.01% -554 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 761 $588K 0.03% +4 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 755 $583K 0.17% new 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 755 $583K 0.24% +249 13F-HR Timeline