Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,001 $1.49M 0.03% +656 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,930 $1.49M 0.16% -982 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,924 $1.49M 0.04% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,922 $1.49M 0.05% +20 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,917 $1.48M 0.09% +195 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,889 $1.46M 0.05% +663 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,870 $1.45M 0.01% -122 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,880 $1.45M 0.04% +517 13F-HR/A Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,874 $1.45M 0.02% +27 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,867 $1.44M 0.02% +567 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,857 $1.43M 0.03% +1,407 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,829 $1.41M 0.01% +624 13F-HR Timeline Group Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 1,826 $1.41M 0.32% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,820 $1.41M 0.03% -20 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,811 $1.4M 0.04% +135 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,802 $1.39M 0.01% +737 13F-HR Timeline Group Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 1,761 $1.36M 0.01% -52 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,739 $1.34M 0.01% -29,450 13F-HR Timeline Group CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,736 $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 0.23% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,728 $1.34M <0.01% -2,653 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,729 $1.34M 0.08% +544 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,721 $1.33M 0.16% +64 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,713 $1.32M 0.04% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,702 $1.32M 0.02% +379 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 1,753 $1.32M 0.1% -16 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,695 $1.31M 0.18% -157 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,695 $1.31M 0.17% -14 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,675 $1.29M 0.01% +59 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,671 $1.29M 0.04% -128 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,670 $1.29M 0.18% +520 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,666 $1.29M 0.54% +27 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,665 $1.29M 0.01% -374 13F-HR Timeline Group BLUE JEAN FINANCIAL LLC More: the full row for BLUE JEAN FINANCIAL LLC 1,663 $1.28M 1.06% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,634 $1.26M 0.07% +23 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,622 $1.25M 0.12% +163 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,572 $1.21M 0.03% +265 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,552 $1.2M 0.17% +167 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,532 $1.18M 0.66% -146 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 1,521 $1.18M 0.08% new 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,505 $1.16M <0.01% -67,080 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1,503 $1.16M 0.16% 0 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 1,501 $1.16M 0.05% -15 13F-HR/A Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 1,500 $1.16M 0.09% new 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,497 $1.16M 0.08% +38 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,494 $1.15M 0.1% 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,487 $1.15M 0.3% -79 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,486 $1.15M 0.06% +511 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,485 $1.15M 0.01% +13 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,478 $1.14M 0.01% -8,013 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,474 $1.14M 0.28% +10 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,468 $1.13M 0.02% -26 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 1,499 $1.13M 0.07% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,457 $1.13M 0.21% new 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,450 $1.12M 1.03% +22 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,449 $1.12M 0.02% +13 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,444 $1.12M 0.29% -9 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,444 $1.12M 0.01% -192 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 1,440 $1.11M 0.22% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,432 $1.11M 0.03% +948 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 Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,471 $1.1M 0.09% -113 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,408 $1.09M 0.02% +172 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,402 $1.08M 0.02% 0 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 0.56% 0 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,399 $1.08M 0.03% -110 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,382 $1.07M 0.16% +447 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,376 $1.06M 0.02% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,364 $1.05M 0.26% +57 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,364 $1.05M <0.01% +66 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,351 $1.04M 0.02% -25 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,340 $1.04M 0.02% -1,768 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 DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 1,316 $1.02M 0.39% new 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 1,299 $1M 0.11% +2 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,296 $1M 0.02% -317 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,295 $1M 0.14% 0 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 1,282 $991K 0.09% -5 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,264 $977K 0.01% -399 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,259 $973K 0.12% +45 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,259 $973K 0.14% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,254 $969K 0.02% +75 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,249 $965K 0.07% +4 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,242 $960K 0.01% -5 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,240 $958K 0.01% +15 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,227 $948K 0.12% -170 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 1,223 $945K 0.44% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 1,219 $942K 0.26% -21 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,213 $937K 0.12% -32 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,212 $936K 0.06% -130 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,208 $933K 0.09% +68 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,205 $931K 0.23% +891 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,198 $929K 0.03% +76 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,199 $926K 0.01% +90 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,194 $923K 0.06% +11 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,193 $922K 0.01% -260 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,192 $921K 0.38% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,187 $917K 0.12% -16 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 1,186 $916K 0.01% -298 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,180 $912K 0.02% +839 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,170 $904K 0.07% +85 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,170 $904K 0.05% +830 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,168 $902K 0.06% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 1,200 $899K 0.04% -300 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,161 $897K 0.08% +444 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,158 $895K 0.3% +414 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,153 $891K 0.07% -429 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,150 $889K 0.02% +340 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,138 $879K 0.47% +2 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,135 $877K 0.1% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,134 $876K 0.01% +26 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,132 $875K 0.05% -11 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 1,129 $873K 0.77% -3,211 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,259 $864K 0.06% -65 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 1,116 $862K 0.08% -50 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,107 $856K 0.02% +112 13F-HR/A Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,102 $851K 0.05% +16 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,102 $851K 0.08% 0 13F-HR Timeline Group SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,100 $850K 0.03% 0 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 1,100 $850K 0.29% 0 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 1,100 $850K 0.59% 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,130 $847K 0.01% new 13F-HR Timeline Group Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 1,092 $844K 0.2% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,090 $842K 0.02% -97 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,087 $840K 0.26% +15 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,085 $838K 0.43% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,077 $832K 0.01% +647 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,075 $831K 0.02% +324 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,074 $830K 0.24% +94 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,065 $823K 0.05% -3,221 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,062 $821K 0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,061 $819K 0.02% +678 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,091 $817K 0.07% +101 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,054 $814K 0.02% -106 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,051 $812K 0.17% +41 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,048 $810K 0.14% +554 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,047 $809K +86 Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,038 $802K 0.09% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 1,029 $795K 0.06% +84 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,028 $794K 0.25% +123 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,026 $793K 0.06% +51 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,024 $791K 0.04% -25 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,021 $789K 0.04% +83 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,012 $782K 0.01% -58 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,008 $779K 0.25% +8 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,008 $779K 0.22% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,002 $774K 0.05% -3 13F-HR Timeline Alpine Fox Capital LLC in group Alpine Fox Capital LLC More: the full row for Alpine Fox Capital LLC 1,000 $773K 0.73% 0 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 996 $770K 0.05% +134 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 994 $768K 0.35% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 990 $765K 0.63% +401 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 985 $761K 0.06% +21 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 981 $758K 0.08% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 968 $748K 0.12% -14 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 968 $748K 0.01% +157 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 958 $740K 0.07% -35 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 948 $732K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 948 $732K 0.08% +1 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 947 $731K 0.04% +102 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 943 $729K 0.02% +614 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 940 $726K 0.02% -60 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 929 $718K 0.18% +456 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 924 $714K 0.06% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 913 $705K 0.33% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 910 $703K 0.09% -920 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 926 $693K 0.02% +2 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 897 $693K 0.14% +103 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 895 $692K 0.02% 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 895 $692K 0.02% -57 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 893 $690K +20 Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 893 $690K 0.24% +297 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 889 $687K 0.03% +449 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 887 $686K 0.01% +357 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 887 $685K 0.16% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 881 $685K 0.05% +8 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 882 $681K 0.04% +360 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 874 $675K 0.09% +219 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 865 $668K 0.54% +4 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 863 $667K 0.05% -95 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 859 $664K 0.03% +290 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 857 $662K 0.05% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 856 $661K 0.02% +377 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 855 $661K 0.02% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 849 $656K 0.02% +500 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 847 $654K 0.1% -30 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 846 $654K 0.01% -50 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 845 $653K 0.01% +47 13F-HR Timeline Geneos Wealth Management Inc. 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