Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,939 $747K 0.2% -33 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,935 $746K 0.18% -654 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,898 $741K 0.09% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,875 $737K 0.06% +1,180 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,820 $729K 0.01% +1,100 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 4,800 $726K 0.06% -100 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 4,793 $725K 0.05% -10,805 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,745 $718K 0.16% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,678 $708K 0.02% -200 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 4,667 $706K 0.03% -61 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 4,661 $705K 0.04% -547 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,587 $694K 0.01% +236 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 4,543 $687K 0.55% -166 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,473 $677K 0.01% -130 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 4,320 $653K 0.07% -34 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,319 $653K 0.62% 13F-HR/A Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,320 $653K 0.11% +420 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 4,307 $652K 0.28% +192 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,305 $651K 0.18% +627 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 4,283 $648K <0.01% -39,007 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,277 $647K 0.04% +613 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 4,252 $643K 0.06% +266 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 4,169 $631K 0.01% +9 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,222 $629K 0.02% -320 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,106 $621K 0.01% -65 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,081 $617K 0.04% +99 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,043 $612K 0.09% +710 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 4,003 $606K 0.05% 0 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 4,000 $605K 0.07% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 4,000 $605K 0.7% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,895 $583K <0.01% +93 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 3,847 $582K 0.05% +800 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,781 $572K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,751 $567K 0.01% -159 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,667 $555K 0.04% -1,500 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,648 $552K 0.01% -152 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,646 $551K 0.05% -71 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,637 $550K 0.04% +2 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,624 $548K 0.01% -219 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,570 $541K 0.01% 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,559 $538K 0.01% 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 3,544 $536K 0.01% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,519 $532K 0.02% +617 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,505 $530K 0.04% -18 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 3,439 $520K 0.34% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 3,424 $518K 0.16% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,400 $514K 0.03% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,400 $514K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,394 $513K 0.09% -45 13F-HR Timeline Group OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 3,371 $510K 0.38% 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,370 $510K 0.02% -39 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 3,400 $505K 0.21% -200 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 3,329 $504K 0.09% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,296 $499K 0.13% -475 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,275 $495K 0.01% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,255 $492K 0.01% -36 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 3,245 $491K 0.09% +200 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,222 $487K 0.1% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,205 $485K 0.1% -8 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,199 $484K 0.01% +278 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,105 $470K 0.03% +79 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 3,100 $469K +68 Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,074 $465K <0.01% -225 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,159 $465K 0.05% -436 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,028 $458K <0.01% -60,158 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,000 $454K 0.01% -26,000 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,998 $454K 0.03% -116 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,995 $453K 0.06% +511 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,983 $451K 0.01% +89 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,957 $447K 0.05% +363 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,906 $440K 0.04% 0 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,875 $435K 0.02% 0 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,864 $433K 0.12% 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 2,826 $428K 0.08% +1,234 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 2,823 $427K 0.02% +130 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,803 $424K 0.03% +10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,780 $420K 0.03% -542 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,776 $420K 0.04% -129 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,750 $416K 0.02% -989 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,742 $415K 0.01% +4 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,729 $413K 0.06% +321 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,715 $411K 0.12% +91 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,701 $409K 0.3% new 13F-HR Timeline Group Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,697 $408K 0.07% +373 13F-HR/A Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,690 $407K 0.05% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,687 $406K 0.02% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,666 $403K 0.01% -21 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,661 $403K 0.02% +292 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,651 $401K 0.02% 0 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,624 $397K 0.02% 0 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 2,613 $395K 0.04% +567 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 2,600 $393K 0.11% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,585 $391K 0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,578 $390K 0.02% +295 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,571 $389K 0.04% -268 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,559 $387K 0.01% -47 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,548 $385K 0.05% +28 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 2,545 $385K 0.04% -92 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,510 $380K 0.01% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,500 $378K 0.15% 0 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,497 $378K 0.01% -63 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,429 $367K 0.01% +50 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,405 $364K 0.03% -20 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,405 $364K <0.01% +19 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,404 $364K 0.03% -296 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 2,379 $360K 0.2% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,357 $357K 0.08% 0 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,339 $354K <0.01% 0 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,320 $352K 0.01% +362 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,306 $349K 0.01% +26 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,288 $346K 0.01% +15 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,269 $343K <0.01% -157 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,265 $343K 0.03% -238 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,255 $341K 0.07% -20 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,203 $333K <0.01% -37 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,194 $332K 0.01% 0 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,174 $329K <0.01% -110 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,154 $326K 0.05% +6 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,152 $326K 0.05% -132 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,127 $322K 0.03% +43 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,124 $321K 0.01% +7 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 2,114 $320K 0.02% -177 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,110 $319K 0.31% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,100 $318K 0.14% -50 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,054 $318K 0.01% +59 13F-HR Timeline Union Heritage Capital, LLC More: the full row for Union Heritage Capital, LLC 2,096 $317K 0.12% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 2,089 $316K 0.32% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,085 $315K 0.18% 0 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,072 $313K <0.01% -343 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,057 $311K 0.03% +394 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,057 $311K 0.06% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,055 $311K 0.01% new 13F-HR/A Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,051 $310K 0.03% -119 13F-HR Timeline Group Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,050 $310K 0.02% -51 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,035 $308K 0.01% -71 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,015 $305K 0.06% 0 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 2,005 $304K 0.01% +480 13F-HR/A Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,008 $304K 0.11% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,000 $303K 0.06% 0 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 2,000 $303K 0.05% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,000 $303K 0.16% 0 13F-HR Timeline Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 2,000 $303K 0.27% 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,000 $303K 0.07% 0 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 1,995 $302K 0.07% 0 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,993 $301K 0.14% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,987 $301K 0.16% -89 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,984 $300K 0.09% +11 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,983 $300K 0.02% +406 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,978 $299K 0.02% +129 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,974 $299K 0.02% 0 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,973 $298K 0.01% -14,716 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,967 $298K 0.01% 0 13F-HR Timeline TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 1,964 $297K 0.03% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,945 $294K 0.02% +218 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,940 $293K 0.02% -17 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,933 $292K 0.01% +234 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,927 $291K 0.01% -9,519 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,916 $290K 0.01% -124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,903 $288K 0.02% +119 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,898 $287K 0.14% +14 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,898 $287K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,890 $286K 0.02% -44 13F-HR Timeline HERITAGE OAK WEALTH ADVISORS LLC More: the full row for HERITAGE OAK WEALTH ADVISORS LLC 1,889 $286K 0.13% new 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 1,888 $286K 0.04% new 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 1,875 $284K 0.04% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,862 $282K 0.01% -1,042 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,854 $280K 0.01% +13 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,853 $280K 0.01% +22 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,837 $278K 0.02% +20 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,833 $277K 0.07% +30 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,815 $274K 0.01% +380 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,813 $274K 0.04% +393 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,805 $273K 0.07% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,795 $272K 0.02% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,777 $269K 0.02% +226 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,802 $269K 0.04% 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,750 $265K 0.03% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,747 $264K 0.03% -1,054 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,689 $255K 0.18% +4 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,676 $254K 0.03% -6 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 1,675 $253K 0.14% 0 13F-HR Timeline Ampfield Management, L.P. More: the full row for Ampfield Management, L.P. 1,669 $252K 0.26% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,665 $252K 0.02% -70 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,660 $251K 0.03% +269 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 1,661 $251K 0.02% +37 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,660 $251K 0.03% -193 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,682 $251K 0.01% -38 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,654 $250K 0.04% +34 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,653 $250K 0.01% -15,793 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,643 $249K 0.04% -1,202 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,636 $247K 0.23% 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,756 $245K 0.18% 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,617 $245K 0.02% -34 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,612 $244K 0.65% 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,606 $243K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,591 $241K 0.02% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,583 $239K 0.01% -40 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,581 $239K 0.04% +43 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,578 $239K 0.01% +11 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,575 $238K 0.01% -1 13F-HR Timeline