iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,342 $507K 0.25% new 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 2,338 $507K 0.43% new 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,333 $505K 0.07% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,325 $504K 0.05% +359 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,318 $502K 0.05% -984 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,317 $502K 0.01% -2,637 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 2,305 $499K 0.07% +91 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,303 $499K 0.02% +734 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,289 $496K 0.03% +310 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,285 $495K <0.01% +80 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,284 $495K 0.11% 0 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,235 $494K 0.01% +41 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,274 $493K 0.01% -11,322 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 2,262 $490K 0.04% +9 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,253 $488K 0.02% -1,243 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,210 $486K 0.01% +127 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 2,236 $484K 0.02% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,230 $483K 0.01% +982 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 2,224 $482K 0.2% -12,823 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,223 $482K 0.01% new 13F-HR/A Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,211 $479K 0.03% +154 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,207 $478K 0.01% -1,102 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,202 $477K 0.13% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,166 $469K 0.01% -154 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,163 $469K 0.01% +1,266 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,162 $468K 0.04% +185 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,157 $467K 0.09% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,150 $466K 0.17% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,150 $466K 0.01% new 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 2,144 $464K 0.29% 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,143 $464K 0.13% +382 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,119 $459K 0.12% -8,731 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,106 $456K 0.07% +124 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,064 $454K 0.02% +101 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,085 $452K 0.22% 0 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,079 $450K 0.02% +83 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,072 $449K 0.07% +57 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,067 $448K <0.01% +310 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,057 $446K 0.05% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 2,051 $444K 0.02% +17 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 2,029 $440K 0.04% +470 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,023 $438K 0.02% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,017 $437K 0.05% +48 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,007 $435K 0.01% +82 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 2,000 $433K 0.04% 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 $433K 0.07% +600 13F-HR Timeline Group Joel Adams & Associates, Inc. More: the full row for Joel Adams & Associates, Inc. 2,000 $433K 0.32% 0 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2,000 $433K 0.07% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,974 $428K 0.04% +646 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,972 $427K 0.01% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 1,972 $427K 0.03% +26 13F-HR Timeline MOTCO More: the full row for MOTCO 1,970 $427K 0.04% 0 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,961 $425K 0.12% +428 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,910 $422K 0.04% +209 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,929 $418K 0.01% -27 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,918 $415K <0.01% +4 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,898 $411K 0.03% +730 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,904 $411K 0.02% -4,590 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,896 $411K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,888 $409K 0.01% +472 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,881 $407K 0.02% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,878 $407K 0.08% +120 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,867 $405K 0.04% +53 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 1,863 $404K 0.03% -990 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,850 $401K 0.05% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,848 $400K 0.01% +7 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,839 $398K <0.01% -912 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,836 $398K 0.05% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 1,854 $395K 0.2% -264 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,819 $394K 0.03% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,798 $390K 0.13% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,790 $388K 0.05% +1 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,786 $387K 0.04% -653 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,851 $387K 0.02% -602 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,771 $384K 0.05% +52 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,764 $382K 0.07% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,759 $381K 0.2% -90 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,739 $377K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,737 $376K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 1,733 $375K 0.02% +69 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,731 $375K 0.34% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,720 $373K 0.01% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,711 $371K 0.04% +107 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,699 $368K 0.07% +1,393 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,687 $365K 0.11% +163 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,686 $365K 0.16% +9 13F-HR/A Timeline Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 1,685 $365K 0.33% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,681 $364K 0.08% +28 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,679 $364K 0.01% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,677 $363K 0.01% -87 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 1,675 $363K 0.02% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,674 $363K 0.03% +321 13F-HR Timeline Ampfield Management, L.P. More: the full row for Ampfield Management, L.P. 1,669 $362K 0.45% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,666 $361K 0.02% +12 13F-HR Timeline Gross & Hartman Investments LLC More: the full row for Gross & Hartman Investments LLC 1,659 $359K 0.19% -11 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,657 $359K 0.02% +337 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,655 $359K 0.01% +432 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,633 $354K 0.01% +518 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,960 $353K 0.02% -900 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,621 $351K 0.03% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,615 $350K 0.02% new 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,614 $350K 0.04% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 1,590 $344K 0.19% -87 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,589 $344K 0.05% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,586 $344K <0.01% +199 13F-HR Timeline Group Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 1,579 $342K 0.12% -214 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,570 $340K 0.01% -150 13F-HR Timeline TritonPoint Partners, LLC in group TritonPoint Partners, LLC More: the full row for TritonPoint Partners, LLC 1,568 $340K 0.13% +39 13F-HR Timeline Group Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,560 $338K 0.05% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,553 $336K 0.04% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,550 $336K 0.1% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,539 $333K 0.02% new 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,535 $333K 0.01% -253 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,535 $332K 0.08% +245 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,530 $331K 0.01% +17 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,523 $330K 0.01% +12 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,518 $329K 0.02% new 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,515 $328K 0.12% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,506 $326K 0.01% -747 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,504 $326K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,500 $326K 0.01% +82 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,504 $326K 0.01% -292 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,500 $325K 0.09% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,499 $325K 0.01% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,490 $323K 0.03% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,490 $323K 0.08% new 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 1,483 $321K 0.21% +91 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,479 $320K 0.02% +193 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,470 $318K 0.04% +121 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,466 $318K 0.04% -721 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,466 $318K 0.13% -51 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 1,466 $318K 0.01% +1 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,461 $316K 0.05% new 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,426 $316K 0.04% +175 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,453 $315K 0.01% -4,879 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,438 $312K 0.03% +41 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,428 $309K 0.21% -216 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,421 $308K 0.01% +58 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,412 $306K <0.01% +111 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,405 $304K 0.12% +96 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,404 $304K 0.01% +176 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 1,400 $303K 0.18% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,399 $303K 0.01% 0 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,394 $302K 0.02% +52 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 1,390 $301K 0.17% +66 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,388 $301K 0.12% +255 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,387 $301K <0.01% -1 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,387 $300K 0.04% +137 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,383 $300K 0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,379 $299K 0.03% +133 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,378 $299K 0.01% +16 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,375 $298K 0.03% +300 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,359 $294K 0.03% +18 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,353 $293K 0.02% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,343 $291K 0.04% -890 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,336 $290K 0.01% -108 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,336 $289K 0.32% -583 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 1,336 $289K 0.24% 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,330 $288K 0.1% +2 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,330 $288K 0.04% new 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 1,330 $288K 0.12% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,326 $287K 0.04% +87 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,320 $286K 0.05% new 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 1,248 $284K 0.02% -68 13F-HR Timeline AF Advisors, Inc. More: the full row for AF Advisors, Inc. 1,311 $284K 0.16% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,297 $281K 0.05% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 1,295 $281K 0.08% +172 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,295 $281K 0.02% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,291 $280K 0.02% +136 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,285 $278K <0.01% new 13F-HR/A Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1,282 $278K 0.07% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,282 $278K 0.11% 13F-HR/A Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,278 $277K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,273 $276K 0.01% -72 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 1,272 $276K 0.02% 0 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 1,250 $271K 0.15% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,245 $270K 0.02% +1 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,242 $269K 0.01% -177 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,240 $269K 0.01% +129 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,236 $268K 0.05% 0 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 1,229 $266K 0.23% -24 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,227 $266K 0.09% +189 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,225 $265K 0.01% new 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,224 $265K 0.02% -731 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,170 $264K 0.02% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,217 $264K 0.01% -318 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,175 $262K 0.11% +76 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,210 $262K 0.03% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,197 $259K 0.01% -123 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,194 $259K 0.03% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,193 $258K 0.09% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,188 $257K <0.01% +188 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,195 $255K 0.21% -33 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,175 $255K 0.02% +21 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,172 $254K 0.04% +5 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,168 $253K 0.02% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 1,168 $253K 0.01% +19 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,163 $252K <0.01% +18 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,163 $252K <0.01% +7 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,155 $250K 0.01% +33 13F-HR Timeline Group