TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 5,227 $345K 0.01% +261 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,182 $342K <0.01% -163 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,175 $342K <0.01% +731 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 5,108 $337K 0.03% 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,095 $337K <0.01% -369 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 5,063 $334K 0.02% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,061 $334K 0.03% -910 13F-HR Timeline Group Apriem Advisors More: the full row for Apriem Advisors 5,046 $333K 0.04% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 5,016 $331K 0.04% -1,177 13F-HR Timeline S&CO INC More: the full row for S&CO INC 5,000 $330K 0.02% -20 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,966 $328K <0.01% -47 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,965 $328K <0.01% -854 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,939 $326K 0.01% -679 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 4,813 $318K 0.1% -624 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,800 $317K 0.19% new 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 4,800 $317K 0.05% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,781 $316K <0.01% -11,087 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,728 $312K 0.01% +280 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 4,712 $311K 0.02% -49 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,700 $310K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,190 $309K <0.01% +536 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,626 $306K <0.01% -644 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,624 $305K 0.02% +25 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,610 $305K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,193 $305K 0.01% -389 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,601 $304K 0.13% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 4,561 $301K 0.04% -722 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,558 $301K 0.04% -280 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,490 $297K 0.05% +4 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,484 $296K 0.02% -1,660 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,457 $294K 0.03% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,453 $294K <0.01% -4,754 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,445 $294K 0.12% +78 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,366 $288K <0.01% -231 13F-HR Timeline Group ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 4,358 $288K 0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,325 $286K 0.07% -848 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,222 $279K <0.01% -1,071 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,175 $276K 0.1% -125 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 4,168 $275K 0.11% -244 13F-HR Timeline Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 4,131 $273K 0.01% -800 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,117 $272K <0.01% -528 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 4,061 $268K 0.01% -5,561 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,047 $267K 0.02% -287 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,040 $267K 0.01% -230 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,029 $266K 0.02% -248 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,976 $263K 0.05% new 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,956 $261K 0.05% 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 3,923 $259K 0.03% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,917 $259K <0.01% +482 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,914 $259K <0.01% +233 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,905 $258K 0.11% +700 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,896 $257K 0.01% -97 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,855 $255K <0.01% -314 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 3,845 $254K 0.27% 13F-HR/A Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 3,827 $253K 0.01% -221 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 3,781 $250K 0.01% +333 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 3,776 $249K 0.01% -18 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,738 $247K 0.01% -3,049 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,725 $246K 0.02% -483 13F-HR/A Timeline Busey Bank More: the full row for Busey Bank 3,720 $246K 0.01% -835 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,707 $245K 0.01% +594 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,614 $242K <0.01% -1,726 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,656 $242K 0.09% +234 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,625 $239K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,614 $239K <0.01% -284 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,580 $236K <0.01% -348 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,573 $236K <0.01% -5,537 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,570 $236K 0.01% -3,628 13F-HR/A Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,564 $235K <0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,564 $235K <0.01% -256 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,554 $235K 0.01% -151 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,547 $234K <0.01% -32 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,525 $233K <0.01% -230 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 3,504 $231K 0.1% -336 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 3,435 $230K 0.02% +132 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,468 $229K <0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,461 $229K <0.01% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,457 $228K 0.02% +12 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 3,457 $228K 0.06% -292 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,449 $228K <0.01% -1,773 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,427 $226K 0.01% -225 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,426 $226K <0.01% -1,780 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 3,366 $222K <0.01% +418 13F-HR Timeline Group Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 3,350 $221K 0.24% -1,032 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 3,338 $221K 0.01% -60 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,329 $220K 0.02% +868 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,327 $220K <0.01% -378 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,266 $216K 0.02% -92 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 3,255 $215K <0.01% -1,650 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,208 $212K 0.31% 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,175 $210K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,127 $207K 0.02% -236 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,122 $206K <0.01% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,118 $206K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,112 $206K <0.01% -1,146 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,110 $205K <0.01% -880 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 3,100 $205K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,100 $205K 0.07% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,098 $205K 0.22% 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,096 $205K 0.07% -131 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 3,086 $204K 0.03% -299 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,079 $203K 0.01% -500 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 3,075 $203K 0.01% -463 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 3,038 $201K 0.02% -145 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,010 $200K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,995 $198K 0.01% -130 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,858 $189K <0.01% -82 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,815 $186K 0.02% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,695 $178K 0.02% -241 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,637 $175K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,642 $175K 0.04% -25 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 2,619 $173K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,485 $164K 0.02% -238 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 2,438 $161K 0.04% +1 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,359 $156K <0.01% +1,647 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,347 $155K 0.1% -65 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 2,276 $150K 0.03% -160 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 2,247 $148K 0.01% 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,250 $148K 0.08% -1,700 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,161 $143K 0.08% -272 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,040 $135K 0.02% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,015 $133K <0.01% +1,000 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,958 $129K <0.01% +84 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,875 $124K 0.03% -150 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,844 $122K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,810 $120K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,788 $118K 0.07% -952 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,603 $117K <0.01% -37 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,760 $116K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,733 $114K 0.01% -19 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,709 $113K 0.02% +97 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,676 $111K <0.01% -16 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,628 $108K <0.01% -1,303 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,606 $106K <0.01% +34 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,599 $106K 0.08% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,590 $105K 0.01% -224 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,584 $105K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,494 $98.7K <0.01% 0 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,433 $94.7K 0.01% -423 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,420 $93.8K <0.01% +10 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,397 $92.3K <0.01% new 13F-HR/A Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,351 $89.2K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,316 $86.9K 0.04% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,314 $86.8K <0.01% -80 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,299 $85.8K 0.01% 0 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 1,251 $82.6K <0.01% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,250 $82.6K <0.01% +62 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,240 $81.9K <0.01% +1,188 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,184 $78.2K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,182 $78.1K 0.01% -50 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,098 $72.5K <0.01% -411 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,045 $69K 0.05% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,021 $67.4K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,014 $67K 0.01% +17 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 987 $65.2K <0.01% new 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 977 $64.5K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 963 $63.6K 0.03% -124 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 950 $62.8K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 942 $62.2K -89 Timeline Quarry LP More: the full row for Quarry LP 939 $62K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 930 $61.4K 0.05% -11 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 907 $59.9K 0.02% -267 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 896 $59.2K 0.01% -105 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 903 $59K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 891 $58.8K 0.01% +366 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 873 $57.7K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 861 $56.9K <0.01% -686 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 851 $56.2K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 828 $55K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kentucky Trust Co More: the full row for Kentucky Trust Co 825 $54.5K 0.03% 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 821 $54.2K 0.03% -648 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 815 $53.8K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 808 $53.4K 0.01% -36 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 794 $52.5K <0.01% +133 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 778 $51.4K 0.01% -79 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 768 $50.7K <0.01% -118 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 766 $50.6K <0.01% -306 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 757 $50K <0.01% -289 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 750 $49.5K <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 750 $49.5K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 748 $49.4K 0.01% -1,205 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 735 $48.6K <0.01% -252 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 731 $48.3K 0.01% -6 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 722 $47.7K <0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 714 $47.2K <0.01% +59 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 700 $46.2K 0.01% -94 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 689 $45.5K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 687 $45.4K <0.01% +223 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 681 $45K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 675 $44.6K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 656 $43.3K 0.02% -23 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 650 $42.9K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 637 $42.1K 0.02% 0 13F-HR Timeline Group Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 602 $42K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 633 $41.8K <0.01% +54 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 636 $41.8K <0.01% 13F-HR Timeline Group Bray Capital Advisors More: the full row for Bray Capital Advisors 624 $41.2K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 606 $40K 0.09% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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