PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,174 $783K 0.03% -331 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,115 $772K 0.04% -211 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,079 $766K 0.1% -38 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,120 $766K 0.05% +1,694 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,079 $765K 0.48% +7 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,070 $764K 0.02% -165 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,023 $755K 0.04% +484 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,022 $755K 0.03% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 4,000 $751K 0.23% -162 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,999 $750K 0.31% -216 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,978 $747K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,958 $743K 0.03% -1,129 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 3,954 $742K 0.21% +455 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,920 $736K 0.29% +50 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,918 $735K 0.3% +42 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,916 $735K 0.06% +345 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,913 $734K 0.02% -121 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,898 $732K <0.01% -3,620 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 3,822 $717K 0.3% +465 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,789 $711K 0.08% +1,701 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,765 $707K 0.01% -10 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,761 $706K -414 Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 3,747 $703K 0.11% -29 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 3,726 $699K 0.16% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,712 $697K 0.05% -20 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,707 $696K <0.01% +10 13F-HR/A Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,702 $695K 0.03% -84 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,697 $694K 0.1% +399 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,620 $679K 0.23% +251 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,599 $675K 0.05% -345 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,595 $675K 0.04% +6 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 3,590 $674K 0.47% -475 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 3,585 $673K 0.28% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,583 $672K 0.07% -262 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,572 $670K 0.12% 0 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 3,532 $663K <0.01% -127,147 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 3,531 $663K 0.28% -33 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,465 $650K 0.01% +338 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,459 $649K 0.31% +253 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,386 $635K 0.04% +469 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,383 $635K 0.83% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,300 $619K 0.16% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,285 $616K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,250 $610K 0.01% -54 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,245 $609K 0.08% +13 13F-HR Timeline TTP Investments, Inc. More: the full row for TTP Investments, Inc. 3,275 $606K 0.18% -184 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,225 $605K 0.09% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,205 $601K 0.02% -1,076 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,205 $601K 0.08% +37 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 3,200 $601K 0.16% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,169 $595K 0.01% -6,899 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,137 $589K 0.08% 0 13F-HR Timeline Group Argentarii, LLC More: the full row for Argentarii, LLC 3,134 $588K 0.23% -658 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 3,100 $582K 0.22% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,100 $582K 0.02% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,100 $582K 0.27% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,084 $579K 0.02% -2,930 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,059 $573K 0.04% +144 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,049 $572K 0.01% +19 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,023 $567K 0.01% +7 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,990 $565K 0.13% -806 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,005 $564K 0.04% -700 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,000 $563K 0.32% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,000 $563K 0.1% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3,000 $563K 0.08% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,997 $563K 0.03% +61 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 4,796 $561K <0.01% 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,512 $561K 0.01% -240 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 2,988 $561K 0.12% -493 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 2,988 $561K 0.11% -493 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,976 $558K 0.02% +4 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,947 $553K 0.14% +92 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 2,935 $551K 0.17% -6 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,929 $550K 0.11% +237 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,925 $549K 0.01% +679 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,913 $547K 0.09% -44 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,898 $544K 0.12% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,065 $542K 0.06% new 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,869 $538K 0.01% -134 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,861 $537K 0.01% -26 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,856 $536K 0.02% +259 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,855 $536K 0.05% -426 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 2,825 $530K 0.03% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,807 $527K 0.07% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,944 $526K 0.01% +190 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,799 $525K 0.01% -844 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,793 $524K 0.01% -23 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 2,784 $522K 0.23% +20 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,807 $522K <0.01% +51 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 2,775 $521K 0.28% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,750 $516K 0.07% +1,212 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 2,745 $515K 0.17% +1 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 2,744 $515K 0.29% +76 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 2,740 $514K 0.22% -200 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,735 $513K 0.12% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,713 $509K 0.39% -156 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 2,700 $507K 0.11% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,699 $507K <0.01% +123 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,679 $503K 0.22% +156 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,809 $501K 0.01% new 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,660 $499K 0.01% -145 13F-HR Timeline Group American Investment Services, Inc. More: the full row for American Investment Services, Inc. 2,656 $498K 0.12% -287 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,656 $498K 0.03% -1,126 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,649 $497K 0.2% -100 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,648 $497K 0.12% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,606 $489K 0.02% +147 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,601 $488K 0.04% +162 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 2,591 $486K 0.05% +19 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,577 $484K 0.09% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,554 $479K 0.02% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,976 $478K 0.06% -88 13F-HR/A Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2,539 $476K 0.31% +14 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,535 $476K 0.34% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,535 $476K 0.01% -140 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,533 $475K 0.12% -95 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,531 $475K <0.01% +681 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 2,526 $474K 0.03% 0 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 2,511 $471K 0.09% +490 13F-HR Timeline Financial Sense Advisors, Inc. More: the full row for Financial Sense Advisors, Inc. 2,500 $469K 0.09% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,500 $469K 0.05% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,840 $467K 0.04% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,481 $463K 0.04% -1,621 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,450 $460K 0.08% -20 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,447 $459K 0.02% -22 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 2,571 $456K 0.01% -353 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,425 $455K 0.07% -721 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 2,401 $451K 0.31% -19 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 2,400 $450K 0.14% 0 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 2,400 $450K 0.03% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,383 $447K 0.01% -228 13F-HR Timeline Carmel Capital Partners, LLC More: the full row for Carmel Capital Partners, LLC 2,379 $446K 0.19% -1,828 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,376 $446K 0.06% -230 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 2,373 $445K 0.06% -31 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 2,372 $445K 0.07% +28 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,358 $443K 0.06% +36 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,358 $443K <0.01% +789 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,351 $441K 0.06% -14 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,344 $440K 0.03% +83 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,334 $438K 0.04% +3 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,331 $437K 0.02% -2,130 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. 2,308 $433K 0.01% -970 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,283 $428K 0.01% -2,414 13F-HR/A Timeline Monument Capital Management More: the full row for Monument Capital Management 2,281 $428K 0.11% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,278 $428K 0.05% +26 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,272 $426K 0.03% -1,283 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,394 $423K 0.01% +715 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,252 $423K 0.04% +900 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,252 $423K 0.02% +194 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,248 $422K 0.05% +623 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,244 $421K 0.24% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,228 $418K 0.02% -97 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,221 $417K <0.01% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,293 $414K 0.19% +6 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,197 $412K 0.02% -297 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 2,184 $410K 0.03% +19 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,184 $410K 0.01% +104 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,180 $409K 0.02% -643 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,176 $408K <0.01% -3 13F-HR/A Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,175 $408K 0.01% +66 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,168 $407K 0.01% +41 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,166 $407K <0.01% -312 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,157 $405K 0.02% -1,722 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,155 $404K 0.01% +41 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,143 $402K 0.07% -453 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,170 $400K 0.09% -53 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,132 $400K 0.05% +220 13F-HR Timeline TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 2,100 $394K <0.01% -5,600 13F-HR Timeline Group Greenland Capital Management LP More: the full row for Greenland Capital Management LP 2,100 $394K 0.06% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,089 $392K 0.03% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,089 $392K 0.02% -3,577 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,089 $392K 0.01% 0 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 2,088 $392K 0.05% +513 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,084 $391K 0.13% -91 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,076 $390K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,074 $389K 0.01% +50 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,067 $388K 0.16% +8 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,065 $388K <0.01% +253 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,062 $387K 0.09% +7 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,055 $386K <0.01% +44 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 2,050 $385K 0.02% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,041 $383K 0.23% new 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,025 $380K 0.07% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,013 $378K 0.12% -815 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 2,002 $376K 0.38% 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 2,000 $375K 0.61% new 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 1,988 $373K 0.11% -626 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,987 $373K 0.34% +140 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,969 $370K 0.03% +644 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,964 $369K 0.01% +318 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,934 $363K 0.07% +326 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,932 $363K 0.15% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,932 $363K 0.06% +15 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,919 $360K 0.02% new 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,915 $359K 0.01% -120 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,915 $359K 0.2% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,878 $352K 0.19% +350 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,943 $348K 0.01% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,852 $348K 0.03% -60 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,847 $347K 0.12% +28 13F-HR/A Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 1,827 $343K 0.07% 13F-HR Timeline