ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,279 $755K 0.01% -270 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,180 $738K 0.17% +49 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,991 $705K 0.04% +298 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,928 $693K 0.03% new 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,900 $689K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,895 $688K 0.12% +3,561 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,868 $683K 0.38% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,828 $676K 0.02% -51 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,793 $670K 0.03% +1,548 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 3,776 $667K 0.12% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,723 $657K <0.01% -1,970 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 3,713 $655K 0.03% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,346 $654K 0.06% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,698 $653K 0.02% +1,563 13F-HR Timeline Group Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,663 $647K 0.25% -300 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,657 $645K 0.01% +38 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 3,651 $645K -1,011 Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,641 $643K 0.05% +517 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,635 $642K 0.02% +327 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 3,566 $639K <0.01% -1,344 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,553 $627K 0.02% +795 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,043 $618K 0.13% +204 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,491 $616K 0.05% -401 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,427 $605K 0.02% -265 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,413 $602K 0.01% +167 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 3,396 $599K 0.26% -577 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,380 $597K 0.02% +113 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,373 $595K 0.05% +395 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,338 $589K 0.01% +272 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,324 $587K 0.13% +2,934 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,286 $580K 0.01% -15 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,068 $572K <0.01% -76 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,187 $563K 0.21% -661 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,161 $558K 0.01% +117 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,154 $557K 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,147 $556K 0.01% +373 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,114 $550K 0.24% +2 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,075 $543K <0.01% -12 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,029 $535K <0.01% -7,062 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,023 $534K 0.15% +174 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,009 $531K 0.17% +931 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,974 $525K 0.1% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,899 $512K 0.31% +138 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,879 $508K <0.01% -1,365 13F-HR/A Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,867 $506K 0.02% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,842 $502K 0.01% +308 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,783 $491K 0.04% +642 13F-HR/A Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 2,748 $485K 0.01% +85 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,733 $482K 0.08% -485 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,695 $476K 0.07% -89 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,644 $467K 0.01% +6 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,610 $461K <0.01% -119 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,579 $455K 0.24% -38 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,572 $454K 0.21% -89 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,543 $449K 0.06% +1,132 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,532 $447K 0.02% +878 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,520 $445K 0.01% +1,805 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,517 $444K 0.04% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,508 $443K 0.01% +642 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,497 $441K 0.01% -161 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,440 $431K 0.33% -40 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,449 $427K 0.15% -290 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,385 $421K <0.01% -201 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,373 $419K <0.01% -384 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,371 $419K 0.16% +267 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,386 $401K 0.1% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,255 $398K 0.01% +966 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,245 $396K 0.09% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,227 $393K 0.01% +70 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,222 $392K 0.01% +930 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,190 $387K 0.02% -409 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,179 $385K <0.01% +204 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,160 $381K 0.15% +76 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,160 $381K <0.01% +246 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,236 $379K 0.02% -10 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 2,140 $378K 0.1% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 2,125 $375K 0.01% +456 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,120 $374K 0.24% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,111 $373K 0.02% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,108 $372K <0.01% +479 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,105 $372K 0.06% -220 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,101 $371K 0.13% +220 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,054 $363K 0.03% -9 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,029 $358K 0.04% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,022 $357K 0.01% -182 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,022 $357K <0.01% +26 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,021 $357K 0.22% +617 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,011 $355K 0.2% +68 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,009 $355K 0.02% +881 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,008 $354K 0.04% -261 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,005 $354K 0.23% +597 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,004 $354K 0.17% -49 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 1,996 $352K 0.05% +879 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,981 $350K 0.18% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,978 $349K 0.1% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,966 $347K 0.04% +234 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 1,918 $339K <0.01% -5,216 13F-HR/A Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,885 $333K 0.09% +92 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,879 $332K 0.05% -219 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,879 $332K 0.21% 0 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,877 $331K 0.16% +3 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,871 $330K <0.01% +78 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,870 $330K 0.02% -32 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,868 $330K 0.08% -21 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,867 $330K <0.01% -558 13F-HR/A Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,852 $327K 0.03% -25 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 1,845 $326K <0.01% +744 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,837 $324K 0.01% -127 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,820 $321K 0.01% +384 13F-HR Timeline Group PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,790 $316K 0.09% +145 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,762 $311K <0.01% +136 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,748 $309K <0.01% +828 13F-HR Timeline Group Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,736 $306K <0.01% -55 13F-HR Timeline Group GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,736 $306K 0.11% 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,735 $306K 0.07% +24 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,722 $304K <0.01% -11 13F-HR Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,721 $304K 0.2% +92 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,715 $303K 0.01% +66 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,737 $302K <0.01% -323 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,710 $302K 0.13% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,666 $294K 0.02% -127 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,660 $293K 0.01% +10 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 1,654 $292K 0.02% +286 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,654 $292K 0.01% -8 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,650 $291K 0.01% -76 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,538 $289K 0.01% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,631 $288K 0.02% 0 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,625 $287K 0.04% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,617 $285K 0.04% -166 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,616 $285K <0.01% -210 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,610 $284K 0.03% +140 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,615 $284K <0.01% -53 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 1,607 $284K <0.01% -35 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,605 $283K 0.02% -200 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,597 $282K 0.03% +88 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,575 $278K 0.02% +325 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,557 $275K <0.01% -27 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,557 $275K 0.24% -61 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,551 $274K 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,550 $274K 0.02% -34 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,541 $272K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,539 $272K 0.02% -377 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,530 $270K 0.02% -1,531 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,523 $269K 0.05% +22 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,520 $268K 0.18% 0 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,504 $266K 0.56% -22 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,497 $264K 0.02% +128 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,493 $264K 0.01% -796 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,489 $263K 0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,465 $259K <0.01% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,458 $257K 0.15% +225 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,456 $257K 0.01% -109 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,417 $250K 0.01% new 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,402 $247K 0.01% -14 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,402 $247K <0.01% -343 13F-HR/A Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,400 $247K 0.06% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,393 $246K <0.01% -11 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,383 $244K <0.01% -999 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,374 $243K 0.04% -55 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,373 $242K 0.05% +11 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,372 $242K 0.18% +37 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,364 $241K 0.29% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,503 $239K 0.08% -23 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,355 $239K 0.01% -39 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,346 $238K <0.01% +71 13F-HR/A Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,327 $234K 0.04% -33 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,325 $234K 0.02% -158 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,308 $231K 0.03% +130 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,307 $231K <0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,301 $230K <0.01% -365 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,300 $229K 0.18% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,297 $229K <0.01% -23 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,290 $228K 0.01% +36 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,288 $227K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,286 $227K 0.01% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,273 $225K <0.01% -252 13F-HR Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 1,273 $225K 0.02% +76 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,270 $224K 0.03% new 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,267 $224K 0.08% +192 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,266 $224K 0.01% -69 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,265 $223K 0.02% 0 13F-HR Timeline Group RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,265 $223K 0.05% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,257 $222K 0.03% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,255 $222K 0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,254 $221K 0.09% +6 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 1,245 $220K 0.18% +1 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,239 $219K 0.01% +7 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,237 $218K <0.01% +200 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,234 $218K 0.02% +107 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 1,225 $216K 0.09% 0 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,208 $213K 0.04% -241 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,205 $213K 0.16% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,203 $212K <0.01% +177 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 1,190 $210K -1,748 Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,187 $210K 0.01% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 1,172 $207K 0.14% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 820 $206K 0.03% 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,166 $206K 0.07% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,163 $205K 0.02% +5 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,146 $202K 0.06% -48 13F-HR Timeline