Apexium Financial, LP More: the full row for Apexium Financial, LP 4,412 $760K 0.04% +89 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,400 $758K 0.05% -11 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,344 $748K 0.07% -95 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 4,328 $746K 0.05% -873 13F-HR/A Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,315 $743K 0.01% -73 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,270 $736K 0.01% -9 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,155 $716K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,144 $714K 0.01% -1,177 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,124 $710K 0.02% +2,583 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,939 $678K 0.09% +615 13F-HR/A Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,847 $663K 0.14% -333 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,819 $658K 0.02% +184 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,801 $655K 0.02% -99 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 3,726 $642K 0.3% -142 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,670 $632K 0.27% -1,642 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 3,663 $631K 0.2% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,644 $628K 0.01% -184 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 3,624 $624K 0.19% +615 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,105 $620K 0.12% +62 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,523 $607K <0.01% +1,775 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,276 $604K 0.05% -70 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,448 $594K <0.01% +35 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,440 $593K 0.01% +692 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,438 $592K 0.04% -203 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 3,407 $587K -244 Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,365 $580K 0.04% -8 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,365 $580K <0.01% +297 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,360 $579K 0.02% -20 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,273 $564K 0.29% +374 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,140 $562K 0.01% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,184 $548K 0.13% -2,100 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,181 $548K 0.03% +2,610 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 3,177 $547K 0.06% +1,211 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 3,174 $547K 0.01% +952 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,170 $546K 0.01% -116 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,162 $545K <0.01% +133 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,114 $536K 0.22% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,097 $533K 0.01% -64 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,081 $531K 0.08% -814 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,057 $527K <0.01% -18 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,018 $520K 0.01% -535 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,999 $517K 0.15% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 2,951 $508K 0.12% -72 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,935 $506K 0.09% -39 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,911 $501K 0.42% 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,852 $491K <0.01% +673 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,844 $490K <0.01% +1,571 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,805 $483K <0.01% +420 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,778 $479K <0.01% +1,016 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,775 $478K 0.01% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,771 $477K 0.01% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,766 $477K 0.01% -381 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,763 $476K 0.01% -104 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 2,745 $473K 0.27% +1,540 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,741 $472K 0.02% +209 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,740 $472K 0.01% -414 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,715 $468K <0.01% +848 13F-HR/A Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,642 $455K 0.05% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,638 $454K 0.01% +141 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,632 $453K 0.06% -63 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,579 $444K 0.01% -65 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,578 $444K 0.01% +70 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,576 $444K <0.01% -34 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,576 $444K 0.02% +386 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 2,533 $436K 0.21% -46 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,521 $434K 0.08% -212 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,517 $434K 0.03% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,290 $432K 0.01% +752 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,504 $431K 0.14% +523 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,487 $428K <0.01% +379 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,474 $426K <0.01% +629 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,439 $420K 0.01% -403 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,404 $414K 0.03% -379 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,363 $407K 0.02% -1,628 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,360 $407K 0.01% +871 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,348 $404K <0.01% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,344 $404K 0.14% -228 13F-HR/A Timeline Campion Asset Management More: the full row for Campion Asset Management 2,337 $403K 0.3% -103 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,329 $401K 0.05% +333 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 2,321 $399K 0.08% -65 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,314 $399K <0.01% +154 13F-HR Timeline Group May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,272 $391K 0.13% -99 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,245 $387K 0.08% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,262 $386K 0.02% +26 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,227 $384K 0.38% +222 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,215 $382K 0.23% +95 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,151 $370K <0.01% -222 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,142 $369K 0.01% -85 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 2,122 $366K 0.01% -3 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,106 $363K 0.05% +1 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,101 $362K 0.29% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,099 $362K 0.01% -12 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,096 $361K 0.09% +118 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,076 $358K 0.11% -25 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,063 $355K 0.16% +59 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 2,037 $351K 0.13% -1,359 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 2,035 $351K 0.13% -125 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,035 $351K 0.21% +156 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,008 $346K 0.04% 0 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 1,995 $344K 0.01% -1,798 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 1,986 $341K 0.11% -463 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,948 $336K 0.08% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,905 $328K <0.01% -1,818 13F-HR/A Timeline MQS Management LLC More: the full row for MQS Management LLC 1,888 $325K 0.18% new 13F-HR Timeline Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 1,874 $323K 0.14% -3 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 1,864 $321K 0.04% -15 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,855 $320K 0.07% -13 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,836 $316K 0.02% -34 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,811 $312K 0.01% -9 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,806 $311K 0.01% +698 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 1,805 $311K 0.08% +15 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,793 $309K 0.16% -218 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,790 $308K 0.01% -47 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,786 $308K 0.01% +126 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,782 $307K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,782 $307K 0.04% +474 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,772 $305K 0.03% +175 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,741 $300K 0.06% -144 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,734 $299K <0.01% -288 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,710 $295K 0.15% 0 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,706 $294K 0.1% -30 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,693 $292K <0.01% -178 13F-HR Timeline Group Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,641 $283K 0.02% +66 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,641 $283K 0.01% -13 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,636 $282K 0.02% -30 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,631 $281K 0.02% 0 13F-HR Timeline Group TD Asset Management Inc More: the full row for TD Asset Management Inc 1,630 $281K <0.01% +23 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,628 $281K <0.01% +12 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,625 $280K 0.03% 0 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 1,617 $279K 0.04% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,604 $276K <0.01% +47 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,602 $276K <0.01% -125,160 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,598 $275K 0.06% -137 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,586 $273K 0.03% -24 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,571 $271K <0.01% -165,851 13F-HR Timeline Group KOM Wealth Management Group, LLC More: the full row for KOM Wealth Management Group, LLC 1,566 $270K 0.21% +9 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,546 $266K <0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,544 $266K 0.02% +14 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,539 $265K 0.01% +122 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,527 $263K <0.01% +230 13F-HR Timeline Group Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,521 $262K 0.02% -29 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 1,520 $262K 0.16% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,506 $259K <0.01% -144 13F-HR Timeline VanderPol Investments L.L.C. More: the full row for VanderPol Investments L.L.C. 1,502 $259K 0.54% -2 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,492 $257K 0.01% +206 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,486 $256K 0.02% -11 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,472 $254K <0.01% -250 13F-HR Timeline Group Norway Savings Bank More: the full row for Norway Savings Bank 1,458 $251K 0.13% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,456 $251K 0.01% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,451 $250K <0.01% +58 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,450 $250K <0.01% -15 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,440 $250K <0.01% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 1,435 $247K 0.01% +248 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,431 $246K 0.11% -590 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,427 $246K <0.01% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,417 $244K 0.01% +178 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,410 $243K 0.11% new 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 1,400 $241K 0.06% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,391 $240K 0.01% -102 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,391 $240K 0.02% +118 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,386 $239K <0.01% +40 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,377 $237K <0.01% +70 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 1,374 $237K 0.03% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,372 $236K <0.01% new 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 1,364 $235K 0.26% 0 13F-HR/A Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,358 $234K <0.01% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,354 $233K 0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,353 $233K 0.01% 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,355 $233K <0.01% -28 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,345 $232K 0.14% -376 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,342 $231K 0.01% -680 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 1,327 $229K 0.04% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,305 $225K <0.01% +4 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,303 $224K 0.04% -70 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,300 $224K 0.17% 0 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,299 $224K 0.02% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 1,287 $222K <0.01% -328 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,275 $220K 0.16% -97 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,271 $219K <0.01% +34 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,268 $218K 0.07% +1 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,129 $215K 0.01% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,233 $212K 0.03% -24 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 1,231 $212K 0.07% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,208 $208K 0.04% -57 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,208 $208K 0.01% -194 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,209 $208K <0.01% +1,149 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,206 $208K 0.07% +40 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 1,204 $207K 0.02% new 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,191 $205K <0.01% -545 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,190 $205K 0.01% -75 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,174 $202K <0.01% -92 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,173 $202K <0.01% -229 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 1,036 $201K 0.04% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,166 $201K 0.01% -159 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 1,120 $193K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,038 $179K <0.01% -1,482 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 996 $172K 0.01% +575 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 970 $167K <0.01% -233 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 958 $165K 0.01% +890 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 922 $159K <0.01% -433 13F-HR Timeline