L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,581 $524K 0.07% +282 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,577 $523K 0.1% -51 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,555 $519K 0.02% +144 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,626 $518K 0.08% +145 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,546 $517K 0.04% -414 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,543 $516K 0.02% +8 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,535 $515K 0.01% 0 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,531 $514K 0.01% -9,260 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,524 $512K 0.4% -2 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,517 $511K 0.03% -67 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,482 $504K 0.29% -122 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,474 $502K 0.08% -21 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,464 $500K 0.06% -563 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 2,488 $497K 0.04% +533 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 2,445 $496K 0.39% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,433 $494K <0.01% -149 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,422 $492K <0.01% -3,618 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 2,422 $492K 0.02% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,419 $491K 0.09% new 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 2,406 $489K 0.37% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,375 $482K 0.01% -176 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,374 $482K 0.07% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,370 $481K 0.06% -44 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 2,361 $479K 0.24% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,340 $475K 0.1% 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,338 $475K 0.75% -2,416 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 2,337 $475K 0.24% +1,109 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,335 $474K 0.07% +164 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,327 $472K 0.03% -3,446 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,321 $471K 0.03% new 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,320 $471K 0.03% +198 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,538 $468K <0.01% +250 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,300 $467K 0.14% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,293 $466K <0.01% -88 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,291 $465K 0.03% -7,161 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 2,289 $465K 0.4% +403 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,285 $464K 0.16% 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,278 $463K 0.17% +115 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,269 $461K 0.27% +24 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,268 $460K 0.19% -232 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,506 $460K 0.37% -624 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,260 $459K 0.24% +12 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,326 $459K 0.06% +722 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,258 $458K <0.01% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,246 $456K 0.02% new 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 2,233 $453K 0.2% +207 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,230 $453K <0.01% +779 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,222 $451K 0.03% -7 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 2,220 $451K 0.12% +1,147 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,212 $449K 0.02% +378 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,212 $449K 0.04% -42 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,205 $448K 0.01% new 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,203 $447K <0.01% +509 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,201 $447K 0.04% -53 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,408 $446K 0.12% -455 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,194 $445K 0.15% 0 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,193 $445K 0.01% -225 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,193 $445K 0.16% -794 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,173 $441K 0.01% +420 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,211 $441K 0.03% -16,037 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,164 $439K 0.09% -17 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,162 $439K 0.39% -446 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,162 $439K 0.03% -178,159 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 2,159 $438K 0.48% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,152 $437K 0.02% -287 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,144 $435K 0.06% +63 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,144 $435K 0.17% -316 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,137 $434K 0.17% new 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,122 $431K 0.14% +39 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,115 $429K 0.09% +205 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,099 $426K 0.01% +490 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,098 $426K 0.23% -218 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,097 $426K 0.03% -38 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,080 $422K 0.03% -44 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,069 $420K 0.04% -25 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,058 $418K 0.02% +40 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 2,050 $416K <0.01% -2,476 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 2,043 $415K 0.31% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,043 $415K 0.31% +4 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,030 $412K 0.06% -400 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,027 $412K 0.04% new 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,053 $409K 0.02% -86 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 2,012 $409K 0.22% 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,010 $408K 0.05% -7 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,010 $408K 0.26% -496 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,005 $407K 0.08% -550 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,999 $406K 0.04% +359 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,997 $405K 0.08% -8,271 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,996 $405K 0.11% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,996 $405K 0.03% +1,025 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,688 $404K 0.24% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,985 $403K 0.01% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,016 $402K 0.06% 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,977 $401K 0.2% -616 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,977 $401K 0.24% -460 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,973 $401K 0.11% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,969 $400K 0.01% -195 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 1,967 $399K 0.01% -7,709 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 1,958 $398K 0.14% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,949 $396K 0.12% 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,947 $395K 0.12% -50 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,946 $395K 0.1% +229 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,940 $394K 0.23% +14 13F-HR Timeline Watershed Asset Management, L.L.C. More: the full row for Watershed Asset Management, L.L.C. 1,937 $393K 0.37% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,932 $392K 0.04% -156 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,931 $392K 0.03% -2,744 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 1,926 $391K 0.33% +25 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,923 $390K 0.02% -5,255 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 1,917 $389K 0.12% -5 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,917 $388K 0.12% -42 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,907 $387K 0.02% -54 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,900 $386K 0.14% -600 13F-HR Timeline Group ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 1,895 $385K 0.07% 0 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,895 $385K 0.14% -244 13F-HR Timeline CAPITAL FINANCIAL GROUP INC\CO\ /ADV More: the full row for CAPITAL FINANCIAL GROUP INC\CO\ /ADV 1,894 $385K 0.21% 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1,881 $382K 0.09% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,881 $382K 0.03% +181 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,880 $382K 0.04% +34 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 1,873 $380K 0.11% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,870 $380K 0.21% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 1,864 $378K 0.03% -103 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,858 $377K 0.05% -28 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,854 $376K 0.04% new 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 1,837 $373K 0.07% -201 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,830 $372K 0.03% -33,770 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,822 $370K 0.05% 0 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,802 $366K 0.05% +1 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,791 $364K 0.07% -801 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,785 $363K 0.06% -234 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,784 $362K 0.2% +132 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,779 $361K 0.15% -32 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,769 $359K 0.04% -162 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,767 $359K 0.16% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,755 $356K 0.04% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,749 $355K <0.01% +536 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,744 $354K 0.13% -23 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,742 $354K <0.01% -353 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,740 $353K 0.08% -61 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,727 $351K 0.02% +601 13F-HR Timeline Bannerstone Capital Management, LLC More: the full row for Bannerstone Capital Management, LLC 1,722 $350K 0.34% 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,721 $349K 0.04% +672 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,716 $348K 0.04% +6 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,713 $348K 0.04% -66 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,708 $347K 0.02% +83 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,695 $344K 0.01% +4 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,694 $344K 0.01% +210 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 1,688 $343K 0.09% -366 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,687 $343K 0.03% +185 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,686 $342K <0.01% +464 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,682 $342K <0.01% +400 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 1,652 $335K 0.04% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,649 $335K 0.02% -443 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,647 $334K 0.05% +9 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,627 $330K 0.04% +2 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,615 $328K 0.04% -240 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 1,472 $325K 0.09% new 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 1,600 $325K 0.13% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,584 $321K 0.01% +21 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,583 $321K 0.03% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,578 $320K 0.02% -270 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,570 $319K 0.31% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,569 $319K 0.1% +29 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,569 $319K 0.02% -102 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 1,569 $319K 0.05% 13F-HR Timeline VOLORIDGE INVESTMENT MANAGEMENT, LLC More: the full row for VOLORIDGE INVESTMENT MANAGEMENT, LLC 1,555 $316K <0.01% new 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,547 $314K 0.23% +25 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,546 $314K 0.1% -30 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,542 $313K 0.08% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,535 $312K 0.04% -2,254 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,535 $312K 0.25% -145 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 1,533 $311K 0.1% +358 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,533 $311K 0.01% +77 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,527 $310K 0.02% +203 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 1,526 $310K 0.16% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,525 $310K 0.02% -1,360 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,525 $310K 0.03% -43 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 1,525 $310K 0.2% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,525 $310K 0.01% +8 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 1,515 $308K 0.11% +45 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,500 $305K 0.02% +310 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,498 $304K 0.02% -34 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,498 $304K 0.01% +224 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,492 $303K 0.04% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,482 $301K 0.01% -45 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,479 $300K <0.01% +277 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,480 $300K 0.03% -175 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,477 $300K 0.05% -34 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,475 $300K 0.1% +119 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,473 $299K <0.01% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,461 $297K 0.11% -222 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 1,452 $295K 0.25% 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,451 $295K 0.01% -840 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,450 $295K 0.01% +186 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,450 $294K 0.07% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 1,448 $294K 0.06% -91 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,447 $294K 0.03% -90 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 1,444 $293K 0.22% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,442 $293K 0.04% +75 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,468 $293K 0.11% +20 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,439 $292K 0.1% -106 13F-HR Timeline