KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 13,661 $550K <0.01% -250 13F-HR Timeline Group McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 13,512 $544K 0.1% -486,086 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,442 $541K 0.01% +1,182 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 13,350 $537K 0.01% -25 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 13,200 $531K <0.01% -4,836 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 13,188 $531K 0.15% +2,321 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 13,033 $525K 0.04% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 12,948 $521K 0.19% -333 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 12,787 $515K 0.01% new 13F-HR Timeline Group Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 12,443 $499K 0.07% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 12,041 $485K 0.12% -203 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 11,990 $483K 0.36% 13F-HR Timeline Blue Zone Wealth Advisors, LLC More: the full row for Blue Zone Wealth Advisors, LLC 11,715 $472K 0.09% -81 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 11,687 $470K 0.32% +791 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 11,649 $469K 0.03% +2 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 11,444 $461K 0.1% +412 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 11,272 $454K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,800 $435K 0.02% 0 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 10,771 $434K 0.45% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 10,667 $429K <0.01% +10,370 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 10,624 $428K 0.23% -973 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 10,581 $426K 0.01% -8,005 13F-HR Timeline Group Heritage Financial Services, LLC More: the full row for Heritage Financial Services, LLC 10,521 $423K 0.04% 0 13F-HR Timeline Helium Advisors LLC More: the full row for Helium Advisors LLC 10,437 $420K 0.43% +4,596 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,397 $418K 0.01% +51 13F-HR Timeline Group Thompson David Blair More: the full row for Thompson David Blair 10,343 $416K 0.24% 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 10,239 $412K 0.18% 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 10,210 $411K 0.18% -2,436 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 10,127 $408K 0.01% new 13F-HR/A Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 10,066 $405K 0.04% -505 13F-HR Timeline BITTERROOT CAPITAL ADVISORS LLC More: the full row for BITTERROOT CAPITAL ADVISORS LLC 10,059 $405K 0.28% 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 10,000 $402K 0.04% new 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 9,974 $401K 0.1% -6,164 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 9,893 $399K 0.01% new 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,843 $396K <0.01% -689 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,761 $393K 0.01% new 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 9,722 $391K <0.01% +3,637 13F-HR Timeline Group Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 9,620 $387K 0.11% -291 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 9,422 $379K 0.35% new 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 9,295 $374K 0.13% -2,058 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 9,188 $370K 0.37% -217 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,533 $368K <0.01% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 9,021 $363K 0.01% -293 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 8,878 $357K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,858 $357K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8,789 $354K 0.04% +52 13F-HR Timeline American Trust More: the full row for American Trust 8,764 $353K 0.03% -45 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,636 $348K 0.03% new 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 8,443 $340K <0.01% +84 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 8,399 $338K 0.02% -453 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 8,092 $326K 0.07% +1,000 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,018 $323K 0.01% new 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 7,815 $315K 0.06% -52 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 7,743 $312K 0.03% +55 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 7,725 $311K 0.16% +254 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,675 $309K 0.01% 0 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 7,583 $305K 0.09% -433 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,548 $304K 0.02% new 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 7,500 $302K <0.01% -63,530 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 7,365 $296K 0.05% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 7,302 $294K 0.1% +1,822 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,136 $287K 0.01% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 7,115 $286K <0.01% -603 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 7,087 $285K 0.02% +604 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,912 $278K <0.01% new 13F-HR Timeline Group MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,907 $278K 0.02% +380 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,820 $274K 0.02% -644 13F-HR Timeline Group Saiph Capital, LLC More: the full row for Saiph Capital, LLC 6,643 $267K 0.1% +1,598 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,558 $264K <0.01% -1,050 13F-HR Timeline Group Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 6,542 $263K 0.12% -2,283 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,489 $261K 0.04% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,478 $261K 0.01% +731 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,459 $260K 0.02% -1,130 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 6,296 $253K 0.03% +892 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 6,232 $251K 0.03% +33 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 6,185 $249K <0.01% +437 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,102 $246K 0.01% +950 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 6,076 $245K 0.18% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,059 $244K 0.01% +133 13F-HR Timeline WEALTHGARDEN F.S. LLC More: the full row for WEALTHGARDEN F.S. LLC 5,851 $236K 0.16% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 5,811 $234K 0.01% -136 13F-HR Timeline ADG Wealth Management Group, LLC More: the full row for ADG Wealth Management Group, LLC 5,789 $233K 0.18% new 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 5,615 $226K 0.1% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,524 $222K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 5,486 $221K 0.12% 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 5,480 $221K 0.05% +706 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,400 $217K 0.04% 0 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 5,361 $216K 0.15% +12 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 5,257 $212K <0.01% new 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,157 $208K 0.01% -2,362 13F-HR/A Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,000 $201K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,951 $199K 0.04% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,950 $199K 0.01% +91 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,800 $193K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,797 $193K 0.1% -1,761 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 4,682 $188K 0.03% -284 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,186 $169K <0.01% +76 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,142 $167K 0.11% -148 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,922 $158K <0.01% +3,111 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,672 $148K 0.64% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3,435 $138K 0.09% 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,283 $132K <0.01% -650 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 2,955 $119K 0.02% +54 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,703 $108K <0.01% -105,862 13F-HR/A Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,635 $106K <0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,588 $104K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 2,540 $102K 0.02% -1,200 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,392 $96.3K <0.01% -2,483 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,232 $89.8K 0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,090 $84.1K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 1,707 $68.7K <0.01% 0 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 1,688 $67.9K <0.01% +39 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,600 $64.4K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,587 $63.9K 0.01% -67 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,583 $63.7K 0.02% +74 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,581 $63.6K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,479 $59.5K <0.01% +1 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,338 $54K 0.03% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,306 $52.6K 0.04% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,242 $50K 0.02% -1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,171 $47.1K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,091 $43.9K 0.02% -296 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 921 $37.1K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 920 $37K 0.02% -59 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 917 $36.9K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 877 $35.3K <0.01% -11,944 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 822 $33.1K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 795 $32K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 731 $29.4K <0.01% +13 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 701 $28.2K <0.01% +13 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 635 $25.6K <0.01% +121 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 552 $22.2K <0.01% new 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 535 $21.5K <0.01% 0 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 500 $20.1K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 495 $19.9K <0.01% -277 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 404 $16.3K 0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 312 $12.5K 0.01% -2,243 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 274 $11K <0.01% +240 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 201 $8.09K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 185 $7.45K 0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 136 $5.47K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 132 $5.31K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 130 $5.22K <0.01% +3 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 113 $4.55K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 85 $3.42K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 68 $2.74K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 66 $2.66K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 47 $1.89K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 46 $1.85K <0.01% -321 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 46 $1.85K <0.01% 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) 45 $1.81K <0.01% new 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 28 $1.13K <0.01% 0 13F-HR Timeline Group BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20 $805 <0.01% -5 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 16 $644 <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 3,622 $90 +788 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.