IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,333 $845K 0.02% +2 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,332 $845K <0.01% -223 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,326 $843K 0.02% -443 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,319 $841K 0.01% +1,159 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 2,311 $837K 0.31% +4 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,262 $820K 0.04% -470 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,250 $815K 0.38% 0 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,226 $806K 0.09% -27 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,218 $803K 0.02% +240 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,217 $803K <0.01% -67 13F-HR Timeline Group CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 2,179 $789K 0.07% -46 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,158 $782K 0.24% +223 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,129 $771K 0.06% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,114 $766K 0.01% -1,691 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 2,102 $762K <0.01% -6,433 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,100 $761K <0.01% +1,484 13F-HR Timeline Group Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 2,099 $760K 0.11% -125 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,097 $760K <0.01% -1,234 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,072 $751K 0.34% -146 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,060 $746K 0.03% -3 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,024 $733K 0.03% 0 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 1,989 $721K 0.01% -2,241 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,980 $717K 0.09% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,980 $717K 0.37% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 1,971 $714K <0.01% +12 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,957 $709K <0.01% 0 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 1,938 $702K 0.43% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,914 $693K 0.02% 0 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,894 $686K 0.43% +20 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 1,885 $683K 0.01% +1,201 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 1,885 $683K 0.36% -119 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,856 $673K 0.01% +161 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 1,742 $635K 0.32% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,745 $632K 0.01% -423 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,735 $629K <0.01% -77 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,720 $623K 0.03% -895 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,720 $623K 0.02% +247 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 1,716 $622K 0.01% +8 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,706 $618K 0.02% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,694 $614K <0.01% 0 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 1,691 $613K 0.02% +2 13F-HR Timeline KDK Private Wealth Management, LLC More: the full row for KDK Private Wealth Management, LLC 1,656 $600K 0.64% -15 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,656 $600K 0.2% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,637 $593K 0.47% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 1,633 $592K 0.12% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,632 $591K 0.09% +15 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,592 $577K 0.04% -141 13F-HR Timeline Group FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 1,574 $570K 0.46% -54 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,569 $568K 0.31% -853 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,563 $566K <0.01% -102 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,552 $562K 0.01% -35 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,545 $560K 0.09% +600 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,532 $555K 0.01% -100 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,516 $549K 0.01% +20 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,498 $543K 0.04% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,463 $542K 0.09% +26 13F-HR/A Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,494 $541K <0.01% +184 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,490 $540K 0.01% -75 13F-HR Timeline Group Parkside Advisors LLC More: the full row for Parkside Advisors LLC 1,487 $539K 0.12% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,456 $527K 0.02% +3 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,445 $524K 0.03% +2 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 1,436 $520K <0.01% -21,107 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,435 $520K 0.01% -322 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,428 $518K <0.01% -162 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,428 $517K 0.29% +155 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,421 $515K 0.01% -70 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,390 $504K 0.02% -215 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,385 $502K 0.04% +49 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,377 $499K 0.01% 0 13F-HR Timeline Group Cubist Systematic Strategies, LLC More: the full row for Cubist Systematic Strategies, LLC 1,359 $492K 0.01% -562 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 1,353 $490K 0.33% -68 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,343 $487K <0.01% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 1,336 $484K 0.13% -140 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,330 $482K 0.02% -30 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 1,326 $481K 0.23% -36 13F-HR Timeline Christensen, King & Associates Investme… More: the full row for Christensen, King & Associates Investment Services, Inc. 1,322 $479K 0.22% -60 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 1,317 $477K <0.01% +547 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,300 $471K 0.01% new 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 1,299 $471K 0.33% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,286 $466K 0.05% 0 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 1,284 $465K 0.06% +136 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,276 $462K 0.02% +12 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,275 $462K 0.07% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,272 $461K <0.01% +300 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,267 $459K 0.04% +1 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 1,262 $457K 0.39% -181 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,257 $455K 0.22% -1,583 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,255 $455K 0.01% +496 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,222 $443K 0.18% -400 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 1,216 $441K 0.07% +325 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,209 $438K 0.12% -15 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 1,223 $435K 0.02% +9 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 1,200 $435K 0.26% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,184 $428K 0.07% 0 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 1,155 $418K 0.02% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,146 $415K 0.02% +116 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,144 $414K <0.01% -77 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,134 $411K 0.06% -87 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,125 $408K 0.01% -27 13F-HR Timeline CHARLES SCHWAB INVESTMENT MANAGEMENT INC in group Charles Schwab Trust Co More: the full row for CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,077 $390K <0.01% -170 13F-HR Timeline Group Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 1,072 $388K 0.36% +1,066 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,068 $387K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,063 $385K 0.04% 0 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,059 $384K 0.11% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 1,050 $380K 0.14% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,046 $379K 0.03% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 1,040 $377K 0.07% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 1,039 $376K <0.01% +278 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,037 $376K 0.01% -2 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,034 $374K 0.17% -446 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,023 $370K 0.02% -16 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,022 $370K 0.02% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,020 $370K <0.01% +2 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 996 $361K 0.01% 0 13F-HR Timeline Group Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 989 $358K 0.02% -11 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 989 $358K 0.01% 0 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 984 $357K 0.28% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 982 $356K 0.01% +1 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 976 $354K 0.06% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 960 $348K 0.21% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 957 $347K 0.01% +2 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 957 $347K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 955 $346K 0.01% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 932 $338K 0.11% +153 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 930 $337K 0.17% +1 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 924 $335K <0.01% +1 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 921 $334K 0.01% new 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 915 $332K 0.16% +55 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 895 $331K 0.02% +145 13F-HR/A Timeline Bank of Marin More: the full row for Bank of Marin 899 $326K 0.25% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 893 $324K <0.01% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 886 $321K 0.01% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 868 $314K <0.01% -15 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 864 $313K 0.04% -82 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 862 $312K 0.02% -141 13F-HR Timeline Yardley Wealth Management LLC More: the full row for Yardley Wealth Management LLC 860 $312K 0.17% -138 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 854 $309K 0.11% -112 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 850 $308K 0.01% +16 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 838 $304K 0.02% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 826 $299K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 822 $298K 0.02% -15 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 822 $298K <0.01% new 13F-HR/A Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 819 $297K 0.14% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 812 $294K 0.03% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 804 $291K 0.01% -256 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 796 $288K 0.01% -102 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 786 $285K 0.02% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 779 $282K 0.01% +110 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 760 $275K <0.01% -80 13F-HR Timeline Group Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 750 $272K 0.19% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 736 $267K 0.06% +17 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 732 $265K 0.02% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 732 $265K 0.18% 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 723 $262K 0.03% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 720 $261K 0.04% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 718 $260K 0.02% -2,319 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 718 $260K 0.18% -6 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 716 $259K 0.04% -47 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 714 $259K 0.07% -50 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 706 $257K 0.07% -48 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 708 $257K 0.22% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 704 $255K <0.01% +689 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 703 $255K 0.01% -148 13F-HR/A Timeline FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 703 $255K <0.01% -88 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 700 $254K +23 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 699 $253K <0.01% -3,618 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 693 $251K 0.02% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 688 $249K 0.02% +11 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 687 $249K 0.1% 0 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 685 $248K <0.01% new 13F-HR Timeline Group CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 685 $248K 0.03% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 684 $248K 0.02% -12 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 680 $246K 0.16% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 676 $245K <0.01% -800 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 676 $245K 0.11% -2 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 671 $243K 0.04% +17 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 664 $241K 0.02% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 661 $239K <0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 660 $239K 0.01% 0 13F-HR Timeline Bernardo Wealth Planning LLC More: the full row for Bernardo Wealth Planning LLC 660 $239K 0.05% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 655 $237K 0.15% +2 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 651 $236K 0.18% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 643 $233K 0.02% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 638 $231K 0.01% -183 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 636 $231K 0.03% +7 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 628 $228K 0.01% -14 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 628 $228K 0.08% -49 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 625 $226K 0.15% 0 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 624 $226K 0.05% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 621 $225K 0.01% -40 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 619 $224K 0.07% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 617 $224K 0.02% 0 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 607 $220K 0.11% -8 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 600 $218K 0.04% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 600 $217K 0.08% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 595 $216K 0.03% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 594 $215K <0.01% -160 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 590 $214K 0.08% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 585 $212K <0.01% -694 13F-HR Timeline Group Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 582 $211K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.