RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,913 $872K 0.02% +329 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,936 $872K 0.02% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 10,911 $872K 0.02% -1,299 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 10,803 $863K 0.14% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 10,781 $862K 0.1% -919 13F-HR Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 10,720 $857K 0.36% -3,161 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,665 $852K 0.03% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 10,640 $850K 0.05% +724 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 10,626 $849K 0.44% +834 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 10,604 $848K 0.09% +1,223 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 10,627 $847K 0.21% +6,678 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,598 $847K 0.03% +229 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 10,583 $846K <0.01% +342 13F-HR/A Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,515 $840K 0.14% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 10,400 $831K 0.15% 0 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 10,359 $828K 0.73% -7,359 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10,328 $826K 0.19% +96 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 10,211 $816K 0.48% +10 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 10,200 $815K 0.13% 0 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 10,199 $815K 0.31% -994 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 10,186 $814K 0.16% -615 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 10,186 $814K 0.15% -218 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,160 $812K 0.02% +186 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 10,152 $811K 0.05% -1,050 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10,149 $811K <0.01% +1,093 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 10,118 $809K 0.26% 0 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 10,113 $808K 0.51% -379 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,076 $805K <0.01% -1,792 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 10,075 $805K 0.72% -8,297 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 10,013 $801K 0.04% -413 13F-HR/A Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 10,000 $799K 0.02% new 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 9,998 $799K 0.1% new 13F-HR Timeline Group BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 10,806 $794K 0.4% -11,504 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,872 $789K 0.07% +256 13F-HR Timeline Gridiron Partners, LLC More: the full row for Gridiron Partners, LLC 46,788 $789K 0.45% +36,013 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 9,850 $787K 0.03% +1,005 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 9,802 $783K 0.19% +1,638 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 9,707 $776K 0.43% -5 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,640 $771K 0.01% -64,111 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 9,619 $769K 0.06% -959 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9,573 $765K 0.23% +144 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 9,528 $762K 0.23% new 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 9,500 $759K 0.33% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 9,490 $759K 0.01% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,455 $756K 0.04% -224 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,437 $754K 0.05% new 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 9,375 $749K 0.27% 0 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 9,328 $746K 0.04% new 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 9,293 $743K 0.42% +2,587 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9,263 $740K 0.52% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 9,261 $740K 0.05% -68 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 9,193 $735K 0.02% -12,783 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 9,188 $734K 0.31% new 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 9,181 $734K 0.15% -1,928 13F-HR Timeline Orcam Financial Group More: the full row for Orcam Financial Group 9,132 $730K 0.59% -107 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 9,083 $726K 0.02% -2,470 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 9,078 $726K 0.12% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 8,960 $716K 0.49% -459 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,836 $706K 0.06% -1,870 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 8,772 $701K 0.21% +55 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,771 $701K 0.01% -1,516 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 8,763 $700K 0.02% +4,869 13F-HR Timeline ANB BANK More: the full row for ANB BANK 8,735 $698K 0.28% -60 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 8,698 $695K <0.01% -11,688 13F-HR Timeline Group F/m Investments LLC More: the full row for F/m Investments LLC 8,671 $693K 0.03% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 8,655 $692K 0.31% -3,665 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 8,594 $687K 0.51% -100 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 8,584 $686K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 8,580 $686K 0.16% +2,259 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 8,579 $686K 0.07% +62 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 8,576 $685K 0.23% +290 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,573 $685K 0.16% -136 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 8,500 $679K 0.04% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 8,449 $675K <0.01% +1,797 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 8,413 $672K 0.07% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 8,381 $670K 0.16% +53 13F-HR Timeline Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 8,337 $666K 0.53% 0 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 8,322 $665K 0.04% -2,624 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 8,322 $665K 0.52% -8,958 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 12,249 $664K 0.11% -39,476 13F-HR/A Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,247 $659K 0.09% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,220 $657K 0.11% -75 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 8,188 $654K 0.22% +13 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 8,148 $651K 0.03% -2,766 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 8,121 $649K 0.26% +3,350 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 8,092 $647K 0.23% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 8,085 $646K 0.11% -56 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,081 $646K 0.04% +79 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 8,021 $641K 0.11% -8,484 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 8,017 $641K 0.22% +726 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 7,995 $639K 0.06% -1,550 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 7,975 $637K 0.04% -2,843 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,900 $631K 0.05% -560 13F-HR Timeline Group Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 7,890 $630K 0.29% +379 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 7,880 $630K 0.14% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,850 $627K 0.16% new 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 7,788 $622K 0.02% +144 13F-HR Timeline Group C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7,773 $621K 0.3% +41 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 7,731 $618K 0.01% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 7,728 $618K 0.16% +4,921 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 7,713 $616K 0.6% 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 7,700 $615K 0.17% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 7,694 $615K 0.18% -230 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 7,602 $608K 0.46% +224 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,556 $604K 0.15% +5 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 7,437 $594K 0.09% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 7,429 $594K 0.17% -78,027 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,360 $588K 0.03% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 7,352 $588K 0.01% -14,365 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 7,319 $585K 0.01% 0 13F-HR Timeline Wallington Asset Management, LLC More: the full row for Wallington Asset Management, LLC 7,255 $580K 0.08% +5 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,250 $579K 0.1% +551 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 7,220 $577K 0.37% +65 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,131 $570K 0.03% +516 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 7,087 $566K 0.02% -8 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 7,022 $561K 0.32% -1,355 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 7,018 $561K 0.1% -315 13F-HR Timeline CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 7,007 $560K 0.09% -3,841 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 6,955 $556K 0.32% 0 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 6,948 $555K 0.18% +1,441 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 6,911 $552K 0.19% -909 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,871 $549K 0.03% +876 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 6,851 $547K 0.19% -27,757 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 6,746 $539K 0.05% +126 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6,721 $537K 0.2% -337 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 6,682 $534K 0.14% +491 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,675 $534K 0.06% -942 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 6,638 $531K 0.24% 0 13F-HR Timeline Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 6,637 $530K 0.08% -1,018 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 6,631 $530K 0.06% +73 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 6,620 $529K 0.2% +708 13F-HR Timeline First International Bank of Israel Ltd. in group First International Bank of I… More: the full row for First International Bank of Israel Ltd. 6,598 $527K 0.3% +789 13F-HR Timeline Group Lansing Street Advisors More: the full row for Lansing Street Advisors 6,556 $524K 0.14% +72 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 6,549 $524K 0.23% -232 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 6,545 $523K 0.13% +200 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 6,516 $521K 0.16% 0 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 6,480 $518K 0.05% -330 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,466 $517K 0.51% +18 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 6,379 $510K 0.04% +2,470 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 6,360 $508K 0.45% 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 6,349 $507K 0.09% +717 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,284 $502K 0.02% +143 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 6,239 $499K 0.04% -643 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,238 $499K 0.03% +1,385 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,231 $498K 0.1% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 6,191 $495K 0.02% +132 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 6,186 $494K 0.09% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 6,184 $494K 0.05% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,163 $493K 0.11% -27 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 5,790 $493K 0.22% -351,672 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,147 $491K <0.01% +742 13F-HR Timeline Group Ignite Planners, LLC More: the full row for Ignite Planners, LLC 6,096 $487K 0.08% -482 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 6,025 $482K 0.01% -631 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 6,019 $481K 0.04% +111 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 5,980 $478K 0.27% +178 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 5,964 $477K 0.38% +270 13F-HR/A Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 5,963 $477K 0.19% -76 13F-HR/A Timeline Group SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 5,961 $476K 0.14% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 5,927 $474K 0.02% -992 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 5,923 $473K 0.02% +403 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 5,837 $467K 0.35% +545 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 5,827 $466K 0.17% +601 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 5,814 $465K 0.18% +1 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5,773 $461K 0.04% -200 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 5,723 $457K 0.03% 0 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 5,721 $457K 0.02% +63 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,711 $456K 0.14% -26 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 5,683 $454K 0.03% 0 13F-HR Timeline Group Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 5,680 $454K 0.09% +2,863 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,667 $453K 0.04% +290 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,663 $453K 0.05% -177 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,641 $451K 0.03% +113 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,626 $450K 0.05% +61 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,615 $449K <0.01% -300 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,614 $449K 0.01% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,596 $447K 0.1% 0 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 5,591 $447K 0.03% -195 13F-HR Timeline Group Darrow Company, Inc. More: the full row for Darrow Company, Inc. 5,521 $442K 0.21% +135 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 5,505 $440K 0.08% new 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 5,503 $440K 0.26% +12 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 5,493 $439K 0.06% +124 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 5,484 $438K 0.04% +659 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 5,452 $436K 0.22% -54 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,450 $436K 0.01% +856 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,445 $435K 0.01% +2,503 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,396 $431K 0.06% +1,000 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 5,386 $431K <0.01% -38 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 5,373 $429K 0.34% -524 13F-HR Timeline Brand Asset Management Group, Inc. More: the full row for Brand Asset Management Group, Inc. 5,350 $428K 0.12% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,331 $426K 0.01% +1,517 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,274 $422K 0.07% +56 13F-HR Timeline CV Advisors LLC More: the full row for CV Advisors LLC 5,267 $419K 0.12% 0 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 5,170 $413K 0.17% -1,368 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,170 $413K <0.01% 0 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,144 $411K 0.07% -125 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 5,130 $410K 0.08% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,121 $409K 0.02% -842 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 5,116 $409K 0.07% +339 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,103 $408K 0.02% +51 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 5,100 $408K 0.26% -145 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.