Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,034 $512K 0.15% +720 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,052 $511K 0.03% +639 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 2,022 $508K 0.2% +4 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,021 $508K 0.01% -510 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 2,009 $505K 0.72% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,999 $503K 0.2% +179 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,988 $500K <0.01% +308 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,964 $494K 0.03% +783 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,969 $491K 0.16% +118 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,941 $488K 0.02% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,934 $486K 0.06% +147 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 1,917 $482K 0.22% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,916 $482K 0.01% +33 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,913 $481K 0.03% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,902 $478K 0.01% -1,399 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,900 $478K 0.01% +1,419 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,934 $478K 0.01% -67 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,942 $478K 0.02% -923 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,895 $477K 0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,869 $470K 0.03% -1,033 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,844 $464K 0.05% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 1,839 $463K <0.01% -180 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,829 $460K 0.06% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,825 $459K 0.01% +173 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,822 $458K 0.06% -292 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 1,812 $456K 0.01% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 1,780 $448K 0.13% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,778 $447K 0.03% -166 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,754 $441K 0.01% -1,121 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,747 $439K 0.01% +262 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 1,719 $432K 0.18% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,704 $429K 0.03% -21 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,845 $428K 0.01% -83 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 1,700 $428K 0.04% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,678 $422K 0.07% +179 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,670 $420K 0.07% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,667 $419K 0.02% +248 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,663 $418K <0.01% -486 13F-HR/A Timeline Group ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 1,655 $416K 1.14% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,652 $416K 0.03% +26 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 1,646 $414K 0.18% 0 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,616 $406K 0.16% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 1,578 $397K 0.27% -144 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,567 $394K 0.01% +143 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,551 $390K 0.04% -35 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,542 $388K 0.23% +3 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,538 $387K 0.06% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,525 $384K 0.12% +833 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,489 $375K <0.01% +85 13F-HR Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 1,475 $371K -5,498 Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 1,472 $370K 0.07% -2,277 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,468 $369K 0.03% +440 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,398 $367K 0.06% +650 13F-HR/A Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,438 $362K 0.15% +154 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,436 $361K 0.02% -267 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,449 $361K 0.01% -47 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,419 $357K 0.01% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,409 $354K 0.04% -165 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,403 $353K 0.06% -8,090 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,363 $343K 0.05% -11 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 1,363 $343K 0.01% -1,781 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,348 $339K 0.05% +612 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,377 $339K 0.03% +47 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,340 $337K 0.01% 0 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,338 $337K 0.02% 0 13F-HR/A Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,334 $336K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,325 $333K <0.01% -90 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,318 $332K 0.02% -54 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,292 $325K 0.03% -53 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,287 $324K 0.03% -5 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,287 $324K <0.01% +372 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,281 $322K 0.01% -1,240 13F-HR/A Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,280 $322K 0.01% +429 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,255 $316K 0.04% -38 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,023 $316K 0.04% -49 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,254 $315K 0.03% +1,232 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,247 $314K 0.04% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,245 $313K 0.01% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,244 $313K 0.15% 0 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 1,241 $312K 0.02% -1,067 13F-HR Timeline Group Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 1,240 $312K 0.22% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,238 $311K <0.01% +11 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,222 $307K 0.01% -138 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,216 $306K 0.01% -352 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 1,208 $304K 0.1% 0 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,192 $299K 0.02% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,179 $297K 0.04% -18 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,160 $292K <0.01% -5 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,152 $290K <0.01% +174 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,117 $281K 0.04% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,116 $281K 0.01% +49 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,114 $280K 0.02% +392 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 1,112 $280K 0.03% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,104 $278K 0.03% -37 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,101 $277K 0.02% +6 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 1,100 $277K 0.07% new 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,136 $277K 0.03% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,097 $276K 0.02% -10 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,095 $275K 0.08% -68 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,080 $272K 0.06% -21 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 1,075 $270K 0.01% -157 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,064 $268K 0.01% -201 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,060 $267K <0.01% -263 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,056 $266K 0.02% +78 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,055 $265K 0.01% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,054 $265K 0.01% -606 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. 1,050 $264K 0.04% 0 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,040 $262K 0.03% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,040 $261K 0.07% -65 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,035 $260K 0.12% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,030 $259K 0.02% -1,042 13F-HR/A Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,011 $254K 0.1% +176 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,007 $253K 0.1% +243 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,005 $253K 0.05% -51 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,000 $252K 0.25% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 998 $251K 0.01% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 997 $251K <0.01% 0 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 993 $250K 0.03% -3,374 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 985 $248K 0.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 949 $237K 0.03% -8,950 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 939 $236K 0.14% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 930 $234K 0.03% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 925 $233K <0.01% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 925 $233K 0.1% -7 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 922 $232K <0.01% new 13F-HR Timeline Sharkey, Howes & Javer More: the full row for Sharkey, Howes & Javer 920 $231K 0.03% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 910 $229K 0.04% -7 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 910 $229K 0.01% -3,810 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 905 $228K 0.11% 0 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 893 $225K 0.01% -411 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 890 $224K 0.01% -5 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 885 $223K 0.05% -56 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 881 $222K 0.01% -301 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 880 $221K <0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 876 $220K <0.01% +66 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 871 $219K <0.01% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 871 $219K 0.01% new 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. 871 $219K <0.01% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 862 $217K <0.01% +175 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 858 $216K <0.01% +4 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 853 $215K 0.04% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 849 $214K <0.01% 0 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 835 $210K -36 Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 835 $210K 0.01% -216 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 834 $210K 0.04% +65 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 834 $210K 0.04% new 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 832 $209K 0.05% -2,651 13F-HR Timeline Group TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 827 $208K 0.02% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 825 $207K 0.03% +136 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 824 $207K 0.01% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 810 $204K <0.01% -142 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 808 $203K 0.01% +62 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 797 $200K 0.03% -30 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 796 $200K 0.01% -33 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 773 $194K <0.01% +8 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 732 $184K 0.01% +2 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 727 $183K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 698 $176K <0.01% -264 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 690 $174K 0.08% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 666 $168K 0.01% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 588 $148K 0.05% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 580 $146K 0.03% -39 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 578 $145K 0.03% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 566 $142K 0.11% +91 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 527 $133K 0.01% +397 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 522 $131K 0.04% +518 13F-HR Timeline Security National Bank More: the full row for Security National Bank 515 $130K 0.02% +15 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 506 $127K <0.01% +435 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 500 $126K 0.02% -19 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 455 $114K 0.01% +5 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 455 $114K 0.06% -10 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 449 $112K 0.02% +2 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 438 $110K 0.01% +38 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 435 $109K 0.01% -717 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 423 $106K 0.01% -70 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 409 $103K <0.01% -114 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 408 $103K <0.01% -500 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 405 $102K <0.01% +93 13F-HR/A Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 386 $97.1K 0.06% +11 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 383 $96.4K 0.01% 0 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 423 $90.5K <0.01% +75 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 360 $90.5K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 360 $90.5K 0.02% +27 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 341 $85.8K 0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 321 $80.7K 0.06% +131 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 308 $75K 0.05% -104 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 297 $74.7K <0.01% -595 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 290 $72.9K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 275 $69.2K 0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 271 $68.2K <0.01% 0 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 250 $62.9K 0.01% -670 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $62.9K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 250 $62.9K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 243 $61K <0.01% +134 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 242 $60.8K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 233 $58.6K 0.01% +40 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 210 $52.8K <0.01% -2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 203 $51.1K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 200 $50.3K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 181 $46K <0.01% +28 13F-HR Timeline