Ramiah Investment Group More: the full row for Ramiah Investment Group 1,147 $556K 0.53% +96 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,144 $555K 0.33% +71 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,134 $550K 0.01% 0 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,131 $548K 0.01% +86 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,130 $548K 0.02% +149 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,120 $543K 0.16% -818 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,118 $542K 0.08% +64 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,114 $540K 0.33% +125 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,113 $540K 0.04% -227 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,111 $539K 0.04% -239 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,109 $538K 0.17% +242 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,108 $537K 0.01% -14 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,108 $537K 0.04% -546 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,105 $536K 0.38% +20 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,091 $529K 0.22% 0 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 1,088 $527K 0.17% +51 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,088 $527K 0.15% +52 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 1,087 $527K 0.07% -60 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,087 $527K 0.05% -173 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,086 $527K 0.08% +57 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for Sunbelt Securities, Inc. 1,035 $502K 0.04% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,032 $500K 0.01% +190 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,028 $498K 0.03% -823 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,028 $498K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,027 $498K 0.01% +134 13F-HR Timeline Group TFB Advisors LLC More: the full row for TFB Advisors LLC 1,023 $496K 0.14% +19 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 1,020 $495K 0.33% +20 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,014 $492K 0.37% +40 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 1,010 $490K 0.23% new 13F-HR Timeline Group Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 1,212 $488K 0.16% -25 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,005 $487K 0.02% +5 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 1,002 $486K 0.07% new 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,000 $485K 0.02% 0 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,000 $485K 0.06% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,000 $485K 0.31% +5 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 998 $484K 0.04% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 998 $484K 0.12% +412 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 972 $482K 0.21% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 993 $481K 0.01% +149 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 992 $481K 0.43% +154 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 979 $475K 0.04% +51 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 977 $474K 0.11% +30 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 924 $471K 0.05% -101 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 967 $469K 0.54% +140 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 965 $468K 0.05% +7 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 964 $467K 0.03% 0 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 955 $463K 0.47% -82 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 951 $461K 0.05% +62 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 950 $461K 0.11% +62 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 946 $459K 0.06% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 946 $458K 0.01% new 13F-HR/A Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 941 $456K 0.04% +100 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 933 $452K 0.15% new 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 922 $447K 0.3% +7 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 917 $445K 0.02% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 915 $444K 0.47% -40 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 907 $440K 0.08% new 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 900 $436K 0.28% +105 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 900 $436K 0.04% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 894 $433K 0.43% +383 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 890 $431K 0.08% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 885 $429K 0.04% +123 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 884 $429K 0.05% +17 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 881 $427K 0.19% 0 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 879 $426K 0.43% +24 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 874 $424K 0.01% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 868 $421K 0.01% -50 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 868 $421K 0.1% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 863 $419K 0.04% +332 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 948 $412K 0.01% +141 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 848 $411K 0.62% -1 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 841 $408K 0.04% new 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 840 $407K 0.08% new 13F-HR Timeline Group Tevis Investment Management More: the full row for Tevis Investment Management 1,010 $407K 0.3% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 838 $406K 0.01% +31 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 836 $405K 0.02% +350 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 829 $402K 0.01% +248 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 824 $399K 0.01% +212 13F-HR/A Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 823 $399K <0.01% +31 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 819 $397K 0.35% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 817 $396K 0.11% +187 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 806 $391K 0.01% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 821 $390K 0.26% -245 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 803 $389K 0.17% +1 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 801 $388K 0.02% -425 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 801 $388K 0.12% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 800 $388K 0.11% -4 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 794 $385K 0.05% +28 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 794 $385K 0.01% +72 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 793 $384K 0.17% -1 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 782 $379K 0.2% +160 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 780 $378K 0.03% +23 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 780 $378K 0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 773 $375K +20 Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 766 $371K <0.01% -140 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 763 $370K 0.04% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 762 $369K 0.05% +214 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 761 $369K 0.1% +31 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 757 $367K 0.01% +82 13F-HR Timeline Financial Symmetry Inc More: the full row for Financial Symmetry Inc 755 $366K 0.22% 0 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 753 $365K 0.03% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 750 $364K 0.09% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 748 $363K 0.19% +81 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 745 $361K 0.3% -5 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 739 $358K 0.11% -77 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 738 $358K 0.01% -5,104 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 738 $358K 0.05% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 734 $356K 0.03% -1,255 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 732 $355K 0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. LRI Investments, LLC More: the full row for LRI Investments, LLC 732 $355K 0.03% +335 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 731 $354K 0.03% +45 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 730 $354K <0.01% -19 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 726 $352K 0.16% +68 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 723 $351K 0.05% -1,994 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 720 $349K 0.27% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 720 $349K 0.41% -280 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 717 $348K 0.12% +1 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 709 $344K 0.23% +23 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 707 $343K <0.01% +51 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 706 $342K 0.01% +57 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 694 $342K <0.01% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 703 $341K 0.05% -60 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 698 $338K <0.01% -2,682 13F-HR Timeline FAIRFIELD, BUSH & CO. 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More: the full row for William Mack & Associates, Inc. 682 $331K 0.28% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 680 $330K 0.14% -5,595 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 678 $329K 0.3% +7 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 677 $328K 0.33% -8 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 677 $328K 0.19% -1 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 676 $328K 0.01% new 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 674 $327K 0.04% -146 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 673 $326K 0.07% +46 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 668 $324K 0.01% +3 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 668 $324K 0.35% -21 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 665 $322K 0.13% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 661 $320K 0.03% -31 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 659 $319K 0.01% +16 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 658 $319K 0.12% -357 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 652 $316K 0.06% new 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 648 $314K 0.07% -312 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 646 $313K 0.07% new 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 644 $312K 0.01% -29,300 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 642 $311K 0.07% -4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 640 $310K 0.2% -149 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 637 $308K 0.02% +1 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 635 $308K <0.01% -27 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 633 $307K 0.12% -15 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 633 $307K 0.19% -14 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 632 $306K 0.01% +95 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 629 $305K 0.01% +61 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 627 $304K 0.05% +297 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 627 $304K 0.15% -591 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 626 $303K 0.03% new 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 607 $303K 0.06% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 623 $302K <0.01% new 13F-HR Timeline Group Savvy Advisors, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 587 $285K <0.01% +230 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 585 $284K 0.08% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 584 $283K 0.11% -9 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 583 $283K 0.22% -385 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 576 $279K 0.18% -174 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 575 $279K 0.11% +18 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 574 $278K 0.24% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 573 $278K <0.01% -61 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 573 $278K 0.07% +17 13F-HR Timeline