Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,977 $533K 0.03% +145 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,971 $531K 0.11% +1,970 13F-HR/A Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,965 $530K 0.01% +119 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,961 $529K 0.01% +25 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,955 $527K <0.01% +266 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,939 $523K <0.01% -1,341 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,913 $516K 0.02% +93 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,901 $513K 0.01% +159 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,901 $513K 0.03% +7 13F-HR Timeline Group Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,894 $511K <0.01% +427 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,884 $508K 0.02% -315 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,882 $507K <0.01% new 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 1,876 $506K 0.06% +179 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,864 $502K 0.01% +5 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,863 $502K 0.03% -75 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,850 $499K 0.01% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,843 $497K <0.01% +171 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 1,831 $494K 0.08% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,815 $489K 0.05% +16 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,804 $486K 0.03% -62 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 1,803 $486K 0.05% -394 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 51 $475K 0.05% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,760 $475K +19 Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,755 $473K 0.01% -1 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,749 $472K 0.15% -93 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,742 $470K 0.01% +100 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,741 $469K 0.01% +107 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 1,723 $465K 0.01% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,719 $464K 0.05% +2 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,700 $458K 0.32% new 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,692 $456K 0.05% -2 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,692 $456K 0.01% +25 13F-HR Timeline Group Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,691 $456K <0.01% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,684 $454K 0.02% +479 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,656 $447K 0.02% -60 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,644 $443K 0.01% +42 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,615 $435K 0.06% 0 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,612 $435K 0.01% 0 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 1,602 $432K 0.05% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,600 $431K 0.05% +85 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,600 $431K 0.02% -2 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 1,600 $431K 0.03% 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,452 $430K 0.34% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,593 $429K 0.01% -3 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,592 $429K 0.01% -16 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,590 $429K 0.04% +423 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,573 $424K 0.01% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,570 $423K 0.16% -223 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,550 $418K 0.04% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,532 $413K 0.01% -40 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,503 $405K <0.01% +8 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,500 $404K <0.01% new 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,487 $401K 0.06% +70 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,478 $398K 0.05% -25 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,476 $398K 0.01% -63 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,463 $394K <0.01% +226 13F-HR Timeline Group WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,443 $389K 0.03% -30 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,415 $382K 0.13% +154 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,407 $379K <0.01% -38 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,400 $377K 0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,272 $377K 0.01% +4 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,393 $376K 0.01% +38 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,393 $375K 0.01% new 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,387 $374K 0.57% +98 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,255 $374K 0.02% -91 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,386 $374K 0.01% +43 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,378 $372K <0.01% +154 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,367 $369K 0.02% +290 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,364 $368K 0.02% +324 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 1,342 $362K 0.08% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,338 $361K 0.01% -645 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,334 $360K <0.01% -58 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,314 $354K 0.03% +245 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,310 $353K 0.03% +4 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,299 $350K <0.01% +427 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,293 $349K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,258 $339K 0.03% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,249 $337K 0.02% +132 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,241 $335K 0.21% +86 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,225 $330K 0.19% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,216 $328K 0.05% +1 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,214 $327K 0.03% +17 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,374 $324K <0.01% -24,626 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,201 $324K 0.01% -1 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,200 $323K 0.07% +34 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,199 $323K 0.15% -975 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,197 $323K <0.01% +211 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,191 $321K 0.01% +4 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,185 $319K 0.03% -2 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,183 $319K 0.01% -125 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,181 $318K 0.03% +9 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 1,181 $318K <0.01% -2 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,179 $318K 0.08% -62 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,179 $318K <0.01% +259 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,167 $315K 0.02% -19 13F-HR Timeline TOBAM More: the full row for TOBAM 1,163 $314K 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,149 $310K 0.15% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,141 $308K 0.04% +38 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,125 $303K 0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,124 $303K 0.02% +48 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,115 $301K 0.02% +92 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 1,114 $300K 0.02% +18 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,111 $300K 0.01% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,106 $298K 0.22% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $297K 0.04% 0 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,091 $294K 0.02% new 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,088 $293K 0.08% -70 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,084 $292K 0.03% new 13F-HR Timeline Group Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,079 $291K 0.07% +4 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 1,077 $290K 0.02% -2,174 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,068 $288K 0.06% -2 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,067 $288K 0.07% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,055 $284K 0.02% -37 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,047 $282K 0.03% -262 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,036 $279K 0.01% 0 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,033 $278K 0.11% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,033 $278K 0.11% +34 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,025 $276K 0.24% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,019 $275K 0.03% +21 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,016 $274K 0.01% new 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,015 $274K <0.01% +4 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,012 $273K <0.01% -13 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,008 $272K 0.01% -16 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,007 $271K 0.01% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 1,006 $271K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,003 $270K <0.01% +45 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1,000 $270K 0.01% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $270K 0.07% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,000 $270K 0.02% new 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,000 $270K 0.18% 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 994 $268K 0.05% +10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 993 $267K <0.01% +25 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 986 $266K 0.02% -163 13F-HR Timeline Group VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 983 $265K 0.19% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 977 $264K 0.03% -8 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 975 $263K 0.01% -897 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 970 $262K 0.04% +15 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 968 $261K 0.03% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 965 $260K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 965 $260K 0.03% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 960 $259K 0.03% +46 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 951 $256K 0.01% +5 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 948 $256K 0.01% -30 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 942 $254K 0.01% -1,164 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 935 $252K 0.07% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 936 $252K 0.06% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 928 $250K 0.02% 0 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $250K 0.01% 0 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 924 $249K 0.14% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 924 $249K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 918 $247K 0.01% +4 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 917 $247K 0.08% +71 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 914 $246K 0.02% -1 13F-HR Timeline Orchard Capital Management, LLC More: the full row for Orchard Capital Management, LLC 912 $246K 0.27% 0 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 910 $245K 0.03% +81 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 907 $245K <0.01% -8 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 903 $244K 0.03% -16 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 903 $243K <0.01% -46 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 900 $243K 0.03% -100 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. 899 $242K <0.01% +8 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 894 $241K 0.08% 0 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 893 $241K 0.18% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 893 $241K 0.12% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 892 $240K 0.03% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 881 $238K 0.14% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 893 $236K 0.01% +19 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 870 $235K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 870 $235K 0.02% +41 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 870 $235K 0.06% -14 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 867 $234K 0.01% -56 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 865 $233K 0.01% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 860 $232K 0.15% -455 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 856 $231K 0.01% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 855 $231K 0.01% +12 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 851 $229K 0.02% +37 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 838 $226K 0.03% +6 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 835 $225K 0.07% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 833 $225K 0.01% 0 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 825 $222K 0.2% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 824 $222K 0.01% +11 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 824 $222K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 823 $222K 0.06% -121 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 822 $222K 0.01% new 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 819 $221K 0.01% +1 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 818 $221K 0.03% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 810 $218K 0.01% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 807 $218K 0.01% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 803 $216K 0.01% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 801 $216K 0.04% -1 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 793 $214K 0.01% -272 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 787 $212K <0.01% -33 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 784 $211K 0.01% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 783 $211K 0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 781 $211K 0.01% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 780 $210K 0.04% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 779 $210K 0.04% -1 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 776 $209K 0.01% new 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 766 $207K <0.01% new 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 764 $206K 0.02% -46 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 759 $205K 0.07% new 13F-HR Timeline