Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,771 $336K 0.01% -55 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,762 $334K 0.02% +64 13F-HR Timeline Group Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1,762 $334K 0.01% -1,880 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 1,760 $334K 0.01% new 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 1,735 $329K 0.02% +4 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,705 $323K 0.01% +1,546 13F-HR Timeline Group BAXTER BROS INC More: the full row for BAXTER BROS INC 1,703 $323K 0.04% +98 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,543 $322K 0.02% +9 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,675 $318K 0.01% -99 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 1,675 $318K 0.05% +1 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,068 $315K 0.01% +78 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,655 $314K 0.01% +358 13F-HR Timeline Group Geller Advisors LLC More: the full row for Geller Advisors LLC 1,652 $313K 0.02% +21 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 1,650 $313K 0.21% 0 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,645 $312K 0.01% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,628 $309K <0.01% -42 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,547 $308K 0.01% -1,222 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,604 $304K 0.04% -215 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,600 $303K 0.03% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,578 $299K 0.03% +1 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,577 $299K 0.09% -85 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,576 $299K 0.01% +232 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,570 $298K 0.05% +14 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,559 $296K 0.02% -36 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,555 $295K 0.01% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,539 $292K 0.03% -88 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,520 $288K 0.11% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,501 $285K 0.01% +11 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,493 $283K 0.11% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,480 $281K 0.02% 0 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,470 $279K 0.02% -458 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,346 $279K <0.01% +69 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,463 $277K 0.55% +1 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,449 $275K 0.01% -76 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,447 $274K 0.11% 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 1,441 $273K 0.03% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,441 $272K <0.01% -3,696 13F-HR Timeline Group NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 1,430 $271K 0.16% +327 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 1,426 $270K 0.01% -25 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,417 $269K 0.04% +8 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,410 $267K 0.01% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,404 $266K 0.03% +148 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,390 $264K <0.01% -73 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,387 $263K <0.01% +262 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,385 $263K 0.08% 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,363 $258K <0.01% +1,328 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,359 $258K 0.01% -103 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,342 $255K <0.01% new 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,342 $254K 0.02% +65 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,340 $254K <0.01% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,327 $252K 0.67% 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,323 $251K 0.14% -120 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,317 $250K 0.02% -660 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 1,317 $250K 0.1% -4,611 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,314 $249K <0.01% +379 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,299 $246K 0.01% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,280 $243K 0.03% -197 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,279 $242K 0.06% -111 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,278 $242K 0.18% 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,250 $237K 0.01% -6,852 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,247 $236K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,248 $235K <0.01% +411 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,222 $232K <0.01% +106 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,220 $231K 0.01% new 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,216 $231K 0.01% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,210 $229K 0.01% +80 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,205 $228K 0.04% +32 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,203 $228K 0.01% -152 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,202 $228K 0.01% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,197 $227K <0.01% +274 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,196 $227K 0.03% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,195 $227K 0.17% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,190 $226K -45 Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,184 $224K <0.01% -9 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,183 $224K 0.01% -317 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,155 $219K 0.02% -19 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,153 $219K 0.02% -203 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,153 $219K 0.03% -69 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,150 $218K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,141 $216K 0.01% -1,577 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,138 $216K 0.07% +335 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,126 $213K 0.01% -7 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,125 $213K 0.03% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 1,125 $213K 0.01% 0 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 1,124 $213K 0.05% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 1,123 $213K 0.01% new 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,119 $212K <0.01% -2,339 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,106 $210K 0.21% 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,100 $209K 0.03% -4 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,101 $209K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,097 $208K 0.01% -16 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,096 $208K 0.01% +6 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,096 $208K <0.01% new 13F-HR Timeline Group MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 1,082 $205K 0.03% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,080 $205K <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,079 $205K 0.08% -137 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,078 $204K 0.01% new 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 1,074 $204K 0.02% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 995 $204K 0.02% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 1,073 $203K 0.06% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,071 $203K 0.07% new 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 1,068 $202K 0.06% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,065 $202K 0.03% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,064 $202K 0.01% -15 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,060 $201K 0.06% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,036 $196K <0.01% -5 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,000 $190K 0.06% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,000 $190K 0.12% 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 960 $182K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 931 $177K 0.04% +334 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 927 $176K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 894 $169K 0.09% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 880 $167K <0.01% new 13F-HR Timeline Natixis Investment Managers Internation… More: the full row for Natixis Investment Managers International 875 $166K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 842 $160K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 825 $156K 0.02% +96 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 813 $154K 0.01% +179 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 775 $147K <0.01% -7,118 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 744 $141K 0.04% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 715 $136K 0.01% +209 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 711 $135K 0.05% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 710 $135K 0.02% +22 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 706 $134K 0.05% +655 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 702 $133K 0.09% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 670 $127K 0.06% -109 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 664 $126K 0.04% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 634 $120K <0.01% 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 630 $119K 0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 610 $116K 0.01% +5 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 609 $116K <0.01% -60 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 608 $115K <0.01% -18 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 604 $115K 0.04% +84 13F-HR Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 601 $114K 0.01% new 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 600 $114K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 597 $113K <0.01% -887 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 576 $109K <0.01% +184 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 574 $109K <0.01% +29 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 574 $109K 0.02% -182 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 550 $104K <0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 546 $104K 0.06% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 529 $100K 0.01% +211 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 507 $96.1K 0.01% -10 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 490 $92.7K 0.03% +4 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 476 $90.2K 0.01% +124 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 472 $89.5K <0.01% -4,438 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 438 $83K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 386 $73.2K 0.03% +302 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 381 $72.2K 0.01% +202 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 363 $69K 0.04% -28 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 362 $68.6K 0.01% -497 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 354 $67.1K 0.03% +60 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 347 $65.8K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 340 $65K <0.01% +22 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 335 $63.5K <0.01% -3,275 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 312 $59.2K +160 Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 303 $57.4K <0.01% +9 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 296 $56.1K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 293 $55.5K 0.03% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 275 $52.1K 0.03% -4 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 275 $52.1K 0.05% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 254 $48.2K 0.03% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 242 $46K 0.02% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 239 $45.3K 0.11% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 238 $45K <0.01% +30 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 215 $40.8K <0.01% +21 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 207 $39.3K <0.01% -427 13F-HR Timeline Group Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 205 $38.9K 0.04% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $37.9K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 194 $36.8K 0.02% -8 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 182 $34.5K <0.01% +1 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 179 $33.9K 0.04% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 173 $32.8K 0.01% +94 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 172 $32.7K <0.01% +1 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 151 $30.9K <0.01% -40 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 161 $30.5K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 156 $29.6K <0.01% +52 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 155 $29.4K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 150 $28.4K 0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 148 $28.1K <0.01% +14 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 146 $27.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 140 $26.5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 138 $25.3K 0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 132 $25K <0.01% +35 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 131 $24.8K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 127 $24.1K <0.01% -12 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 126 $23.9K <0.01% new 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 123 $23.3K -1,033 Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 119 $22.6K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 117 $22.2K <0.01% +17 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 116 $22K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 115 $22K <0.01% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 113 $21.4K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 112 $21.4K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 112 $21.2K <0.01% +39 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 111 $21K <0.01% +94 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 109 $20.7K <0.01% -4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 108 $20.5K <0.01% -3 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 105 $20K <0.01% -5 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 104 $19.7K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 101 $19.1K 0.01% 0 13F-HR Timeline