Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 5,461 $1.02M 0.44% +131 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 5,451 $1.02M 0.02% +4,118 13F-HR Timeline Trium Capital LLP More: the full row for Trium Capital LLP 5,382 $1M 0.25% +344 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 5,334 $994K 0.06% -215 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,279 $986K 0.08% -99 13F-HR/A Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 5,201 $972K 0.02% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 5,122 $956K 0.03% -2,248 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,066 $946K 0.24% new 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 5,062 $945K 0.18% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 5,049 $943K 0.61% +325 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,045 $942K 0.25% +945 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,981 $930K 0.34% +29 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,965 $927K <0.01% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 4,878 $911K 0.15% new 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 4,872 $910K 0.02% -1,337 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,813 $899K 0.17% +469 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,812 $899K 0.03% +155 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,778 $892K 0.06% +352 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,763 $889K 0.23% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,734 $884K 0.06% +28 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 4,658 $870K 0.47% -102 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 4,654 $869K 0.53% -129 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 4,640 $866K 0.01% -60 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 4,581 $855K <0.01% new 13F-HR/A Timeline Group Wahed Invest LLC More: the full row for Wahed Invest LLC 4,555 $849K 0.13% +656 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,513 $843K 0.01% +575 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 4,500 $841K 0.07% -900 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,510 $841K 0.07% +300 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 4,354 $813K 0.29% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,324 $807K 0.03% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,320 $807K <0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,250 $794K 0.05% 0 13F-HR Timeline Group CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,208 $786K 0.02% -2,152 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 4,203 $781K 0.01% -20 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,156 $776K 0.1% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,127 $770K 0.64% 13F-HR Timeline MARSICO CAPITAL MANAGEMENT LLC More: the full row for MARSICO CAPITAL MANAGEMENT LLC 4,091 $764K 0.02% 0 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. 4,083 $762K 0.04% -3,002 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 4,088 $762K 0.42% +338 13F-HR Timeline NBW CAPITAL LLC More: the full row for NBW CAPITAL LLC 4,057 $758K 0.16% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,052 $757K 0.02% +63 13F-HR/A Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,030 $752K 0.02% +747 13F-HR Timeline Aberdeen Group plc in group Aberdeen Group plc More: the full row for Aberdeen Group plc 4,019 $748K <0.01% -65 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,977 $743K 0.23% new 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,950 $738K 0.08% -147 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,931 $734K 0.01% +989 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,882 $725K 0.03% 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 3,753 $701K 0.54% +663 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 3,742 $699K 0.03% -1,777 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,652 $682K 0.3% -188 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,646 $681K 0.07% -270 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 3,606 $673K 2.79% +468 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,589 $670K <0.01% +657 13F-HR/A Timeline Group BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 3,547 $662K 0.01% -313 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,508 $655K 0.01% -47 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,485 $651K 0.4% -50 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,471 $648K <0.01% -796,575 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,438 $639K 0.05% +14 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,411 $638K <0.01% -541 13F-HR Timeline Group Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 3,409 $637K 0.34% +576 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,383 $632K 0.01% +244 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 3,348 $625K 0.34% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,320 $620K 0.03% +1,773 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 3,294 $615K 0.23% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,175 $593K <0.01% +47 13F-HR Timeline Quaero Capital S.A. More: the full row for Quaero Capital S.A. 3,146 $587K 0.74% -5,008 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 3,096 $578K 0.02% -378 13F-HR Timeline Group AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 3,073 $574K <0.01% -8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,053 $570K 0.01% +48 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,035 $567K 0.03% -120 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 3,024 $565K 0.01% +41 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 3,023 $564K 0.39% -11 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 3,000 $560K 1.12% 0 13F-HR/A Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 2,988 $558K 0.06% +143 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,949 $551K <0.01% +61 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 2,944 $550K 0.15% +19 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,888 $539K 0.01% +245 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,858 $534K 0.01% -265 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,864 $532K 0.08% -747 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,816 $526K <0.01% -37 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 2,814 $526K <0.01% 0 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,776 $519K 0.09% +919 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,170 $518K 0.03% -473 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,773 $518K 0.03% +266 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,719 $508K 0.01% +41 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 2,713 $507K 0.23% +797 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,716 $505K 0.04% -245 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,687 $501K 0.01% +159 13F-HR Timeline Group Parsonex Advisory Services, Inc. More: the full row for Parsonex Advisory Services, Inc. 2,679 $500K 0.42% 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 2,678 $499K <0.01% 0 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,646 $494K 0.16% -2,631 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,568 $479K 0.06% +2,266 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,560 $478K 0.01% -783 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,559 $478K 0.12% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,534 $473K 0.02% -136 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,532 $473K 0.45% +493 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 2,525 $471K 0.06% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,500 $467K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,439 $455K 0.02% +245 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,343 $437K 0.01% -657 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,287 $427K 0.02% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 2,270 $424K 0.03% -2,080 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 2,266 $424K 0.08% new 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 2,248 $420K <0.01% +1,053 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 2,169 $405K 0.23% -671 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,150 $401K 0.05% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,119 $396K 0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,104 $393K 0.03% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,078 $391K 0.01% +710 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,071 $386K <0.01% +275 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,067 $386K 0.01% 0 13F-HR Timeline Group Somerset Trust Co More: the full row for Somerset Trust Co 2,053 $383K 0.12% -34 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,053 $383K 0.02% -99 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,047 $382K 0.01% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,025 $378K 0.01% +128 13F-HR Timeline Group Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,019 $377K 0.2% -10 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,002 $374K 0.01% +20 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,001 $374K 0.08% +322 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,986 $371K 0.11% -74 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,962 $366K 0.01% -59 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,956 $365K 0.03% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,953 $365K 0.02% +134 13F-HR Timeline Group Calydon Capital More: the full row for Calydon Capital 1,952 $364K 0.04% new 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,941 $363K <0.01% -486 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,990 $361K 0.18% new 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 1,903 $355K 0.01% new 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,899 $355K 0.01% +10 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,893 $353K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,886 $352K <0.01% -105 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 1,882 $351K 0.01% -46 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,857 $347K 0.06% +1,368 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,848 $345K 0.09% new 13F-HR Timeline SIG North Trading, ULC More: the full row for SIG North Trading, ULC 1,832 $342K 0.07% new 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 1,800 $336K 0.06% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 1,800 $336K 0.04% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,797 $336K 0.01% +351 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,763 $329K 0.03% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,749 $327K <0.01% +310 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,739 $325K 0.17% -59 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,736 $324K <0.01% +710 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,736 $324K 0.05% +11 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,712 $320K 0.07% +57 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,707 $319K 0.11% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,704 $318K 0.15% +220 13F-HR Timeline LATHROP INVESTMENT MANAGEMENT CO More: the full row for LATHROP INVESTMENT MANAGEMENT CO 1,697 $317K 0.06% -425 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,615 $302K 0.01% +45 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,613 $301K 0.01% +147 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,605 $300K 0.02% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,587 $296K 0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,585 $296K <0.01% +250 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 1,570 $293K 0.01% new 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 1,544 $288K 0.01% -2,884 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,541 $288K <0.01% +99 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,527 $285K 0.02% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,566 $285K 0.07% +42 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,524 $285K 0.01% +23 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,523 $284K 0.07% -58 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,512 $282K <0.01% -200 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,509 $282K 0.02% -371 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,500 $280K 0.18% 0 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,500 $280K 0.01% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,500 $280K 0.13% 0 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 1,500 $280K 0.51% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 1,494 $279K 0.13% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,494 $279K 0.01% +5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,490 $278K 0.01% 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,486 $277K <0.01% 0 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,486 $277K 0.04% +2 13F-HR Timeline Handelsbanken Fonder AB More: the full row for Handelsbanken Fonder AB 1,472 $275K <0.01% -1,178 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,492 $272K 0.01% +38 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,444 $270K 0.17% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,436 $268K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,413 $264K <0.01% +646 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 1,405 $262K 0.03% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,404 $262K 0.02% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,402 $262K 0.02% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,391 $259K 0.02% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 1,351 $252K 0.19% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,346 $251K 0.03% -45 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 1,346 $251K <0.01% -165 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,342 $251K 0.01% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,340 $250K 0.03% -29 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,333 $249K 0.01% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,330 $248K 0.01% +162 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,322 $247K 0.02% +44 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,317 $246K 0.02% -93 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 1,292 $241K 0.11% 0 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,289 $241K 0.01% +3 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 1,283 $240K <0.01% +167 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 1,275 $238K +50 Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 1,275 $238K 0.04% 0 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 1,272 $237K 0.03% -23,300 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,224 $229K 0.01% +95 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,225 $228K 0.03% -57 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,214 $227K <0.01% -1,786 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,215 $227K 0.01% +84 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,212 $226K <0.01% +79 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,190 $222K 0.05% -5 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,176 $220K 0.01% +15 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,139 $213K <0.01% 0 13F-HR Timeline