CGN Advisors LLC More: the full row for CGN Advisors LLC 3,684 $908K 0.07% -16 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,683 $908K 0.16% -529 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,675 $906K 0.01% -462 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,663 $903K 0.31% +535 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,659 $902K 0.01% -1,912 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,639 $897K 0.43% -484 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 3,636 $897K 0.09% +60 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,643 $890K 0.12% +241 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,585 $884K 0.06% -1 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 3,578 $882K 0.11% -173 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 3,565 $879K 0.38% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,562 $879K +97 Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 3,559 $878K 0.17% -1,009 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,559 $878K 0.04% new 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 3,543 $874K 0.35% new 13F-HR Timeline Group Edge Financial Advisors LLC More: the full row for Edge Financial Advisors LLC 3,541 $873K 0.39% -119 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 3,539 $873K 0.04% -13,132 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,537 $872K 0.02% +607 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,528 $870K 0.05% +427 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,523 $869K 0.22% +38 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,520 $868K 0.58% -185 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 3,508 $865K 0.11% -267 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,506 $865K 0.02% -3,413 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,504 $864K 0.03% -1,125 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,492 $861K 0.14% -621 13F-HR Timeline Rinkey Investments More: the full row for Rinkey Investments 3,479 $858K 0.23% 0 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 3,474 $857K 0.17% +1,848 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,448 $850K 0.04% -2,965 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,442 $849K 0.08% +1,703 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,426 $845K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,426 $845K 0.1% -571 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,411 $841K 0.25% -595 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,410 $841K 0.01% +321 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 3,407 $840K 0.21% -590 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,403 $839K 0.04% -16,457 13F-HR Timeline MN Wealth Advisors, LLC More: the full row for MN Wealth Advisors, LLC 3,402 $839K 0.45% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,400 $838K 0.04% +99 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 3,397 $838K 0.66% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,389 $836K 0.16% -5,261 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,379 $833K 0.06% -676 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,370 $831K 0.36% +435 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 3,353 $827K 0.26% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 3,352 $827K 0.11% -6,206 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,343 $824K 0.03% +109 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 3,342 $824K 0.05% +34 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 3,339 $823K 0.17% new 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,337 $823K 0.02% -1,532 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,334 $822K 0.2% -1,863 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,332 $822K 0.05% -223 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,317 $818K 0.31% -237 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 3,315 $817K 0.49% +51 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3,308 $816K 0.02% +252 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,306 $815K 0.05% +362 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 3,305 $815K 0.56% 0 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,297 $813K 0.14% +1,128 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,292 $812K 0.11% -685 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,284 $810K 0.03% +326 13F-HR Timeline Group PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,280 $809K 0.15% +210 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 3,277 $808K 0.19% +418 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 3,271 $807K 0.18% -846 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,268 $806K 0.25% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,251 $802K 0.1% +105 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 3,243 $800K 0.07% -22 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,232 $797K 0.02% -1,189 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,227 $796K 0.25% +706 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 3,222 $795K <0.01% -6,115 13F-HR Timeline Group JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 3,247 $793K 0.09% +181 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 3,213 $792K 0.11% +70 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,209 $791K 0.31% +1,396 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 3,200 $790K 0.52% new 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 3,171 $782K 0.31% -797 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 3,171 $782K 0.21% -998 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,157 $779K 0.05% +85 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,133 $773K 0.14% +33 13F-HR Timeline Stack Financial Management, Inc More: the full row for Stack Financial Management, Inc 3,124 $770K 0.06% -133,747 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,122 $770K 0.03% +578 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,108 $766K 0.05% +840 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 3,107 $766K -22,059 Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,106 $766K 0.04% -283 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,101 $765K 0.05% -435 13F-HR Timeline Group ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 3,094 $763K 0.26% -50 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,092 $762K 0.11% -79 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,084 $761K 0.11% +724 13F-HR Timeline JMAC ENTERPRISES LLC More: the full row for JMAC ENTERPRISES LLC 3,081 $760K 0.15% +1,827 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,076 $759K 0.01% -11,274 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,053 $753K 0.04% -8,034 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,050 $752K 0.14% -4 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 3,047 $751K 0.58% 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 3,046 $751K 0.11% +238 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,045 $751K 0.02% -871 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,042 $750K <0.01% -10,410 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,037 $749K 0.07% -153 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,022 $745K 0.27% +17 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,012 $743K 0.18% +137 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,992 $738K 0.17% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,986 $736K 0.17% +779 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,978 $734K <0.01% -196 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 2,973 $733K 0.23% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,972 $733K 0.06% +346 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,964 $731K 0.01% new 13F-HR/A Timeline Group 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 2,942 $725K 0.03% +485 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,931 $723K 0.3% +323 13F-HR Timeline Warm Springs Advisors Inc. More: the full row for Warm Springs Advisors Inc. 2,922 $721K 0.55% -1,137 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,909 $717K 0.24% -16,877 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BXM Wealth LLC More: the full row for BXM Wealth LLC 2,900 $715K 0.68% +617 13F-HR Timeline Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 2,900 $715K 0.58% +14 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,893 $713K 0.04% new 13F-HR Timeline Group SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 2,871 $713K 0.3% -233 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,892 $713K 0.15% -163 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,880 $710K 0.26% +2,254 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,876 $709K 0.01% +77 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,872 $708K 0.06% -14 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,864 $706K 0.04% -2,706 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,862 $706K 0.21% -162 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,855 $704K 0.04% +346 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,855 $704K 0.03% -13,052 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,853 $704K 0.01% new 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,839 $700K 0.11% 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 2,817 $695K 0.11% -227 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 2,815 $694K 0.47% +91 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,804 $691K <0.01% -1,834 13F-HR/A Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,804 $691K 0.27% new 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 2,802 $691K 0.46% +75 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 2,800 $690K 0.22% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,800 $690K 0.23% 0 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,784 $687K 0.21% -2,317 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,782 $686K 0.03% -8,363 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,778 $685K 0.22% -1,807 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,774 $684K 0.08% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,767 $682K 0.09% +508 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 2,760 $681K 0.16% -18 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,771 $679K 0.04% -255 13F-HR/A Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,735 $675K 0.03% +955 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 2,721 $671K 0.1% +18 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 2,716 $670K 0.43% +392 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,704 $667K 0.06% -96 13F-HR Timeline Three Bridge Wealth Advisors, LLC More: the full row for Three Bridge Wealth Advisors, LLC 2,704 $667K 0.17% -419 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,703 $667K 0.44% -1,114 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,700 $666K 0.01% -7,529 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,690 $663K 0.17% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 2,672 $662K 0.3% 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,678 $660K 0.2% +57 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,650 $653K 0.01% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,638 $651K 0.01% -1,306 13F-HR Timeline Group Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 2,636 $650K 0.08% +1,873 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,628 $648K 0.03% -902 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,624 $647K 0.35% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 2,601 $641K <0.01% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,595 $640K 0.05% -2,765 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 2,594 $640K 0.26% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,585 $638K 0.18% +519 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,573 $635K <0.01% -24 13F-HR Timeline Group Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,580 $633K 0.12% 0 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 2,495 $627K 0.2% 0 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 2,541 $627K 0.29% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,532 $624K 0.06% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,528 $623K 0.03% -512 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,525 $623K 0.04% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,518 $621K 0.14% -1,613 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,516 $620K 0.14% +276 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,503 $617K 0.02% -402 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,503 $617K 0.03% -20 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,501 $617K 0.04% +357 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,493 $615K 0.11% +616 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,488 $614K 0.1% +310 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,484 $613K 0.03% -125 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,468 $609K 0.01% -287 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,465 $608K 0.06% -126 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,463 $607K 0.04% -17,703 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,486 $606K 0.11% -4 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,456 $606K 0.03% -161 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 2,455 $605K 0.67% 0 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 2,440 $602K 0.08% +90 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,436 $601K 0.12% +10 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,432 $600K 0.46% +29 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,409 $594K 0.09% +312 13F-HR Timeline JAMES INVESTMENT RESEARCH, INC. More: the full row for JAMES INVESTMENT RESEARCH, INC. 2,408 $594K 0.06% -2,779 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,406 $593K 0.08% -273 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 2,429 $593K 0.17% +176 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,400 $592K 0.01% -94 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 2,399 $592K 0.2% -53 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 2,395 $591K 0.09% -166 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,376 $586K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,367 $584K 0.02% +922 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 2,351 $580K 0.07% -720 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,349 $579K 0.12% +1,069 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,342 $578K 0.27% +39 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,338 $576K 0.44% -44 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,332 $575K 0.24% +202 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,331 $575K 0.11% -749 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 2,317 $571K 0.12% -154 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,316 $571K 0.22% +382 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,313 $570K 0.05% -113 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 2,310 $570K 0.06% +950 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,309 $569K 0.29% -165 13F-HR Timeline Group SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,305 $568K 0.09% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,301 $567K 0.08% -70 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,295 $566K 0.27% +429 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 2,292 $565K 0.14% +41 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,287 $564K 0.07% -1,371 13F-HR Timeline