Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 37,538 $1.43M 0.23% +36,094 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,496 $1.43M 0.02% -350 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 4,470 $1.42M 0.41% -460 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,454 $1.41M 0.05% +6 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 4,431 $1.41M 0.02% -1,854 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 4,407 $1.4M 0.09% +1,252 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,403 $1.4M 0.01% +163 13F-HR Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 4,396 $1.4M 0.82% +3,392 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 4,387 $1.39M 0.14% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,343 $1.38M 0.07% -101 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 4,335 $1.38M 0.2% -75 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,327 $1.37M 0.02% +501 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,316 $1.37M 0.31% -92 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wallace Hart LLC More: the full row for Wallace Hart LLC 4,315 $1.37M 1.01% -121 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,314 $1.37M 0.01% -928 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,295 $1.36M 0.62% +35 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 4,262 $1.35M 0.31% +8 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,249 $1.35M 0.09% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 4,241 $1.35M 0.43% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 4,226 $1.34M 0.1% +26 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,225 $1.34M 0.31% +748 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,223 $1.34M 0.04% -1,430 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 4,209 $1.34M 0.02% +24 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,199 $1.33M 0.05% -115 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,175 $1.33M 0.72% +25 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,174 $1.33M 0.07% +2,505 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,164 $1.32M 0.03% +464 13F-HR Timeline Polar Capital Holdings Plc in group Polar Capital Holdings Plc More: the full row for Polar Capital Holdings Plc 4,100 $1.3M 0.01% -14,700 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,096 $1.3M 0.03% +3,463 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 4,080 $1.3M 0.13% -2,036 13F-HR Timeline Group Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,074 $1.29M 0.21% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,062 $1.29M 0.56% +3,218 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,032 $1.28M 0.31% -3,349 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,029 $1.28M 0.18% +43 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,003 $1.27M 0.02% +66 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,000 $1.27M 0.33% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,997 $1.27M 0.08% +93 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 4,126 $1.27M 0.26% +3 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,972 $1.26M 0.01% +136 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,903 $1.24M 0.05% +131 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,898 $1.24M 0.01% +48 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 3,876 $1.23M 0.1% new 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 3,835 $1.22M 0.04% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 4,065 $1.21M 0.2% -1,096 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 3,812 $1.21M 0.96% +196 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,764 $1.2M 0.03% -93 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,907 $1.19M 0.04% +1,708 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,729 $1.18M 0.03% -226 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,714 $1.18M 0.02% +356 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 3,706 $1.18M 0.04% -600 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,702 $1.18M 0.06% +239 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 3,690 $1.17M 0.43% -46 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,685 $1.17M 0.01% +140 13F-HR/A Timeline Group Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 3,674 $1.17M 0.07% new 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,650 $1.16M 0.16% -113 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,614 $1.15M 0.55% +18 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,601 $1.14M 0.58% +851 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,591 $1.14M 0.16% -1,370 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,547 $1.14M 0.03% +206 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,571 $1.13M 0.04% new 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,559 $1.13M 0.09% -157 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 3,553 $1.13M <0.01% -327 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,549 $1.13M 0.02% +305 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,542 $1.13M 0.02% +55 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,542 $1.13M 0.37% -104 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,511 $1.12M 0.05% -355 13F-HR Timeline ARMSTRONG HENRY H ASSOCIATES INC More: the full row for ARMSTRONG HENRY H ASSOCIATES INC 3,473 $1.1M 0.1% +608 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,455 $1.1M 0.03% -592 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,442 $1.09M 0.13% +124 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,439 $1.09M 1.07% +64 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,436 $1.09M 0.07% new 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,425 $1.09M 0.59% +339 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,404 $1.08M 0.01% -368 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,400 $1.08M 0.14% -556 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,378 $1.07M 0.1% -33 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 3,375 $1.07M 0.97% +1,457 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,365 $1.07M 0.03% -1 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,349 $1.06M 0.14% -44 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,344 $1.06M 0.07% +379 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. 3,338 $1.06M 0.02% +15 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,333 $1.06M 0.03% +77 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,330 $1.06M 0.08% -420 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,294 $1.05M 0.02% +234 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,293 $1.05M 0.03% +82 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 3,286 $1.04M 0.11% -11,970 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,269 $1.04M 0.03% +433 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 3,268 $1.04M 0.3% +5 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,246 $1.03M <0.01% +208 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,221 $1.02M 0.21% -20 13F-HR Timeline STF Management LP More: the full row for STF Management LP 3,221 $1.02M 0.38% -82 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,207 $1.02M 0.01% +2,457 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,167 $1.01M 0.07% -173 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,163 $1M 0.03% +28 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,103 $986K 0.01% +75 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,101 $985K 0.06% -1,198 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 3,100 $985K 0.03% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,081 $979K 0.02% -804 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,079 $978K 0.04% -310 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,059 $972K 0.65% +60 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,000 $953K 0.04% 0 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,000 $953K 0.06% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,995 $951K 0.3% +121 13F-HR/A Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 2,967 $943K 0.15% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,944 $935K 0.23% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,940 $934K 0.02% -367 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,927 $930K 0.11% 0 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 2,903 $922K 0.07% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,899 $921K 0.03% -367 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,875 $913K 0.53% +23 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,869 $911K 0.06% -257 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,856 $907K 0.01% +165 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,851 $906K 0.01% -29 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,834 $900K 0.7% -85 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,829 $899K 0.01% -54 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,827 $898K 0.05% +55 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,821 $896K 0.46% -30 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,803 $890K 0.09% +387 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,800 $889K 0.08% new 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 2,798 $889K 0.86% -110 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 2,790 $886K <0.01% +47 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 2,786 $885K 0.04% -1,807 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,779 $883K 0.1% -23,100 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,771 $880K 0.07% -15 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,747 $873K 0.05% -120 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,727 $866K 0.05% +1,834 13F-HR Timeline Group BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 2,713 $862K 0.02% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,702 $858K 0.02% +615 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,693 $855K 0.02% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,688 $854K 0.04% +65 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 2,684 $853K 0.84% +46 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,681 $852K 0.14% -964 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,679 $851K 0.22% +9 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,671 $848K 0.02% -62 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 2,648 $841K 0.32% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 2,637 $838K 0.33% +147 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,729 $833K 0.11% -86 13F-HR/A Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,660 $827K 0.02% +1,205 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 2,599 $826K 0.03% 0 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 2,594 $824K 0.4% -823 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,584 $821K 0.15% -618 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,626 $816K 0.05% -723 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,560 $813K 0.02% +830 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 2,557 $812K 0.28% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,513 $798K 0.05% +1,324 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,602 $794K 0.02% -89 13F-HR/A Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,481 $788K 0.05% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,402 $763K 0.05% +486 13F-HR/A Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,373 $754K 0.05% -240 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,369 $753K 0.04% +322 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,366 $752K 0.32% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,341 $744K 0.03% +1,053 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,339 $743K 0.06% +8 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,312 $734K 0.02% +774 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,288 $727K 0.1% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,283 $725K 0.03% +2,178 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,270 $721K 0.29% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,270 $721K 0.01% -118 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,266 $720K 0.05% -560 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 2,258 $717K 0.01% +345 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,245 $713K 0.03% -1,718 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,245 $713K 0.11% -758 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 2,236 $710K 0.07% -24 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,212 $703K 0.02% +1,265 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,208 $701K 0.01% -17 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,206 $701K <0.01% -693 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,201 $699K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,196 $698K 0.19% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,179 $692K 0.04% +257 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,170 $689K 0.23% +288 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,158 $686K 0.09% +687 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,157 $685K 0.08% -425 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,148 $682K 0.01% +149 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,140 $680K 0.41% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,133 $678K 0.01% -24 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 2,115 $672K 0.33% +815 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,092 $665K 0.09% -18 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,067 $657K 0.01% -169 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 2,045 $650K 0.12% -205 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 2,044 $649K 0.31% -19 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,044 $649K 0.02% +13 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,035 $646K 0.03% -523 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 2,034 $646K 0.09% -649 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 2,029 $645K 0.11% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,018 $641K 0.04% +19 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,000 $635K 0.1% new 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,996 $634K 0.14% -356 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,943 $617K 0.01% +21 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,921 $610K 0.01% +11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,918 $609K 0.06% +90 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,907 $606K 0.01% +655 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,903 $605K 0.2% +301 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,901 $604K 0.03% +548 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,900 $604K 0.1% +140 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,889 $600K 0.01% +135 13F-HR Timeline Group PINNBROOK CAPITAL MANAGEMENT LP More: the full row for PINNBROOK CAPITAL MANAGEMENT LP 1,887 $599K 0.11% new 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,872 $595K 0.1% new 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,870 $594K 0.18% -2 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,825 $580K 0.16% -647 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,813 $576K 0.07% +64 13F-HR Timeline Sustainable Growth Advisers, LP More: the full row for Sustainable Growth Advisers, LP 1,806 $574K <0.01% -111 13F-HR Timeline