Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 1,923 $569K 0.26% -121 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,915 $567K 0.01% +176 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,888 $559K 0.02% new 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,885 $558K 0.07% -272 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 1,879 $556K 0.22% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,862 $551K 0.18% -41 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,858 $550K 0.03% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,851 $548K 0.02% -432 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,845 $546K <0.01% +578 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,835 $543K 0.03% +467 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,832 $542K 0.16% -38 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,877 $542K 0.01% +733 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,957 $540K 0.13% -39 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,819 $539K 0.06% -99 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 1,816 $538K 0.01% +1,033 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,807 $535K 0.19% -1,593 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,782 $527K 0.45% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,782 $527K 0.03% -1,319 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,772 $525K <0.01% +18 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,765 $522K 0.02% +140 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,759 $521K 0.01% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,753 $519K 0.01% +440 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,740 $515K 0.08% -1,851 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,737 $514K 0.03% +76 13F-HR Timeline American Trust More: the full row for American Trust 1,734 $513K 0.04% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,730 $512K 0.05% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,729 $512K 0.01% +138 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,721 $509K 0.01% +1,541 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,705 $505K 0.01% +23 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 1,700 $503K 0.06% +3 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 1,699 $503K 0.04% new 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,691 $501K 0.04% -5 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,688 $500K 0.12% +216 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,686 $499K 0.05% 0 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 1,684 $498K 0.07% -350 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,674 $496K 0.03% 0 13F-HR Timeline DC Investments Management, LLC More: the full row for DC Investments Management, LLC 1,671 $495K 0.22% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,669 $494K 0.02% +340 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,661 $492K 0.01% +184 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,655 $490K 0.09% -10 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,634 $484K 0.04% +64 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,629 $482K 0.23% -2,433 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,626 $481K 0.25% +98 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,608 $476K 0.03% +6 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,603 $475K 0.41% -25 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,579 $467K 0.33% 0 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 1,572 $465K new Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,568 $464K 0.4% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,567 $464K 0.13% -629 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,559 $461K 0.2% +349 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,554 $460K 0.14% 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,549 $459K 0.14% -9 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,550 $459K 0.08% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,550 $459K 0.06% +25 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,549 $459K 0.01% 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,537 $455K 0.01% +5 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,534 $454K 0.01% -5,063 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,534 $454K 0.2% new 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,530 $453K 0.01% +23 13F-HR Timeline Group Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,527 $452K 0.14% -50 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,525 $452K <0.01% +4 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 1,525 $451K 0.09% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,513 $448K 0.1% 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 1,511 $447K 0.06% -1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,502 $445K 0.02% +690 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 1,498 $443K 0.26% +13 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,737 $439K 0.05% +587 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,473 $436K 0.01% +118 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 1,463 $433K 0.18% -21 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,461 $432K 0.01% +32 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,445 $428K 0.02% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 1,445 $428K 0.06% +310 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,439 $426K 0.03% +367 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,660 $424K 0.22% +2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,429 $423K 0.29% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,424 $421K 0.03% -60 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 1,422 $421K 0.01% -60 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,421 $421K 0.02% -34 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,421 $421K <0.01% -146 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 1,420 $420K 0.04% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,418 $420K <0.01% new 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,413 $418K 0.03% +283 13F-HR/A Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,408 $417K 0.19% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,407 $416K 0.08% +423 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,405 $416K 0.1% +145 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,400 $414K 0.14% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,398 $414K 0.05% +272 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 1,396 $413K -65 Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,395 $413K 0.01% +598 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 1,628 $410K 0.03% -22 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,386 $410K 0.04% -8 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 1,379 $408K 0.03% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 1,356 $401K 0.06% -11 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,352 $400K 0.38% -1,869 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,350 $400K 0.18% 0 13F-HR Timeline Group Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 1,345 $398K <0.01% +31 13F-HR Timeline Group PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 1,331 $394K -7,842 Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,322 $391K 0.03% +42 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,315 $389K 0.01% +161 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,313 $389K 0.02% -239 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 1,312 $388K 0.58% 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,312 $388K 0.12% -47 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,311 $388K 0.02% +9 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,309 $387K 0.01% -35 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,306 $387K 0.13% -54 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 1,306 $387K 0.03% -12,469 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,300 $385K 0.28% 0 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 1,291 $382K 0.07% -81 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,284 $380K 0.07% new 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,283 $380K <0.01% +35 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,283 $380K <0.01% -26 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,279 $379K 0.01% +550 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,271 $376K <0.01% -53,778 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,271 $376K 0.05% -454 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,270 $376K 0.03% +494 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 1,268 $375K 0.03% +39 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,265 $374K 0.14% +224 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,263 $374K 0.1% +12 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 1,254 $371K 0.08% -12 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,245 $369K 0.06% 0 13F-HR Timeline Total Wealth Planning & Management, Inc. 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Harrison & Partners Inc 1,200 $355K 0.05% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,196 $354K 0.07% -8 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 1,191 $353K 0.13% -197 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,185 $351K 0.04% +130 13F-HR Timeline POLEN CAPITAL MANAGEMENT LLC More: the full row for POLEN CAPITAL MANAGEMENT LLC 1,182 $350K <0.01% -120 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,174 $347K <0.01% -10 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,168 $346K 0.03% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,167 $345K 0.02% +188 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 1,159 $343K <0.01% +34 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,158 $343K 0.12% -10 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 1,157 $342K 0.29% -156 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,155 $342K <0.01% 0 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,150 $340K 0.02% new 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,148 $340K 0.01% +280 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,145 $339K 0.06% -296 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 1,144 $339K 0.06% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 1,142 $338K 0.12% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,127 $334K 0.01% -187 13F-HR Timeline Group Range Advisory, LLC More: the full row for Range Advisory, LLC 1,124 $333K 0.09% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,117 $331K 0.13% -7 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,114 $330K 0.02% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,114 $330K 0.05% -915 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,108 $328K 0.04% +65 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 1,106 $327K 0.11% 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,220 $327K <0.01% -145 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,104 $327K 0.01% -18 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,103 $326K 0.01% 0 13F-HR/A Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,102 $326K 0.02% 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 1,100 $326K 0.22% -612 13F-HR/A Timeline Group BankChampaign, National Association More: the full row for BankChampaign, National Association 1,101 $326K 0.32% 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,101 $326K -555 Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,100 $326K 0.08% -100 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 1,099 $325K 0.1% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,098 $325K <0.01% -439 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,093 $324K <0.01% -111 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,091 $323K <0.01% -3 13F-HR Timeline Group ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 1,090 $323K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,084 $321K 0.01% -3 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,073 $318K 0.02% +78 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,072 $317K 0.1% +153 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,072 $317K 0.01% -642 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,071 $317K 0.23% -51 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,068 $316K 0.01% +284 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,067 $316K 0.02% -1,199 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,065 $315K 0.05% +176 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,057 $313K 0.02% +63 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 1,052 $311K 0.18% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,045 $309K 0.27% 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 1,041 $308K 0.17% -26 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,040 $308K 0.03% +17 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,032 $306K <0.01% -29 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,024 $303K 0.02% -5 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,024 $303K 0.06% -8 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,015 $300K 0.02% -10 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,004 $297K 0.03% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,001 $296K 0.04% +56 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 1,000 $296K 0.01% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 999 $296K 0.01% +20 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 999 $296K 0.19% +82 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 997 $295K 0.09% -24 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 994 $294K 0.11% -268 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 987 $292K 0.07% +100 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 984 $291K <0.01% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 981 $290K 0.03% -283 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 980 $290K 0.05% +4 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,011 $290K 0.04% -36,527 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 975 $289K 0.06% +195 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 975 $289K 0.1% +829 13F-HR Timeline Group MORRIS FINANCIAL CONCEPTS, INC. 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