PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,300 $1.06M 0.23% +1,700 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,282 $1.05M 0.11% +175 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 2,281 $1.05M 0.01% new 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,269 $1.04M 0.13% +36 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 2,208 $1.01M 0.55% -4 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,188 $1M 0.57% +8 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,182 $1M 0.51% -97 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,181 $1M 0.02% -723 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,128 $976K 0.02% +1 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,098 $962K 0.02% -180 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,088 $958K <0.01% -82,735 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,047 $939K 0.01% +62 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,045 $938K 0.2% -48 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 2,028 $930K 0.3% -64 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,023 $928K 0.12% 0 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,021 $927K 0.06% -541 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 2,014 $924K 0.07% 0 13F-HR Timeline Group Adelphi Trust Co More: the full row for Adelphi Trust Co 2,011 $923K 0.61% +314 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,006 $920K 0.12% -2 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 1,996 $916K 0.01% -163 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,994 $915K 0.01% 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,985 $911K 0.12% +826 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,979 $908K 0.11% -3,249 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,962 $900K 0.01% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,960 $899K 0.13% -63 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,951 $895K 0.02% -13 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,945 $892K 0.01% +563 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,938 $889K 0.68% +4 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 1,932 $886K 0.29% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,910 $876K 0.03% +590 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,904 $873K 0.27% +247 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,880 $862K 0.08% +1,157 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,875 $860K <0.01% 0 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,869 $857K <0.01% +394 13F-HR/A Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 1,856 $851K 0.17% -187 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,838 $843K 0.02% +13 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,835 $842K <0.01% -202 13F-HR Timeline Group Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,820 $835K 0.09% -44 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,818 $834K 0.01% -1,945 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,814 $832K 0.02% +118 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,813 $832K 0.15% -35 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,811 $831K 0.01% -372 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 1,793 $823K 0.12% +136 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,790 $821K 0.22% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,787 $820K 0.05% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,783 $818K 0.01% -23 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 1,775 $814K 0.02% +101 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,766 $810K 0.11% +1,460 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,764 $809K 0.08% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,727 $792K 0.01% -73 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,720 $789K 0.56% new 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,714 $786K 0.01% +118 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,715 $786K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,713 $786K 0.03% -595 13F-HR Timeline Group Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,704 $782K 0.01% -298 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,702 $781K 0.05% -472 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,693 $777K 0.05% -97 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,685 $773K 0.04% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,670 $766K 0.01% -60 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,651 $757K 0.21% +373 13F-HR/A Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,647 $756K 0.36% +94 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,640 $752K 0.21% -5 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,628 $747K 0.03% +38 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 1,623 $745K 0.02% +145 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,618 $742K 0.03% -17 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,616 $742K 0.06% -223 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,616 $741K 0.21% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,615 $741K 0.17% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,614 $740K <0.01% -84 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,613 $740K 0.04% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,606 $737K 0.19% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,603 $735K 0.01% -47 13F-HR Timeline Group Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,598 $733K 0.06% -546 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,595 $732K 0.02% +3 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,590 $729K 0.12% 0 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 1,574 $722K 0.16% +127 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,568 $719K 0.08% +116 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,561 $716K 0.11% +4 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,253 $715K 0.04% +25 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,556 $714K 0.17% +646 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,540 $706K 0.04% 0 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 1,336 $706K 0.19% -10 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,538 $706K 0.07% -1,416 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,500 $688K <0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,492 $684K 0.04% +100 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 1,488 $683K 0.01% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,488 $682K 0.07% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,484 $681K <0.01% -504 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,481 $679K 0.04% -122 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 1,472 $675K 0.45% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,469 $675K 0.02% +135 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,470 $674K 0.05% +89 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,321 $671K 0.06% -165 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,458 $669K 0.04% 0 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,450 $665K 0.01% 0 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,441 $661K 0.34% +2 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,209 $660K 0.09% +6 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,429 $655K 0.03% -52 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,428 $655K 0.01% +14 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 1,423 $653K 0.01% -30,181 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,420 $652K 0.15% -173 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,420 $651K 0.01% -20 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,415 $649K 0.05% +6 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,402 $643K 0.01% +200 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,394 $639K 0.12% +7 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,363 $625K 0.02% -75 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 1,361 $624K 0.03% +311 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,351 $620K 0.28% -21 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,351 $620K 0.03% -680 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,349 $619K 0.18% +711 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 1,348 $618K 0.38% +28 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,345 $617K 0.01% -24 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,338 $614K 0.21% +321 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,320 $606K 0.01% +75 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 1,313 $602K 0.12% +41 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,313 $602K 0.06% +13 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,179 $599K 0.01% -35 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,304 $598K 0.03% -103 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,300 $596K 0.16% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,279 $587K 0.05% +1 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,275 $585K 0.19% -125 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,263 $579K 0.28% +294 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 1,262 $579K 0.07% +2 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,260 $578K 0.03% -136 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,252 $574K 0.17% -35 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,239 $572K 0.02% +738 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 1,247 $572K 0.08% -306 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 1,243 $570K 0.2% +2 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,240 $569K 0.02% -329 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,238 $568K 0.01% +88 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,241 $568K 0.07% +108 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 1,234 $566K <0.01% +173 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,228 $563K 0.01% -5 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,227 $563K 0.01% +188 13F-HR Timeline Wellington Shields Capital Management, … in group Wellington Shields Capital Ma… More: the full row for Wellington Shields Capital Management, LLC 1,220 $560K 0.07% 0 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,214 $557K 0.01% -131 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,210 $555K 0.11% +225 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,209 $555K 0.01% +49 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,202 $551K 0.12% -13 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,200 $551K 0.1% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,200 $551K 0.27% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,196 $549K 0.01% +6 13F-HR Timeline Colter Lewis Investment Partners LLC More: the full row for Colter Lewis Investment Partners LLC 1,188 $545K 0.24% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,188 $545K <0.01% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,172 $538K 0.02% +2 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 963 $532K 0.03% +3 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,150 $528K 0.21% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,148 $527K 0.02% -42 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,035 $524K 0.36% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,143 $524K 0.03% -340 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,010 $524K 0.17% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,141 $523K 0.03% 0 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,140 $523K 0.08% -360 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,138 $522K 0.03% -8 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,137 $522K <0.01% +481 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,131 $519K 0.03% +44 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,062 $517K 0.02% +422 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,121 $514K 0.02% +1,016 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,117 $513K 0.01% -219 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,110 $509K 0.01% +1 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,109 $509K <0.01% -179 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,106 $507K 0.02% +26 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,105 $507K 0.01% -500 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,103 $506K 0.27% -13 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 1,097 $503K 0.06% +7 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,093 $501K 0.01% +38 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,092 $501K 0.01% +78 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 892 $500K 0.01% +24 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,091 $500K 0.01% +30 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,090 $500K 0.04% +102 13F-HR/A Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 914 $500K 0.04% -10 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,086 $498K <0.01% +241 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,083 $497K 0.01% +137 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,081 $496K 0.1% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,080 $495K 0.17% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 1,070 $491K 0.02% +219 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,066 $489K 0.06% -6 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,056 $485K 0.02% -20 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,056 $484K 0.09% -124 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,055 $484K 0.03% -2 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,050 $482K 0.24% 0 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 1,045 $479K 0.12% +28 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,044 $479K 0.03% -41 13F-HR/A Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,044 $479K 0.03% +269 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 1,040 $477K 0.69% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,040 $477K 0.02% +237 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,029 $472K 0.07% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,025 $470K 0.04% -17 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 1,022 $469K 0.15% 0 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 1,022 $469K 0.12% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,021 $468K 0.17% -3 13F-HR Timeline Sound Capital Solutions LLC More: the full row for Sound Capital Solutions LLC 1,021 $468K 0.11% 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 1,019 $467K 0.21% 0 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,018 $467K 0.05% +1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,017 $467K 0.02% -127 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,015 $466K 0.04% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,014 $465K 0.05% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,007 $462K 0.02% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,005 $461K 0.01% -260 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,004 $461K 0.05% -1,004 13F-HR Timeline