OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 2,111 $1.02M +683 Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,095 $1.01M 0.26% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 2,080 $1.01M 0.17% -83 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,073 $1M 0.78% +5 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,049 $992K 0.03% -2 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,023 $979K 0.18% +3 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,995 $966K 0.04% new 13F-HR Timeline ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 1,995 $966K 0.47% 0 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 1,993 $965K 0.23% +82 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,987 $962K 0.03% +8 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,982 $960K 0.03% +61 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 1,962 $950K 0.91% -5 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,941 $940K 0.02% -113 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,925 $932K 0.03% +99 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,914 $927K 0.01% +30 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,898 $919K 0.02% -363 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1,878 $909K 0.03% -2,712 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,874 $907K 0.1% +33 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,862 $901K 0.07% +73 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,860 $901K 0.09% -32 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,857 $899K 0.02% -41 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,851 $896K 0.01% +137 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,836 $889K 0.16% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,833 $887K 0.01% +10 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 1,827 $884K <0.01% 0 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 1,827 $884K 0.06% +684 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,796 $869K 0.21% +44 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,790 $867K 0.29% +750 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 1,787 $865K 0.07% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,784 $864K 0.04% -457 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,778 $861K 0.07% +60 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,773 $858K 0.07% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,763 $853K <0.01% -3 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,761 $852K 0.03% +22 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,733 $839K 0.01% +253 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,728 $837K 0.04% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,723 $834K 0.08% -28 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,716 $831K 0.01% -62 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,707 $826K 0.03% +1,255 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,703 $824K 0.1% +271 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,698 $822K 0.03% +21 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,692 $819K 0.02% -168 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,685 $816K 0.05% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,685 $816K 0.21% +1,598 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,680 $813K 0.06% +490 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,679 $813K 0.09% +1,492 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,670 $808K 0.28% -4 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,658 $803K 0.31% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,607 $801K -25 Timeline World Investment Advisors More: the full row for World Investment Advisors 1,654 $800K 0.02% +27 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,644 $793K 0.02% +42 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,634 $791K 0.09% -37 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,621 $785K 0.04% +616 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 1,615 $782K 0.22% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,609 $779K 0.21% 0 13F-HR Timeline PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV More: the full row for PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 1,606 $777K 0.29% -4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,603 $776K 0.02% -16 13F-HR Timeline Group Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 1,600 $775K 0.45% +4 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,600 $775K 0.03% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,598 $774K 0.01% +349 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,595 $772K 0.01% +41 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,588 $769K 0.04% -162 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,575 $762K 0.02% +798 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,572 $761K 0.01% +393 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,550 $750K 0.26% -6,721 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,549 $750K 0.09% -3 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,545 $748K 0.02% 0 13F-HR Timeline Group WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 1,542 $746K 0.55% +10 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,540 $746K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,523 $737K 0.04% +279 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 1,518 $735K 0.19% +11 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,516 $734K 0.01% +880 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,505 $729K 0.05% +80 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,498 $725K 0.06% +749 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 1,496 $724K 0.01% -152 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,496 $724K <0.01% 0 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 1,493 $723K -3,509 Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,492 $722K 0.03% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,489 $721K 0.01% +424 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,485 $719K 0.01% +1 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,479 $716K 0.03% +92 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,478 $716K 0.1% 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,471 $712K 0.01% -491 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,470 $712K 0.02% -7 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,468 $711K 0.15% +166 13F-HR Timeline Group BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 1,468 $711K 0.15% -413 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,450 $702K 0.42% -700 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,438 $696K 0.05% -6 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,434 $694K 0.04% +255 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,429 $692K 0.02% +683 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 1,423 $689K 0.25% +8 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,423 $688K 0.06% +1,422 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,402 $685K 0.02% +531 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 1,409 $682K 0.08% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 1,407 $681K 0.3% new 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 1,404 $680K 0.06% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,401 $678K 0.02% -6 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,392 $674K 0.02% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,384 $670K 0.03% -11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,378 $667K 0.09% +2 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 1,378 $667K 0.06% +10 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,375 $666K 0.03% -124 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,374 $665K 0.01% +21 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,372 $664K 0.39% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,364 $660K 0.01% -31 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,364 $660K 0.3% -32 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,361 $659K 0.2% +1 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,342 $650K 0.12% +2 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 1,327 $642K 0.13% new 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,315 $637K 0.11% -25 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 1,307 $633K 0.01% +40 13F-HR/A Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,305 $632K 0.1% +12 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,301 $630K 0.1% new 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,300 $629K 0.2% -17 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 1,299 $629K 0.02% +388 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,291 $625K 0.03% -1,115 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,291 $625K 0.01% -15,861 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 1,287 $623K 0.07% +49 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,247 $610K 0.03% -210 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,258 $609K 0.02% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,251 $606K 0.09% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,251 $606K 0.01% +18 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 1,245 $603K 0.04% -2,215 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,243 $602K <0.01% -574 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,242 $601K <0.01% +4 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 1,240 $600K 0.11% +230 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,236 $598K 0.03% new 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,234 $598K 0.05% -168 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,225 $593K 0.02% -45 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 $591K 0.11% 0 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 1,220 $591K 0.09% -1,163 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,214 $588K 0.02% -64,807 13F-HR 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 1,212 $587K 0.03% -215 13F-HR Timeline Group ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 1,207 $584K 0.42% +186 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,201 $581K 0.31% -85 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 1,200 $581K 0.17% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,200 $581K <0.01% new 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. 1,192 $576K 0.01% +108 13F-HR Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,184 $573K 0.11% +44 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,180 $571K 0.09% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,178 $570K 0.06% +173 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 1,177 $570K 0.31% -73 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,174 $568K 0.01% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,173 $568K 0.38% -38 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,172 $567K 0.26% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 1,169 $566K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,168 $565K 0.02% +37 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,155 $559K 0.38% -89 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,150 $557K 0.41% 0 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 1,147 $555K 0.36% +67 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,143 $553K 0.03% +372 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,143 $553K 0.03% +111 13F-HR Timeline Group Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 1,134 $549K 0.02% -601 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,134 $549K 0.01% +8 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,132 $548K 0.01% +118 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 541 $548K 0.01% +193 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,129 $547K 0.04% +1 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 1,128 $546K 0.1% new 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,127 $546K 0.04% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,127 $546K 0.04% -103 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 1,125 $544K 0.49% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,121 $542K 0.39% +6 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,112 $538K 0.24% +59 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,111 $538K 0.11% -14 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,105 $535K 0.01% -140 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,101 $533K 0.04% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,096 $531K 0.04% +92 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,093 $529K 0.05% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,091 $528K 0.16% -188 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 1,091 $528K 0.42% 0 13F-HR/A Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 1,085 $525K 0.11% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,082 $524K <0.01% 0 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 1,082 $524K 0.06% -41 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 1,082 $524K 0.14% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,081 $523K 0.08% -25 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,065 $516K 0.11% +108 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,206 $514K 0.17% -7 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,060 $513K 0.01% -5 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,059 $513K 0.13% -2 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 1,053 $510K 2.46% -56 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,050 $508K 0.32% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 1,036 $502K 0.14% -6 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,031 $499K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,029 $498K 0.03% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,026 $497K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,020 $494K 0.06% +172 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,020 $494K 0.24% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,015 $491K 0.12% +10 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,012 $490K 0.01% -104 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,006 $487K 0.09% +138 13F-HR Timeline FOUNDERS CAPITAL MANAGEMENT, LLC More: the full row for FOUNDERS CAPITAL MANAGEMENT, LLC 1,000 $484K 0.09% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,000 $484K 0.07% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,000 $484K 0.1% +85 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 999 $484K 0.06% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 999 $484K 0.04% 0 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,017 $482K 0.2% -96 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 993 $481K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 991 $480K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 983 $476K 0.03% +17 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 978 $474K 0.11% +1 13F-HR Timeline