Western Financial Corp/CA More: the full row for Western Financial Corp/CA 20,512 $1.16M 0.67% +13 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20,398 $1.15M 0.02% +17,019 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 20,390 $1.15M 0.03% -3,190 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 20,352 $1.15M 0.09% +3,598 13F-HR/A Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 20,337 $1.15M 0.01% -2,026 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 19,923 $1.13M 0.07% +1,396 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 19,912 $1.13M 0.11% -600 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 19,849 $1.12M 0.52% -192 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 20,258 $1.12M 0.03% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 19,656 $1.11M 0.02% +1,143 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 19,336 $1.09M 0.14% -827 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 19,204 $1.09M 0.14% 0 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 18,972 $1.07M 0.04% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 18,915 $1.07M 0.01% +2,137 13F-HR Timeline Group Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 18,891 $1.07M 0.02% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 18,800 $1.06M 0.09% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 18,781 $1.06M 0.38% +3,774 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 18,788 $1.06M 0.03% +13,520 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 18,687 $1.06M 0.15% +4,355 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 18,548 $1.05M 0.01% +1,156 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 18,541 $1.05M 0.1% +291 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 18,475 $1.05M 0.02% -2,505 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 18,343 $1.04M 0.02% +813 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 18,255 $1.03M 0.03% -1,931 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,202 $1.03M 0.01% +1,416 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 17,983 $1.02M 0.03% +1,424 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 17,951 $1.02M 0.01% +675 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 17,563 $994K 0.09% new 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 17,142 $970K 0.12% -18 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 17,109 $968K 0.03% +39 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 16,977 $961K 0.07% +100 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 16,960 $960K 0.16% 0 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 16,912 $957K 0.4% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 16,788 $950K 0.12% -603 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 16,669 $943K 0.15% +278 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 16,652 $942K 0.62% -519 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 16,536 $936K 0.02% -3,112 13F-HR Timeline Group MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 16,466 $932K 0.22% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 15,242 $928K 0.1% -573 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 16,316 $923K 0.03% 0 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 16,065 $909K 0.01% +749 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 16,023 $907K 0.04% +1,873 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 16,000 $905K 0.26% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 15,648 $885K 0.04% 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 15,603 $883K 0.3% +4,023 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 15,560 $881K 0.03% -65,379 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 15,520 $878K 0.1% +2,579 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 15,512 $878K 0.2% +11,162 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 15,487 $876K 0.01% -240,594 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 15,293 $865K 0.12% +292 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,286 $865K <0.01% +2,739 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 14,994 $849K 0.69% +569 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 14,965 $847K 0.02% +1,532 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 14,729 $834K 0.03% +514 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 14,687 $831K 0.09% -15,904 13F-HR Timeline STF Management LP More: the full row for STF Management LP 14,491 $820K 0.39% -40 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 14,399 $815K 0.28% +1,056 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 14,394 $815K 0.01% +308 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 14,386 $814K 0.26% +87 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 14,316 $810K 0.07% +7,164 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 14,230 $805K 0.14% +46 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,177 $802K 0.02% -155 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 14,170 $802K 0.03% -200 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14,132 $800K 0.01% -397 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,066 $796K 0.12% -646 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,003 $792K 0.01% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 13,968 $790K 0.03% -4,288 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,941 $789K 0.06% +220 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,916 $788K 0.03% -905 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 13,805 $781K 0.03% -565 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 13,800 $781K 0.36% new 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 13,761 $779K 0.22% +100 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 13,709 $776K 0.13% -985 13F-HR/A Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 13,660 $773K 0.06% 0 13F-HR Timeline BlueSpruce Investments, LP More: the full row for BlueSpruce Investments, LP 13,635 $772K 0.02% new 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 13,616 $771K 0.05% +208 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 13,461 $762K 0.14% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13,140 $743K 0.04% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 13,095 $741K 0.39% +138 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13,082 $740K 0.03% -142 13F-HR Timeline Clearline Capital LP More: the full row for Clearline Capital LP 12,987 $735K 0.07% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12,956 $733K 0.11% -50 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 12,636 $715K 0.47% 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12,625 $714K 0.02% +607 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 12,617 $714K 0.19% new 13F-HR Timeline Group ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 12,483 $704K 0.01% +3,634 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 12,433 $704K 0.05% -43,677 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 12,400 $702K <0.01% new 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 12,391 $701K 0.09% -156 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 12,387 $701K 0.03% -174 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 12,595 $695K <0.01% +5,568 13F-HR/A Timeline Group RENASANT BANK More: the full row for RENASANT BANK 12,279 $695K 0.46% +2,387 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 12,175 $689K 0.55% -50 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 12,158 $688K 0.12% -637 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 12,004 $679K 0.04% +9 13F-HR Timeline American Trust More: the full row for American Trust 12,002 $679K 0.17% +466 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 12,000 $679K 0.3% 0 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 11,888 $673K 0.01% -330 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 11,824 $669K 0.02% +775 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 11,711 $663K 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 11,596 $656K <0.01% +4,757 13F-HR Timeline CNB Bank More: the full row for CNB Bank 11,563 $654K 0.33% +1,156 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 11,785 $650K 0.06% +968 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 11,399 $645K 0.01% -24 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 11,399 $645K 0.07% +10,798 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 11,220 $635K 0.12% 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 11,185 $633K 0.02% +6,160 13F-HR/A Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 11,399 $629K 0.01% +3,060 13F-HR Timeline Group S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 11,054 $626K 0.12% 13F-HR Timeline Clarus Group, Inc. More: the full row for Clarus Group, Inc. 11,025 $624K 0.24% -1,917 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 10,860 $615K 0.11% +1,460 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 10,700 $606K 0.74% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,678 $604K 0.03% new 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 10,649 $603K 0.07% +9 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 10,522 $602K 0.2% -47 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 10,466 $601K 0.42% -106 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 10,551 $597K 0.02% -463 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 10,466 $592K 0.19% 0 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 10,400 $589K 0.02% +420 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 10,374 $587K 0.03% -274 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 10,369 $587K <0.01% +1,645 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,343 $585K 0.2% -135 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,272 $581K 0.03% +745 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,522 $576K 0.03% -225 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 10,119 $573K 0.01% -11,881 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,101 $572K 0.05% -1,799 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 10,011 $567K 0.11% +4,153 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,003 $566K 0.04% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,980 $565K 0.01% -344 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 9,979 $565K 0.45% +94 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,955 $563K 0.01% -6,681 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 9,902 $560K 0.28% +2,154 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,882 $559K <0.01% +1,377 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 9,870 $559K 0.18% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 9,758 $552K 0.03% +50 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 9,687 $548K 0.04% -1,250 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 9,613 $544K 0.04% -3,282 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,499 $538K 0.01% +277 13F-HR/A Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 9,484 $537K 0.11% +484 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,712 $534K 0.02% +2,144 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 9,412 $533K 0.08% +2,295 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 9,400 $532K 0.58% 0 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 9,328 $528K 0.11% -11 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9,322 $528K 0.01% new 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 9,273 $525K 0.01% -28 13F-HR Timeline Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 9,218 $522K 0.31% +1,174 13F-HR Timeline Solano Wealth Investment Advisors LLC More: the full row for Solano Wealth Investment Advisors LLC 9,150 $518K 0.32% 0 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 9,128 $517K 0.11% +13 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 9,098 $515K <0.01% -626 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,056 $512K 0.02% -264 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,029 $511K 0.02% -436 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 8,988 $509K 0.29% +2,192 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 8,947 $506K 0.16% -232 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,831 $500K 0.01% +3,308 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 8,828 $500K 0.23% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,769 $496K 0.09% -85 13F-HR Timeline Group Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 8,744 $495K 0.25% 0 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,740 $495K 0.1% -65 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,737 $494K 0.02% -430 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,684 $491K <0.01% -130 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 8,662 $490K 0.06% +85 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,574 $485K 0.04% 0 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 8,509 $482K 0.01% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,452 $478K 0.01% -2,324 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 8,417 $477K 0.01% 0 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 8,270 $473K 0.04% +2 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 8,360 $473K 0.13% +971 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 8,354 $473K 0.04% +43 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 8,330 $471K 0.18% -222 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,268 $468K 0.03% -1,476 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,229 $466K 0.02% -3,410 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,199 $464K <0.01% -526 13F-HR/A Timeline Group Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 8,183 $463K 0.31% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,183 $463K 0.03% +611 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 8,141 $461K 0.01% -452 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 8,074 $457K 0.27% -140 13F-HR Timeline Group BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,417 $456K 0.31% -2,432 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,040 $455K 0.04% -1,089 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 8,000 $453K 0.35% 0 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 8,290 $453K 0.47% -136 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 7,990 $452K 0.11% +2,700 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 7,988 $452K 0.01% +637 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,959 $450K 0.05% +953 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 7,881 $446K 0.12% +51 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,856 $445K 0.04% 0 13F-HR Timeline Delta Financial Group, Inc. 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More: the full row for Johnson Financial Group, Inc. 7,731 $437K 0.02% -654 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,729 $437K 0.12% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,490 $424K 0.01% +418 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,401 $419K 0.01% new 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,400 $419K 0.07% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 7,382 $418K 0.1% +247 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,353 $416K 0.01% +80 13F-HR Timeline HARVEY INVESTMENT CO LLC More: the full row for HARVEY INVESTMENT CO LLC 7,305 $413K 0.05% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 7,268 $411K 0.06% -9 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,241 $410K 0.13% +499 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 7,211 $408K 0.16% +84 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 7,199 $407K 0.04% +90 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. 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