Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,307 $587K 0.01% +2,445 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 10,288 $586K 0.03% +1,401 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 10,251 $584K <0.01% -15,113 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,147 $578K 0.01% +1,430 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 10,147 $578K 0.07% 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 10,135 $577K 0.08% +2,024 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,118 $576K 0.03% -303 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 10,041 $572K 0.06% -752 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,886 $563K 0.04% -2,787 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,870 $562K 0.03% +10 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 9,842 $561K 0.2% -2,980 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,849 $561K 0.02% +257 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 9,828 $560K 0.14% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 9,831 $560K 0.01% -1,446 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,805 $558K 0.06% -132 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 9,801 $558K 0.01% +1,739 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 9,787 $557K 0.03% -25 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,674 $551K 0.01% +1,710 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 9,554 $544K 0.04% -83 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,546 $544K 0.03% -306 13F-HR Timeline Group HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 9,540 $543K 0.01% +345 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,527 $543K 0.01% -93 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,473 $540K 0.02% +81 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 9,440 $538K 0.1% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 9,430 $537K 0.01% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 9,395 $535K 0.01% +1,897 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,371 $534K 0.01% +1,546 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,371 $534K 0.07% -80 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,349 $533K 0.01% -184 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,345 $532K 0.12% +768 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 9,326 $531K 0.04% -2,967 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 9,296 $530K 0.05% -105 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 9,276 $528K 0.42% +1,119 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 9,183 $523K 0.22% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,181 $523K 0.01% +226 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 9,069 $517K 0.1% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 9,031 $514K 0.08% +692 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,029 $514K 0.05% +519 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 9,017 $514K 0.07% +4,828 13F-HR Timeline Samjo Management, LLC More: the full row for Samjo Management, LLC 9,003 $513K 0.19% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 8,938 $509K 0.13% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,903 $507K 0.05% -614 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 8,878 $506K 0.03% +69 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 8,870 $505K 0.09% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 8,817 $502K 0.19% -700 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 8,767 $499K 0.1% -98 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 8,731 $497K 0.02% -1,000 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 8,641 $492K 0.25% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,509 $485K 0.05% -84 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 8,500 $484K 0.01% -1,500 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 8,460 $482K 0.48% 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 8,315 $474K 0.32% +43 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8,285 $472K 0.03% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 8,273 $471K 0.14% 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 8,238 $469K 0.02% +1,269 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 8,208 $468K 0.02% +2,824 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,206 $467K 0.01% +154 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 8,184 $467K 0.26% +1,752 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 8,154 $464K 0.03% +85 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,146 $464K 0.05% -762 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 8,141 $464K 0.3% -5 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,139 $464K 0.08% +109 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 8,131 $463K 0.08% -3,376 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,110 $462K 0.02% +176 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,076 $460K 0.09% -420 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 8,062 $459K <0.01% -17,956 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 7,969 $454K 0.04% +454 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 7,953 $453K 0.01% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,941 $452K 0.01% +2,520 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 7,830 $446K 0.04% -1,885 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,710 $439K 0.01% +814 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 7,703 $439K 0.03% 0 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,700 $439K 0.03% +17 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 7,655 $436K 0.02% +95 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,641 $435K 0.02% +411 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,611 $434K 0.02% -2,248 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 7,593 $432K 0.13% +429 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 7,587 $432K 0.37% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,565 $431K 0.01% +100 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 7,559 $431K 0.04% +75 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 7,400 $422K 0.02% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 7,389 $421K 0.14% -1,263 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,331 $418K 0.03% -27 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 7,322 $417K 0.28% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 7,306 $416K 0.03% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,257 $413K 0.09% +346 13F-HR/A Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,245 $413K 0.02% new 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 7,317 $412K 0.14% 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 7,233 $412K 0.08% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 7,222 $411K 0.04% -1,028 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,159 $408K 0.03% -10,600 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 7,154 $407K 0.12% +247 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,136 $406K 0.07% 0 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 7,125 $406K 0.03% +517 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,117 $405K <0.01% +2,614 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,103 $405K 0.05% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 7,097 $404K 0.01% -2 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 7,096 $404K 0.03% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 7,085 $404K <0.01% -40,769 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 7,075 $403K <0.01% -475 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,040 $401K 0.07% -202 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,001 $399K 0.03% +329 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,998 $399K 0.02% +91 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,986 $398K 0.01% +299 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,924 $394K 0.01% +152 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 6,921 $394K 0.09% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,897 $393K <0.01% -2,146 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,891 $392K 0.01% +678 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,865 $391K 0.01% -926 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 6,864 $391K 0.02% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,848 $390K 0.01% -932 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,823 $389K 0.01% +1,934 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,803 $387K 0.01% +1,758 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 6,790 $387K 0.09% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,764 $385K 0.03% +18 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 6,750 $384K 0.2% -400 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,731 $383K 0.02% -1,590 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 6,716 $383K 0.01% -350 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 6,680 $380K 0.03% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,675 $380K 0.01% -4,035 13F-HR Timeline Savoie Capital LLC More: the full row for Savoie Capital LLC 6,666 $380K 0.05% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 6,623 $377K <0.01% -172 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 5,986 $376K 0.1% -217 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,584 $375K 0.01% -58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 6,553 $373K 0.02% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,485 $369K <0.01% -301 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,449 $367K <0.01% +137 13F-HR Timeline Group South Dakota Investment Council More: the full row for South Dakota Investment Council 6,449 $367K 0.01% 0 13F-HR Timeline Penn Mutual Asset Management More: the full row for Penn Mutual Asset Management 6,400 $365K 0.66% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,400 $365K 0.09% -400 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,323 $360K 0.01% -493 13F-HR/A Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,288 $358K 0.04% +244 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 6,285 $358K 0.02% -1,333 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,610 $357K 0.01% 13F-HR/A Timeline Versor Investments LP More: the full row for Versor Investments LP 6,247 $356K 0.06% new 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 6,118 $348K <0.01% -681,571 13F-HR Timeline Group Allegheny Financial Group More: the full row for Allegheny Financial Group 6,066 $346K 0.09% -917 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 6,061 $345K 0.06% +17 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,064 $345K 0.02% -26 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 6,024 $343K 0.01% +92 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 6,022 $343K 0.06% +1,925 13F-HR/A Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,982 $341K 0.03% +7 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 5,978 $341K 0.07% -13 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,965 $340K 0.16% -113 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,898 $336K 0.02% +1,595 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,895 $336K 0.1% +26 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 5,890 $335K 0.01% -318 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 5,889 $335K 0.06% +1,865 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 5,888 $335K 0.03% +120 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,928 $335K 0.03% +2,260 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 5,889 $335K 0.02% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 5,843 $333K <0.01% +329 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,842 $333K 0.01% +148 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,836 $332K 0.02% -368 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 5,811 $331K 0.04% +1,127 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 5,759 $328K 0.02% -535 13F-HR Timeline Annandale Capital, LLC More: the full row for Annandale Capital, LLC 5,767 $328K 0.06% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,742 $327K 0.01% 0 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 5,745 $327K 0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,725 $326K 0.01% +1,054 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 5,720 $326K 0.07% +918 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,707 $325K 0.03% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,696 $324K 0.03% -13 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,691 $324K 0.06% -142 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 5,676 $323K 0.07% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,647 $322K 0.01% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 5,625 $320K 0.07% +3 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,182 $319K 0.01% -513 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 5,562 $317K 0.01% +59 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,532 $315K 0.04% -99 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,530 $315K 0.01% +1,195 13F-HR/A Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 5,529 $315K 0.13% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,500 $313K 0.01% 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 5,497 $313K 0.01% -133 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 5,481 $312K <0.01% +483 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,423 $312K 0.01% -727 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,467 $311K 0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 5,465 $311K 0.12% -852 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5,459 $311K 0.05% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,447 $310K 0.12% +171 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,417 $309K 0.01% +83 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,389 $307K 0.01% +550 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,363 $305K 0.01% +1,922 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 5,361 $305K 0.02% +166 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,346 $305K 0.09% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,332 $304K 0.03% +771 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,327 $303K 0.01% +122 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 5,324 $303K 0.03% -124 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 5,324 $303K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,297 $302K 0.02% -52 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 5,284 $301K 0.04% 0 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 5,281 $301K 0.05% -501 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,218 $297K 0.04% +227 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,215 $297K 0.03% -455 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,214 $297K 0.01% +330 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5,206 $297K 0.19% 0 13F-HR/A Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,205 $296K 0.1% -409 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 5,149 $293K 0.03% +75 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,149 $293K <0.01% +265 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 5,133 $292K 0.23% 13F-HR Timeline