Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 4,744 $409K 0.39% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,693 $405K <0.01% -15 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 4,629 $399K <0.01% +1,365 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 4,576 $395K 0.22% -525 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,572 $394K 0.04% -2,181 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 4,555 $393K 0.25% 0 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,549 $392K 0.23% +254 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 4,543 $392K 0.08% -311 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,516 $390K 0.02% -232 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,423 $382K 0.01% -81 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,367 $377K 0.02% +1,582 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,260 $368K 0.01% -253 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,237 $366K 0.01% -496 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,220 $364K 0.17% -438 13F-HR Timeline Titan Wealth (CI) Ltd in group Titan Investment Solutions Ltd More: the full row for Titan Wealth (CI) Ltd 4,200 $362K 0.14% 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 4,599 $361K 0.01% -343 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 4,174 $360K 0.04% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,161 $359K <0.01% +611 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 4,139 $357K 0.02% +1,105 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,119 $357K 0.01% +54 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 4,117 $355K 0.12% new 13F-HR/A Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,115 $355K 0.04% -60 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 4,107 $354K 0.16% -27 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 4,086 $352K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,070 $351K <0.01% -1,414 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,027 $347K 0.03% +549 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,970 $339K 0.02% +1,537 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 3,858 $333K 0.09% +1,401 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,850 $332K <0.01% +299 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,840 $331K 0.01% +84 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 3,798 $328K 0.02% -2,376 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,788 $327K <0.01% new 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 3,781 $326K 0.04% -446 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 3,723 $321K 0.06% 0 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 3,705 $320K 0.21% +199 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,703 $319K <0.01% -1,867 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 3,702 $319K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,700 $319K <0.01% -3,103 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 3,700 $319K 0.35% +200 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,697 $319K 0.01% -839 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,826 $318K 0.01% -841 13F-HR Timeline ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 3,655 $315K 0.09% -485 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,646 $315K 0.01% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,629 $313K 0.1% +381 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 3,612 $312K 0.01% 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,603 $311K 0.03% +6 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,592 $310K 0.03% -888 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,585 $309K <0.01% -273 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,579 $309K 0.02% -4,567 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 3,581 $309K 0.09% -325 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 3,563 $307K 0.09% new 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 3,544 $306K 0.04% +59 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,509 $303K 0.01% -398 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,507 $303K 0.07% +61 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 3,495 $302K <0.01% -1,639 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,455 $298K 0.14% +150 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 3,437 $297K 0.05% -1,110 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 3,428 $296K 0.02% +192 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 3,408 $294K 0.09% -219 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,400 $293K 0.03% 0 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,384 $292K 0.01% -1,307 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,376 $291K 0.03% -620 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3,331 $287K 0.09% -50 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 3,297 $284K 0.03% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,881 $283K 0.01% -1,445 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,265 $283K 0.01% +407 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,270 $282K 0.02% +138 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,255 $281K 0.18% -10 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,224 $278K <0.01% -168 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,198 $276K 0.02% -1,289 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,178 $274K 0.06% 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,173 $274K 0.02% -1,108 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,157 $272K 0.01% -234 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 3,154 $272K 0.28% +25 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,152 $272K 0.04% -5,479 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,121 $269K <0.01% -113 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,116 $269K <0.01% -313 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,109 $268K <0.01% -2,537 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,093 $267K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,088 $266K 0.02% -1,073 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,086 $266K 0.03% new 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 3,076 $265K <0.01% -1,331,326 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,076 $265K <0.01% +677 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 3,042 $262K 0.04% -1,215 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,018 $260K 0.01% -3,683 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,006 $259K 0.01% -1,207 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 3,000 $259K 0.05% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,997 $259K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,992 $258K 0.01% +114 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,991 $258K <0.01% -187 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,968 $256K <0.01% -927 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,964 $256K 0.09% +760 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 2,952 $255K 0.1% -125 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,928 $253K <0.01% +104 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,828 $250K 0.01% +748 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,891 $249K 0.03% -1,413 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,891 $249K 0.01% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,869 $248K <0.01% +219 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,861 $247K 0.01% -4,935 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,856 $246K 0.03% -192 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,848 $246K 0.07% -2,702 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,827 $244K <0.01% -134 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,821 $243K 0.25% +4 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 2,819 $243K 0.04% -3,368 13F-HR Timeline JLB & ASSOCIATES INC More: the full row for JLB & ASSOCIATES INC 2,817 $243K 0.03% -4,333 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,808 $242K 0.18% -900 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,806 $242K 0.06% -158 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 2,800 $242K 0.07% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,792 $241K 0.01% +141 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,713 $234K 0.12% -1,550 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,710 $234K 0.01% -1,171 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,710 $234K 0.01% -443 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,694 $232K <0.01% -19 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 2,675 $231K 0.01% 0 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 2,674 $231K 0.09% -1,568 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,654 $229K <0.01% -1,522 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 2,647 $228K 0.01% -415 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 2,617 $226K 0.34% 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,475 $225K 0.01% -227 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,604 $225K <0.01% +1 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,575 $222K 0.01% -266 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 2,555 $220K 0.02% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,506 $216K 0.03% -1,765 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 2,500 $216K 0.03% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,271 $214K <0.01% new 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,476 $214K 0.01% -837 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 2,469 $213K 0.14% new 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 1,540 $212K 0.1% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,459 $212K 0.04% -1,606 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 2,449 $211K 0.12% 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,449 $211K 0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,446 $211K 0.01% -156 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,440 $210K 0.02% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,436 $210K 0.04% -380 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,434 $210K 0.04% +27 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 2,425 $209K 0.06% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,421 $209K 0.02% -1,368 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,385 $206K 0.03% -275 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,375 $205K 0.02% -1,853 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,375 $205K 0.04% -1,027 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,372 $205K <0.01% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,359 $203K 0.01% -292 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,353 $203K 0.02% -1,965 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,340 $201K 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,329 $201K <0.01% -1,669 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 2,327 $201K 0.01% -600 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,242 $193K 0.05% +8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,235 $193K 0.02% -381 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,233 $193K 0.01% -287 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 2,187 $189K 0.04% -365 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,874 $182K 0.06% +1,596 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,066 $178K <0.01% +341 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,884 $163K 0.01% -2,233 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,869 $161K 0.01% -656 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,850 $160K <0.01% -71 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,842 $159K 0.11% +218 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 1,578 $136K 0.13% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,567 $135K <0.01% -1,424 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,556 $134K 0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,524 $131K 0.01% -68 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,500 $129K 0.04% -200 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,494 $129K 0.01% -6 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,477 $128K <0.01% -30 13F-HR/A Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,400 $121K 0.02% -46,867 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,384 $119K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,308 $113K 0.01% -1,387 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,270 $110K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,250 $108K 0.04% -2,540 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,225 $106K 0.01% +1,221 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,160 $100K 0.01% +355 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,111 $95.8K 0.01% +11 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,100 $94.9K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,098 $94.7K 0.03% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 932 $90.3K 0.04% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,036 $89.4K <0.01% -2,261 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,020 $88K <0.01% +998 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,005 $87K <0.01% -606 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,000 $86.3K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 951 $82.1K <0.01% -159 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 900 $77.6K 0.04% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 900 $77.6K 0.04% -685 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 895 $77.2K 0.03% -40 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 877 $75.7K 0.06% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 840 $72.5K 0.01% -566 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 812 $70K 0.03% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 808 $69.7K 0.01% -1,175 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 797 $68.8K 0.03% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 792 $68.4K <0.01% -808 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 790 $68.2K 0.01% -200 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 771 $66.5K 0.03% -5,050 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 719 $62K <0.01% +694 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 689 $59.4K 0.02% +96 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 664 $57.3K <0.01% -494 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 657 $56.7K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 654 $56K 0.01% +557 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 633 $54.6K 0.03% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 565 $48.7K 0.03% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 565 $48.7K 0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 561 $48.4K 0.02% -191 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 554 $47.8K <0.01% -12 13F-HR Timeline