ADE, LLC More: the full row for ADE, LLC 2,040 $543K 0.26% -66 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,028 $539K 0.8% -190 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 2,020 $539K 0.41% +65 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,021 $538K <0.01% -1,503 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,014 $536K 0.02% -324 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,008 $534K 0.02% +103 13F-HR/A Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 2,003 $533K 0.03% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,985 $528K 0.03% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 1,977 $527K <0.01% 0 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,982 $527K 0.06% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,976 $526K 0.03% +28 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,964 $524K 0.2% -632 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,969 $524K 0.29% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,965 $523K 0.33% 0 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,962 $522K 0.13% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,961 $522K 0.01% -2,167 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,951 $520K 0.02% 0 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,941 $516K 0.08% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,001 $513K +291 Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 1,930 $513K 0.15% +1,535 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,925 $512K 0.03% -112 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 1,922 $511K 0.06% -400 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,916 $510K 0.11% +53 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,912 $509K 0.05% -1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,892 $503K 0.17% -75 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,886 $502K 0.01% -20 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 1,885 $501K 0.45% -206 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,874 $499K 0.01% -1,036 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,869 $497K 0.02% +16 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,869 $497K 0.01% -544 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,864 $496K 0.08% +371 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,860 $495K 0.04% +145 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,856 $494K 0.04% +828 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,850 $492K 0.11% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 1,774 $472K 0.19% +20 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,762 $469K 0.06% +21 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,760 $468K 0.07% +883 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,753 $466K 0.14% -355 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,752 $466K 0.3% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,751 $466K 0.14% new 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 1,747 $465K 0.18% -70 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,733 $461K 0.03% +99 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,726 $459K 0.13% -274 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,719 $457K 0.03% -18 13F-HR Timeline Biltmore Wealth Management, LLC More: the full row for Biltmore Wealth Management, LLC 1,709 $455K 0.16% -751 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 1,698 $452K 0.01% -51,964 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 1,684 $448K 0.18% -80 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,680 $447K 0.03% +75 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,540 $410K 0.24% +82 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,548 $409K 0.01% -218 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,534 $408K 0.06% +67 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 1,534 $408K 0.05% new 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,531 $407K 0.13% +97 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 1,530 $407K 0.13% +2 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,525 $406K <0.01% -159 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,517 $404K 0.01% -93 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,510 $402K 0.01% -148 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,507 $401K 0.02% +31 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,501 $399K 0.01% -11 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 1,500 $399K 0.2% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,488 $396K 0.04% -1 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 1,476 $393K 0.21% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,474 $392K 0.06% +675 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,471 $391K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1,470 $391K 0.02% +378 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,469 $391K 0.02% +95 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,449 $391K 0.01% +140 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,454 $387K 0.14% -5 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 1,450 $386K 0.01% new 13F-HR Timeline Group AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,450 $386K 0.11% -423 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,449 $385K 0.35% new 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 1,442 $384K 0.01% -1,304 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 1,415 $376K 0.04% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 1,414 $376K 0.04% -645 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,404 $373K 0.18% -2 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 1,400 $373K 0.09% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,403 $373K 0.01% +47 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 1,398 $372K 0.12% -7 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,394 $371K 0.02% -15 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,391 $370K 0.06% -20 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,386 $369K 0.02% -17 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,384 $368K 0.01% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,384 $368K 0.14% +62 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,378 $366K 0.01% -1,702 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,372 $365K 0.03% +91 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,368 $364K 0.19% +75 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,351 $359K <0.01% +124 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,408 $358K 0.01% +46 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,341 $358K 0.02% +29 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,339 $356K 0.09% +117 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,338 $356K 0.03% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,333 $356K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,316 $355K 0.02% -84 13F-HR Timeline Bond & Devick Financial Network, Inc. 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More: the full row for Aldebaran Financial Inc. 1,271 $338K 0.32% -28 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,269 $338K 0.57% -22 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,267 $337K <0.01% +243 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,266 $337K 0.07% +74 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,264 $336K 0.01% -18 13F-HR Timeline Group SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 1,255 $334K 0.05% +89 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,254 $334K 0.06% -85 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,252 $333K 0.03% +72 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 1,252 $333K 0.16% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,252 $333K 0.05% +316 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,251 $333K 0.01% -20 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,250 $333K 0.04% -1 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,250 $333K 0.07% +43 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,245 $331K 0.01% +260 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,244 $331K 0.01% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 1,239 $330K 0.09% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,237 $329K 0.01% +25 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,236 $329K 0.09% +1 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,236 $329K 0.01% -189 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,224 $326K 0.03% +12 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,220 $325K 0.05% +99 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,218 $324K 0.01% +14 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,218 $324K 0.28% -410 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,215 $323K <0.01% +115 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,195 $323K 0.02% +55 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,214 $323K 0.02% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,211 $322K 0.06% +256 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 1,204 $320K 0.03% 13F-HR Timeline Group Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 1,193 $317K 0.12% -2 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,171 $317K 0.02% +83 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,192 $317K 0.02% -288 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 1,188 $316K 0.08% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,184 $315K 0.04% 0 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,179 $314K <0.01% -348 13F-HR Timeline Ketron Financial More: the full row for Ketron Financial 1,171 $312K 0.11% 0 13F-HR Timeline Harbor Group, Inc. 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More: the full row for MATHER GROUP, LLC. 1,144 $304K <0.01% -11 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,139 $303K <0.01% 0 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,139 $303K 0.22% +28 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,138 $303K 0.01% +101 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,134 $302K 0.26% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,118 $301K 0.15% +2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,128 $300K 0.02% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,126 $300K <0.01% -14,844 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,120 $298K 0.01% -40 13F-HR/A Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,117 $297K 0.07% +41 13F-HR Timeline