FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 132,038 $6.37M 0.56% +1,376 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 131,688 $6.35M 1.17% -1,038 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 130,569 $6.3M 0.31% +17,604 13F-HR Timeline Group Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 130,161 $6.28M 0.23% -1,168 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 129,730 $6.26M 2.09% +66,968 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 129,879 $6.25M 0.16% +97,165 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 127,605 $6.16M 0.26% -48,961 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 127,457 $6.15M 0.42% -2,344 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 127,189 $6.14M 0.79% -1,022 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 126,905 $6.12M 0.11% -1,108 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 126,846 $6.12M 0.33% +9,812 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 126,299 $6.09M 0.07% -14,621 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 125,550 $6.06M 0.26% +1,000 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 125,354 $6.05M 0.15% 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 125,197 $6.04M 0.13% +56,290 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. 123,829 $5.97M 0.2% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 123,257 $5.95M 0.09% +555 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 123,148 $5.94M 0.11% +105,569 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 122,674 $5.92M 1.48% +3,413 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 122,614 $5.92M 0.02% +1,938 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 121,575 $5.86M 0.03% +6,655 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 121,558 $5.86M 0.28% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 120,911 $5.83M 0.44% -1,747 13F-HR Timeline SPX Gestao de Recursos Ltda in group SPX Gestao de Recursos Ltda More: the full row for SPX Gestao de Recursos Ltda 120,000 $5.79M 0.54% new 13F-HR Timeline Group Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 119,000 $5.74M 7.67% new 13F-HR Timeline Del-Sette Capital Management, LLC More: the full row for Del-Sette Capital Management, LLC 118,572 $5.72M 3.98% -12,813 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 118,388 $5.71M 0.46% -19,039 13F-HR Timeline EWG Elevate Inc. More: the full row for EWG Elevate Inc. 117,308 $5.66M 1.74% +37,261 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 117,253 $5.66M 0.11% -5,483 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 117,111 $5.65M 0.08% +1,061 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 117,030 $5.65M 0.14% +724 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 117,013 $5.64M 0.15% +453 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 114,682 $5.53M 0.01% -60,214 13F-HR Timeline Group PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 113,970 $5.5M <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 113,675 $5.48M 0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 113,584 $5.48M 0.09% +997 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 113,150 $5.46M 0.17% +11,792 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 113,038 $5.45M 0.08% -2,820 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 112,845 $5.44M 0.04% -140,820 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 112,004 $5.4M 0.29% -2,040 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 111,675 $5.39M 0.01% -20,900 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 111,298 $5.37M 0.06% +707 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 110,022 $5.36M 4.52% +2,523 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 109,628 $5.29M 3.4% -1,125 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 109,466 $5.28M 0.03% +11,732 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 109,332 $5.27M 0.07% -2,915 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 108,830 $5.25M 3.77% 0 13F-HR Timeline Group LWM ADVISORS INC More: the full row for LWM ADVISORS INC 108,110 $5.22M 5.02% +11 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 107,633 $5.19M 1.68% -732 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 106,975 $5.16M 0.06% +27,081 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 106,529 $5.14M 2.47% +3,652 13F-HR Timeline CIBC WORLD MARKETS CORP More: the full row for CIBC WORLD MARKETS CORP 106,426 $5.13M 0.03% -36,324 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 105,922 $5.11M 0.21% +101,680 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 104,256 $5.03M 2.53% +7,462 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 104,068 $5M 0.31% +10,130 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 103,388 $4.99M 0.03% -3,955 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 102,100 $4.93M 0.49% -160,758 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 101,169 $4.88M 0.35% -1,969 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,805 $4.86M 1.31% -13,497 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 100,000 $4.82M 2.13% 0 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 99,782 $4.81M 2.57% 0 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 99,374 $4.79M 2.81% -1,145 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 98,504 $4.75M 0.58% -66 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 97,332 $4.7M 0.02% +6,225 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 97,074 $4.68M 0.5% -162,739 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 95,325 $4.6M 0.6% -270 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 94,534 $4.56M 1.2% +63,757 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 94,494 $4.56M 0.02% +5,888 13F-HR Timeline Group Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 93,773 $4.52M 1.44% +18,452 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 93,694 $4.52M 0.01% -54,671 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 93,629 $4.52M 0.06% -4,941 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 93,505 $4.51M 0.12% -2,672 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 93,407 $4.51M 0.03% +606 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 92,330 $4.45M 0.02% -5,710 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 92,196 $4.45M 0.17% -518 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 92,169 $4.45M 0.02% -2,707 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 91,800 $4.43M 0.01% new 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 89,771 $4.33M 1.67% -167,729 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 89,573 $4.32M 1.49% +4,127 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 89,504 $4.32M 0.29% -10,877 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 89,455 $4.32M 0.25% +84,501 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 89,396 $4.31M 0.16% -3,936 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 89,266 $4.31M 0.05% +4,124 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 89,073 $4.3M 0.54% +6,623 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 88,726 $4.28M 0.14% +44,407 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 88,536 $4.27M 2.98% +771 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 88,257 $4.26M 0.1% -2,171 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 88,105 $4.25M 1.21% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 87,986 $4.24M 1.38% +13,809 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 87,467 $4.22M 0.05% -1,107 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 86,678 $4.18M 0.29% +1,914 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 86,665 $4.18M 0.23% +302 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 85,700 $4.14M 2.57% +4,695 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 85,798 $4.14M 0.22% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 85,287 $4.11M 0.07% -20,569 13F-HR Timeline Group TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 85,269 $4.11M 0.58% -8,600 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 84,744 $4.09M 0.29% -1,270 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 84,096 $4.06M 0.04% +9,847 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 83,833 $4.04M <0.01% +3,585 13F-HR Timeline Group Innova Wealth Partners More: the full row for Innova Wealth Partners 83,737 $4.04M 2.37% +67,912 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 83,505 $4.03M 0.1% +25,424 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 83,356 $4.02M 0.32% +40,793 13F-HR Timeline Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 82,417 $3.98M 0.43% -1,578 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 82,036 $3.96M <0.01% new 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 81,861 $3.95M 0.01% -5,309 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 79,508 $3.84M 0.12% +4,028 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 79,328 $3.83M 2.48% +11,342 13F-HR/A Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 79,295 $3.83M 0.02% -2,668 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 78,278 $3.78M 0.06% +34,669 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 78,207 $3.77M 0.6% +4,997 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 77,978 $3.76M 0.01% -500 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 77,350 $3.73M 0.05% 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 77,168 $3.72M 3.24% +37,713 13F-HR/A Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 76,866 $3.71M 0.29% +7,277 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 76,132 $3.67M 0.55% +80 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 75,801 $3.66M 0.21% +8,948 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 73,668 $3.55M 0.03% new 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 73,270 $3.53M 0.11% -1,131 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 73,237 $3.53M 0.62% -86 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 73,046 $3.52M 1.34% -2,192 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 72,913 $3.52M 1.77% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 72,820 $3.51M 0.01% +8,000 13F-HR/A Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 72,639 $3.5M 1.1% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 72,480 $3.5M 0.07% +1,310 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 71,413 $3.44M 0.14% +211 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 70,721 $3.41M 0.02% +70,405 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 70,131 $3.38M 0.12% +2,048 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 69,431 $3.35M 0.75% +968 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 68,827 $3.32M 0.57% -6,483 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 68,802 $3.32M 0.04% +5,104 13F-HR/A Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 68,780 $3.32M 0.02% -8,980 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 68,620 $3.31M 0.15% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 68,549 $3.31M 1.2% -622 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 67,923 $3.28M 0.56% -6,738 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 67,075 $3.24M 0.02% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 66,575 $3.21M 2.02% +1,532 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 66,396 $3.19M 1.73% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 65,156 $3.14M 0.03% -1,200 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 64,841 $3.13M 0.03% +104 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 64,263 $3.1M 0.13% -2,582 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 64,032 $3.09M 2.15% -4,065 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 63,737 $3.07M 0.26% -876 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 62,919 $3.04M 0.06% +8,914 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 62,855 $3.03M 0.43% -2,215 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 62,770 $3.03M 1.16% -42,989 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 60,219 $3.01M 0.09% -286 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 62,264 $3M 0.1% +1,350 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 62,113 $3M 0.11% +724 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 61,980 $2.99M 0.02% +13,348 13F-HR Timeline Ilmarinen Mutual Pension Insurance Co More: the full row for Ilmarinen Mutual Pension Insurance Co 61,907 $2.99M 0.02% -124,766 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 61,846 $2.98M 0.49% -39,388 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 61,731 $2.98M 0.05% +48,220 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 61,562 $2.97M 0.07% -10,721 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 61,579 $2.97M 1.07% -1,219 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 61,501 $2.97M 0.71% -563 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 61,223 $2.95M 0.09% +9,941 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 60,814 $2.93M 1.08% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 60,357 $2.91M 0.02% +2,191 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 60,351 $2.91M 0.38% +7,003 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 60,348 $2.91M 0.02% -68,280 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 60,196 $2.9M 0.02% -22,881 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 60,196 $2.9M 1.23% +6,304 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 60,115 $2.9M 0.06% +46,045 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 59,788 $2.88M 1.95% -1,835 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 59,642 $2.88M 0.14% -828 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 59,379 $2.86M 0.02% -9,563 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 58,850 $2.84M 0.42% -785 13F-HR/A Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 58,827 $2.84M 0.47% 0 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 58,550 $2.82M 0.97% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 58,514 $2.82M 0.02% +9,423 13F-HR Timeline Group RFG Advisory, LLC More: the full row for RFG Advisory, LLC 58,303 $2.81M 0.07% -10,337 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 55,796 $2.69M 0.07% -2,611 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 55,720 $2.69M 0.12% 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 55,389 $2.67M 0.73% +2,088 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 54,358 $2.62M 0.03% -1,635 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 54,104 $2.61M 0.06% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 54,000 $2.6M 0.41% -750 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 53,855 $2.6M 0.33% new 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 53,467 $2.58M 0.74% +8,966 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 52,101 $2.51M 0.03% 0 13F-HR Timeline Group HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 52,053 $2.51M 1.99% +3,795 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 51,959 $2.51M 0.03% +488 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 51,825 $2.5M 0.12% -900 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 51,614 $2.49M 0.28% -861 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 51,244 $2.47M 0.1% -10,528 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 51,169 $2.47M 0.49% +12,840 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 50,434 $2.46M 0.07% -1,673 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 50,973 $2.46M 0.7% -495 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 50,568 $2.44M +5,741 Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 50,503 $2.44M 0.23% -1,655 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 50,494 $2.44M 1.87% new 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 50,008 $2.43M 1.05% +2,250 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 49,008 $2.36M 0.56% -6,410 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 48,842 $2.36M 0.08% -789 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 48,577 $2.34M 0.09% +2,450 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 48,521 $2.34M 0.04% -2,165 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 47,901 $2.31M 0.05% -164 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 47,876 $2.31M 0.04% +2,037 13F-HR Timeline Group Apex Wealth Management, LLC More: the full row for Apex Wealth Management, LLC 47,716 $2.3M 1.85% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 47,453 $2.29M 1.13% -3,993 13F-HR Timeline