Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 9,626 $408K 0.21% +2,799 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 9,605 $408K 0.03% +208 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 9,598 $407K 0.06% +4,256 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 9,590 $407K 0.16% 0 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 9,558 $406K 0.15% 0 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 8,868 $402K 0.06% +612 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,441 $401K 0.04% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 9,415 $399K 0.04% +488 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 9,411 $399K 0.28% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 9,405 $399K 0.16% +11 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 9,396 $399K 0.31% 0 13F-HR Timeline Sterling Investment Advisors, Ltd. 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Empirical Wealth Management 8,776 $372K 0.01% new 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 8,754 $371K 0.06% +1,917 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 8,743 $371K 0.08% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 8,719 $370K 0.19% +25 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 8,667 $368K 0.24% 13F-HR Timeline Busey Bank More: the full row for Busey Bank 8,601 $365K 0.01% -1,457 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 8,597 $365K 0.01% +1,271 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 8,576 $364K 0.19% -22 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 8,563 $363K 0.11% +19 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,494 $360K 0.04% 0 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 8,481 $360K 0.22% +730 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,114 $357K 0.01% +856 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 8,350 $354K 0.23% -180 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 8,334 $354K 0.09% +10 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 8,307 $352K 0.01% -380 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 8,199 $348K 0.24% 13F-HR Timeline Alan B Lancz & Associates, Inc. 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More: the full row for Gray Wealth Management Inc. 7,774 $330K 0.13% +200 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,757 $329K 0.01% +742 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 7,744 $329K 0.02% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,202 $326K 0.06% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 7,667 $325K <0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,617 $323K 0.03% new 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 7,607 $323K 0.38% 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 7,606 $323K 0.12% 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,601 $323K <0.01% -38,116 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,599 $322K 0.01% -1,284 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 7,598 $322K 0.12% -65 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7,596 $322K 0.03% -38 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 7,528 $319K <0.01% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,937 $319K 0.02% +149 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 7,513 $319K 0.07% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 7,513 $319K 0.02% +73 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 7,508 $319K 0.03% +230 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,479 $317K 0.01% +1,483 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 7,474 $317K 0.17% 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 7,449 $316K 0.02% +533 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 7,444 $316K 0.04% -283 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 7,399 $314K 0.06% -1,272 13F-HR/A Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,381 $313K 0.03% 0 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 7,370 $313K 0.04% -507 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 7,310 $310K 0.08% 0 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 7,304 $310K 0.05% -569 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 7,300 $310K 0.23% 0 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,294 $309K 0.02% -24 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 7,279 $309K 0.14% +708 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,274 $309K 0.01% -134 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 7,272 $309K 0.05% -300 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 7,259 $308K 0.02% -43 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 7,254 $308K 0.18% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,218 $306K 0.21% +306 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 7,203 $306K <0.01% -12,477 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 7,200 $305K <0.01% -233,092 13F-HR Timeline Group SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 7,197 $305K 0.11% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,156 $304K 0.01% -1,188 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,154 $304K 0.01% -183 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 7,147 $303K 0.14% -40 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 7,117 $302K 0.04% -700 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,109 $302K 0.06% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 7,104 $301K 0.14% -1,281 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,090 $301K <0.01% +660 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 7,066 $300K 0.01% -25 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,065 $300K <0.01% +873 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,044 $299K 0.01% -872 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 7,060 $297K 0.03% -1,598 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 6,994 $297K 0.02% +242 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 6,945 $295K 0.06% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,917 $293K 0.02% +1,560 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,880 $292K 0.04% +3,840 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,878 $292K 0.02% -157 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 6,873 $292K <0.01% +468 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 6,864 $291K 0.01% -98 13F-HR Timeline Pinnacle Bancorp, Inc. 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KOHN & COMPANY 6,712 $285K 0.07% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,701 $284K 0.03% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,669 $283K 0.01% +300 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 6,663 $283K 0.01% +1,405 13F-HR/A Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 6,615 $281K 0.14% new 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 6,612 $281K 0.04% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 6,595 $280K 0.01% new 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 6,585 $279K 0.13% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 6,580 $279K 0.04% +2 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,578 $279K 0.03% +1,000 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 6,558 $278K 0.14% 0 13F-HR Timeline FOGEL CAPITAL MANAGEMENT, INC. More: the full row for FOGEL CAPITAL MANAGEMENT, INC. 6,547 $278K 0.14% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,500 $276K 0.03% -8 13F-HR Timeline Arbor Investment Advisors, LLC More: the full row for Arbor Investment Advisors, LLC 6,497 $276K 0.04% +16 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 6,495 $276K 0.11% -679 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,481 $275K 0.02% +937 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 6,448 $274K 0.02% -893 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 6,388 $271K 0.24% -216 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 6,379 $271K 0.15% -492 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 6,378 $271K 0.01% +3 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 6,369 $270K 0.02% 0 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,318 $268K 0.01% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,306 $268K 0.12% 0 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,296 $267K 0.05% -769 13F-HR Timeline Orange Investment Advisors, Inc. 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More: the full row for Wealth Group, Ltd. 6,146 $261K 0.17% -41 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,151 $261K 0.01% new 13F-HR/A Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,148 $261K 0.05% +609 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 6,140 $261K 0.28% -498 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,136 $260K <0.01% -2,776 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 6,127 $260K <0.01% -214 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 6,119 $260K 0.17% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,105 $259K 0.02% -31,725 13F-HR/A Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 6,064 $257K 0.17% -57 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,042 $256K 0.01% +393 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,041 $256K 0.08% 0 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,040 $256K 0.18% -630 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,009 $255K 0.16% 0 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 5,988 $254K 0.16% -195 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,978 $254K 0.03% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 5,970 $253K 0.06% +242 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 5,941 $252K 0.01% +267 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. 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More: the full row for First Horizon Advisors, Inc. 5,783 $245K 0.01% +10 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 5,775 $245K 0.05% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,775 $245K <0.01% 0 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,743 $244K 0.14% 0 13F-HR/A Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 5,713 $242K 0.25% 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 5,689 $241K 0.09% -27,029 13F-HR/A Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,661 $240K 0.01% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,622 $239K <0.01% new 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 5,606 $238K 0.04% -23 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 5,580 $237K 0.02% 0 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 5,546 $235K 0.05% -772 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,535 $235K 0.07% 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 5,532 $235K 0.12% new 13F-HR Timeline Anchor Pointe Wealth Management, LLC More: the full row for Anchor Pointe Wealth Management, LLC 5,535 $233K 0.3% 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 5,437 $231K 0.01% 0 13F-HR Timeline GWN SECURITIES INC. 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More: the full row for Lloyd Advisory Services, LLC. 5,291 $224K 0.11% -641 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 5,290 $224K 0.01% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 5,222 $224K 0.04% -25 13F-HR Timeline