Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,468 $892K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 10,468 $892K 0.13% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 10,390 $886K 0.01% +6,502 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,383 $885K 0.04% +532 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 10,381 $885K 0.27% +150 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,261 $875K 0.21% -16 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,194 $869K 0.05% 0 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 10,037 $856K <0.01% -440 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 10,014 $854K 0.16% -5,435 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 10,000 $852K 0.05% new 13F-HR Timeline Group GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 9,945 $848K 0.51% +443 13F-HR/A Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 10,366 $843K 0.13% -75 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 9,820 $837K 0.03% -128 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 9,771 $833K <0.01% -265 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 9,749 $831K 0.18% -97 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 9,749 $831K 0.03% +2,172 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,713 $828K 0.02% -56 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 9,636 $821K 0.06% -4 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 9,608 $819K 0.01% +249 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,606 $819K 0.04% -973 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,550 $814K 0.02% new 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 9,430 $804K 0.27% 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 9,394 $801K 0.34% +42 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,389 $800K 0.04% -98 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,331 $795K 0.01% +147 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 9,262 $790K 0.23% -835 13F-HR Timeline Group Mason & Associates Inc More: the full row for Mason & Associates Inc 9,216 $786K 0.15% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 9,200 $784K 0.19% +620 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,141 $779K 0.01% +3,242 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 9,133 $779K 0.01% -3,812 13F-HR/A Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 9,110 $777K 0.08% -1,510 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 9,094 $775K 0.27% -1,478 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 9,088 $775K 0.1% new 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 9,062 $773K 0.79% -750 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,021 $769K <0.01% -101 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,999 $767K 0.09% +218 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,159 $766K 0.02% +467 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,871 $756K 0.02% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 8,865 $756K 0.19% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 8,810 $751K 0.02% +132 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,797 $750K 0.01% 0 13F-HR Timeline Blue Line Capital, LLC / IL More: the full row for Blue Line Capital, LLC / IL 8,780 $748K 0.89% 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 8,654 $746K 0.01% -3,062 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,741 $745K 0.06% -95 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 8,740 $744K 0.1% -13,494 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 8,673 $739K 0.06% -14 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 8,639 $737K 0.12% +2 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,627 $735K 0.09% +29 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 8,509 $729K 0.05% +4,084 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,549 $729K 0.01% -494 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 8,521 $726K 0.01% +3,193 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 8,512 $726K 0.05% -4,060 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,498 $724K 0.02% +3,589 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 8,407 $717K 0.3% -20 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,405 $717K 0.07% -85 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,404 $716K 0.01% -425 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 8,404 $716K 0.26% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 8,356 $712K 0.1% -16 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 8,348 $712K 0.16% -1,075 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,331 $710K 0.01% -3,561 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 8,296 $707K 0.4% -2,959 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,291 $707K 0.02% +198 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,230 $702K 0.02% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 8,219 $701K 0.24% new 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 7,938 $677K 0.03% -20,472 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 7,909 $674K 0.03% +3,838 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 7,900 $673K 0.18% 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 7,833 $668K 0.07% +373 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,759 $661K 0.01% +105 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,705 $657K 0.01% +69 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,702 $657K 0.01% 0 13F-HR Timeline Group Leisure Capital Management More: the full row for Leisure Capital Management 7,701 $657K 0.22% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 7,700 $656K 0.06% +2,000 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,560 $644K 0.13% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,512 $640K 0.02% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 7,433 $634K 0.01% +4,567 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 7,410 $632K 0.06% +1,200 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 7,407 $631K 0.65% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 7,370 $628K 0.26% -58 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,344 $626K 0.02% +65 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 7,318 $624K 0.01% -6,314 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,300 $622K 0.03% +541 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 7,295 $622K 0.06% -300 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 7,267 $620K 0.15% +645 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 7,258 $619K 0.06% +1,408 13F-HR/A Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 7,194 $613K 0.07% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 7,134 $608K 0.17% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,113 $606K 0.01% +417 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 7,107 $606K 0.08% -1,235 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 7,189 $605K 0.01% +458 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 7,087 $604K 0.02% -3,500 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 7,068 $603K 0.03% -1,679 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 7,026 $599K 0.01% +2,081 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,020 $598K 0.01% -1,027 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 7,015 $598K 0.19% -328 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 7,009 $598K 0.04% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,827 $593K 0.03% -2,301 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,895 $588K 0.04% +43 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,888 $587K 0.01% +395 13F-HR Timeline Group Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 6,875 $586K 0.3% -150 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 6,855 $584K 0.04% +1 13F-HR/A Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,836 $583K 0.03% 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,783 $578K 0.01% +241 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,745 $575K 0.01% +2,131 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 6,711 $572K 0.3% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,703 $571K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 6,621 $564K 0.01% -100 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,598 $562K 0.08% -258 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,582 $561K 0.04% -243 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 6,581 $561K 0.03% -11 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,510 $555K 0.04% +414 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,505 $555K -259 Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 6,500 $554K 0.04% -3,000 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 6,459 $551K 0.04% -622 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,445 $549K 0.02% +170 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 6,424 $548K 0.01% -1,032 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,399 $546K 0.03% +130 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 6,346 $541K 0.01% +1,943 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,241 $532K <0.01% -452 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 6,217 $530K 0.01% -100 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,178 $527K 0.09% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,159 $525K 0.05% +475 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 6,113 $521K 0.46% +1,621 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,082 $518K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,962 $514K 0.02% +222 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 6,007 $512K 0.12% 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,000 $512K 0.08% new 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 6,000 $512K 0.14% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,991 $511K 0.01% +1,531 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 5,984 $510K 0.22% +9 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 5,959 $508K 0.18% -100 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 5,924 $505K 0.15% -40 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,924 $505K -883 Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5,915 $504K 0.32% +5 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 5,904 $503K 0.16% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,903 $503K 0.01% -174 13F-HR Timeline Ramiah Investment Group More: the full row for Ramiah Investment Group 5,830 $497K 0.43% -179 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 5,815 $496K 0.08% -280 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,808 $495K 0.08% new 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 5,761 $491K 0.24% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 5,709 $490K 0.01% -2,789 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 6,006 $489K 0.06% +488 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 6,713 $485K 0.04% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,643 $481K 0.07% 0 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 5,605 $478K 0.05% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,576 $475K 0.03% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,548 $473K <0.01% +450 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,463 $466K 0.02% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,441 $464K 0.01% +16 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 5,385 $459K 0.01% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,301 $452K 0.01% -35 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 5,283 $450K 0.03% -82 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,267 $449K 0.05% +9 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,267 $449K 0.05% -295 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 5,265 $449K 0.39% -1 13F-HR/A Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 5,240 $447K 0.17% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,217 $445K 0.17% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 5,191 $443K 0.01% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,188 $442K 0.01% -3,403 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,178 $441K <0.01% +186 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,012 $440K 0.02% +395 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,149 $439K 0.03% -142 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 5,149 $439K 0.02% -5 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 5,134 $438K 0.42% 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,193 $438K 0.01% +42 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,133 $438K <0.01% +78 13F-HR Timeline Group THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,130 $437K 0.03% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,123 $437K 0.01% -140,392 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,086 $434K 0.03% 0 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,069 $432K 0.01% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 5,068 $432K 0.01% 0 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,052 $431K 0.01% -187 13F-HR Timeline Group Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 5,040 $430K 0.08% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 5,026 $428K 0.17% 0 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 5,026 $428K 0.01% -54 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 5,020 $428K 0.04% -100 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 5,010 $427K 0.05% -137 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 5,001 $426K 0.11% 0 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 4,984 $425K 0.11% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,942 $421K 0.05% -291 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,942 $421K 0.01% -185 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,918 $419K 0.02% +508 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,912 $418K 0.1% -176 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,892 $417K <0.01% +2,999 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,877 $416K 0.01% +365 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 4,849 $413K 0.01% -131 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,847 $413K 0.15% +441 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,836 $412K 0.01% +125 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,821 $411K 0.17% +97 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,810 $410K 0.04% +1,087 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,797 $409K 0.02% +272 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,739 $404K 0.03% 0 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,709 $401K 0.01% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,682 $399K 0.05% 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,680 $399K 0.03% -281 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,673 $398K 0.03% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,653 $397K 0.04% -4 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,661 $396K <0.01% 0 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,637 $395K 0.02% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 4,631 $395K 0.13% +459 13F-HR Timeline