ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,364 $341K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,346 $340K 0.03% +380 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,342 $340K 0.03% -383 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 4,335 $339K 0.03% -650 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 4,331 $339K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,314 $337K 0.01% +416 13F-HR/A Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,304 $337K 0.02% +132 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,300 $336K 0.03% 0 13F-HR/A Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,250 $332K 0.01% -5,323 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,292 $330K 0.01% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,210 $329K 0.05% +395 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,201 $329K 0.03% -5 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,157 $325K 0.02% -222 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,215 $324K 0.22% +140 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 4,126 $323K 0.1% +120 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,070 $320K 0.03% +469 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,078 $319K 0.02% -8,787 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,029 $315K <0.01% +516 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,027 $315K <0.01% new 13F-HR Timeline Group Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,004 $313K <0.01% +532 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 3,999 $313K 0.01% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,952 $309K 0.01% +884 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,938 $308K 0.02% -347 13F-HR Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 3,936 $308K 0.03% -368 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,926 $307K 0.04% -150 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,900 $305K 0.25% 0 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,890 $304K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,886 $304K 0.02% +536 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,882 $304K <0.01% +949 13F-HR Timeline Group Confluence Wealth Services, Inc. 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More: the full row for Maple Capital Management, Inc. 3,850 $301K 0.02% -2 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,840 $300K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,936 $299K 0.02% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,805 $298K 0.02% -4,286 13F-HR/A Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,801 $297K 0.03% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,766 $295K 0.01% +5 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,765 $294K 0.09% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,747 $293K 0.02% -33 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,745 $293K 0.06% +655 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,725 $291K 0.01% -396 13F-HR Timeline Sone Capital Management, LLC More: the full row for Sone Capital Management, LLC 3,709 $290K 0.03% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,695 $289K 0.01% -117,875 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,689 $289K 0.02% +773 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,682 $288K 0.05% +256 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 3,666 $287K 0.1% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,656 $286K 0.02% -1,039 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,638 $285K 0.02% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,621 $283K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,601 $282K 0.02% 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,568 $279K 0.01% +3 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 3,529 $276K 0.03% -793 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,526 $276K 0.01% +53 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,524 $276K <0.01% +583 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,502 $274K 0.1% -147 13F-HR/A Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,500 $274K 0.02% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 3,500 $274K 0.18% -500 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,497 $274K 0.01% -658 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 3,480 $272K <0.01% new 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,462 $271K 0.05% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,443 $269K 0.01% -3,219 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,387 $265K 0.09% -733 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,375 $264K 0.01% -150 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,368 $263K <0.01% 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,281 $262K 0.01% -217 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,353 $262K 0.03% -834 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,350 $262K 0.04% 0 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 3,312 $259K 0.13% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,311 $259K <0.01% +246 13F-HR Timeline Group WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,310 $259K 0.12% -1,475 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,301 $258K 0.01% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,300 $258K 0.06% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,224 $252K 0.01% -480 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,210 $251K 0.01% +10 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,201 $250K <0.01% new 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,199 $250K 0.09% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,199 $250K 0.01% new 13F-HR Timeline Group Laurion Capital Management LP More: the full row for Laurion Capital Management LP 3,186 $249K 0.03% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,185 $249K 0.09% 0 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,182 $249K 0.01% -589 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,180 $249K 0.01% +959 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,169 $248K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,169 $248K 0.01% -1,189 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,142 $246K 0.01% -150 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,120 $244K 0.18% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,112 $243K 0.02% -305 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,107 $243K 0.2% -64 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,101 $243K 0.01% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,093 $242K 0.06% new 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 3,092 $242K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,019 $236K <0.01% +96 13F-HR/A Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,007 $235K 0.05% -11 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,008 $235K 0.03% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,000 $235K 0.07% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,000 $235K 0.1% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 2,994 $234K 0.03% -330 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,983 $233K 0.03% +156 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,939 $233K 0.02% new 13F-HR Timeline Group CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,965 $232K 0.16% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,950 $231K 0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,947 $230K 0.06% -1,947 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,942 $230K 0.01% new 13F-HR/A Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,938 $230K <0.01% new 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 2,928 $229K 0.03% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,896 $226K 0.05% new 13F-HR Timeline Mason & Associates Inc More: the full row for Mason & Associates Inc 2,890 $226K 0.05% -92 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,885 $226K 0.01% -53 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,881 $225K <0.01% -2,727 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,871 $225K <0.01% -1,127 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 2,856 $223K 0.1% 0 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,840 $222K 0.01% -200 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,829 $221K 0.02% -5 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,827 $221K <0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,827 $221K 0.01% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,800 $219K 0.1% 0 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,783 $218K 0.11% +23 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,779 $217K 0.05% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,775 $217K 0.03% 0 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 2,775 $217K 0.08% -5,250 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,772 $217K 0.05% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 2,764 $216K 0.03% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,746 $215K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,742 $214K 0.02% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,742 $214K 0.09% -471 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,739 $214K 0.24% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,735 $214K <0.01% +2,120 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,731 $214K 0.02% -1,250 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,730 $214K 0.05% new 13F-HR Timeline Watts Gwilliam & Co., LLC More: the full row for Watts Gwilliam & Co., LLC 2,864 $214K 0.04% -36 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,778 $213K 0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,724 $213K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,721 $213K 0.01% -2,312 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,720 $213K 0.09% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,716 $212K 0.01% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,713 $212K <0.01% new 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 2,707 $212K 0.13% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,707 $212K 0.02% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,700 $211K 0.37% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,693 $211K 0.01% new 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,691 $210K 0.17% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,678 $209K 0.3% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,676 $209K 0.04% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 2,670 $209K 0.01% new 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,665 $208K 0.02% +12 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,655 $208K 0.05% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,646 $207K <0.01% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,640 $206K 0.17% new 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 2,614 $204K 0.03% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,605 $204K <0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,590 $203K <0.01% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 2,589 $202K 0.14% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,588 $202K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,587 $202K 0.01% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,585 $202K 0.14% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,558 $200K 0.03% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 2,553 $200K <0.01% -39 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,550 $199K 0.03% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,548 $199K 0.02% -1,353 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,519 $197K <0.01% -92 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,458 $192K 0.04% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,450 $192K 0.07% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,279 $178K 0.02% -3 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,260 $177K 0.02% -186 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,248 $176K 0.03% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,156 $169K <0.01% new 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 2,090 $164K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,079 $163K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,063 $161K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,051 $160K 0.06% 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,029 $159K 0.03% -120 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,016 $158K <0.01% -21,055 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,015 $158K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,963 $154K 0.09% -13 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,951 $153K 0.02% new 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,929 $151K 0.02% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,926 $151K <0.01% -3,973 13F-HR/A Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 150,163 $150K 0.21% +148,243 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 1,912 $150K 0.03% -400 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,854 $145K 0.02% +156 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,815 $142K <0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,778 $139K 0.01% +82 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,738 $136K <0.01% -19,921 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,738 $136K 0.01% new 13F-HR/A Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,753 $134K 0.07% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 1,680 $131K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,661 $130K 0.01% -2 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,648 $129K 0.03% -60 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,623 $127K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,590 $124K 0.09% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,576 $123K 0.1% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,566 $122K <0.01% +885 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,536 $120K <0.01% +97 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 14,971 $119K 0.01% +147 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,524 $119K 0.05% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,455 $114K 0.01% +130 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,440 $113K 0.07% -85 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,434 $112K 0.06% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,414 $111K <0.01% -97 13F-HR Timeline