Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 18,365 $1.23M 0.76% -775 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 18,149 $1.22M 0.01% -102,034 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 17,743 $1.19M 0.04% -13,114 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 17,709 $1.19M 0.02% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 17,603 $1.18M 0.02% -62,271 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 17,506 $1.18M 0.37% -16,471 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 17,476 $1.17M 0.35% -3,911 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,454 $1.17M 0.01% -26,557 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 17,400 $1.17M 0.34% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 17,348 $1.17M 0.01% -1,581 13F-HR Timeline Group NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 17,316 $1.16M 0.05% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 17,304 $1.16M 0.16% +226 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 17,215 $1.16M 0.01% -12,365 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 17,044 $1.14M 0.26% -10,004 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 17,038 $1.14M 0.44% new 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 16,990 $1.14M 0.04% -313,986 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 16,900 $1.14M 0.05% -6,300 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,872 $1.13M 0.01% 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 16,850 $1.13M 0.24% -5,009 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,818 $1.13M 0.07% -1,393 13F-HR Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 16,807 $1.13M 1.04% -2,604 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 16,805 $1.13M 0.16% 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,744 $1.12M 0.01% -3,170 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,350 $1.1M 0.07% +78 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 16,010 $1.08M +1,609 Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 15,910 $1.07M 0.02% -1,650 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,896 $1.07M 0.06% +11,304 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 15,803 $1.06M 0.24% +9,962 13F-HR Timeline Broad Bay Capital Management, LP More: the full row for Broad Bay Capital Management, LP 15,744 $1.06M 0.12% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 15,644 $1.05M 0.16% +5,085 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 15,614 $1.05M 0.35% -480 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 15,454 $1.04M 0.29% -17,652 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 15,397 $1.03M <0.01% +4,714 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 15,358 $1.03M 0.38% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 15,330 $1.03M 0.02% -48,539 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 15,308 $1.03M <0.01% -168,464 13F-HR Timeline WHITEBOX ADVISORS LLC More: the full row for WHITEBOX ADVISORS LLC 15,302 $1.03M 0.02% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 15,252 $1.02M 0.04% -5,200 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 15,241 $1.02M 0.01% -1,246 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 15,230 $1.02M 0.04% -1,643 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,096 $1.01M <0.01% 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 15,090 $1.01M 0.25% -3,235 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15,024 $1.01M 0.01% +10,056 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 15,020 $1.01M 0.02% -2,094 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,823 $996K 0.01% -17,496 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 14,766 $992K 0.13% 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 14,715 $988K 0.05% -569 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 14,625 $982K 0.04% -11,627 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 14,591 $980K 0.01% -7,403 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,253 $957K 0.12% +3,091 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,242 $957K 0.05% +5,919 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 14,114 $948K 0.05% +5,924 13F-HR Timeline Group Scharf Investments, LLC More: the full row for Scharf Investments, LLC 14,044 $943K 0.03% -1,116,965 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 14,043 $943K 0.01% -19,367 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 13,988 $940K 0.04% -12,112 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 13,961 $938K 0.02% new 13F-HR Timeline Group Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 7,233 $933K 0.43% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 13,764 $925K 0.05% -5,982 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 13,755 $924K 0.11% -20,069 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,662 $917K 0.02% -8,179 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,640 $916K 0.03% -5,566 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 13,631 $916K 0.1% +1,421 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 13,618 $915K 0.11% new 13F-HR Timeline Group Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 13,596 $913K 0.08% -261,934 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 13,456 $904K -18,549 Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 13,325 $895K 0.11% +2,110 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 13,278 $892K 0.06% -148 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,265 $891K 0.33% -5,815 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 13,257 $890K 0.05% -33,868 13F-HR Timeline Group Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 13,200 $887K 0.03% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 13,085 $879K 0.18% -2,735 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 13,066 $878K 0.03% -1,861 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 13,060 $877K -1,540 Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 13,031 $875K 0.01% -22,406 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 12,977 $872K 0.02% -337 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 12,935 $869K 0.13% -12,835 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 12,930 $869K 0.08% +5 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 12,863 $864K 0.09% +1,839 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 12,759 $857K 0.03% +1,795 13F-HR Timeline Group Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 12,733 $855K 0.22% +1,845 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 12,649 $850K <0.01% -400 13F-HR Timeline Group Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 12,615 $847K -27,588 Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 12,536 $842K 0.14% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 12,447 $836K <0.01% +6,057 13F-HR Timeline Group Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 12,428 $835K 0.15% -71,605 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 12,377 $831K 0.04% -21,421 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 12,353 $830K 0.08% -8 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,288 $825K 0.01% -7,630 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 12,144 $816K <0.01% +2,260 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,110 $813K 0.01% -9,125 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,085 $812K 0.04% +238 13F-HR/A Timeline Positano Wealth Management Ltd More: the full row for Positano Wealth Management Ltd 12,070 $811K 0.63% 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 12,066 $810K 0.29% -507 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 12,057 $810K 0.03% -36,155 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 12,028 $808K <0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 11,998 $806K 0.04% -2,233 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 11,984 $805K <0.01% new 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 11,928 $801K 0.02% -356 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,884 $798K 0.01% +5,015 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 11,882 $798K 0.01% +5,579 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 11,439 $768K 0.03% -2,502 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 11,432 $768K 0.06% -1,455 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,362 $763K 0.01% -484 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 11,341 $762K 0.13% -2,756 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 11,299 $759K <0.01% -8,513 13F-HR Timeline Group TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 11,226 $754K 0.05% -164,811 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 11,125 $747K 0.07% -94,246 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 11,031 $741K 0.01% -22,107 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 11,000 $739K 0.78% new 13F-HR Timeline STEINBERG ASSET MANAGEMENT LLC More: the full row for STEINBERG ASSET MANAGEMENT LLC 10,930 $734K 0.55% -8,929 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,920 $733K 0.04% +7,028 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 10,858 $729K 0.27% -1,670 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 10,713 $720K 0.01% -4,681 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,703 $719K 0.09% -2,428 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 10,668 $717K 0.15% -4,205 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 10,642 $715K 0.35% -2,908 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 10,602 $712K 0.25% +8,128 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 10,600 $712K 0.36% -19,106 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,554 $709K 0.02% -20,000 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 10,536 $708K 0.1% +1,851 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,535 $708K 0.01% -10,711 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,535 $708K -9,377 Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 10,515 $706K 0.02% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 10,488 $704K 0.03% -3,014 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 10,400 $699K 0.01% -7,742 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 10,381 $697K 0.37% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,379 $697K 0.04% -411 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,364 $696K 0.01% +745 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 10,337 $694K 0.01% -69,806 13F-HR Timeline Group Investment Research Partners LLC More: the full row for Investment Research Partners LLC 10,188 $684K 0.29% -107 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,128 $680K 0.01% -16,202 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 10,017 $673K 0.07% -74,345 13F-HR Timeline Monaco Asset Management SAM More: the full row for Monaco Asset Management SAM 10,000 $672K 0.2% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,979 $670K 0.03% -10,634 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 9,953 $669K 0.05% +927 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,829 $660K 0.01% -589 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 9,794 $658K 0.11% -1,537 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 9,771 $656K 0.02% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 9,682 $656K -2,790 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 9,707 $652K 0.01% -24,625 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 9,578 $647K 0.01% -39,409 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 9,579 $643K 0.11% +714 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 9,555 $642K 0.02% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 9,509 $639K 0.03% +5,091 13F-HR Timeline Triad Investment Management More: the full row for Triad Investment Management 9,490 $637K 0.65% 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 9,453 $635K 0.43% -1,395 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 9,443 $634K 0.09% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 9,338 $627K 0.02% +1,819 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 9,321 $626K 0.18% -9,211 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,284 $624K 0.07% +7,534 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,245 $621K 0.06% -41,508 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 9,217 $619K 0.01% -1,709 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 9,113 $612K 0.01% -4,086 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 9,096 $611K 0.03% -83,410 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 9,032 $607K 0.06% +956 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 9,005 $605K 0.01% +122 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 8,993 $604K 0.02% -22,546 13F-HR Timeline Group Sierra Legacy Group More: the full row for Sierra Legacy Group 8,975 $603K 0.44% -6,227 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,941 $601K 0.02% -50,967 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,820 $592K 0.01% -78,227 13F-HR Timeline FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 8,800 $591K 0.01% -210,800 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 8,769 $589K <0.01% -516,051 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 8,759 $588K 0.11% -75 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 8,750 $588K 0.03% +1,130 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,660 $582K 0.06% +257 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 8,660 $582K 0.04% -10,119 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 8,649 $581K 0.11% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 8,564 $575K 0.01% -3,728 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 8,474 $569K 0.08% +115 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,474 $569K <0.01% +5,322 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 8,453 $568K 0.13% +5,747 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 8,427 $566K 0.1% -963 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,399 $564K 0.16% -11,534 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 8,378 $563K 0.06% -44,515 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 8,328 $559K 0.04% +2,755 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 8,323 $559K 0.24% -251 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8,303 $557K 0.16% +8,289 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 8,289 $557K 0.01% +1,644 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 8,282 $556K 0.23% -5,270 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,220 $552K 0.01% +1,248 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,208 $551K 0.01% -30,260 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,153 $548K <0.01% +505 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,148 $547K 0.01% -1,502 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,127 $546K 0.01% -4,913 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 8,092 $544K 0.25% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,068 $542K 0.01% -18,498 13F-HR Timeline Group HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC 8,000 $537K 0.02% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,983 $536K <0.01% -1,462 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 7,977 $536K 0.01% -114 13F-HR Timeline RD Finance Ltd More: the full row for RD Finance Ltd 7,940 $533K 0.54% new 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 7,848 $527K 0.05% +3,494 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,844 $527K 0.01% +868 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 7,837 $526K 0.48% 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 7,822 $525K 0.13% -206 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 7,820 $525K 0.17% +44 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,770 $525K 0.01% +4,001 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 7,801 $524K 0.12% -121 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,792 $523K 0.15% -16,206 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 7,750 $521K 0.21% +4,310 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 7,738 $520K 0.2% +115 13F-HR Timeline