Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 8,096 $899K 0.3% +459 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,096 $899K 0.06% +43 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 8,060 $895K 0.05% +10 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 8,055 $894K 0.25% +1 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 7,979 $886K 0.06% +3,227 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,976 $885K <0.01% -100 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,971 $885K 0.06% -886 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7,966 $884K 0.01% +92 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,960 $884K 0.1% +1,007 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 7,942 $882K 0.14% -14 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 7,932 $880K 0.14% +86 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 7,780 $869K 0.07% +40 13F-HR Timeline Seek First Inc. 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More: the full row for Cullen/Frost Bankers, Inc. 7,721 $857K 0.01% -777 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 7,087 $856K 0.01% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 7,687 $853K 0.14% +1,099 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. 7,581 $841K 0.01% +700 13F-HR Timeline Group ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 7,580 $841K 0.54% -965 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 7,567 $840K 0.26% -133 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 7,561 $839K 0.08% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 6,740 $832K 0.14% -1,746 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 7,494 $831K 0.55% +53 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,886 $830K 0.03% +356 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,479 $830K 0.05% +113 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 7,471 $829K 0.27% -126 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 7,460 $828K 0.1% new 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 7,452 $827K 0.05% -100 13F-HR Timeline Nicholas Wealth, LLC. 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More: the full row for RWWM, INC. 7,169 $796K 0.06% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,158 $795K 0.53% +1 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,156 $794K 0.02% -148 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 7,151 $794K 0.12% -5,145 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,141 $793K 0.02% -74,087 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,112 $789K 0.08% +49 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,109 $789K 0.01% -506 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 7,061 $784K 0.07% +145 13F-HR Timeline Group SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,060 $784K 0.09% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 7,060 $784K 0.01% +1,003 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 7,051 $783K 0.25% -15 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 7,040 $781K 0.27% 0 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 7,024 $780K 0.11% -53 13F-HR Timeline October Effect Ltd More: the full row for October Effect Ltd 7,015 $779K 0.86% -590 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 7,004 $777K 0.08% +17 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 7,000 $777K 0.06% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 6,995 $776K 0.1% -24 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 6,992 $776K 0.04% +1,168 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 6,981 $775K 0.64% -571 13F-HR Timeline Group Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 6,156 $771K 0.35% -289 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 6,869 $763K 0.06% +188 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,859 $761K 0.08% +2,342 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,852 $761K 0.06% -94 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 6,827 $758K 0.12% -25 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 6,386 $755K 0.08% -141 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 6,790 $754K 0.17% -623 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,094 $752K 0.05% -54 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,775 $752K 0.04% +514 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,760 $750K 0.02% -470 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 6,737 $748K 1.31% 0 13F-HR/A Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 375 $746K 0.56% -6,344 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 6,703 $744K 0.09% -324 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,692 $743K 0.31% +3 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,665 $740K 0.18% -2,907 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 6,654 $739K 0.02% -161 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,625 $735K 0.17% -370 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,612 $734K 0.05% +16 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,598 $732K 0.04% -2,155 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 6,592 $732K 0.22% 0 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 6,550 $727K 0.13% -270 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 6,544 $726K 0.03% -1,279 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 6,533 $725K 0.23% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 6,508 $722K 0.57% -50 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,507 $722K 0.51% +41 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,506 $722K 0.04% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 6,474 $719K 0.35% +713 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6,467 $718K 0.49% -57 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,418 $712K 0.1% -491 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 6,400 $710K 0.11% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 6,376 $708K 0.09% +1,042 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6,349 $705K 0.55% +70 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,346 $704K 0.02% +189 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 6,320 $702K +3 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 6,318 $701K 0.01% -2,241 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 6,311 $701K 0.2% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,307 $700K 0.02% -100 13F-HR Timeline CLOUGH CAPITAL PARTNERS L P in group CLOUGH CAPITAL PARTNERS L P More: the full row for CLOUGH CAPITAL PARTNERS L P 6,300 $699K 0.06% 0 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 6,294 $699K 0.17% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,898 $699K 0.06% -447 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,264 $695K 0.03% +420 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,262 $695K 0.54% -642 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 6,232 $692K 0.02% -347 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,218 $690K 0.27% +302 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,204 $689K 0.05% +416 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 6,200 $688K 0.15% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,200 $688K 0.2% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,148 $682K 0.12% new 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 6,136 $681K 0.09% new 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 6,133 $681K 0.08% +64 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,123 $680K 0.16% +16 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,115 $679K 0.06% -29 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 6,100 $677K 0.18% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 6,028 $669K 0.19% -281 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,023 $669K 0.04% -175 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 6,009 $667K <0.01% +3,123 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 6,000 $666K 0.01% 0 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 6,000 $666K 0.05% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 5,989 $665K 0.23% -589 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 5,947 $660K 0.15% 0 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 5,934 $659K 0.05% +32 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 5,555 $658K 0.43% -1,277 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 5,929 $658K 0.87% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5,923 $657K 0.13% +470 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,914 $656K 0.05% +124 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 5,904 $655K 0.05% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 5,902 $655K 0.22% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 5,895 $654K 0.48% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,887 $653K 0.06% -148 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,869 $651K 0.17% +40 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,804 $644K <0.01% -351,444 13F-HR Timeline Group Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 5,345 $644K 0.22% -250 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 5,807 $643K 0.06% +1,430 13F-HR/A Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 5,732 $636K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,713 $634K 0.07% -40 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,713 $634K 0.04% +2,055 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,671 $629K 0.02% +124 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,656 $628K 0.06% -216 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,654 $628K 0.09% +2,754 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,640 $626K 0.01% +1,143 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 5,639 $626K 0.22% 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 5,611 $623K 0.07% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 7,319 $621K 0.01% -1,782 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,590 $620K 0.03% +995 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,584 $620K 0.05% new 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,578 $619K 0.1% 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 5,568 $618K 0.22% +11 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,565 $618K 0.1% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,555 $617K 0.21% +374 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 5,500 $611K 0.22% 0 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 5,496 $610K 0.48% -131 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 5,490 $609K 0.06% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,488 $609K 0.03% -575 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,439 $604K 0.15% -1,060 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,414 $601K 0.07% -611 13F-HR/A Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 5,408 $600K 0.41% +209 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,405 $600K 0.59% -800 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 5,400 $599K 0.28% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 7,986 $598K 0.06% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,380 $597K 0.03% +841 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,338 $593K 0.37% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,326 $591K 0.23% -43 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 5,325 $591K 0.21% +32 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 5,322 $591K 0.02% -7,248 13F-HR Timeline Group EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,322 $591K 0.1% +179 13F-HR Timeline KEYVANTAGE WEALTH, LLC More: the full row for KEYVANTAGE WEALTH, LLC 5,321 $591K 0.25% -240 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,316 $590K <0.01% +294 13F-HR Timeline Group WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,304 $589K 0.18% -3,996 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 5,278 $586K 0.45% +37 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 5,273 $585K 0.13% -620 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 5,273 $585K 0.12% -620 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 5,247 $582K 0.08% -1,531 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,240 $582K 0.05% -369 13F-HR Timeline Group St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 5,219 $579K 0.15% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 5,159 $573K 0.06% +2 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,158 $573K 0.02% -94,279 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 5,158 $573K 0.09% +2,060 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 5,151 $572K 0.37% -110 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,138 $570K 0.06% +209 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 5,141 $570K 0.17% -5,153 13F-HR Timeline Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 5,112 $567K 0.41% +22 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 5,100 $566K 0.26% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 5,090 $565K 0.02% +12 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,080 $565K 0.53% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,072 $563K 0.07% -30 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,067 $562K 0.07% +271 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,018 $557K 0.22% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,009 $556K 0.02% +429 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,008 $556K 0.35% -1,932 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 4,999 $555K 0.21% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,986 $553K 0.04% -305 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,966 $551K 0.02% -173 13F-HR Timeline Edgestream Partners, L.P. 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