Chicago Capital, LLC More: the full row for Chicago Capital, LLC 8,712 $451K 0.01% -400 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 8,664 $449K 0.09% 0 13F-HR Timeline PINEBRIDGE INVESTMENTS, L.P. More: the full row for PINEBRIDGE INVESTMENTS, L.P. 8,600 $446K <0.01% -467,905 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 8,584 $445K 0.34% 0 13F-HR Timeline SMITH, MOORE & CO. 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Inc. 7,438 $385K 0.19% -416 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 7,411 $384K 0.05% -803 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,396 $383K 0.26% +420 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 7,368 $382K 0.06% -800 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,328 $380K 0.02% -60 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 7,301 $378K 0.01% -1,631 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 7,300 $378K 0.01% +3,225 13F-HR/A Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 7,296 $378K 0.41% +1,225 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 7,309 $377K 0.2% -2 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 7,272 $377K 0.25% new 13F-HR/A Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 7,239 $375K 0.07% +3,080 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 7,219 $374K 0.19% +439 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 7,211 $374K 0.04% +7 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 7,183 $372K 0.07% -357 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5,827 $372K 0.03% +2,120 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 7,150 $370K 0.02% -100 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 7,136 $370K <0.01% +1,725 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,120 $369K 0.01% -1,976 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,119 $369K 0.02% +1,540 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 7,104 $368K 0.02% -40 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 7,101 $368K 0.07% -500 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 7,092 $367K 0.12% 13F-HR/A Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 7,083 $367K 0.24% new 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 7,042 $365K 0.01% +312 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 7,038 $365K 0.01% +2,710 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,023 $364K 0.01% -90 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 7,017 $364K 0.02% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,995 $362K 0.04% +169 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 6,958 $361K 0.13% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,958 $361K 0.01% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 6,956 $360K 0.49% 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 6,940 $360K 0.01% -120 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,939 $359K 0.02% -1,181 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 6,931 $359K 0.08% +1,657 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 6,929 $359K 0.04% +4,415 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 6,926 $359K 0.2% -154 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 6,900 $357K 0.05% -3,000 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,863 $356K 0.01% -55 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,846 $355K <0.01% -2,069 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 6,846 $355K 0.28% +203 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,842 $354K <0.01% -832 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 6,832 $354K 0.19% -5,806 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 7,170 $353K 0.13% -999 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,809 $353K 0.22% -18 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,763 $350K 0.01% +654 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 6,757 $350K 0.11% -31 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 6,751 $350K 0.08% -4,248 13F-HR Timeline Trust Co More: the full row for Trust Co 6,748 $350K 0.04% +828 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,597 $342K 0.1% -2,225 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 6,594 $342K 0.02% -572 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,510 $337K 0.02% -4 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,475 $335K 0.22% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,447 $334K 0.09% +2,837 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 6,435 $333K 0.26% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,417 $332K 0.02% -335 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,398 $331K 0.01% +826 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,390 $331K 0.06% -50 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 6,381 $331K 0.04% +1,618 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,362 $330K 0.03% +282 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,347 $329K 0.01% +1,431 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 6,336 $328K 0.02% -288 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,326 $328K 0.03% -311 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,307 $327K 0.01% -239 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 6,298 $326K 0.08% -666 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 6,253 $324K 0.07% -1 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 6,246 $324K 0.02% -2,620 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 6,232 $323K 0.01% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 6,210 $322K <0.01% +1,290 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 6,188 $321K 0.27% 0 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,154 $319K 0.09% -11 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,955 $319K 0.09% -108 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 6,145 $318K 0.1% +2,214 13F-HR/A Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,089 $315K 0.02% +859 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,083 $315K 0.01% +946 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,074 $315K 0.02% -1,225 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,065 $314K 0.01% +542 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,024 $312K 0.01% +26 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 6,000 $311K 0.25% 0 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,987 $310K <0.01% +18 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. 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More: the full row for VeraBank, N.A. 5,917 $307K 0.06% +1,910 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 5,908 $306K <0.01% -961 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,856 $303K 0.02% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,838 $302K 0.02% +543 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,806 $301K 0.02% +242 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 5,783 $300K 0.09% -2,379 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,773 $299K 0.04% +1,964 13F-HR/A Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,745 $298K 0.01% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,744 $298K 0.03% -186 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,736 $297K 0.02% +1,837 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,717 $296K 0.02% +324 13F-HR Timeline Group International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 5,716 $296K 0.25% new 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 5,722 $296K 0.06% 0 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 5,707 $296K 0.05% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,703 $295K 0.01% -354 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 5,685 $295K 0.03% +90 13F-HR Timeline Group CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,987 $294K 0.03% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 5,677 $294K 0.03% +401 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 5,676 $294K 0.04% -1,319 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,671 $294K <0.01% -361 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,642 $292K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,500 $292K 0.11% +4,000 13F-HR Timeline HAMEL ASSOCIATES, INC. 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More: the full row for Quintet Private Bank (Europe) S.A. 5,500 $285K 0.02% +290 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5,500 $285K 0.1% 0 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 5,494 $285K 0.01% -7,307 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,468 $283K 0.02% -1,007 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 5,464 $283K 0.06% -2 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 5,463 $283K 0.04% +1,065 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,456 $283K 0.19% 0 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 5,450 $282K 0.21% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 5,426 $281K 0.02% +659 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,424 $281K 0.01% +334 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 5,410 $280K <0.01% new 13F-HR Timeline Group Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,408 $280K 0.02% -101 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,389 $279K 0.02% -13 13F-HR/A Timeline First Western Trust Bank More: the full row for First Western Trust Bank 5,386 $279K 0.01% +1,598 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,380 $279K 0.01% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 5,371 $278K 0.02% -72 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,323 $276K 0.01% -421 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 5,303 $275K 0.2% +793 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,297 $274K 0.02% -562 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,297 $274K 0.05% -228 13F-HR Timeline Group LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 5,249 $272K 0.18% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,248 $272K 0.03% +849 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,213 $270K 0.02% -367 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,210 $270K 0.06% -999 13F-HR Timeline