UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,132 $3.35M 0.06% -534 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 6,125 $3.35M 1.17% +50 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,119 $3.34M 0.15% +4,297 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,095 $3.33M 0.11% +242 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,080 $3.32M 0.06% +441 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 6,072 $3.32M 1.61% +1,025 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,053 $3.31M 0.58% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 6,037 $3.28M 0.04% +294 13F-HR Timeline Group Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 5,956 $3.25M 0.17% -154 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,954 $3.25M 0.09% +2,912 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 5,920 $3.25M +1,034 Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,935 $3.24M 1.49% -152 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 5,910 $3.23M 0.2% -604 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 5,892 $3.22M 0.84% new 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,877 $3.21M 1.91% +20 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,854 $3.2M 0.34% +3,178 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 5,838 $3.19M 1.04% +993 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 5,796 $3.17M 0.45% +25 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,781 $3.16M 0.58% -399 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,767 $3.15M 0.61% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 5,752 $3.14M 0.17% +1,111 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,722 $3.13M 0.12% -326 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,701 $3.11M 0.05% -1,050 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,700 $3.11M 0.37% +288 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 5,688 $3.11M 1.6% +210 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,677 $3.1M 0.16% -8,897 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 6,647 $3.09M 1.72% -104 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,564 $3.08M -82 Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 5,626 $3.07M 0.16% +1,966 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,621 $3.07M 0.14% new 13F-HR Timeline MARVIN & PALMER ASSOCIATES INC More: the full row for MARVIN & PALMER ASSOCIATES INC 5,612 $3.07M 4.58% -7,579 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 5,564 $3.04M 0.95% +358 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,553 $3.03M 0.33% +474 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,551 $3.03M 0.44% -201 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 5,546 $3.03M 0.25% +162 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 5,545 $3.03M 0.77% -9 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,543 $3.03M 0.23% -359 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,531 $3.02M 0.25% +360 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,528 $3.02M 0.43% new 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 5,522 $3.02M 1.97% -1,556 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 5,508 $3.01M 0.28% -55 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 5,490 $3M 2.08% +1,618 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 5,489 $3M 2.15% +107 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,487 $3M 0.1% -168 13F-HR Timeline Morangie Management LLC More: the full row for Morangie Management LLC 5,451 $2.98M 2.92% +128 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,415 $2.96M 0.22% -3,481 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 5,403 $2.95M 0.18% +154 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,397 $2.95M 0.18% -862 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 5,357 $2.93M 0.1% -5,198 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 5,357 $2.93M 0.53% +40 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 5,321 $2.91M 0.79% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 5,312 $2.9M 0.1% 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,312 $2.9M 0.25% -648 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,282 $2.89M 0.84% +16 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 5,274 $2.88M 5.03% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,246 $2.87M 1.63% +1,613 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,209 $2.85M 0.34% -389 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,189 $2.83M 0.18% +156 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 5,179 $2.83M 0.39% +1,915 13F-HR Timeline PREVAIL INNOVATIVE WEALTH ADVISORS, LLC More: the full row for PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 5,168 $2.82M 0.75% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 5,168 $2.82M 0.05% -78 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 5,166 $2.82M 0.01% -324,488 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,131 $2.8M 0.07% +1,666 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,129 $2.8M 0.45% +2,114 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 5,127 $2.8M 0.05% +250 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 5,100 $2.79M 0.38% 0 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 5,073 $2.77M 0.52% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 5,071 $2.77M 1.47% +2,406 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 5,063 $2.77M 0.29% -2,729 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 5,017 $2.74M 0.24% +3,185 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 5,015 $2.74M 0.37% +217 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 5,010 $2.74M 1.87% new 13F-HR Timeline LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 5,000 $2.73M 0.11% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,000 $2.73M 0.86% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,991 $2.73M 0.02% -561 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,988 $2.72M 0.11% +2,301 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 4,938 $2.7M 0.57% +4,140 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 4,891 $2.67M 0.06% +324 13F-HR Timeline Group Richard Bernstein Advisors LLC More: the full row for Richard Bernstein Advisors LLC 4,888 $2.67M 0.06% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,869 $2.66M 0.02% -63 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 4,862 $2.66M 0.25% -77 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 4,823 $2.63M 0.11% +113 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 4,817 $2.63M 0.01% -528 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 4,800 $2.62M 0.33% -1,426 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 4,788 $2.62M 0.69% +15 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 4,770 $2.61M 0.06% new 13F-HR Timeline U S WEALTH GROUP, LLC. More: the full row for U S WEALTH GROUP, LLC. 4,701 $2.6M 2.06% -270 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,761 $2.6M 0.73% -400 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 4,750 $2.59M 0.59% +2,050 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 4,745 $2.59M 0.12% +1,321 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,731 $2.58M 0.14% -220 13F-HR Timeline Group Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 4,731 $2.58M 0.88% new 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 4,721 $2.58M 1.86% -68 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 4,716 $2.58M 0.07% +619 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 4,709 $2.57M 0.85% +937 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kingstone Capital Partners Texas, LLC More: the full row for Kingstone Capital Partners Texas, LLC 4,705 $2.57M 2.07% +16 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 4,680 $2.56M 1.17% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,567 $2.55M 0.05% -108 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,647 $2.54M 0.13% +1,501 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,641 $2.54M 0.24% +23 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 4,626 $2.53M 0.89% -75 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 4,614 $2.52M 0.05% +36 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,594 $2.51M 0.08% +2,880 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,578 $2.5M 0.06% +23 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 4,564 $2.49M 0.72% -359 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,561 $2.49M 0.18% -6 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,038 $2.49M 0.13% +140 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,558 $2.49M 0.34% -368 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 4,546 $2.48M 1% -588 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 4,536 $2.48M 1.22% +24 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 4,511 $2.46M 1.11% -53 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,506 $2.46M 0.07% -708 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,502 $2.46M 0.47% -68 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,496 $2.46M 0.04% -230 13F-HR Timeline Group MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,479 $2.45M 1.14% +72 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 4,472 $2.44M 0.83% +88 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,490 $2.44M 0.24% -90 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,435 $2.42M 0.05% +251 13F-HR Timeline Generate Investment Management Ltd More: the full row for Generate Investment Management Ltd 4,420 $2.41M 0.17% -10,087 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 4,420 $2.41M 1% +502 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,415 $2.41M 0.95% -39 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,173 $2.41M 0.06% +185 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,410 $2.41M 1.18% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,398 $2.4M 0.22% -54 13F-HR/A Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,410 $2.4M 0.05% -1,039 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,382 $2.39M 0.74% +936 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 4,373 $2.39M 0.29% -279 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 4,371 $2.39M 0.56% -650 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,367 $2.39M 0.14% -1,969 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,323 $2.36M 0.15% +237 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,319 $2.35M 1.73% +132 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 4,301 $2.35M 1.36% +95 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,282 $2.34M 0.99% +3 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,272 $2.33M 0.39% +3,352 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 4,268 $2.33M 0.09% -1,258 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 4,236 $2.31M 0.19% -903 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 4,219 $2.3M 2.08% -74 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,218 $2.3M 0.07% -117 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 4,218 $2.3M 1.15% +137 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,208 $2.3M 0.12% +1,174 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,202 $2.3M 0.03% +30 13F-HR Timeline ANB BANK More: the full row for ANB BANK 4,195 $2.29M 1.02% -155 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,188 $2.29M 0.17% -1,257 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 4,188 $2.29M 0.15% +463 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,178 $2.28M 0.56% +119 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,164 $2.27M 0.22% +454 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 4,163 $2.27M 1.62% -102 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 4,146 $2.26M 0.59% +186 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 4,146 $2.26M 0.96% +138 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 4,143 $2.26M 0.33% -300 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 4,127 $2.26M 1.04% -57 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,125 $2.25M 0.02% +284 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 4,117 $2.25M 0.84% +140 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,116 $2.25M 0.07% +642 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,111 $2.25M 0.23% -199 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 4,085 $2.23M 1.07% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,066 $2.22M 0.07% -48 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,060 $2.22M 1.6% +15 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,058 $2.22M 0.14% -1,007 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,046 $2.21M 0.23% +560 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,046 $2.21M 0.14% +24 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,036 $2.2M 0.76% -201 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,033 $2.2M 0.23% +134 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,022 $2.2M 0.1% +1,072 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,014 $2.19M 0.09% +2,465 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,010 $2.19M 0.3% -1,960 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,985 $2.18M 0.08% -598 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 3,978 $2.17M 0.29% -1,231 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 3,978 $2.17M 0.39% +406 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 3,974 $2.17M 0.91% +157 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3,969 $2.17M 0.69% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,961 $2.16M 0.09% +1,807 13F-HR Timeline Group TFG Advisers LLC More: the full row for TFG Advisers LLC 3,954 $2.16M 0.78% +219 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,944 $2.15M 0.02% -219 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,943 $2.15M 0.21% +144 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 3,941 $2.15M 1.11% +988 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,931 $2.15M 1.03% -80 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,930 $2.15M 0.32% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 3,928 $2.15M 0.83% -14 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 3,924 $2.14M 0.83% -29 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,918 $2.14M 0.07% -9 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,915 $2.14M 0.08% 0 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 3,911 $2.14M 1.49% +407 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,908 $2.13M 0.06% +207 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 3,874 $2.12M 1.07% -1,361 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 3,866 $2.11M 1.05% +287 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,865 $2.11M 0.51% +141 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,845 $2.1M +488 Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,843 $2.1M 0.28% +321 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,843 $2.1M 0.45% +64 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,800 $2.08M 0.19% +1,674 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,415 $2.07M 0.16% +6,313 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 3,793 $2.07M 1.03% -250 13F-HR/A Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 3,786 $2.07M 0.35% +504 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 3,800 $2.07M 1.29% -459 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,777 $2.06M 0.06% -3,510 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,777 $2.06M 0.14% +9 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,758 $2.05M 1.7% -2 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,754 $2.05M 0.09% 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,743 $2.04M 0.28% +418 13F-HR Timeline