TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 8,431 $1.55M 0.53% +936 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 8,393 $1.54M 0.09% -16 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 8,334 $1.53M 0.13% -47 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,321 $1.53M 0.23% +191 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 8,297 $1.52M 1.03% -285 13F-HR Timeline Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 8,250 $1.51M 1.42% -16,750 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 8,132 $1.49M 0.22% +1,797 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,122 $1.49M 0.33% -326 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 8,120 $1.49M 0.17% -120 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 8,116 $1.49M 0.15% -5,386 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 8,071 $1.48M 0.23% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 8,134 $1.48M 0.34% -805 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 8,015 $1.47M 0.51% +993 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,000 $1.47M 0.05% -7 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,971 $1.46M 0.08% -113 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,949 $1.46M 0.03% +1,632 13F-HR/A Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 7,948 $1.46M 0.04% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 7,950 $1.46M 0.04% +432 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 7,928 $1.45M 0.33% 0 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,915 $1.45M 1.06% 0 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,870 $1.44M 0.47% +72 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 7,847 $1.44M 0.31% +60 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,813 $1.43M 0.35% -235 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 7,741 $1.42M 0.85% -40 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,737 $1.42M 0.02% +1,802 13F-HR Timeline MAD RIVER INVESTORS More: the full row for MAD RIVER INVESTORS 7,695 $1.41M 0.63% +175 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 7,663 $1.41M 0.12% +440 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 7,616 $1.4M 0.66% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,607 $1.4M 0.07% -1,395 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,584 $1.39M 0.1% -342 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,577 $1.39M 0.08% +358 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 7,500 $1.38M 0.54% 0 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 7,500 $1.38M 0.55% 0 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,485 $1.37M 0.35% -234 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,497 $1.37M 0.06% +432 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 7,438 $1.36M 0.19% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,428 $1.36M 0.04% 0 13F-HR Timeline Group Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,407 $1.36M 0.12% +209 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 7,334 $1.35M 0.25% -4,197 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 7,298 $1.34M 0.22% +41 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 7,281 $1.34M 0.5% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,272 $1.33M 0.05% -763 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 7,214 $1.32M 0.02% +2,181 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,187 $1.32M 0.03% +231 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,132 $1.31M 0.45% +40 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 6,947 $1.27M 0.13% -20 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 6,903 $1.27M 0.02% 0 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 6,880 $1.26M 0.16% -209 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 6,872 $1.26M 0.9% -718 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 6,869 $1.26M 0.14% -2,901 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 6,793 $1.25M 0.24% +24 13F-HR Timeline 111 Capital More: the full row for 111 Capital 6,755 $1.24M 0.21% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,752 $1.24M 0.17% -326 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 6,747 $1.24M 0.03% new 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 6,613 $1.21M 0.03% +661 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,589 $1.21M 0.09% 0 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 6,580 $1.21M 0.13% -14 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 6,575 $1.21M 0.43% +950 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 6,547 $1.2M 0.19% +4,825 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 6,500 $1.19M 0.03% 0 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 6,497 $1.19M 0.49% -3,491 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 6,490 $1.19M 0.01% -5,679 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,452 $1.18M 0.04% +738 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,448 $1.18M 0.08% -117 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 6,395 $1.17M 0.27% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 6,352 $1.16M 0.38% -487 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,336 $1.16M 0.14% +3,478 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 6,335 $1.16M 0.11% -10 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,254 $1.15M 0.25% -6,145 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,228 $1.14M 0.05% +604 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 6,181 $1.13M 0.28% -200 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,145 $1.13M 0.1% -862 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 6,141 $1.13M 0.64% +292 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 6,120 $1.12M 0.86% +269 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,113 $1.12M 0.06% +62 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 6,109 $1.12M 0.07% +620 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,069 $1.11M 0.14% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,061 $1.11M 0.08% +48 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 6,026 $1.11M 0.05% +525 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,024 $1.11M 0.07% +638 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 6,023 $1.11M 0.08% +4,651 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 6,016 $1.1M 1.02% +119 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 6,011 $1.1M 0.84% -910 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,007 $1.1M 0.06% -120 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 6,000 $1.1M 0.3% 0 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 5,983 $1.1M 0.22% +379 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,960 $1.09M 0.01% +1,055 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 5,957 $1.09M 0.83% 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,949 $1.09M 0.47% -55 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 5,945 $1.09M 0.46% -40 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,931 $1.09M 0.02% +841 13F-HR Timeline Group Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 5,917 $1.09M 0.16% -200 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,996 $1.09M 0.33% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,901 $1.08M 0.42% +364 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 5,864 $1.08M 0.04% +96 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 5,859 $1.07M 0.38% new 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 5,853 $1.07M 0.24% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,834 $1.07M 0.29% -62 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 5,828 $1.07M 0.48% +814 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,890 $1.06M 0.02% -24,196 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,788 $1.06M 0.04% +1,528 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,694 $1.04M 0.15% +892 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 5,665 $1.04M 0.26% +26 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 5,654 $1.04M 0.28% +1,063 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,513 $1.04M 0.09% -654 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,643 $1.04M 0.04% +644 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,634 $1.03M 0.05% +327 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 5,622 $1.03M 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,603 $1.03M 0.18% -106 13F-HR Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,465 $1M 0.92% -564 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 5,460 $1M 0.15% -522 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 5,429 $996K 0.7% -160 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 5,425 $995K 0.06% new 13F-HR/A Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 5,417 $994K 0.13% +97 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,417 $994K 0.04% +684 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,370 $982K 0.55% -457 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 5,336 $979K 0.61% -111 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 5,317 $976K 0.32% -10,385 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,225 $971K 0.13% +942 13F-HR/A Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 5,291 $971K 0.24% -45 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 5,277 $968K 0.8% -50 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,267 $966K 0.39% -60 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 5,267 $966K 0.01% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,259 $965K 0.01% -2,136 13F-HR Timeline Group IronOak Wealth LLC. More: the full row for IronOak Wealth LLC. 5,255 $964K 0.94% 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,212 $956K 0.02% +640 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 5,188 $952K 0.35% -152 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 5,150 $945K 0.12% +92 13F-HR Timeline Markel Group Inc. in group Markel Group Inc. More: the full row for Markel Group Inc. 5,120 $939K 0.01% 0 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,111 $938K <0.01% -24 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 5,108 $937K 0.14% +108 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,102 $936K 0.02% -100 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,087 $933K 0.35% +62 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,961 $933K 0.13% -434 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 5,035 $924K 0.23% -109 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 5,010 $919K 0.03% -14 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 4,988 $915K 0.05% +13 13F-HR Timeline Bradyco, Inc. More: the full row for Bradyco, Inc. 4,985 $915K 0.68% 0 13F-HR/A Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 4,927 $904K 0.59% 0 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,915 $902K 0.88% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,893 $898K <0.01% +610 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,866 $893K 0.28% -9 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,836 $887K 0.02% -388 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 4,833 $887K 0.43% +58 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,783 $877K 0.12% -18,352 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,768 $875K 0.02% +3,289 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 4,759 $873K 0.78% -84 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 4,700 $862K 0.03% 0 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,688 $860K 0.29% +357 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4,682 $859K 0.06% +428 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,647 $853K 0.02% +873 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,577 $844K 0.02% -806 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,594 $843K 0.57% -435 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 4,584 $841K 0.19% +59 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,581 $840K 0.01% -309 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,560 $837K 0.02% -17 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 4,559 $836K 0.39% -162 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,557 $836K 0.2% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,542 $833K 0.11% +8 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,520 $829K 0.01% -106 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,506 $827K 0.03% +2,996 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 4,487 $823K 0.3% +278 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,479 $822K 0.01% -5 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,472 $820K 0.02% -66 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,425 $812K 0.04% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,419 $811K 0.01% +574 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,403 $808K 0.42% +29 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,386 $805K 0.11% +816 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,373 $802K 0.01% +2,006 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,347 $798K 0.07% +58 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 4,343 $797K 0.01% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 4,338 $796K 0.3% +686 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,336 $795K <0.01% +1,799 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 4,324 $793K 0.04% -20 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,317 $792K 0.07% -30 13F-HR Timeline Stamos Capital Partners, L.P. 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