Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 2,349 $1.56M 0.26% new 13F-HR Timeline Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 2,349 $1.56M 0.06% +24 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,351 $1.55M 0.01% -748 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,347 $1.55M 0.28% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,345 $1.55M 0.26% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,341 $1.55M 0.15% +46 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,341 $1.55M 0.05% -362 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,340 $1.55M 0.27% -40 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,338 $1.55M 0.09% +287 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,336 $1.55M 0.07% +147 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 2,331 $1.54M 0.22% -61 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 2,315 $1.53M 0.84% +241 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 2,311 $1.53M 1.25% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,300 $1.52M 0.11% +84 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,299 $1.52M 0.03% -93 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,263 $1.5M 0.11% +49 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,262 $1.5M 0.29% +35 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,260 $1.5M 0.09% -197 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,249 $1.49M 0.09% -183 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,242 $1.49M 0.01% -2 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,220 $1.47M 0.05% 0 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,211 $1.46M 0.13% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,203 $1.46M 0.07% new 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,192 $1.45M 0.3% +15 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,187 $1.45M 0.29% -417 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,175 $1.44M 0.09% +508 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,175 $1.44M 0.09% +1,154 13F-HR Timeline Group St. Louis Trust Co More: the full row for St. Louis Trust Co 2,173 $1.44M 0.17% +1,533 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,161 $1.43M 0.07% -11 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,154 $1.43M 0.42% -114 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 2,154 $1.43M 0.82% -27 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,154 $1.43M 0.22% +148 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 2,150 $1.42M 1.48% 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,150 $1.42M 0.65% 0 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,150 $1.42M 0.56% -13 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 2,136 $1.41M 0.14% +68 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,128 $1.41M 0.11% -107 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,120 $1.4M 0.29% +339 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 2,118 $1.4M 0.36% 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,108 $1.4M 0.41% 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,098 $1.39M 0.03% +1,688 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 2,092 $1.39M +483 Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,068 $1.37M 0.1% +100 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 2,068 $1.37M 0.5% -12 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,068 $1.37M 0.42% 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 2,064 $1.37M 0 Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,059 $1.36M 0.54% +152 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,045 $1.35M 0.05% -16 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,041 $1.35M 0.1% +88 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 2,036 $1.35M 0.1% +20 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,023 $1.34M 0.18% +1 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 2,018 $1.34M 0.61% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 2,018 $1.34M 0.11% +93 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,015 $1.33M 0.14% +56 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 2,007 $1.33M 0.56% -3,975 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 2,005 $1.33M 0.14% -15 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 2,002 $1.33M 0.17% -2 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,001 $1.33M 0.33% new 13F-HR Timeline Group Game Creek Capital, LP More: the full row for Game Creek Capital, LP 2,000 $1.32M 0.5% -1,500 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 1,976 $1.31M <0.01% -13 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,968 $1.3M 0.13% +202 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 1,967 $1.3M 1.16% -23 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 1,959 $1.3M 0.04% 0 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 1,954 $1.29M 0.05% +17 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 1,950 $1.29M 0.54% 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,946 $1.29M 0.15% +92 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,940 $1.29M 0.1% -29 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,939 $1.28M 0.1% -103 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 1,938 $1.28M 0.24% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,925 $1.28M 0.15% -86 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 1,900 $1.26M 0.47% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,894 $1.25M 0.02% -140 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,890 $1.25M 0.14% +89 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,880 $1.25M 0.16% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,879 $1.24M 0.31% +1 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,877 $1.24M 0.03% -276 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 1,873 $1.24M 0.18% -247 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,860 $1.23M 0.08% -219 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 1,859 $1.23M 0.84% -18 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1,859 $1.23M 0.26% +628 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,852 $1.23M 0.89% -103 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 1,849 $1.23M -25 Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,847 $1.22M 0.03% -163 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,846 $1.22M 0.02% +107 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 1,838 $1.22M 0.26% +38 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 1,837 $1.22M 0.23% 0 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,837 $1.22M 1.08% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,825 $1.21M 0.38% -1,114 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 1,822 $1.21M 0.49% +54 13F-HR Timeline HighVista Strategies LLC More: the full row for HighVista Strategies LLC 1,813 $1.2M 0.31% -350 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 1,810 $1.2M 1.1% -283 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,801 $1.19M 0.04% -207 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,800 $1.19M 0.35% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,680 $1.19M 0.03% +1,326 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,786 $1.18M 0.08% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,786 $1.18M 0.09% -101 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,783 $1.18M 0.03% -62 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,775 $1.18M 0.25% 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 1,741 $1.17M 0.16% -634 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,758 $1.16M 0.02% -182 13F-HR Timeline Group Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,753 $1.16M 0.8% +3 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 1,750 $1.16M 1.19% +201 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,746 $1.16M 0.04% -61 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 1,745 $1.16M 1.24% -110 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 1,741 $1.15M 0.76% -245 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,741 $1.15M 0.01% -372 13F-HR Timeline Group Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,740 $1.15M 0.34% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,734 $1.15M 0.52% +1,013 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 1,730 $1.15M 0.06% +58 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,721 $1.14M 0.03% -508 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 1,716 $1.14M 0.72% +200 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,714 $1.14M 0.04% +47 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 1,711 $1.13M 0.41% +13 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,708 $1.13M 0.08% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,707 $1.13M 0.14% new 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,707 $1.13M 0.17% -7 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,706 $1.13M 0.12% +84 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,705 $1.13M 0.28% new 13F-HR/A Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,703 $1.13M 0.09% -62 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,704 $1.13M 0.03% +42 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,699 $1.13M 0.03% new 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,674 $1.11M 0.11% +714 13F-HR Timeline Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 1,673 $1.11M 0.09% 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,672 $1.11M 0.37% +291 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,666 $1.1M 0.5% new 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,665 $1.1M 0.13% -2 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 1,650 $1.09M 0.17% +33 13F-HR Timeline United Bank More: the full row for United Bank 1,647 $1.09M 0.37% +384 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,638 $1.09M 0.02% -181 13F-HR/A Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 1,635 $1.08M 0.09% 0 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,635 $1.08M 0.03% -12 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 1,632 $1.08M 0.6% -17 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 1,632 $1.08M 1.06% 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,630 $1.08M 0.08% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,628 $1.08M 0.06% +101 13F-HR Timeline Group Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,627 $1.08M 0.01% -29 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,625 $1.08M 0.06% -99 13F-HR Timeline Red Spruce Capital, LLC More: the full row for Red Spruce Capital, LLC 1,621 $1.07M 0.43% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,617 $1.07M 0.18% -38 13F-HR/A Timeline Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 1,613 $1.07M 0.41% 13F-HR/A Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,612 $1.07M 0.13% -57 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,609 $1.07M 0.44% -20 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,608 $1.07M 0.06% +24 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,603 $1.06M 0.22% -9 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,593 $1.06M 0.15% +17 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,588 $1.05M 0.02% -22 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,582 $1.05M 0.91% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,575 $1.04M 0.2% +64 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,570 $1.04M 0.06% +105 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,557 $1.03M 0.46% +22 13F-HR Timeline AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 1,556 $1.03M <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,550 $1.03M 0.07% 0 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,549 $1.03M 0.03% +162 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,546 $1.02M 0.03% -39 13F-HR Timeline TritonPoint Partners, LLC group of 2 filers holding More: the full row for TritonPoint Partners, LLC 1,536 $1.02M +43 Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 1,530 $1.01M 0.08% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,530 $1.01M 0.56% -4 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 1,528 $1.01M 0.83% +365 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,523 $1.01M 0.1% -535 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,523 $1.01M 0.01% -208 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 1,521 $1.01M 0.03% +612 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,520 $1.01M 0.15% +4 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,518 $1.01M 0.07% +81 13F-HR/A Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 1,517 $1M 0.7% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 1,505 $997K 0.19% 0 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 1,504 $996K 0.12% +30 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,501 $994K 0.06% +773 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,500 $992K 0.01% -1,874 13F-HR Timeline Group Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,493 $989K 0.38% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,488 $986K 0.02% -303 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 1,486 $984K 0.28% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,478 $979K 0.05% -621 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,470 $974K 0.38% +41 13F-HR Timeline Simplify Asset Management Inc. More: the full row for Simplify Asset Management Inc. 1,468 $972K 0.02% +297 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,466 $972K 0.04% -4 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,466 $971K 0.06% -398 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,511 $971K 0.01% +1,337 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,464 $970K 0.13% new 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,464 $970K 0.11% +3 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,457 $965K 0.01% -43 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,456 $964K 0.18% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,446 $958K 0.23% -16 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,418 $950K 0.26% -42 13F-HR/A Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,433 $949K 0.07% -4 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,431 $948K 0.03% -10 13F-HR Timeline Group Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 1,430 $947K 0.03% -356 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,418 $939K 0.2% +68 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,418 $939K 0.23% +1,000 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,417 $939K 0.05% +31 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $927K 0.21% -100 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,397 $926K 0.06% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,388 $919K 0.13% -86 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,382 $916K 0.02% -532 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,380 $914K 0.12% +93 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,377 $912K 0.02% +424 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,365 $904K 0.1% -998 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,361 $901K 0.35% +10 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,356 $898K 0.02% +150 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,355 $898K 0.1% +58 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,350 $894K 0.22% +149 13F-HR Timeline