AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 8,628 $2.33M 0.21% -525 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 8,617 $2.33M 0.09% +223 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,532 $2.32M 0.1% +502 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 8,560 $2.32M 0.13% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 8,519 $2.3M 0.2% -522 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,438 $2.28M 0.57% -15 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 8,436 $2.28M 0.11% +26 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 8,423 $2.28M 0.12% +444 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 8,400 $2.27M 0.22% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 8,384 $2.27M 0.07% -6,777 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,350 $2.26M 0.14% -510 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 8,344 $2.26M 0.94% -27 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 8,342 $2.26M 0.86% +9 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,267 $2.24M 0.11% +536 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,260 $2.23M 0.11% +4,763 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 8,258 $2.23M 0.57% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,236 $2.23M 0.02% +526 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,184 $2.21M 0.05% +38 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 8,180 $2.21M 0.03% -557 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,177 $2.21M 0.03% +705 13F-HR Timeline Group Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 8,172 $2.21M 0.19% -426 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,252 $2.21M 0.07% 0 13F-HR Timeline Longaeva Partners L.P. More: the full row for Longaeva Partners L.P. 8,134 $2.2M 0.06% new 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,121 $2.2M 0.63% +16 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,119 $2.2M 0.12% -72 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 8,108 $2.19M 0.03% -38 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 8,080 $2.19M 0.18% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 8,052 $2.18M 0.19% -494 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 7,997 $2.16M 0.13% -153 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,992 $2.16M -1,028 Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 7,991 $2.16M 0.36% +923 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 7,977 $2.16M 1.05% -598 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,975 $2.16M 0.04% -91 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 7,764 $2.15M 0.04% +3,835 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 7,948 $2.15M 0.82% +10 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 7,932 $2.15M <0.01% +78 13F-HR Timeline Group Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,850 $2.12M 0.74% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,844 $2.12M 0.05% +833 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 7,829 $2.12M 0.01% +270 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 7,804 $2.11M 1.41% -13 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,795 $2.11M 0.1% +567 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,776 $2.1M 0.18% -137 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 7,851 $2.1M 0.03% +1,201 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,715 $2.09M 0.06% -92 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 7,709 $2.09M 0.2% +2,247 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 7,703 $2.08M 0.18% -120 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 7,624 $2.06M <0.01% -5,646 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 7,548 $2.06M 0.14% -162 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,596 $2.05M 0.03% -45 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 7,580 $2.05M 0.2% -10 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,554 $2.04M 0.03% -1,089 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,541 $2.04M 0.06% -543 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,541 $2.04M 0.03% +5 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,506 $2.03M 0.01% +2,572 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,494 $2.03M 0.29% +290 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,480 $2.02M 0.04% -201 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,898 $2.02M 0.59% 0 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 7,416 $2.02M 0.61% -2,250 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 7,457 $2.02M 0.04% +2,203 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7,442 $2.01M 0.07% -663 13F-HR Timeline Group Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 7,359 $1.99M 2.65% -86,029 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 7,334 $1.98M 0.04% -956 13F-HR Timeline Group Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 7,317 $1.98M 0.37% -349 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,284 $1.97M 0.1% -20 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,247 $1.96M 0.1% +114 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,240 $1.96M 0.05% -67 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,201 $1.95M 0.01% -636 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,167 $1.94M 0.46% -46 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 50,324 $1.94M 0.46% +46,057 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,978 $1.93M 0.07% -100 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,119 $1.93M 0.27% -1,414 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 7,111 $1.92M 0.17% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,108 $1.92M 0.02% +167 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,085 $1.92M 0.06% +1,514 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 7,034 $1.92M 1.17% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,048 $1.91M 0.03% -545 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 7,003 $1.89M 0.06% -180 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 6,986 $1.89M 0.32% +1,350 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 6,981 $1.89M 0.01% -403 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 6,974 $1.89M 0.87% -117 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,926 $1.87M 0.12% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,908 $1.87M 0.05% +191 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 6,898 $1.87M 0.29% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,858 $1.85M 0.05% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 6,858 $1.85M 1.1% -177 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,834 $1.85M 0.03% +882 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,792 $1.84M 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,776 $1.83M 0.09% +24 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,741 $1.82M 0.07% 0 13F-HR Timeline SHARIAPORTFOLIO, INC. More: the full row for SHARIAPORTFOLIO, INC. 6,719 $1.82M 0.64% +1,015 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 6,718 $1.82M 0.29% -747 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 6,677 $1.81M 0.2% -405 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 6,650 $1.8M 0.04% +85 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,722 $1.8M 0.02% +304 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,576 $1.78M 0.37% -5 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,547 $1.77M 0.03% +2,585 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 6,533 $1.77M 0.21% +3 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,528 $1.77M 0.14% -697 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 6,523 $1.76M 0.55% +435 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,482 $1.75M 0.55% +97 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 6,478 $1.75M 0.02% +851 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,452 $1.75M 0.44% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 6,452 $1.75M 0.44% +4,274 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 6,438 $1.74M 1.56% -9 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,379 $1.73M 0.07% -75 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 6,359 $1.72M 0.89% +247 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 6,358 $1.72M 0.04% -1,241 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6,340 $1.71M 1.02% +693 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,338 $1.71M 0.15% -200 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CX Institutional More: the full row for CX Institutional 6,328 $1.71M 0.05% -50 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,551 $1.7M 0.18% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,288 $1.7M 0.03% -588 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,287 $1.7M 0.05% +99 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 6,277 $1.7M 0.69% -135 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,274 $1.7M 0.02% +254 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,223 $1.69M 0.02% +1,905 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 6,243 $1.69M 0.39% +44 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 6,241 $1.69M 0.1% -15 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 6,222 $1.68M 0.03% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 6,186 $1.67M 0.08% +42 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,140 $1.67M 0.14% 0 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,150 $1.66M 0.43% 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 6,093 $1.66M 0.13% -12 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,121 $1.66M 0.04% +8 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,100 $1.65M 0.57% 0 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,076 $1.64M 0.32% -22 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,059 $1.64M 0.03% +3,068 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 6,006 $1.62M 0.11% +5,176 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 6,006 $1.62M 0.67% +1,259 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 5,928 $1.61M 1.01% -121 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 5,919 $1.6M 0.43% +1 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,910 $1.6M 0.03% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,898 $1.6M 0.04% -275 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 5,895 $1.59M 0.13% -6 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,881 $1.59M 0.24% +1 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,879 $1.59M 0.01% -2,171 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 5,875 $1.59M <0.01% -129 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,834 $1.58M 0.06% -8,935 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 5,827 $1.58M <0.01% -1,288 13F-HR/A Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 5,800 $1.57M 1.01% -386 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 5,783 $1.56M 0.02% +832 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,777 $1.56M 0.89% +25 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 5,746 $1.55M +124 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,736 $1.55M 0.08% +1,553 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 5,695 $1.54M 0.52% +1 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,670 $1.53M 0.4% +96 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,657 $1.53M 0.23% +133 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 5,639 $1.53M 0.49% -25 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,637 $1.52M 0.03% +920 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,620 $1.52M 0.89% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,614 $1.52M 0.03% -733 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,604 $1.52M 0.44% -117 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,550 $1.5M 0.03% -496 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5,412 $1.47M 0.09% -742 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,416 $1.46M <0.01% -5 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,402 $1.46M 0.28% -297 13F-HR/A Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,357 $1.45M 0.05% -429 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,352 $1.45M 0.14% +828 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,346 $1.45M 0.01% -54 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,300 $1.43M 0.02% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,270 $1.43M 0.06% +99 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 5,268 $1.43M 0.03% +1,844 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,010 $1.42M 0.3% +254 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,201 $1.41M 0.02% -525 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,165 $1.4M 0.08% -45 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,084 $1.38M <0.01% -5,160 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,040 $1.36M 0.18% -160 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 5,043 $1.36M 0.52% -133 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,035 $1.36M 0.19% +414 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 5,023 $1.36M 0.73% -566 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,004 $1.35M 0.32% -55 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 4,972 $1.35M 0.02% -116 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,938 $1.34M 0.02% -932 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,868 $1.32M 0.01% +85 13F-HR Timeline Group American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 4,840 $1.31M 0.76% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,827 $1.31M 0.01% +634 13F-HR Timeline Group Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,812 $1.3M 0.29% -15 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,790 $1.3M 0.12% +1,483 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,790 $1.3M 0.03% -3,663 13F-HR Timeline Group Dakota Wealth Management More: the full row for Dakota Wealth Management 4,768 $1.29M 0.02% -3,453 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 4,762 $1.29M 0.02% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 4,761 $1.29M 0.01% +3,316 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,745 $1.28M 0.4% +1 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,730 $1.28M 0.35% +429 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,755 $1.28M <0.01% +367 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,718 $1.28M 0.49% -368 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,682 $1.27M 0.1% +113 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,645 $1.26M 0.02% +199 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,591 $1.24M 0.3% +230 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,508 $1.24M 0.11% +656 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,569 $1.24M 0.03% -58 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,559 $1.23M 0.05% +162 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4,533 $1.23M 0.14% -45 13F-HR Timeline Carter Financial Group, INC. 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