BURNEY CO/ More: the full row for BURNEY CO/ 9,107 $962K 0.03% -47 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,101 $961K 0.01% -149 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,141 $960K 0.06% +97 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,006 $954K 0.05% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,008 $951K 0.45% -105 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,983 $949K 0.01% +5 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,970 $947K 0.02% +566 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 8,896 $940K 0.33% -5,166 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,868 $937K 0.02% +1,898 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 8,800 $929K 0.03% +300 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 8,795 $929K 0.01% +3,001 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,784 $928K 0.65% -150 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 8,776 $927K 0.01% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 8,730 $922K 0.01% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 8,683 $920K 0.03% +319 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 8,709 $920K 0.05% new 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 8,528 $901K 0.12% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,459 $893K 0.05% -517 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 8,425 $890K 0.66% -2,000 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 8,424 $890K 0.46% -230 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 8,421 $889K 0.06% +2,525 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,318 $879K 0.01% +7 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,253 $872K 0.18% 0 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,307 $867K 0.01% +251 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,765 $866K 0.03% -318 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,192 $865K 0.02% +274 13F-HR Timeline Group Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 8,122 $858K 0.24% +2 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,094 $855K 0.03% +362 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8,079 $853K 0.61% +150 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,022 $850K 0.04% -122 13F-HR Timeline Group Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 8,000 $845K 0.1% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,991 $844K 0.03% +779 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7,948 $842K 0.09% -440 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,953 $840K 0.37% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,920 $837K 0.02% +272 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,871 $834K 0.02% +246 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,898 $834K 0.09% -87 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 7,896 $834K 0.33% 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 7,846 $829K 0.05% +5,062 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 7,749 $825K 0.04% +187 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,736 $820K 0.03% -97 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,657 $809K 0.01% +396 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,637 $807K 0.04% +4,703 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 7,574 $800K 0.12% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 7,492 $791K 0.44% +4,752 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,466 $789K 0.09% +223 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,405 $782K +1,116 Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 7,401 $782K 0.27% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 7,394 $781K 0.03% +700 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,390 $781K 0.01% +400 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 7,371 $779K +1,971 Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,666 $774K 0.36% 0 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 7,282 $769K 0.08% new 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 7,227 $763K 0.06% -27 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,201 $761K 0.07% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,179 $758K 0.01% -260 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 7,121 $752K 0.05% +430 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,110 $751K 0.48% 0 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 7,102 $750K 0.56% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 7,049 $745K 0.25% +3,203 13F-HR/A Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,033 $743K 0.22% -27 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,032 $742K 0.01% -702 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 6,972 $736K 0.02% -327 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,907 $730K 0.11% +145 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,898 $729K 0.05% -233 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,829 $721K 0.03% +2,909 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,813 $720K 0.06% -758 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 6,786 $717K 0.09% -3,538 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 6,769 $715K 0.1% +97 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,753 $713K 0.02% +293 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,707 $708K 0.05% -331 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,698 $707K 0.05% -8,151 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,312 $695K 0.02% +983 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,535 $690K 0.12% -105 13F-HR Timeline Group Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 6,527 $689K 0.36% +1,026 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,387 $675K 0.03% -224 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 6,366 $672K 0.27% +47 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,358 $672K 0.01% +1,148 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,312 $667K 0.03% +800 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,295 $665K 0.01% +676 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,221 $657K 0.04% +7 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,220 $657K 0.01% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,215 $656K 0.04% -622 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,201 $655K 0.08% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,178 $653K 0.04% 0 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 6,062 $640K 0.04% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,038 $638K 0.01% -1,355 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 6,033 $637K 0.17% -4,150 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,995 $633K <0.01% -79 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,965 $630K 0.52% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,927 $628K 0.01% +2,105 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 5,947 $628K 0.13% +3,038 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,931 $626K 0.15% -1,910 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,917 $625K 0.07% +1,076 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 5,909 $624K 0.71% -458 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,884 $622K 0.05% -1,415 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,869 $620K 0.36% -375 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,845 $617K 0.17% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 5,799 $612K 0.06% +591 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,781 $611K 0.14% -122 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,758 $608K 0.24% -879 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,675 $599K 0.08% +1,134 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,617 $593K 0.01% +2,680 13F-HR Timeline Group Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,534 $585K 0.28% +885 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,557 $584K 0.08% +2,466 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,531 $584K 0.02% +770 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,438 $574K 0.01% -95 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,412 $572K 0.01% +1,026 13F-HR Timeline Group Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,405 $571K 0.08% new 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,398 $570K 0.06% +81 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 5,365 $567K 0.16% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 5,318 $562K 0.09% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 5,322 $561K +242 Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 5,305 $560K 0.28% +2,294 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,286 $558K 0.01% -672 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 5,243 $558K 0.09% +196 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,262 $556K 0.54% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,258 $555K 0.01% -649 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 5,188 $548K 0.01% -8 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,180 $547K 0.02% -807 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,166 $546K 0.13% +25 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,157 $545K 0.08% +1,371 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 5,145 $543K 0.03% +88 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,128 $542K 0.18% +3 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,124 $541K 0.07% new 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 5,094 $538K 0.07% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,091 $538K 0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,056 $534K 0.01% +455 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,004 $529K 0.05% +1,769 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,000 $528K 0.01% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 5,000 $528K 0.01% -4,000 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,000 $528K 0.09% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,999 $528K 0.04% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,998 $528K 0.4% 0 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 4,992 $527K 0.01% -300 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,918 $519K 0.03% +351 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,909 $518K 0.1% +1,522 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,901 $518K 0.06% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,855 $513K 0.07% -394 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 4,844 $512K 0.06% +1,413 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,815 $509K 0.52% -460 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,810 $508K 0.06% -250 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,783 $505K 0.03% +94 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 4,756 $502K 0.02% +547 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,741 $501K 0.03% +284 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,731 $500K 0.07% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,711 $498K 0.26% +170 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,698 $496K 0.14% -624 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,671 $493K 0.04% +338 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,661 $492K 0.04% +670 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,600 $486K 0.19% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 4,600 $486K 0.4% -1,797 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,549 $480K 0.02% +304 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,518 $479K 0.03% +636 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,503 $476K 0.3% +1,014 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,500 $475K 0.01% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,500 $475K 0.27% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,500 $475K 0.45% +28 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 4,484 $473K 0.14% -992 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,466 $472K 0.09% +123 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,418 $470K 0.04% +48 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,453 $470K 0.01% -1,123 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,443 $470K 0.04% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,449 $470K 0.01% +126 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,429 $468K 0.03% +71 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,429 $468K 0.11% +2,134 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,366 $461K 0.01% -80 13F-HR Timeline Group One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,287 $453K 0.06% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,246 $448K 0.02% -130 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,249 $447K 0.01% +990 13F-HR Timeline Group Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 4,211 $445K 0.07% -42,100 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,200 $444K 0.03% +1,287 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,193 $443K 0.07% +4,000 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,159 $439K 0.03% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,143 $438K 0.02% +2,545 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,125 $436K 0.01% +143 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 4,115 $435K 0.02% +745 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,102 $433K 0.22% -130 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,098 $433K 0.11% +1,166 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,050 $428K 0.13% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,041 $427K 0.02% -1,940 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,032 $426K 0.03% +71 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 4,016 $424K 0.22% -200 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,985 $421K 0.08% +428 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 3,954 $418K 0.01% -197 13F-HR Timeline Group GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,948 $417K 0.03% new 13F-HR Timeline Strategic Planning, Inc. More: the full row for Strategic Planning, Inc. 3,946 $417K 0.25% -72 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,943 $416K 0.01% +2,891 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,934 $416K 0.05% +87 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 3,922 $414K 0.06% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,919 $414K 0.01% -103 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,909 $413K 0.01% 0 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 3,881 $410K 0.04% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,892 $409K 0.04% -863 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,862 $408K 0.01% +201 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,832 $405K 0.14% +443 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3,829 $404K 0.17% -221 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 3,820 $403K 0.01% -52 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 3,799 $401K 0.03% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 3,790 $400K 0.09% -971 13F-HR Timeline