Matisse Capital More: the full row for Matisse Capital 9,705 $1.16M 0.52% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,595 $1.15M 0.02% +407 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9,498 $1.14M 0.12% +1,533 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,483 $1.14M 0.03% +861 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 9,498 $1.14M 0.4% -178 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 9,493 $1.14M 0.48% new 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 9,417 $1.13M 0.07% -1,846 13F-HR Timeline Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 9,225 $1.1M 0.72% -125 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 9,200 $1.1M 0.03% -1,200 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,164 $1.1M 0.02% -46 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,184 $1.1M 0.25% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 9,165 $1.1M <0.01% -3,723 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 9,138 $1.09M 0.03% +56 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,121 $1.09M 0.02% -424 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 9,101 $1.09M 0.15% -7,805 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 9,082 $1.09M 0.32% -139 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,076 $1.09M 0.01% -3,402 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,985 $1.08M 0.01% +1 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 8,914 $1.07M 0.04% -1,867 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,816 $1.07M 0.04% +1,964 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 8,879 $1.06M 0.05% +393 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,838 $1.06M 0.01% -233,587 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 8,818 $1.06M 0.65% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 8,718 $1.04M 0.44% -163 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 8,708 $1.04M 0.04% +1,252 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 8,548 $1.02M 0.13% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 8,539 $1.02M 0.01% +175 13F-HR Timeline MANGROVE PARTNERS IM, LLC More: the full row for MANGROVE PARTNERS IM, LLC 8,535 $1.02M 0.08% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,501 $1.02M 0.02% +474 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,523 $1.02M <0.01% +5,224 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 8,501 $1.02M 0.01% new 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,490 $1.02M 0.01% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,796 $1.01M 0.06% -125 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 8,444 $1.01M 0.01% +2,517 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,432 $1.01M 0.02% +300 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 8,428 $1.01M 0.25% -5,341 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,346 $1M 0.02% -1,783 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 8,288 $996K 0.02% +258 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,276 $991K 0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 8,253 $988K 0.21% 0 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 8,165 $978K <0.01% -466 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 8,156 $977K 0.36% 0 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 8,122 $973K 0.24% 0 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 8,099 $970K 0.13% -125 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,610 $968K 0.03% +422 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,078 $967K 0.01% +486 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,034 $962K 0.04% -1,459 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 8,000 $958K 0.09% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,000 $958K 0.05% +276 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 7,893 $945K 0.07% new 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 7,861 $941K 0.45% -516 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 7,834 $938K 0.63% -97 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,721 $925K 0.38% -232 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,696 $922K 0.01% +472 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,524 $901K 0.04% -149 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 7,508 $899K 0.16% -3,601 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 7,401 $886K 0.01% -89,164 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 7,354 $881K 0.04% -11 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,297 $874K 0.05% +1,591 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 7,279 $872K 0.05% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 7,231 $866K 0.06% -791 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 7,226 $865K 0.06% -122 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,201 $862K 0.08% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,192 $861K 0.09% -44 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,426 $855K 0.03% +146 13F-HR Timeline Seros Financial, LLC More: the full row for Seros Financial, LLC 7,100 $850K 0.5% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,060 $845K 0.25% +3,410 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,057 $845K 0.22% -43 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,011 $840K 0.02% -2,550 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,963 $834K 0.01% -155 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 6,932 $830K 0.01% +3,311 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,930 $830K 0.1% +14 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 6,904 $827K 0.69% 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 6,817 $819K 0.05% 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 6,823 $817K 0.17% +47 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 7,247 $815K 0.08% -489 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,750 $808K 0.35% new 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,729 $806K 0.03% +4,262 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 6,712 $804K 0.28% -771 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 6,634 $794K 0.7% 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,612 $792K 0.22% +2,344 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 6,592 $789K +59 Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 6,586 $789K 0.01% -560 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 9,212 $784K 0.06% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,515 $780K 0.18% -2,595 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 6,401 $767K 0.13% +11 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,304 $755K 0.05% -457 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,298 $754K 0.11% -237 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,242 $747K 0.04% -289 13F-HR Timeline Group Atom Investors LP More: the full row for Atom Investors LP 6,225 $745K 0.06% +1,625 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,224 $745K 0.01% +3,674 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,222 $745K 0.05% +10 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,201 $743K 0.08% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,128 $734K <0.01% +61 13F-HR Timeline Group Arjuna Capital More: the full row for Arjuna Capital 6,061 $726K 0.18% -23,263 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,052 $725K 0.03% -897 13F-HR Timeline Group Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,011 $720K 0.12% +17 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,983 $716K 0.02% -882 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,965 $714K 0.52% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,954 $713K 0.16% +81 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,945 $712K 0.02% +232 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 5,899 $706K 0.35% -628 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,876 $704K 0.27% -249 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 5,869 $703K 0.37% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 6,166 $700K 0.02% -173 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,810 $696K 0.02% +11 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,745 $688K 0.15% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,740 $687K 0.13% -44 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,672 $679K 0.01% +5 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 5,669 $679K 0.07% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,666 $679K 0.02% -550 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,661 $678K 0.09% +382 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 5,620 $673K 0.16% +3,471 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 5,592 $670K 0.08% +41 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 5,588 $669K 0.01% +214 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,510 $660K 0.04% -697 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,470 $655K -1,497 Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 5,420 $649K 0.11% -380 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,417 $649K 0.16% -266 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 5,416 $649K 0.16% -429 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 5,424 $648K 0.01% +1,776 13F-HR Timeline Group TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 5,401 $647K 0.58% 0 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,398 $646K 0.06% +1,778 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,397 $646K 0.04% +1,358 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,389 $645K 0.06% +78 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,380 $644K 0.02% +410 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,379 $644K 0.02% -1,232 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 5,343 $640K 0.01% -95 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,314 $636K 0.01% -49 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 5,300 $635K 0.47% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 5,237 $627K 0.01% -2 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,222 $625K 0.01% -900 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 20,758 $621K 0.01% -268 13F-HR Timeline Group CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 5,134 $621K 0.17% +4 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,176 $620K 0.05% +3,043 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 5,161 $618K 0.02% -44,159 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,160 $618K 0.02% +5 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 5,117 $613K 0.03% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,112 $612K 0.01% -4,635 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 5,093 $610K 0.01% -4,462 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,082 $609K 0.02% +366 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 5,067 $607K 0.2% +306 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,026 $602K 0.01% +26 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 5,000 $601K 0.18% -5,000 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,018 $601K 0.02% +486 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 5,028 $600K 0.07% -91 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 5,003 $599K 0.07% -1,399 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 4,999 $599K 0.04% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 4,991 $598K 0.49% -430 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,977 $596K 0.01% -153 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,955 $593K 0.02% +790 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,923 $590K 0.01% +359 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,836 $579K 0.01% +710 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,834 $579K 0.03% +104 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 4,818 $577K 0.01% -381 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,763 $570K 0.42% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,753 $569K 0.27% +405 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,738 $567K 0.06% -163 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,727 $566K 0.03% +262 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,697 $564K 0.13% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,660 $560K 0.03% +58 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,639 $556K 0.48% 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,575 $548K 0.03% -226 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,560 $546K 0.07% +800 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,556 $546K 0.03% +275 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 4,531 $543K 0.28% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 4,525 $542K 0.17% +588 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 4,525 $542K 0.42% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,500 $539K 0.01% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 4,500 $539K 0.28% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,466 $537K 0.03% -8,205 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 4,458 $534K 0.52% 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,450 $534K 0.04% +7 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,454 $533K 0.08% -98 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,415 $529K 0.43% -410 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,305 $516K 0.13% -273 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,302 $515K 0.29% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,291 $514K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,273 $512K 0.02% -407 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,260 $510K 0.02% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 4,221 $506K 0.07% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 4,215 $505K 0.07% -21 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 4,213 $505K 0.05% +64 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,190 $502K 0.08% +145 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,175 $500K 0.04% -22 13F-HR/A Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,161 $498K <0.01% +4,066 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,159 $498K 0.01% +154 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,158 $498K 0.12% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,157 $498K 0.03% -42 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 4,428 $493K 0.03% +301 13F-HR Timeline Group DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,098 $491K 0.35% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 4,060 $486K 0.13% -52 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 4,057 $486K 0.23% -45 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,056 $486K 0.01% +438 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,042 $484K 0.01% +45 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,032 $483K 0.03% +1 13F-HR Timeline CHILTON INVESTMENT CO INC. 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