FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,504 $2.43M 0.26% -160 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,573 $2.43M 0.04% +1,992 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 3,565 $2.42M 0.25% +165 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,556 $2.42M 0.15% +1,181 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,470 $2.36M 0.39% +160 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,452 $2.35M 0.1% -56 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 3,450 $2.35M 0.04% -123 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,434 $2.33M 0.4% +105 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,432 $2.33M 0.1% +905 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 3,406 $2.32M 0.75% +55 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,405 $2.31M 0.45% 0 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 3,404 $2.31M 0.25% -762 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 3,385 $2.31M 0.86% -24 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 3,457 $2.31M -470 Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,389 $2.3M 0.1% +1,030 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3,383 $2.3M 0.47% +272 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,375 $2.29M 1.06% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 3,354 $2.28M 0.02% +218 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,313 $2.25M 0.95% +4 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 3,306 $2.25M 0.71% new 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 3,304 $2.25M 1.5% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,300 $2.24M 0.07% -14,010 13F-HR/A Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,243 $2.2M 0.01% +86 13F-HR Timeline Group ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,205 $2.18M 0.09% -2,645 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,201 $2.18M 0.51% +1 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,196 $2.17M 0.29% -372 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,191 $2.17M 0.48% -311 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,169 $2.15M 1.1% +215 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,122 $2.1M 0.06% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,093 $2.1M 0.07% +36 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,061 $2.08M 0.53% -127 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,051 $2.07M 0.11% +1,943 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 3,046 $2.07M 1.04% -14 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,043 $2.07M 0.06% +73 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,030 $2.06M 0.14% 0 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 3,003 $2.04M 0.84% -110 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,994 $2.04M 0.13% +171 13F-HR Timeline Group Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 2,992 $2.03M 0.14% -3,526 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,968 $2.02M 0.02% -1,225 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,953 $2.01M 0.14% -8 13F-HR Timeline SYSTEMATIC FINANCIAL MANAGEMENT LP More: the full row for SYSTEMATIC FINANCIAL MANAGEMENT LP 2,941 $2M 0.06% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,929 $1.99M 0.21% -149 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,833 $1.99M 0.77% -145 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,928 $1.99M 0.02% +267 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,888 $1.96M 0.02% -376 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,834 $1.93M 0.12% +99 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,801 $1.9M 0.18% +102 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,756 $1.87M 0.01% +44 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,756 $1.87M 0.15% +851 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,967 $1.87M 0.61% +32 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,730 $1.86M 0.19% new 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,729 $1.86M 0.12% -30 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 2,723 $1.85M 0.08% +1,942 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,719 $1.85M 0.31% -219 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,705 $1.84M 0.55% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,693 $1.83M 0.08% new 13F-HR Timeline Unigestion Holding SA More: the full row for Unigestion Holding SA 2,687 $1.83M 0.11% +522 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,686 $1.83M 0.24% +42 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,667 $1.81M 0.17% +39 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,680 $1.81M <0.01% +894 13F-HR/A Timeline Group Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 2,636 $1.79M 0.02% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,608 $1.77M 0.11% -57 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,607 $1.77M 0.73% +681 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,604 $1.77M 0.26% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,595 $1.76M 0.04% +27 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,592 $1.76M 0.14% +551 13F-HR Timeline Group Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,583 $1.76M 0.14% 0 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 2,581 $1.75M 0.21% -127 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,573 $1.75M 0.06% +193 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,894 $1.74M <0.01% -713 13F-HR Timeline Group Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,550 $1.73M 0.52% -450 13F-HR Timeline Group Lindenwold Advisors, INC More: the full row for Lindenwold Advisors, INC 2,535 $1.72M 0.96% -45 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 2,518 $1.71M 0.04% -750 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,517 $1.71M 0.85% +52 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 2,517 $1.71M 0.14% -139 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,506 $1.7M 0.05% -1,374 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,494 $1.7M 0.47% +681 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,482 $1.69M 0.12% -103 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,463 $1.67M 0.13% +705 13F-HR/A Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 2,461 $1.67M 1% -52 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 2,458 $1.67M 0.04% -104 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,436 $1.66M 0.02% +14 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,427 $1.65M 0.23% -735 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,405 $1.63M 0.04% +354 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,401 $1.63M 0.79% +169 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,393 $1.63M 0.05% -201 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,380 $1.62M 0.21% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,376 $1.62M 0.66% +107 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 2,367 $1.61M 0.07% -41 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,352 $1.6M 0.19% +377 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,336 $1.59M 0.02% +367 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 2,284 $1.58M 0.22% -299 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 2,308 $1.57M 1.76% -62 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,288 $1.56M 0.22% +375 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,287 $1.55M 0.21% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,277 $1.55M <0.01% -1,618 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,272 $1.54M 0.05% +53 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,217 $1.54M 0.04% +40 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,256 $1.53M 0.03% +339 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,251 $1.53M 0.17% +115 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 2,250 $1.53M 1.45% +213 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,238 $1.52M 0.09% +1,453 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 2,221 $1.51M 0.55% +24 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,210 $1.5M 0.41% -2,005 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,200 $1.5M 0.33% -6 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,192 $1.49M 0.01% +530 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,211 $1.48M 0.08% +873 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,251 $1.48M 0.09% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,175 $1.48M 0.2% -223 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,175 $1.48M 0.01% +3 13F-HR Timeline Fjell Capital, LLC More: the full row for Fjell Capital, LLC 2,173 $1.48M 1.5% +348 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,170 $1.48M 0.06% 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,169 $1.47M 0.27% +759 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,154 $1.47M 0.06% -290 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,131 $1.45M 0.02% -84 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,127 $1.45M 0.05% +1,208 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 2,122 $1.44M 0.41% -195 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,108 $1.43M 0.02% -6,484 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,102 $1.43M 0.43% +1,235 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 2,093 $1.42M 0.05% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,105 $1.42M 0.13% +452 13F-HR/A Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 2,085 $1.42M 0.43% -248 13F-HR Timeline PDT Partners, LLC More: the full row for PDT Partners, LLC 2,073 $1.41M 0.1% -1,828 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 2,090 $1.41M 0.04% -900 13F-HR Timeline THOR INVESTMENT MANAGEMENT INC /OH/ /ADV More: the full row for THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 2,066 $1.4M 1.03% +21 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,056 $1.4M 0.05% +974 13F-HR Timeline Charis Legacy Partners, LLC More: the full row for Charis Legacy Partners, LLC 2,054 $1.4M 2.64% +200 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,050 $1.39M 0.42% +65 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,047 $1.39M 0.17% -398 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,042 $1.39M 0.02% +17 13F-HR Timeline STF Management LP More: the full row for STF Management LP 2,038 $1.39M 0.67% 0 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 2,036 $1.38M 0.67% +57 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 2,024 $1.38M +22 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,011 $1.37M 0.05% +1,421 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,007 $1.36M 0.15% new 13F-HR/A Timeline Group Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,000 $1.36M 0.24% 0 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 1,988 $1.36M 0.54% +5 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 1,991 $1.35M 0.38% -110 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,990 $1.35M 0.08% +789 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 1,987 $1.35M 0.77% -123 13F-HR Timeline DELPHI MANAGEMENT INC /MA/ More: the full row for DELPHI MANAGEMENT INC /MA/ 1,979 $1.34M 1.37% -12 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,971 $1.34M 0.07% +131 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,968 $1.34M 0.46% -215 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,964 $1.34M 0.01% -341 13F-HR/A Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,961 $1.33M 0.03% -57 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,947 $1.32M 0.07% +442 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,947 $1.32M 0.24% -42 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,928 $1.31M 0.5% -1 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,920 $1.31M 0.13% +31 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 1,898 $1.29M 0.73% +3 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,877 $1.28M 0.14% -8,088 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 1,865 $1.27M 0.35% -265 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 1,851 $1.26M 0.14% -676 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 1,848 $1.26M 0.34% +75 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,846 $1.25M 0.26% -537 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,843 $1.25M 0.17% -145 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,843 $1.25M 0.22% +50 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 1,841 $1.25M 0.57% +7 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 1,950 $1.24M 0.54% +53 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,817 $1.24M 0.15% -8 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 1,812 $1.23M 1.36% -95 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 1,806 $1.23M 0.34% +253 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1,804 $1.23M 0.11% -1,293 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,802 $1.23M 0.02% +110 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 1,797 $1.22M 0.01% -74 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 1,795 $1.22M 0.06% +20 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,790 $1.22M 0.01% +923 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,789 $1.22M 0.1% +304 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,789 $1.22M 0.05% +626 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,786 $1.21M 0.16% +135 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,784 $1.21M 0.65% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,778 $1.21M 0.02% -1,106 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,772 $1.2M 0.21% new 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,760 $1.2M 0.1% +1,110 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,758 $1.2M 0.08% +41 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 1,757 $1.19M 0.22% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,750 $1.19M 0.18% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,750 $1.19M 0.1% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,727 $1.17M 0.05% +380 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,721 $1.17M 0.05% -6,456 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,720 $1.17M 0.04% +542 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,718 $1.17M 0.02% -4,349 13F-HR/A Timeline Group ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,704 $1.16M 0.15% -37 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,672 $1.16M 0.01% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,696 $1.15M 1.14% -6 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 1,687 $1.15M 0.04% -54 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 1,687 $1.15M 0.2% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,683 $1.14M 0.39% +254 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,677 $1.14M <0.01% 0 13F-HR Timeline Group Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 1,677 $1.14M 0.31% +165 13F-HR Timeline Greystone Financial Group, LLC More: the full row for Greystone Financial Group, LLC 1,667 $1.13M 0.21% +266 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,664 $1.13M 0.1% -213 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 1,662 $1.13M 0.3% +30 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,648 $1.12M 0.22% -5 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,647 $1.12M 0.04% -29,768 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 1,632 $1.11M 0.22% +280 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 1,614 $1.1M 0.31% +43 13F-HR Timeline MATHER GROUP, LLC. 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