IAM Advisory, LLC More: the full row for IAM Advisory, LLC 3,938 $2.65M 0.69% -92 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 3,936 $2.65M 0.01% +113 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,888 $2.64M 0.22% -1,324 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 3,922 $2.64M -14,725 Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,906 $2.63M +53 Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,898 $2.62M 0.77% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,881 $2.61M 0.03% +237 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,852 $2.59M 0.06% -15 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 3,795 $2.55M 0.53% +3,618 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,792 $2.55M 0.76% +1,526 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,635 $2.53M 0.27% +280 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,751 $2.52M 0.02% -298 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 3,752 $2.52M 0.91% +357 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,743 $2.52M 0.04% -389 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,734 $2.51M 0.04% -8,892 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,729 $2.51M 0.12% +1,656 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,697 $2.49M 0.1% -353 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 3,698 $2.49M 2.27% -13 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 3,696 $2.49M 2.26% -1,244 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,688 $2.48M 0.05% -545 13F-HR Timeline Group Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 3,685 $2.48M 1.4% -30 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,659 $2.46M 0.12% +185 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,651 $2.46M 0.1% -98 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 3,616 $2.43M 0.4% -553 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,614 $2.43M 0.03% -20 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,567 $2.4M 0.03% +1,292 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,563 $2.4M 0.63% new 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,556 $2.39M 0.18% +396 13F-HR/A Timeline Navalign, LLC More: the full row for Navalign, LLC 3,546 $2.39M 0.68% -92 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 3,545 $2.39M 0.33% -507 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 3,536 $2.38M 0.03% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,524 $2.37M 0.07% +2,685 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,519 $2.37M 0.02% -23 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 3,493 $2.35M 0.07% -16 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 3,490 $2.35M 1.28% 0 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,476 $2.34M 0.82% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,459 $2.33M 0.05% +45 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,447 $2.32M 0.05% -7,775 13F-HR Timeline Group Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 3,411 $2.3M 0.92% -5 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,408 $2.29M 0.23% -392 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,405 $2.29M 0.01% +962 13F-HR Timeline Group SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 3,400 $2.29M 0.85% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,268 $2.27M 0.07% +321 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 3,370 $2.27M 0.35% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,360 $2.26M 0.23% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,338 $2.25M 0.08% -5,512 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,340 $2.25M 0.1% new 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,308 $2.23M 0.89% +163 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,299 $2.22M 0.57% +40 13F-HR/A Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 3,276 $2.2M 0.38% -63 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,268 $2.2M +309 Timeline Providence First Trust Co More: the full row for Providence First Trust Co 3,262 $2.2M 0.89% -26 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,248 $2.19M 0.28% 0 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 3,242 $2.18M 0.05% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,225 $2.17M 0.09% +1,500 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,134 $2.17M 0.14% 0 13F-HR Timeline QV Investors Inc. More: the full row for QV Investors Inc. 3,209 $2.16M 0.22% -230 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,208 $2.16M 0.12% +26 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,204 $2.16M 1.2% -27 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,182 $2.14M 0.31% -365 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,165 $2.13M 0.57% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,160 $2.13M 0.04% +37 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 3,153 $2.12M 0.04% +195 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6,744 $2.12M 0.3% +6,414 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 3,144 $2.12M 0.62% +125 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 3,137 $2.11M 1.35% -18 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 3,095 $2.08M 0.61% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,092 $2.08M 0.06% +53 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,068 $2.06M 0.03% 0 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 3,065 $2.06M 0.07% +58 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,018 $2.03M 0.23% -10 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,013 $2.03M 0.09% +2,195 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,000 $2.02M 0.05% new 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 3,015 $2.01M 0.06% new 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,317 $2M 0.03% +1,173 13F-HR Timeline Axecap Investments, LLC More: the full row for Axecap Investments, LLC 2,925 $1.97M 1.67% new 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,912 $1.96M 0.1% -169 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,891 $1.95M 0.08% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,883 $1.94M 0.03% +150 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 2,878 $1.94M 0.02% +259 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,863 $1.93M 0.04% +25 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,862 $1.93M 0.04% -27 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 2,861 $1.93M 0.25% +83 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,845 $1.91M 0.38% +194 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 2,841 $1.91M 0.29% +118 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 2,829 $1.9M -4,201 Timeline MPS Loria Financial Planners, LLC More: the full row for MPS Loria Financial Planners, LLC 2,824 $1.9M 0.56% +4 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,791 $1.88M 0.11% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,771 $1.87M 0.08% +15 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,773 $1.87M 0.06% 0 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,764 $1.86M 0.12% -224 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,753 $1.85M 0.01% -84 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,751 $1.85M 0.12% +3 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 2,750 $1.85M 0.55% -900 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,742 $1.85M 0.1% +110 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,733 $1.84M 0.14% +1,244 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,672 $1.8M 0.04% +293 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,658 $1.79M 0.14% +1 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 2,657 $1.78M 0.04% +362 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 2,628 $1.77M 1.56% -805 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 2,625 $1.77M 0.49% -288 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,623 $1.77M 0.2% +2 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,620 $1.76M 0.14% 0 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,573 $1.73M 0.14% +123 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,566 $1.73M 0.19% +1,306 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 2,560 $1.72M 0.81% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,554 $1.72M 0.87% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,549 $1.72M 0.21% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,535 $1.71M 0.24% +1,533 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,526 $1.7M 0.04% +427 13F-HR Timeline AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 2,523 $1.7M 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,519 $1.7M 0.03% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,501 $1.68M 0.04% +16 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 2,500 $1.68M 0.03% 0 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 2,497 $1.68M 0.97% +220 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 2,495 $1.68M 0.24% +1,065 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,486 $1.67M 0.02% +344 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,486 $1.67M 0.95% -1 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 2,485 $1.67M 0.28% +1 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,459 $1.65M 0.14% +55 13F-HR Timeline Wolf Group Capital Advisors More: the full row for Wolf Group Capital Advisors 2,453 $1.65M 0.55% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,453 $1.65M 0.05% -70 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,448 $1.65M 0.65% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,445 $1.65M 0.02% -3,544 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,440 $1.64M 0.1% +4 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,439 $1.64M 0.18% -380 13F-HR/A Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,431 $1.64M 0.03% -22,190 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,430 $1.64M 0.22% -141 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,425 $1.63M 0.3% -36 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,424 $1.63M 0.54% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,401 $1.62M 0.02% +464 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,399 $1.62M 0.05% +603 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,393 $1.61M 0.1% -21 13F-HR Timeline Group Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,515 $1.61M 1.58% -86 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,391 $1.61M 0.02% +40 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 2,376 $1.6M 0.03% -156 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 2,353 $1.58M 0.05% +41 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 2,353 $1.58M 0.66% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,350 $1.58M 0.04% -11 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,343 $1.58M 0.24% -71 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,338 $1.57M 1.09% new 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 2,320 $1.56M 0.54% -120 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 2,315 $1.56M 0.43% +21 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,299 $1.55M 0.13% +150 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,298 $1.55M 0.18% -134 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,271 $1.53M 0.11% +55 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,252 $1.52M 0.42% -43 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,226 $1.5M 0.3% +28 13F-HR/A Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,223 $1.5M 0.05% +60 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,218 $1.49M 0.17% +344 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,163 $1.49M 0.08% +160 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,212 $1.49M 0.08% -477 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,209 $1.49M 0.7% -72 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,203 $1.48M 0.23% +1,671 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,201 $1.48M 0.06% -432 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,182 $1.47M 0.37% -4 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,165 $1.46M 0.26% -86 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 2,156 $1.45M 0.86% -993 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,142 $1.44M 0.1% -3,453 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,148 $1.43M -867 Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,126 $1.43M 0.29% +139 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,125 $1.43M 0.12% +2,123 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 2,099 $1.41M 0.03% +24 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 2,078 $1.4M -105 Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 2,074 $1.4M 0.21% -33 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,070 $1.39M 0.15% -39 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,066 $1.39M 0.03% -420 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,066 $1.39M 0.14% -76 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,065 $1.39M 0.38% -128 13F-HR Timeline CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,050 $1.38M 2.69% 0 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 2,048 $1.38M 0.26% +376 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,043 $1.37M 0.04% +31 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,038 $1.37M 0.04% +32 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,035 $1.37M 0.08% +28 13F-HR Timeline Group Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 2,019 $1.36M 0.45% -20,384 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,018 $1.36M 0.19% -345 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,014 $1.36M 0.23% +664 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,174 $1.35M 0.04% -56 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,006 $1.35M 0.19% -393 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 2,004 $1.35M 0.49% -287 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,003 $1.35M 0.05% -574 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,003 $1.35M 0.14% +18 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,000 $1.35M 0.42% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,992 $1.34M 0.01% -98 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,980 $1.33M 0.03% -16 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,977 $1.33M 0.4% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,975 $1.33M 0.9% 0 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,974 $1.33M 0.55% -57 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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