Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,331 $1.76M 0.07% +34 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 2,317 $1.75M 0.02% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 2,314 $1.75M 0.18% -3,142 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,314 $1.75M 0.05% +67 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 2,310 $1.75M <0.01% -12,667 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,306 $1.74M 0.17% +1,196 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 2,296 $1.73M 0.04% +54 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,294 $1.73M 0.01% -2,576 13F-HR Timeline Group TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 2,284 $1.73M 0.12% -40 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,282 $1.72M <0.01% +1,379 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,275 $1.72M 1.05% -93 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,259 $1.71M 0.18% -191 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 2,255 $1.7M 0.24% +17 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,243 $1.69M 0.05% +18 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,226 $1.68M 0.03% -77 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,220 $1.68M <0.01% -1,125 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,219 $1.68M 0.51% +1,566 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,213 $1.67M 0.05% -705 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,213 $1.67M 0.47% -281 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 2,178 $1.65M <0.01% +2,140 13F-HR Timeline Group Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 2,177 $1.64M 1.51% +724 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2,176 $1.64M 0.86% +642 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,984 $1.64M 0.03% +120 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,151 $1.63M 0.58% -21 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,148 $1.62M 0.51% -1,928 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,161 $1.62M 0.05% 0 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,137 $1.61M 0.26% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,133 $1.61M 0.05% -1,663 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,126 $1.61M 0.01% +42 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,123 $1.6M 0.23% +1,760 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,089 $1.58M 0.73% -225 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 2,071 $1.56M 0.13% 13F-HR Timeline Group CAPITAL MANAGEMENT ASSOCIATES /NY/ More: the full row for CAPITAL MANAGEMENT ASSOCIATES /NY/ 2,050 $1.55M 1.99% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,043 $1.54M 0.06% +27 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,043 $1.54M 0.05% -7 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,027 $1.53M 0.35% new 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 2,023 $1.53M 0.7% new 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 2,018 $1.52M 0.04% -942 13F-HR Timeline Group Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,886 $1.52M 0.14% -400 13F-HR Timeline Aristotle Atlantic Partners, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Atlantic Partners, LLC 2,000 $1.51M 0.06% 0 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,990 $1.5M 0.43% -13 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,984 $1.5M 0.15% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,977 $1.49M 0.16% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,976 $1.49M 0.1% -268 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 1,975 $1.49M 0.47% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,954 $1.48M 0.04% -69 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 1,943 $1.47M 0.76% +1,415 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,942 $1.47M 0.03% -263 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,937 $1.46M 0.02% +236 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,933 $1.46M 0.36% new 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 1,926 $1.46M 0.87% +596 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,919 $1.45M 0.01% +1,036 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,917 $1.45M 0.07% +22 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,909 $1.44M 0.04% -5 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,892 $1.43M 0.06% +20 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 1,888 $1.43M -280 Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,877 $1.42M 0.27% +433 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,854 $1.4M 0.01% -1,500 13F-HR Timeline Group Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,852 $1.4M 0.11% -13 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 1,844 $1.39M 0.71% -173 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,846 $1.39M 0.04% +56 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,841 $1.39M 0.08% -76 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,842 $1.39M 0.11% -88 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 1,830 $1.38M 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,827 $1.38M 0.04% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 1,824 $1.38M 0.01% -179 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 1,821 $1.38M 0.46% +190 13F-HR Timeline Group KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,606 $1.38M 0.07% +225 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,818 $1.37M 0.15% -488 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,811 $1.37M 0.06% +472 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,810 $1.37M 0.18% -356 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,801 $1.36M 0.28% -18 13F-HR/A Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,792 $1.35M 0.03% -435 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,786 $1.35M 0.1% -13 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,782 $1.35M 0.27% -3,827 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,782 $1.35M 0.03% +259 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,771 $1.34M 0.14% +1,433 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,770 $1.34M 0.04% -185 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,770 $1.34M 0.32% -10 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,769 $1.34M 0.52% +36 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,769 $1.34M 0.52% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,611 $1.33M 0.08% -400 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,762 $1.33M 0.11% +580 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,751 $1.32M 0.2% +5 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 1,750 $1.32M 0.1% +400 13F-HR Timeline Delaney Capital Management Ltd. More: the full row for Delaney Capital Management Ltd. 1,740 $1.31M 0.21% +181 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,735 $1.31M 0.03% +210 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 1,730 $1.31M 0.1% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,727 $1.31M 0.02% -112 13F-HR Timeline Group Wellington Grp LLC More: the full row for Wellington Grp LLC 1,717 $1.3M 0.34% +41 13F-HR/A Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,710 $1.29M 0.44% +104 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,702 $1.29M 0.11% -875 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,701 $1.29M 0.13% +7 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1,683 $1.27M 0.06% 0 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,672 $1.26M 0.27% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,659 $1.26M 0.05% +1,163 13F-HR Timeline Group KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,664 $1.26M 0.54% -204 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,660 $1.25M 0.07% +717 13F-HR Timeline Group Premier Private Wealth Management LLC More: the full row for Premier Private Wealth Management LLC 1,657 $1.25M 1.1% +2 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,639 $1.24M 0.02% -1,623 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,632 $1.23M 0.03% -424 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 1,630 $1.23M 0.07% 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 1,624 $1.23M 0.12% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,622 $1.23M 0.01% +41 13F-HR Timeline Group PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,620 $1.22M 0.01% +1,164 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,615 $1.22M 0.16% +137 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 1,612 $1.22M 0.25% -17 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,611 $1.22M 0.29% +237 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 1,600 $1.21M 0.34% 0 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 1,600 $1.21M 0.07% 0 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 1,600 $1.21M 0.73% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 1,600 $1.21M 0.7% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,599 $1.21M 0.35% +51 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 1,591 $1.2M 0.34% 0 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 1,589 $1.2M 0.01% new 13F-HR/A Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,587 $1.2M 0.1% -142 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,586 $1.2M 0.07% -2 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 1,582 $1.2M 0.57% +1 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,570 $1.19M 0.48% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,562 $1.18M 0.04% +507 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,560 $1.18M 0.1% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,558 $1.18M 0.03% +86 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,548 $1.17M 0.25% -77 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,547 $1.17M 0.02% -756 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,547 $1.17M 0.06% +397 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,542 $1.17M 0.01% -48 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,540 $1.16M 0.3% -38 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,533 $1.16M 0.06% -1,016 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,527 $1.15M 0.53% -26 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 1,522 $1.15M 0.42% -460 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 1,516 $1.15M 0.35% -675 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 1,514 $1.14M 0.1% -28 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,507 $1.14M 0.04% -259 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,503 $1.14M 0.02% +4 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,493 $1.13M 0.01% -163 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,491 $1.13M 0.25% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,490 $1.13M 0.04% new 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 1,337 $1.12M 0.47% new 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 1,485 $1.12M 0.01% -73,109 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,483 $1.12M 0.07% new 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,477 $1.12M 0.02% 0 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,474 $1.11M 0.14% -5 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,469 $1.11M 0.01% +479 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 1,468 $1.11M -2,433 Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 1,277 $1.11M 0.03% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 1,450 $1.1M 0.37% new 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,446 $1.09M 0.12% +14 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,441 $1.09M 0.04% +806 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,441 $1.09M 0.03% -103 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,440 $1.09M 1.06% -45 13F-HR Timeline DoubleLine ETF Adviser LP More: the full row for DoubleLine ETF Adviser LP 1,427 $1.08M 0.45% -155 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,422 $1.07M 0.06% +285 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,418 $1.07M 0.04% -142 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,219 $1.07M 0.02% +32 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,411 $1.07M 0.01% -134 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $1.06M 0.23% +100 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,345 $1.05M 0.62% -24 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 1,388 $1.05M <0.01% new 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,383 $1.04M 0.01% +981 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 1,383 $1.04M 0.11% -15 13F-HR/A Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,380 $1.04M 0.01% +63 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,379 $1.04M 0.06% -38 13F-HR/A Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,352 $1.04M 0.2% -5 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 1,369 $1.03M 0.87% 0 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 1,366 $1.03M 0.09% +6 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,362 $1.03M 0.05% -51 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,355 $1.02M 0.01% -16 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 1,353 $1.02M 0.21% +817 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,349 $1.02M 0.2% +67 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,347 $1.02M 0.38% +226 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 1,345 $1.02M 0.36% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,339 $1.01M 0.03% -28 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 1,338 $1.01M 0.15% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,335 $1.01M 0.04% +1,155 13F-HR Timeline Group Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1,327 $1M 0.01% -5,945 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,324 $1M 0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,319 $997K 0.01% 0 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,311 $991K 0.01% +1,028 13F-HR/A Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,308 $988K 0.33% +95 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,307 $988K 0.13% -261 13F-HR/A Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,303 $984K 0.03% -1,494 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,295 $979K 0.78% -27 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,294 $978K 0.45% +109 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,291 $975K 0.08% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,286 $972K 0.03% +32 13F-HR Timeline RD Lewis Holdings, Inc. 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