Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,814 $1.66M 0.25% +2,311 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,782 $1.65M 0.02% +59 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,726 $1.63M 0.05% -135 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 3,725 $1.63M 0.5% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 3,679 $1.6M 0.63% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,675 $1.6M -264 Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 3,700 $1.6M 0.03% +180 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,588 $1.57M 0.01% +1,386 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,547 $1.55M 0.55% +73 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,530 $1.54M 0.01% -2,872 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,523 $1.54M 0.03% -3,424 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,497 $1.53M 0.15% 0 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 3,460 $1.51M 0.64% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 3,375 $1.47M 0.09% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,363 $1.47M 0.07% -270 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,338 $1.46M 0.03% +21 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,326 $1.45M 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,308 $1.44M 0.02% -108 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,306 $1.44M 0.07% +544 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,295 $1.44M 0.03% +412 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,287 $1.43M 0.23% -44 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 3,276 $1.43M 0.15% -168 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,300 $1.43M 0.05% -199 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,251 $1.42M 0.01% +12 13F-HR Timeline Group SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,243 $1.41M 0.26% +2,056 13F-HR Timeline TOBAM More: the full row for TOBAM 3,233 $1.41M 0.37% +246 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 3,201 $1.4M 0.22% +1,304 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,191 $1.39M 0.01% +656 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,178 $1.39M 0.23% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,282 $1.38M 0.02% +1,520 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,158 $1.38M 0.02% -8 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,151 $1.37M 0.07% +834 13F-HR Timeline Round Hill Asset Management More: the full row for Round Hill Asset Management 3,149 $1.37M 0.9% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 3,145 $1.37M 0.15% -244 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,142 $1.37M 0.01% -268 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 3,134 $1.37M 0.4% +22 13F-HR/A Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,132 $1.37M 0.04% +339 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,116 $1.36M 0.32% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,109 $1.36M 0.2% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,104 $1.35M 0.08% -3 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 3,095 $1.35M 0.82% -200 13F-HR Timeline Waterway Wealth Management, LLC More: the full row for Waterway Wealth Management, LLC 3,093 $1.35M 0.3% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,086 $1.35M 0.65% +213 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,079 $1.34M 0.06% +45 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 3,038 $1.33M 0.78% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,037 $1.32M 0.09% +35 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,034 $1.32M 0.15% +185 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,022 $1.32M 0.01% -223 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,990 $1.3M 0.08% +93 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 2,931 $1.28M 0.12% -717 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,930 $1.28M 0.03% +1,516 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,905 $1.27M 0.1% +198 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 2,880 $1.26M 0.53% +140 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 2,850 $1.24M 0.07% new 13F-HR Timeline Group Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 2,831 $1.24M 0.35% +26 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,831 $1.24M 0.02% -1,061 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 2,792 $1.22M 0.44% -104 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,767 $1.21M 0.01% -681 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,742 $1.2M 0.13% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,675 $1.17M 0.13% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,667 $1.17M 0.05% +116 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,662 $1.16M 0.01% +248 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,660 $1.16M 0.06% -91 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,576 $1.15M 0.04% -43 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,639 $1.15M 0.01% +1,824 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 2,630 $1.15M 0.63% new 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,622 $1.14M 0.03% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,601 $1.14M 0.04% -849 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,593 $1.13M 0.12% +263 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,565 $1.12M 0.01% +124 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 2,564 $1.12M 0.2% -2 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,561 $1.12M 0.13% +820 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,560 $1.12M 0.01% -76 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,558 $1.12M 0.09% +3 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,538 $1.11M 0.09% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,518 $1.1M 0.02% -582 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 2,500 $1.09M 0.3% +110 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,500 $1.09M 0.01% +200 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,490 $1.09M <0.01% +119 13F-HR Timeline Group Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 2,464 $1.07M 0.64% -70 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,436 $1.06M 0.03% -167 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,434 $1.06M 0.01% -61 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,429 $1.06M 0.01% +10 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 2,390 $1.04M 0.54% +4 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 2,382 $1.04M 0.71% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,368 $1.03M 0.2% -4,449 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,367 $1.03M 0.17% +326 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,330 $1.02M 0.03% +709 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 2,326 $1.01M 0.12% -62 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 2,318 $1.01M 0.29% -18 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,302 $1M 0.03% -1,497 13F-HR Timeline Group Benin Management CORP More: the full row for Benin Management CORP 2,283 $996K 0.22% 0 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,202 $988K 0.03% +1,002 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 2,228 $972K 0.19% new 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,222 $969K 0.11% +117 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 2,215 $966K 0.04% -16,225 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,200 $960K 0.1% -15 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,186 $954K 0.44% -45 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,169 $946K 0.21% -9 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,160 $942K 0.04% -461 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 2,145 $936K 0.57% -1,293 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 2,136 $932K 0.27% -50 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,080 $924K 0.02% new 13F-HR Timeline Capricorn Fund Managers Ltd More: the full row for Capricorn Fund Managers Ltd 2,111 $921K 0.14% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,097 $915K 0.01% -43 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 2,080 $907K 0.34% +13 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,069 $903K 0.04% +17 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,028 $885K 0.04% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,026 $884K 0.04% new 13F-HR Timeline Group OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,025 $883K 0.17% +73 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,007 $876K 0.05% +112 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,002 $873K 0.03% -2,507 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 2,000 $872K 0.4% 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 2,000 $872K 0.65% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,996 $871K 0.05% +89 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,994 $870K 0.02% new 13F-HR/A Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,993 $869K 0.01% -52 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,987 $867K 0.08% -620 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,978 $863K <0.01% +367 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,960 $855K 0.02% +151 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,955 $853K 0.02% -200 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 1,951 $851K 0.01% -66 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,949 $850K 0.11% +890 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,947 $849K 0.03% -931 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,913 $835K 0.03% +1,102 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,873 $832K 0.01% +17 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 1,905 $831K <0.01% -43 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 1,900 $829K 0.1% +564 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,805 $820K 0.11% +19 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 1,875 $818K 0.07% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,866 $814K 0.04% 0 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 1,862 $812K 0.13% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,861 $812K 0.23% -29 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 1,762 $811K -552 Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,858 $811K 0.02% -171 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,891 $808K 0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,847 $806K <0.01% -195 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,848 $806K 0.05% -260 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,840 $803K 0.04% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,834 $800K 0.02% -322 13F-HR Timeline Group GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 1,800 $785K 0.29% 0 13F-HR/A Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,741 $760K 0.04% +31 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,740 $759K 0.18% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 1,731 $755K 0.05% 0 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,720 $750K 0.09% -909 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 1,690 $737K 0.07% new 13F-HR Timeline Group PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,689 $737K 0.05% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,682 $734K 0.23% +100 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 1,666 $727K 0.01% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,665 $726K 0.05% -63 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,653 $721K 0.01% -82 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,644 $717K <0.01% -381 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 1,643 $717K 0.01% +3 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,641 $716K 0.31% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,640 $715K 0.01% -361 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,634 $713K 0.02% +466 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 1,612 $703K 0.31% -1,157 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,599 $698K 0.2% +191 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,598 $697K 0.09% +22 13F-HR Timeline Lineweaver Wealth Advisors, LLC More: the full row for Lineweaver Wealth Advisors, LLC 1,588 $693K 0.09% -14 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 1,554 $685K 0.15% 0 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 1,565 $683K <0.01% -759 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,562 $682K 0.03% +6 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,553 $677K 0.21% +137 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 1,550 $676K 0.12% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,548 $675K 0.3% -775 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,507 $673K 0.04% -10,685 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 1,526 $666K 0.5% -167 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,524 $665K 0.02% -6 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,522 $664K 0.09% -78 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,462 $657K 0.01% -2 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 1,505 $657K 0.23% 0 13F-HR Timeline Chou Associates Management Inc. More: the full row for Chou Associates Management Inc. 1,500 $654K 0.31% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,496 $653K 0.1% 0 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,489 $650K 0.01% -15 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 1,486 $648K 0.23% -210 13F-HR Timeline Militia Capital Management LLC in group Militia Capital Management LLC More: the full row for Militia Capital Management LLC 1,475 $643K 0.14% 13F-HR/A Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 1,472 $642K 0.03% -10,354 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,463 $638K 0.15% 0 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,454 $634K 0.04% +783 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,451 $633K 0.15% 0 13F-HR Timeline DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 1,438 $627K 0.59% +30 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,430 $624K 0.02% -43 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,430 $624K 0.05% +312 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 1,425 $622K <0.01% -22,725 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,425 $622K <0.01% +395 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,412 $616K 0.06% -45 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 1,410 $615K 0.11% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 1,403 $612K 0.13% +82 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,401 $611K 0.03% +749 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,400 $611K 0.01% +664 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 1,400 $611K 0.2% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,390 $606K 0.01% -515 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 1,381 $602K 0.1% +309 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,377 $601K 0.02% +163 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,376 $600K 0.15% +61 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,374 $599K <0.01% -9,915 13F-HR Timeline Group Sentry LLC More: the full row for Sentry LLC 1,374 $599K 0.19% -668 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,373 $599K -408 Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,370 $598K 0.02% -311 13F-HR Timeline