Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 10,249 $315K <0.01% +1,059 13F-HR Timeline Group Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 10,245 $315K 0.09% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 10,231 $314K 0.02% -1,640 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 10,213 $314K 0.18% 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,140 $311K <0.01% +2,533 13F-HR Timeline Group DeepCurrents Investment Group LLC More: the full row for DeepCurrents Investment Group LLC 10,130 $311K 0.01% -17,614 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 10,061 $309K <0.01% +145 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 9,989 $307K <0.01% new 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 9,981 $307K 0.05% +40 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,980 $306K 0.03% +136 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 9,969 $306K 0.03% -3,486 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 9,945 $305K 0.02% -180 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 9,915 $304K 0.06% -781 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,889 $304K <0.01% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 9,814 $301K 0.18% +536 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 9,791 $301K 0.23% +1,713 13F-HR Timeline Selective Wealth Management, Inc. More: the full row for Selective Wealth Management, Inc. 10,050 $300K 0.12% -1,370 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 9,732 $299K 0.01% +1,690 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,681 $297K <0.01% +90 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 9,583 $294K <0.01% -3 13F-HR/A Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 9,581 $294K 0.17% -966 13F-HR/A Timeline LINCOLN CAPITAL CORP More: the full row for LINCOLN CAPITAL CORP 9,543 $293K 0.12% -2,000 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 9,536 $293K <0.01% 0 13F-HR/A Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,393 $288K 0.01% +2,376 13F-HR/A Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 9,350 $287K 0.11% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 9,343 $287K <0.01% 0 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 9,302 $286K <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 9,262 $284K 0.03% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 9,258 $284K 0.01% -77 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 9,052 $278K 0.01% -30 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 9,029 $277K 0.01% +831 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 8,905 $273K 0.16% -502 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 8,863 $272K 0.06% -158 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 8,815 $271K 0.01% -237 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,781 $270K 0.04% 0 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 8,749 $269K 0.08% +141 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,743 $268K 0.08% -6 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 8,516 $262K 0.06% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 8,486 $261K <0.01% +1,624 13F-HR Timeline Group Hill Investment Group Partners, LLC More: the full row for Hill Investment Group Partners, LLC 8,477 $260K 0.03% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services ⦠More: the full row for OneAscent Financial Services LLC 8,447 $259K 0.02% +132 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 8,303 $255K 0.07% +9 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 8,223 $253K <0.01% -3,332 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,190 $252K 0.02% +32 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 8,127 $250K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 8,074 $248K 0.01% +53 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 8,000 $246K 0.1% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,853 $241K <0.01% -283 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,751 $238K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,747 $238K 0.01% 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 7,744 $238K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,689 $236K <0.01% +15 13F-HR Timeline Hapanowicz & Associates Financial Servi⦠More: the full row for Hapanowicz & Associates Financial Services, Inc 7,652 $235K 0.12% 0 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 7,505 $234K <0.01% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,566 $232K 0.01% +635 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I⦠More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 7,611 $232K 0.01% -2,017 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana⦠More: the full row for Alaska Wealth Advisors, LLC 7,469 $229K 0.04% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,412 $228K 0.01% +485 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 7,372 $226K 0.11% -706 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 7,365 $226K 0.05% -25 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 7,334 $225K 0.01% -1,248 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 7,289 $224K 0.02% -81 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,240 $222K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,219 $222K <0.01% +350 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 7,200 $221K 0.03% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 7,400 $221K 0.1% -961 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 7,189 $221K 0.1% +56 13F-HR Timeline jvl associates llc More: the full row for jvl associates llc 7,106 $218K 0.08% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,100 $218K 0.02% 0 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 7,063 $217K 0.01% 0 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,035 $216K <0.01% new 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 6,940 $213K 0.17% 0 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 6,898 $212K 0.16% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,897 $212K <0.01% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,891 $212K <0.01% -3,824 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 6,864 $211K <0.01% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 6,863 $211K 0.03% -28 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,858 $211K 0.13% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,798 $209K 0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,794 $209K 0.01% 0 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners ⦠More: the full row for Wealthcare Advisory Partners LLC 6,759 $208K 0.01% new 13F-HR Timeline Group MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 6,735 $207K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,726 $206K 0.02% -5,541 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 6,651 $204K <0.01% new 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 6,600 $202K 0.09% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 6,538 $201K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 6,400 $197K 0.05% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 6,389 $196K 0.08% +884 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,371 $196K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L⦠More: the full row for EverSource Wealth Advisors, LLC 6,060 $186K 0.01% +294 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 6,000 $184K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,844 $179K 0.01% -916 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 5,830 $178K 0.1% -1 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 5,777 $177K 0 Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 5,719 $176K <0.01% -161 13F-HR Timeline New England Capital Financial Advisors ⦠More: the full row for New England Capital Financial Advisors LLC 5,527 $170K 0.08% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,564 $169K <0.01% +85 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 5,123 $157K 0.04% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 5,084 $156K 0.01% 0 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 5,063 $155K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,768 $146K 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,734 $145K 0.01% +187 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 4,581 $141K 0.31% -1,527 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 4,547 $140K 0.01% +1,797 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 4,272 $131K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,037 $124K <0.01% +709 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,998 $123K <0.01% -13 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,884 $119K <0.01% +205 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,860 $119K <0.01% +71 13F-HR Timeline TOBAM More: the full row for TOBAM 2,645 $117K 0.04% -844 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 3,707 $113K 0.05% -1,380 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,639 $112K <0.01% +274 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 3,647 $111K <0.01% -1,775 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,420 $105K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,404 $105K 0.02% +46 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,293 $101K 0.01% +19 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 3,081 $94.6K 0.18% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 3,084 $94.6K 0.08% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,890 $92.1K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2,993 $91.9K 0.04% +17 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,754 $84.6K 0.03% +800 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,733 $84K <0.01% +17 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,701 $82.9K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,662 $81.8K <0.01% +108 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,626 $80.6K <0.01% +53 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,622 $80.5K 0.01% +548 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,583 $79.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,400 $73.7K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,355 $72.3K <0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,354 $72.3K 0.01% -1,762 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,347 $72.1K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,318 $71.2K 0.04% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,300 $70.6K 0.01% -800 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,294 $70.5K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,243 $68.9K 0.01% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,208 $67.8K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,078 $63.8K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,063 $63.4K 0.01% +87 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,014 $61.9K 0.06% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,000 $61.4K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,978 $60.7K 0.01% +46 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) 1,973 $60.6K <0.01% -4,459 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,943 $59.7K <0.01% +500 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,894 $58.2K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,860 $57.1K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,800 $55.3K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,771 $54.4K <0.01% +22 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,766 $54.2K 0.02% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,759 $54K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,740 $53.4K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,726 $53K 0.04% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,650 $50.7K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,648 $50.6K 0.03% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG⦠More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,632 $50.1K <0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,601 $49.2K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,537 $47.2K 0.01% +674 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,535 $47.1K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU⦠More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,513 $46.5K 0.02% +1,013 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 1,507 $46.3K 0.03% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,480 $45.3K 0.01% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho⦠in group Stonehage Fleming Financial S⦠More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,475 $45.3K <0.01% 0 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,466 $45K 0.02% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,446 $44.4K 0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 1,434 $44K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,430 $43.9K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,428 $43.9K 0.01% +449 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,420 $43.6K 0.03% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,368 $42K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,363 $41.9K 0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,343 $41.2K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,325 $40.7K <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,317 $40K <0.01% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,292 $39.7K 0.03% +10 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,266 $38.9K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,239 $38K 0.01% +204 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,219 $37K <0.01% new 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,182 $36.3K 0.04% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,156 $35.5K 0.03% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,168 $35K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,137 $34.9K 0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,119 $34.4K <0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,144 $34K 0.03% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,104 $33.9K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,066 $32.7K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,062 $32.6K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,040 $31.9K 0.02% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,000 $30.7K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 980 $30.1K 0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 958 $29.4K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 947 $29.1K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 926 $28.4K <0.01% -270 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 896 $27.5K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 875 $26.9K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 853 $26.2K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 850 $26.1K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 842 $25.9K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 840 $25.8K <0.01% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 817 $25.1K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 791 $24.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 774 $23.8K <0.01% 0 13F-HR Timeline