AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,804 $3.03M 0.03% -352 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,800 $3.03M 0.08% +1,341 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 3,750 $2.99M 0.03% new 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,725 $2.97M 0.15% +271 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,704 $2.95M 0.63% -75 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,672 $2.92M 0.55% 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 3,663 $2.92M 0.89% +159 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,661 $2.91M 0.02% -57 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 3,657 $2.91M 0.06% -833 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,647 $2.9M 0.34% +606 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3,647 $2.9M 0.02% -127 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 3,644 $2.9M 2.21% -12 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,629 $2.89M 0.21% +1,295 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,618 $2.88M 0.14% -225 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 3,616 $2.88M 1.16% +34 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,613 $2.88M 0.33% -4,433 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 3,864 $2.85M 0.07% +1,573 13F-HR Timeline Taikang Asset Management (Hong Kong) Co… More: the full row for Taikang Asset Management (Hong Kong) Co Ltd 3,575 $2.85M 0.39% +1,775 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,546 $2.82M 0.12% -403 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,539 $2.82M 0.11% -559 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,528 $2.81M 0.18% +73 13F-HR Timeline Group SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,526 $2.81M 1.35% +1,294 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 3,524 $2.81M 0.66% 0 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,523 $2.81M 1.06% -193 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 3,518 $2.8M 0.05% -8,854 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,516 $2.8M 0.1% -862 13F-HR Timeline RiverPark Advisors, LLC group of 2 filers holding More: the full row for RiverPark Advisors, LLC 3,510 $2.79M -1,855 Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 3,508 $2.79M 0.17% +50 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 3,504 $2.79M 0.47% -351 13F-HR Timeline CHB Investment Group, LLC More: the full row for CHB Investment Group, LLC 3,490 $2.78M 1.48% -5 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 3,469 $2.76M 0.7% +1,204 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 3,463 $2.76M 1.29% -691 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 3,458 $2.75M 0.18% +13 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,429 $2.73M 0.01% -75 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,400 $2.71M 0.25% +2,500 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,385 $2.69M 0.23% +108 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,381 $2.69M 0.08% +1,079 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3,379 $2.69M 0.24% +1,488 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,378 $2.69M 0.2% +308 13F-HR/A Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,373 $2.69M 0.13% -232 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,367 $2.68M 0.03% +287 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 3,366 $2.68M <0.01% +1,754 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,363 $2.68M 0.11% +12 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,361 $2.68M 0.62% -125 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,341 $2.66M 0.21% -40 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,324 $2.65M 0.95% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,296 $2.62M 0.05% +243 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,294 $2.62M 0.17% +118 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,279 $2.61M 0.87% -590 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,264 $2.6M 0.34% +100 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 3,263 $2.6M 0.97% +82 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 3,262 $2.6M 0.06% +565 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,241 $2.58M 0.04% +50 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,225 $2.57M 0.11% +1,188 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,213 $2.56M 0.27% +56 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,193 $2.54M 0.33% +571 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,186 $2.54M 0.04% +53 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 3,179 $2.53M 1.16% -67 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 3,135 $2.5M 0.21% -861 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 3,129 $2.49M 0.1% +405 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,124 $2.49M 0.01% -20 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 3,115 $2.48M 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,086 $2.46M 0.24% -48 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 3,075 $2.45M 0.33% +79 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,069 $2.44M 1.59% +57 13F-HR Timeline Beaumont Asset Management, L.L.C. More: the full row for Beaumont Asset Management, L.L.C. 3,067 $2.44M 1.47% -958 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,063 $2.44M 0.04% +56 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,050 $2.43M 0.02% new 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 3,043 $2.42M 0.09% -5,995 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 3,030 $2.41M 1.08% -5 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3,020 $2.4M 0.48% -1,167 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,987 $2.38M 0.12% +342 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,977 $2.37M 0.14% +1,297 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,972 $2.37M 0.27% +111 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 2,965 $2.36M 0.64% -898 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,964 $2.36M 0.22% +2,187 13F-HR Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2,952 $2.35M 0.11% -257 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,950 $2.35M 0.02% -1,184 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,472 $2.34M 0.07% -1,147 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,922 $2.33M 0.07% -1,861 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,905 $2.31M 0.12% -603 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,905 $2.31M 0.04% +140 13F-HR Timeline Proem Advisors LLC More: the full row for Proem Advisors LLC 2,904 $2.31M 1.21% 0 13F-HR Timeline Aubrey Capital Management Ltd More: the full row for Aubrey Capital Management Ltd 2,900 $2.31M 0.93% -300 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,897 $2.31M 0.21% +155 13F-HR Timeline Ilex Capital Partners (UK) LLP More: the full row for Ilex Capital Partners (UK) LLP 2,892 $2.3M 0.09% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,888 $2.3M 0.13% +636 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 2,885 $2.3M 1.2% +296 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 2,879 $2.29M 0.24% -156 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,868 $2.28M 0.07% +315 13F-HR Timeline PIAR LLC More: the full row for PIAR LLC 2,850 $2.27M 2.51% +141 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,844 $2.26M 0.05% +844 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,834 $2.26M 0.18% -105 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 2,811 $2.24M 0.78% -368 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2,780 $2.24M -121 Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,805 $2.23M 0.63% -129 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,783 $2.22M 0.07% +1,297 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,770 $2.21M 0.07% +124 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,752 $2.19M 0.76% +23 13F-HR Timeline Portman Square Capital LLP More: the full row for Portman Square Capital LLP 2,748 $2.19M 0.3% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,761 $2.17M 0.11% +261 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 2,718 $2.16M +448 Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,714 $2.16M 0.07% -39 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,709 $2.16M 0.47% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,702 $2.15M 0.21% -138 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 2,659 $2.12M 0.17% 0 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 2,637 $2.1M 0.55% -1,884 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,624 $2.09M 0.1% -423 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,624 $2.09M 0.63% +490 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 2,620 $2.09M 0.27% +1,658 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,619 $2.09M 0.09% 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,579 $2.05M 0.1% -3,482 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,573 $2.05M 0.54% -510 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 2,568 $2.04M 0.73% +99 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 2,549 $2.03M 1.98% +134 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 2,545 $2.03M 0.36% +48 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 2,533 $2.02M 0.25% +235 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,524 $2.01M 0.56% -99 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 2,500 $1.99M 0.47% 0 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,483 $1.98M 0.3% +164 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,470 $1.97M 0.22% new 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,460 $1.96M 2.11% +815 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,457 $1.96M 0.03% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,453 $1.95M 0.03% -1,609 13F-HR Timeline Group Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 2,450 $1.95M 0.91% -394 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,429 $1.93M 0.12% +70 13F-HR Timeline Redwood Investments, LLC More: the full row for Redwood Investments, LLC 2,418 $1.93M 0.72% +55 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,412 $1.92M 0.09% +179 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,410 $1.92M 0.25% +424 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,408 $1.92M 0.04% -49,207 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,400 $1.91M 0.24% +2,342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 2,397 $1.91M 0.26% -1,197 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,372 $1.89M 0.15% -5 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,367 $1.88M 0.02% +3 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,341 $1.86M 0.08% 0 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 2,338 $1.86M 0.18% +683 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,334 $1.86M 0.06% -10,351 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,327 $1.85M 0.45% -65 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 2,286 $1.82M 0.26% new 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,275 $1.81M 0.12% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,262 $1.8M 0.05% +192 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,260 $1.8M 0.01% +2 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,259 $1.8M 0.06% +408 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 2,245 $1.79M 1.4% -19 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,229 $1.77M 0.04% -63 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 2,229 $1.77M 0.3% +1,233 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,223 $1.77M 0.09% +577 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,203 $1.75M 0.16% -151 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,203 $1.75M 0.11% +108 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,197 $1.75M 0.93% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,194 $1.75M 0.07% -574 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,189 $1.74M 0.3% -2 13F-HR Timeline BluePointe Capital Management, LLC More: the full row for BluePointe Capital Management, LLC 2,183 $1.74M 0.66% +86 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,182 $1.74M 0.21% -8,459 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,165 $1.72M 0.87% +32 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,151 $1.71M 0.07% +1,814 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 2,151 $1.71M 1.41% +8 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,146 $1.71M 0.21% +32 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 2,147 $1.71M 1.35% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,141 $1.7M 0.11% +295 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,128 $1.69M 0.33% +99 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 2,128 $1.68M 0.32% +1,258 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,109 $1.68M 1.42% +275 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 2,105 $1.68M 0.03% +891 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,092 $1.67M 0.16% +277 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,086 $1.66M 0.12% -40 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 2,082 $1.66M 0.75% +28 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,081 $1.66M 0.1% -198 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,081 $1.66M 1.2% -3 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,077 $1.65M 0.05% +54 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 2,073 $1.65M 0.33% new 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 2,071 $1.65M 0.47% -3,151 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,070 $1.65M 0.02% +228 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,070 $1.65M 0.64% -5 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 2,070 $1.65M 0.82% +31 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,067 $1.65M 0.31% -44 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,062 $1.64M 0.06% +13 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,736 $1.64M 0.17% -27 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,057 $1.64M 0.04% +1,027 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 2,049 $1.63M 0.58% +131 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,045 $1.63M 0.07% +10 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,024 $1.61M 0.08% -423 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 2,021 $1.61M 0.2% +242 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,011 $1.6M 0.33% -668 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,008 $1.6M 0.77% +204 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,000 $1.59M 0.11% 0 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 2,000 $1.59M 0.06% 0 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 2,000 $1.59M 0.8% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 1,992 $1.59M 0.24% -836 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,990 $1.58M 0.43% +5 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,988 $1.58M 0.17% -554 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 1,970 $1.57M 0.05% +70 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,970 $1.57M 0.13% +1,969 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 1,965 $1.56M 0.29% +649 13F-HR Timeline Group Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,955 $1.56M 0.03% +74 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,955 $1.56M 0.32% -541 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 1,942 $1.55M 0.4% +21 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,959 $1.54M +198 Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,938 $1.54M 0.26% -451 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,936 $1.54M 0.37% +1,580 13F-HR Timeline