Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 27,335 $3.82M 0.22% -1,202 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 27,236 $3.81M 1.27% -610 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 27,225 $3.81M 0.47% -25 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 27,200 $3.8M 0.08% new 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 27,158 $3.8M 0.19% -173 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 27,131 $3.79M 2.16% +5,271 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 27,110 $3.79M 0.09% -9,201 13F-HR Timeline AI-Squared Management Ltd More: the full row for AI-Squared Management Ltd 26,900 $3.76M 4.92% new 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 26,898 $3.76M 0.24% +9,571 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 26,865 $3.76M 2.18% -1,230 13F-HR Timeline Impact Asset Management GmbH More: the full row for Impact Asset Management GmbH 26,790 $3.75M 1.47% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 26,753 $3.74M 0.41% +150 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 26,727 $3.74M 1.51% -1,336 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 26,607 $3.72M 0.04% +1,682 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 26,591 $3.72M 0.37% -283 13F-HR Timeline AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 27,652 $3.7M 2.28% -16,774 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 26,476 $3.7M 0.06% +39 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 26,475 $3.7M 1.09% -1,295 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 26,465 $3.7M 0.48% +1,385 13F-HR Timeline BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 26,410 $3.69M 1.38% -900 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 26,406 $3.69M 0.19% -3,762 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 26,386 $3.69M 0.18% +4,127 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 26,298 $3.68M 0.09% +3,142 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 26,230 $3.67M 0.33% +829 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 26,138 $3.65M 0.12% +324 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 26,071 $3.64M 0.95% -100 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 26,058 $3.64M 1.13% +17,230 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 25,951 $3.63M 0.21% +15,374 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 25,864 $3.62M 0.39% -1,375 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 25,818 $3.61M 1.06% -100 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 25,690 $3.59M 0.28% +19,090 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 25,656 $3.59M 0.08% -7,061 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 25,652 $3.59M 1.3% +1,273 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 25,637 $3.58M 0.83% +11,317 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 25,535 $3.57M 0.19% +23,681 13F-HR Timeline Group AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 25,522 $3.57M 0.69% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 25,515 $3.57M 0.14% +3,104 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 25,510 $3.57M 1.14% -5,140 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 25,425 $3.55M 0.98% -7,367 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 25,237 $3.53M 0.5% +269 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 25,162 $3.52M 0.29% -15 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 25,071 $3.51M 0.32% -40 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 24,921 $3.48M 1.29% +1,481 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 24,903 $3.48M 0.2% -449 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 24,886 $3.48M 0.28% -7,415 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 24,669 $3.45M 0.26% -2,862 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 24,569 $3.43M 0.22% -1,683 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 24,527 $3.43M 0.16% -10,134 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 24,483 $3.42M 0.09% +4,501 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 24,416 $3.41M 0.16% 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 24,355 $3.41M 0.92% +2,070 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 24,143 $3.38M 1.07% -24 13F-HR/A Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 24,133 $3.37M 0.71% +24,031 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24,131 $3.37M 0.43% +3,640 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 24,051 $3.36M 0.56% +6,025 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 24,029 $3.36M 0.14% +1,782 13F-HR Timeline Citadel Investment Advisory, Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 23,200 $3.24M 0.09% +3,639 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 23,176 $3.24M 0.04% -3,276 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 23,169 $3.24M 0.28% +1,039 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 23,089 $3.23M 0.15% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 23,032 $3.22M 0.26% +13 13F-HR Timeline CHURCHILL MANAGEMENT Corp More: the full row for CHURCHILL MANAGEMENT Corp 22,934 $3.21M 0.04% -208 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 22,915 $3.2M 0.04% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 22,715 $3.18M 0.25% +26 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 22,714 $3.18M 0.06% -1,022 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 21,081 $3.17M 0.15% -623 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 22,659 $3.17M 0.24% -2,834 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 22,642 $3.17M 0.48% -375 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 22,624 $3.16M 0.26% +1,069 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 22,611 $3.16M 0.1% +8,142 13F-HR/A Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 22,577 $3.16M 0.09% +6,527 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 22,555 $3.15M 0.32% +11,139 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22,554 $3.15M 0.08% +9,237 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 22,535 $3.15M 0.98% +184 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 22,521 $3.15M 0.13% +4,754 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 22,461 $3.14M 0.05% -200 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 22,359 $3.13M 0.2% +3,678 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 22,325 $3.12M 0.19% +627 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 22,077 $3.09M 1.3% +494 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 20,655 $3.09M 0.1% +1,022 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 22,050 $3.08M 0.48% +3 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 22,024 $3.08M 0.23% +89 13F-HR Timeline Narwhal Capital Management More: the full row for Narwhal Capital Management 21,963 $3.07M 0.27% +15,354 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 21,873 $3.06M 0.65% -2,845 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 21,707 $3.03M 2.11% +91 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 21,583 $3.02M 0.38% +2,087 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 21,518 $3.01M 0.05% +20,223 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 21,368 $2.99M 1.06% -510 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 21,308 $2.98M 0.19% +1,202 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 21,306 $2.98M 0.81% -454 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 21,158 $2.96M 0.14% -1,310 13F-HR Timeline Group Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 21,118 $2.95M 0.54% -30,265 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 21,082 $2.95M 0.3% +5,734 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 21,031 $2.94M 0.16% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 21,027 $2.94M 0.02% -754 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 21,024 $2.94M 0.77% -437 13F-HR Timeline Signet Investment Advisory Group, Inc. More: the full row for Signet Investment Advisory Group, Inc. 20,933 $2.93M 1.48% +475 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 20,913 $2.92M 1.52% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 20,899 $2.92M 0.01% -51,170 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 20,853 $2.92M 1.23% -1,173 13F-HR Timeline Sender Co & Partners, Inc. More: the full row for Sender Co & Partners, Inc. 20,852 $2.92M 2.17% +12,351 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20,808 $2.91M 0.63% +1,370 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 20,755 $2.9M 0.45% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 20,722 $2.9M 0.1% +384 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 20,676 $2.89M 0.57% new 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 20,660 $2.89M 0.13% +198 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 20,620 $2.88M 1.43% -4,235 13F-HR/A Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 20,616 $2.88M 0.89% +98 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 20,607 $2.88M 0.1% -3,429 13F-HR Timeline CHICKASAW CAPITAL MANAGEMENT LLC More: the full row for CHICKASAW CAPITAL MANAGEMENT LLC 20,510 $2.87M 0.11% -35 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 20,459 $2.86M 0.61% +972 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 20,446 $2.86M 0.85% +1,739 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 17,194 $2.86M 0.53% new 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 20,421 $2.86M 0.3% -207 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20,347 $2.84M 0.36% -10 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 20,301 $2.84M 1.57% +1,953 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 20,279 $2.84M 0.13% +5,539 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 20,160 $2.82M 0.51% -750 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 19,959 $2.81M 0.27% +1,119 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 20,091 $2.81M 0.74% -14,512 13F-HR Timeline Group ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 20,066 $2.81M 0.1% +305 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 20,027 $2.8M 0.08% +632 13F-HR Timeline Thematics Asset Management More: the full row for Thematics Asset Management 20,010 $2.8M 0.14% -7,159 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 20,006 $2.8M 0.57% +2,656 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 19,993 $2.8M 1.36% +25 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 19,966 $2.79M 1.18% -4,034 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 19,840 $2.77M 2.02% -100 13F-HR Timeline LOUISBOURG INVESTMENTS INC. 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More: the full row for Institute for Wealth Management, LLC. 19,380 $2.71M 0.35% -671 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 19,373 $2.71M 0.05% +390 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 19,310 $2.7M 0.16% +1,556 13F-HR Timeline Group FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 19,300 $2.7M 0.02% -8,028 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 19,292 $2.7M 0.41% -107 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 19,261 $2.69M 1.37% -810 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 19,242 $2.69M 0.12% +751 13F-HR Timeline Lindsell Train Ltd More: the full row for Lindsell Train Ltd 19,200 $2.68M 0.07% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 19,189 $2.68M 0.55% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 19,180 $2.68M 0.45% +219 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 19,174 $2.68M 0.1% +1,129 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 19,156 $2.68M 0.56% +490 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 19,134 $2.68M 1.05% -4,698 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 19,113 $2.67M 0.2% -9,911 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 19,071 $2.67M 1.36% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 19,018 $2.66M 0.24% +99 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 19,053 $2.66M 0.25% +816 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 19,051 $2.66M 0.11% +595 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 19,050 $2.66M 1.58% -5 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 18,997 $2.66M 0.88% new 13F-HR Timeline Legal Advantage Investments, Inc. 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