RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 12,779 $1.18M 0.29% -337 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 12,700 $1.17M 0.23% -50 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 12,663 $1.17M 0.25% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 12,630 $1.17M 0.78% +109 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,457 $1.15M 0.04% +912 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,430 $1.15M 0.06% -5,348 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 12,390 $1.14M 0.02% +105 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 12,360 $1.14M 4.94% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 12,345 $1.14M 0.19% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,278 $1.13M 0.08% +100 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 12,152 $1.12M 0.02% -1,430 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 12,083 $1.12M 0.01% +1,334 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 12,054 $1.11M 0.03% +10 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 11,949 $1.1M 0.06% -3,667 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 11,926 $1.1M 0.34% +994 13F-HR Timeline Nutshell Asset Management Ltd More: the full row for Nutshell Asset Management Ltd 11,912 $1.1M 0.6% -50,503 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 11,899 $1.1M 0.76% -69 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 11,880 $1.09M 0.01% -4,216 13F-HR Timeline CCM INVESTMENT ADVISERS LLC More: the full row for CCM INVESTMENT ADVISERS LLC 11,810 $1.09M 0.1% +15 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,784 $1.09M 0.22% +409 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,748 $1.08M 0.05% -222 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 11,728 $1.08M 0.13% +186 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 11,700 $1.08M 0.21% 0 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 11,658 $1.07M 0.01% -13,874 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 11,617 $1.07M 0.03% +9,178 13F-HR Timeline Group RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 11,255 $1.06M 0.92% -1,000 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,475 $1.06M 0.08% -3,000 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 11,434 $1.06M 0.14% +215 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 11,377 $1.05M 0.13% -226 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 11,351 $1.05M 0.02% new 13F-HR/A Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,325 $1.05M 0.2% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 11,295 $1.04M 0.07% 0 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 11,287 $1.04M 0.33% +7,277 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 11,258 $1.04M 0.51% +396 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 11,174 $1.03M 0.46% -1,970 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,160 $1.03M 0.12% +675 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 11,144 $1.03M 0.15% new 13F-HR Timeline Group Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 11,228 $1.02M 0.09% +131 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 11,055 $1.02M 0.04% +1,125 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,048 $1.02M 0.02% -5,933 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 11,020 $1.02M 0.11% +4,033 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 11,016 $1.02M 0.12% +875 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 10,970 $1.01M 0.02% -900 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 10,912 $1.01M 0.02% +298 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,887 $1M 0.23% -427 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,859 $1M 0.18% +1,683 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 10,742 $992K 0.02% -72,348 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 10,678 $986K 0.04% -346 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 10,635 $982K 0.96% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 10,608 $979K 0.26% -8,566 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 10,583 $977K 0.82% +472 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 10,270 $970K 0.6% +260 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 10,500 $969K 0.12% 0 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,431 $963K 0.46% +693 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 10,357 $956K 0.05% -7,786 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,320 $953K 0.47% 0 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 10,286 $950K 0.11% +10 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,275 $949K 0.06% +789 13F-HR Timeline Alamea Verwaltungs GmbH More: the full row for Alamea Verwaltungs GmbH 10,177 $939K 0.7% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,169 $939K 0.34% +1,754 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,140 $936K 0.07% -2,244 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 10,137 $936K 0.07% +95 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,120 $934K 0.03% -3,022 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 10,076 $930K 0.04% -4,547 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 10,055 $928K 0.06% +585 13F-HR Timeline Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 10,043 $927K 0.61% +309 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 9,958 $924K 0.06% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,980 $921K 0.04% -1,212 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,958 $919K 0.01% +7,586 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 9,952 $919K 0.17% +788 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 9,946 $918K 0.65% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 9,855 $910K 0.1% -83 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,824 $907K 0.27% -111 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 9,668 $892K 0.06% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,600 $886K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 9,596 $886K 0.01% -448 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 9,587 $885K 0.02% +57 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 9,399 $868K 0.05% -4,815 13F-HR Timeline Group CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 9,355 $864K +4,446 Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 9,271 $856K 0.15% -790 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 9,250 $854K 0.1% new 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 9,245 $853K 0.25% +90 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,194 $849K 0.21% +938 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 9,170 $846K 0.21% -101 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 9,169 $846K 0.01% -2,172 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,151 $845K 0.03% +207 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,140 $844K 0.06% +178 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 9,127 $843K 0.18% +209 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 9,058 $836K 0.06% -350 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,030 $834K 0.06% +360 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 9,010 $832K 0.53% -5,463 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 9,000 $831K 0.19% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 8,957 $827K 0.32% new 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,954 $827K 0.01% +4,649 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 8,910 $822K 0.23% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 8,865 $818K 0.3% -1,150 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 8,865 $818K 0.03% new 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 8,844 $816K 0.05% +63 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,800 $812K 0.1% +892 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 8,795 $812K 0.03% -2,358 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,711 $804K 0.09% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 8,700 $803K 0.06% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,697 $803K 0.24% +496 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 8,674 $801K 0.04% +913 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 8,673 $801K 0.16% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 8,661 $799K 0.1% +1,726 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 8,645 $798K 0.69% +1,095 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 8,624 $796K 0.13% +707 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 8,606 $794K 0.06% -4,290 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,514 $786K 0.04% +6 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,426 $781K 0.21% -410 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,394 $775K 0.07% +23 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 8,377 $773K 0.07% +2,207 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 8,355 $771K 0.01% new 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 8,296 $766K 0.24% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 8,295 $766K 0.08% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,293 $766K 0.01% -499 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 8,284 $765K 0.02% -1,500 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 8,272 $764K 0.42% +1,483 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 8,243 $761K 0.01% +1,434 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 8,203 $757K 0.03% -651 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,184 $755K <0.01% +849 13F-HR Timeline Group Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 8,156 $753K 0.14% -19 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 8,019 $740K 0.03% +3,203 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 8,010 $739K 0.06% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,046 $739K 0.02% +2,367 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 8,005 $739K 0.3% +453 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 8,003 $739K 0.1% -176 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,986 $737K 0.11% -194 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,938 $733K 0.02% -1,023 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 7,920 $731K 0.6% 0 13F-HR Timeline TICINO WEALTH More: the full row for TICINO WEALTH 6,860 $729K 0.25% -894 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,877 $727K 0.02% +762 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,787 $719K 0.05% -1,570 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,755 $716K 0.01% -1,520 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 7,725 $713K 0.04% -967 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 7,740 $713K 0.16% 0 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 7,590 $711K 0.08% +600 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 7,702 $711K 0.16% +5,417 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,655 $707K 0.01% +53 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,641 $705K 0.07% +3,048 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,572 $699K 0.04% -273 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 7,545 $696K 0.01% -1,800 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 7,523 $694K 0.05% -2,182 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 7,506 $693K 0.02% +702 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 7,500 $692K 0.32% -104 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 7,466 $689K 0.01% -3,095 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 7,412 $684K 0.07% +64 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 7,405 $684K 0.04% -1,243 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 7,374 $681K 0.3% -46 13F-HR Timeline FFT WEALTH MANAGEMENT LLC More: the full row for FFT WEALTH MANAGEMENT LLC 7,370 $680K 0.12% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,364 $680K 0.23% +2,766 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 7,361 $679K 0.02% +367 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 7,346 $678K 0.05% +523 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 7,316 $675K 0.35% +103 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,267 $671K 0.02% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 7,239 $668K 0.04% -378 13F-HR Timeline Group SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 7,230 $667K 0.16% -180 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 7,205 $665K 0.21% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 7,197 $664K 0.01% -288 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 7,140 $659K 0.01% +6,654 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Shay Capital LLC More: the full row for Shay Capital LLC 7,050 $651K 0.09% new 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 7,036 $649K 0.06% -1,981 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 7,035 $649K <0.01% -1,268 13F-HR Timeline Group ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 7,025 $648K 0.24% 0 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 7,006 $647K 0.09% -434 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 7,002 $646K 0.07% +25 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 7,001 $646K 0.06% +2,569 13F-HR Timeline Black Swift Group, LLC More: the full row for Black Swift Group, LLC 7,000 $646K 0.11% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 7,000 $646K 0.08% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 6,965 $643K 0.01% -141,838 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 6,960 $642K 0.09% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,949 $641K 0.01% -2,466 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,935 $640K 0.05% -55 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 6,930 $640K 0.05% -96 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,928 $639K 0.06% -110 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,904 $637K 0.06% 0 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 6,898 $637K 0.31% +186 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 6,878 $635K 0.04% +261 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,860 $633K 0.07% +258 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 6,812 $629K 0.01% +171 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 6,750 $623K 0.09% -6,750 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,750 $623K 0.08% -300 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,737 $622K 0.01% -282 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 6,734 $622K 0.13% -71 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,731 $621K 0.05% -378 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 6,734 $621K 0.01% +53 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,708 $619K 0.02% -380 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,683 $617K 0.14% +1,052 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 6,661 $615K 0.04% -50 13F-HR Timeline Edgemoor Investment Advisors, Inc. 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