T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 6,504 $1.42M <0.01% -236 13F-HR Timeline NEW VERNON INVESTMENT MANAGEMENT LLC in group New Vernon Capital Holdings I… More: the full row for NEW VERNON INVESTMENT MANAGEMENT LLC 6,502 $1.42M 1.74% new 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 6,498 $1.42M 0.09% 0 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,470 $1.41M 0.2% -873 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 6,432 $1.41M 0.59% +10 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 6,349 $1.39M 0.08% +316 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,301 $1.38M 0.02% +9 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 6,310 $1.38M 0.98% new 13F-HR Timeline McKinney Capital Management, LLC More: the full row for McKinney Capital Management, LLC 6,280 $1.37M 0.54% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,260 $1.37M 0.05% -197 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 6,245 $1.36M 0.81% +4,137 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,209 $1.36M 0.02% +1,567 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 6,156 $1.34M 0.28% +4,460 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,149 $1.34M 0.15% +1,620 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 6,135 $1.34M 0.15% -13,078 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,084 $1.34M 0.04% 0 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 6,093 $1.33M 0.53% +50 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,089 $1.33M 0.02% +1,062 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,086 $1.33M 0.02% -176 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,086 $1.33M 0.08% +488 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,056 $1.32M 0.06% -46 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 6,018 $1.31M 0.1% +3,042 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 6,015 $1.31M 0.05% -6,416 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,012 $1.31M <0.01% -5,136 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 5,961 $1.3M 0.02% -13 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,947 $1.3M 0.17% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,899 $1.29M 0.26% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,892 $1.29M 0.08% +54 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,712 $1.29M 0.08% +440 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 5,843 $1.28M 0.02% +18 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,801 $1.27M 0.04% +2,890 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 5,778 $1.26M 0.61% +86 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 5,767 $1.26M 0.12% -2,051 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,756 $1.26M 0.08% -5 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,735 $1.25M 0.09% +478 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 5,699 $1.24M 0.43% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,677 $1.24M 0.04% +155 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,663 $1.24M 0.08% -49 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 5,653 $1.23M 0.06% -552 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,633 $1.23M 0.28% +2,640 13F-HR Timeline Papamarkou Wellner Asset Management inc. More: the full row for Papamarkou Wellner Asset Management inc. 6,156 $1.22M 0.77% -13,528 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 5,576 $1.22M 0.56% +1,417 13F-HR Timeline Group SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 5,546 $1.21M 0.03% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,542 $1.21M 0.37% +223 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 5,515 $1.2M 0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,510 $1.2M 0.16% -91 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,465 $1.19M 0.01% +994 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,457 $1.19M 0.02% +2,004 13F-HR/A Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 5,454 $1.19M 0.04% -300 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,452 $1.19M 0.1% -1 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,443 $1.19M 0.09% -512 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 5,441 $1.19M 0.38% -1 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 5,431 $1.19M 0.06% -80 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,423 $1.18M 0.11% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,370 $1.17M 0.01% -153 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 5,354 $1.17M 0.05% +62 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 5,346 $1.17M 0.12% +377 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 5,339 $1.17M 0.15% -51,056 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,330 $1.16M 0.08% +36 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,327 $1.16M 0.75% +976 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 5,318 $1.16M 0.07% -79 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 5,303 $1.16M 0.42% -75 13F-HR Timeline TOBAM More: the full row for TOBAM 5,274 $1.15M 0.28% -224 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,237 $1.14M 0.01% -1,006 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 5,235 $1.14M 0.13% +904 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,220 $1.14M 0.01% -332 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,207 $1.14M 0.02% -542 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 5,168 $1.13M 0.05% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 5,166 $1.13M 0.1% +6 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,176 $1.12M 0.17% +438 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,105 $1.12M 0.03% -157 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 5,097 $1.11M 0.43% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,077 $1.11M 0.33% +695 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,057 $1.1M 0.01% +418 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,996 $1.09M 0.01% new 13F-HR Timeline Group WINSLOW ASSET MANAGEMENT INC More: the full row for WINSLOW ASSET MANAGEMENT INC 4,995 $1.09M 0.19% -230 13F-HR Timeline Brindle & Bay Financial Advisors, LLC More: the full row for Brindle & Bay Financial Advisors, LLC 4,977 $1.09M 0.54% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 4,975 $1.09M 0.05% -727 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 4,972 $1.09M 0.02% new 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 4,956 $1.08M 0.06% -72,401 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 4,894 $1.07M 0.05% -529 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,883 $1.07M 0.04% new 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,880 $1.07M 0.03% -3 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,875 $1.06M 0.12% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 4,851 $1.06M 0.02% +159 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 4,842 $1.06M 0.26% -112 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,783 $1.05M 0.06% -694 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 4,785 $1.05M 0.04% +582 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,776 $1.04M 0.05% -980 13F-HR Timeline Group WP Advisors, LLC More: the full row for WP Advisors, LLC 4,734 $1.03M 0.25% +77 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 4,706 $1.03M 0.07% +98 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,701 $1.03M 0.04% -222 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,690 $1.02M 0.68% -36 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,686 $1.02M 0.02% +8 13F-HR Timeline Group ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,680 $1.02M 0.3% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 4,649 $1.02M 0.31% +901 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 4,619 $1.01M 0.37% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,610 $1.01M 0.08% 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,608 $1.01M 0.22% -42 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,595 $1M 0.04% +964 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,591 $1M 0.12% +91 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,582 $1M 0.03% +49 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 4,582 $1M 0.38% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,575 $999K 0.02% +87 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 4,566 $997K 0.59% +109 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,564 $997K 0.08% +852 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 4,562 $997K 0.01% -14 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,525 $988K 0.01% -5,456 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,524 $988K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,505 $984K 0.3% +43 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,498 $983K 0.06% +1,198 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 4,432 $968K 0.24% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 4,403 $962K 0.19% 0 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 4,371 $955K 0.02% -892 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 4,362 $953K 0.21% +286 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,350 $950K 0.2% +625 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,344 $949K 0.08% -67 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 4,335 $947K 0.1% -352 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,331 $946K 0.13% -1,219 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 4,087 $933K 0.03% -105 13F-HR Timeline Group MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,260 $931K 0.15% +22 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 4,248 $928K 0.03% +617 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,219 $922K 0.09% +387 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,203 $918K 0.01% -3,334 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,194 $916K 0.47% +71 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 4,181 $913K 0.01% -223 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,158 $908K 0.05% +128 13F-HR Timeline Integrated Wealth Management More: the full row for Integrated Wealth Management 4,094 $894K 0.94% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 4,088 $893K 0.22% +23 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,078 $891K 0.08% +9 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 4,072 $890K 0.07% +55 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 4,044 $883K 0.09% +1,109 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 4,038 $882K 0.02% -3,031 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,036 $882K 0.05% +2,635 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $874K 0.24% 0 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,000 $874K 0.07% 0 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,000 $874K 0.32% 0 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,982 $870K 0.37% new 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 3,974 $868K 0.06% +487 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 3,969 $867K 0.44% +56 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,942 $861K 0.01% -1,693 13F-HR Timeline Group Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 3,891 $850K 0.67% +129 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,880 $847K 0.07% -5 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,871 $846K 0.42% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,851 $841K 0.01% -2,543 13F-HR Timeline Group Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,848 $841K 0.07% +475 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 3,823 $835K 0.57% -271 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,809 $832K 0.05% -572 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 3,786 $827K 0.56% +22 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,748 $819K 0.21% -222 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 3,747 $819K 0.07% -65 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,732 $815K 0.16% -6,069 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 3,729 $815K 0.02% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,810 $811K 0.02% +316 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,683 $805K 0.04% +2 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,676 $803K 0.03% +596 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,672 $802K 0.02% -1,275 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,660 $800K 0.03% -118 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,653 $798K 0.21% +1,103 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,655 $796K 0.09% -307 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 3,641 $795K 0.18% 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,636 $794K 0.01% +196 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,613 $789K 0.01% +354 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,611 $789K 0.05% +1,698 13F-HR Timeline EdgeRock Capital LLC More: the full row for EdgeRock Capital LLC 3,609 $788K 0.18% -128 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,607 $788K 0.02% -559 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 3,602 $787K 0.11% -42 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 3,594 $785K 0.32% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,582 $782K 0.34% +187 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 3,550 $775K 0.14% -4 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,526 $770K 0.01% +49 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,517 $768K 0.36% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,482 $761K 0.03% -1,537 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,480 $760K 0.08% +2,782 13F-HR/A Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,471 $758K 0.07% -8 13F-HR Timeline James Reed Financial Services, Inc. More: the full row for James Reed Financial Services, Inc. 3,440 $751K 0.57% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,430 $749K 0.01% +485 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,429 $748K 0.01% +89 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 3,409 $745K 0.14% +176 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 3,389 $740K 0.03% -36 13F-HR Timeline Group Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,372 $737K 0.19% +1 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 3,372 $737K 0.15% -38 13F-HR Timeline Valmark Advisers, Inc. 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