Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,983 $868K 0.03% +577 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 4,039 $868K <0.01% -95 13F-HR Timeline Group Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 3,965 $864K 0.01% +734 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,942 $862K 0.01% +2,886 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 3,913 $853K 0.56% +319 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,895 $849K 0.01% -31 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,872 $844K 0.12% -1,549 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 3,793 $827K <0.01% -63 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,552 $774K 0.01% +628 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,544 $772K <0.01% +1,034 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,543 $772K 0.24% +25 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 3,481 $759K 0.04% +8 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 3,464 $755K 0.07% -200 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 3,430 $748K 0.08% new 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,400 $741K 0.23% new 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,383 $737K 0.11% -45 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 3,365 $733K 0.01% -69 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,344 $729K 0.03% -101 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,301 $719K 0.01% -39,601 13F-HR/A Timeline Group Argent Trust Co More: the full row for Argent Trust Co 3,271 $713K 0.03% -440 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 3,245 $707K 0.03% +32 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,237 $705K <0.01% new 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 3,174 $692K 0.02% 0 13F-HR Timeline Group LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 3,155 $688K 0.02% -885 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,141 $684K 0.01% -100 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,122 $680K <0.01% -769 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 3,120 $680K 0.22% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,118 $680K 0.03% +581 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,094 $674K 0.01% -180 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,078 $671K 0.06% -263 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,045 $664K 0.03% -66 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,017 $657K 0.21% +230 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,999 $654K 0.05% -528 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,998 $653K 0.13% +168 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,984 $650K <0.01% +50 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,957 $644K <0.01% +333 13F-HR/A Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,933 $639K 0.02% +1,589 13F-HR Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,900 $632K 0.07% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 2,852 $622K 0.18% +52 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,839 $619K 0.18% +2 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,832 $617K <0.01% new 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 2,808 $615K 0.01% -281 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,821 $615K 0.01% new 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,759 $601K 0.01% -1,238 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,714 $591K 0.02% -170 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,714 $591K 0.03% -33 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,700 $588K 0.46% +39 13F-HR Timeline Rakuten Investment Management, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Investment Management, Inc. 6,243 $586K <0.01% 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,686 $585K 0.01% -30 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,674 $583K 0.01% -4 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,590 $568K 0.01% +216 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,600 $567K 0.01% +27 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,513 $548K 0.02% +6 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 2,506 $546K 0.15% +98 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,487 $542K 0.01% +12 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,429 $529K 0.04% +9 13F-HR Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 2,416 $527K 0.07% +15 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,411 $525K <0.01% +739 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 2,410 $525K 0.03% +430 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,405 $524K 0.01% -12 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,402 $523K 0.12% +1,144 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,384 $520K <0.01% -20,409 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 2,366 $518K <0.01% +959 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 2,371 $517K 0.01% +1,218 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,361 $515K 0.01% +1,000 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) 2,342 $510K 0.01% -3,310 13F-HR Timeline Group NerdWallet Wealth Partners, LLC More: the full row for NerdWallet Wealth Partners, LLC 2,340 $510K 0.25% 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 2,331 $508K 0.19% +255 13F-HR Timeline De Lisle Partners LLP More: the full row for De Lisle Partners LLP 2,300 $501K 0.06% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,300 $501K <0.01% +213 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,299 $501K 0.14% +529 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,297 $501K 0.15% -9 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,295 $500K 0.03% -12 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 2,274 $496K 0.01% -4,628 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,265 $494K 0.02% -149 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,255 $491K 0.26% -131 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,247 $490K 0.01% -263 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 2,215 $485K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,219 $484K 0.03% +1,767 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,213 $482K 0.01% +133 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,211 $482K 0.06% +885 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,121 $462K <0.01% +289 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,112 $460K 0.01% +1 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,109 $460K 0.02% +676 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,080 $453K 0.01% +121 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,193 $452K 0.01% +289 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,067 $450K 0.07% +34 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,056 $448K 0.01% -160 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,051 $447K 0.05% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,039 $444K <0.01% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,035 $444K 0.01% +80 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,002 $436K 0.01% +27 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,978 $431K 0.18% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 1,975 $430K 0.08% +688 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,967 $429K 0.02% +323 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,945 $424K 0.08% +30 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,938 $422K 0.01% -183 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 1,900 $414K 0.05% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,961 $413K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 1,893 $412K 0.04% -27 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,060 $410K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,875 $409K 0.01% +152 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,875 $409K 0.22% 0 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 1,863 $408K 0.01% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,873 $408K 0.02% -194 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,863 $406K <0.01% -33 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,863 $406K <0.01% +19 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,856 $405K 0.03% -338 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,853 $400K <0.01% +517 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,833 $399K 0.01% -10 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 1,813 $395K 0.09% +6 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,810 $394K <0.01% +4 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 1,807 $394K 0.1% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 1,800 $392K 0.06% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,799 $392K 0.08% -50 13F-HR Timeline NEOS Investment Management LLC More: the full row for NEOS Investment Management LLC 1,791 $390K <0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,768 $385K 0.06% +274 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,766 $385K 0.02% +125 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,723 $375K 0.01% +97 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,717 $373K 0.12% +6 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,689 $368K <0.01% +237 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,688 $368K 0.02% +82 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,683 $364K 0.02% +520 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 1,668 $364K 0.19% -34 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,668 $364K 0.02% 0 13F-HR Timeline Group Adams Wealth Management More: the full row for Adams Wealth Management 1,666 $363K 0.08% -42 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 1,666 $363K 0.07% -42 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,650 $360K 0.05% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 1,644 $358K 0.01% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,675 $357K 0.04% +639 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 1,636 $357K 0.12% +146 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 1,635 $356K 0.2% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,621 $353K 0.06% +13 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 1,620 $353K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,615 $352K <0.01% -1,677 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,615 $352K 0.02% +174 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 1,606 $350K 0.02% 0 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 1,587 $346K 0.08% 0 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 1,629 $343K 0.01% -16 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,557 $339K 0.04% -388 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,546 $337K 0.06% -373 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 1,543 $336K <0.01% -11 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,543 $336K 0.1% -2,256 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,533 $334K 0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,524 $332K 0.13% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,520 $331K 0.01% +11 13F-HR/A Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,515 $330K 0.01% +114 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,514 $330K 0.01% +229 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,511 $329K 0.01% +23 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 1,503 $328K 0.08% -12 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,487 $324K 0.04% -339 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,486 $324K 0.01% -1 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,483 $323K <0.01% +428 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,473 $322K 0.02% +193 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 1,472 $321K 0.01% -5 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,456 $317K 0.01% +275 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,456 $317K 0.09% +11 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 1,445 $315K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 1,422 $310K 0.03% -65 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,419 $309K 0.02% +321 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,410 $307K 0.13% +6 13F-HR Timeline Cornerstone Investment Partners, LLC More: the full row for Cornerstone Investment Partners, LLC 1,400 $305K 0.01% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,400 $305K 0.03% 0 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,390 $303K <0.01% -144 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,389 $303K 0.01% +103 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,375 $300K <0.01% +296 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,359 $296K 0.09% -295 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,354 $295K 0.01% +37 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,348 $294K 0.15% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,363 $293K 0.15% -1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,335 $291K 0.07% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,320 $288K 0.09% +300 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,315 $286K 0.1% -175 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,303 $284K <0.01% +89 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,300 $279K <0.01% 0 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,279 $279K 0.01% +50 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,279 $279K <0.01% +476 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,279 $279K 0.01% -3,491 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,278 $279K 0.01% +44 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 1,269 $278K <0.01% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,261 $275K 0.01% -102 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,248 $272K 0.02% +201 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,243 $271K 0.04% +18 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,240 $270K 0.13% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,238 $270K 0.01% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 1,236 $269K 0.06% -2 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 1,235 $269K 0.02% -1,195 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,223 $267K 0.01% new 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 1,221 $265K 0.07% +1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,215 $265K 0.04% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,214 $265K <0.01% -82 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 1,200 $262K 0.26% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,191 $260K 0.05% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,189 $259K 0.01% +31 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 1,179 $257K 0.03% 0 13F-HR Timeline ARGENT CAPITAL MANAGEMENT LLC More: the full row for ARGENT CAPITAL MANAGEMENT LLC 1,178 $257K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,170 $255K 0.01% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 1,174 $255K 0.07% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,165 $254K 0.06% +20 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,155 $252K <0.01% -98 13F-HR Timeline