Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,261 $357K 0.13% -500 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 8,202 $354K 0.03% -400 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 8,194 $354K <0.01% -944 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 8,184 $353K 0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8,012 $346K 0.02% +1,098 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,009 $346K 0.02% +538 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 7,927 $342K 0.04% +3,306 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 7,919 $342K 0.1% -537 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 7,907 $341K 0.02% -176,843 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,888 $341K 0.01% +922 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 7,877 $340K 0.02% +2,657 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 7,876 $340K 0.16% -967 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 7,815 $337K 0.01% -20 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 7,813 $337K 0.1% -4,798 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 7,784 $336K 0.08% -785 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 7,744 $334K 0.18% -604 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 7,620 $329K 0.45% +191 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,598 $328K 0.01% -3,976 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 7,450 $327K 0.02% -106,665 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 7,500 $324K 1.16% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,495 $324K 0.01% -41,024 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,472 $323K 0.01% +129 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,453 $322K <0.01% -1,805 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,400 $320K <0.01% +4,742 13F-HR Timeline Group AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 7,388 $319K 0.01% -4,565 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 7,347 $317K 0.02% -5,550 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,345 $317K 0.04% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,276 $314K <0.01% -3,044 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7,266 $314K 0.19% -1,819 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 7,253 $313K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,245 $313K 0.03% +775 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 7,233 $312K 0.1% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,230 $312K 0.01% -9,348 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,229 $312K 0.03% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 7,226 $312K 0.04% +777 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,186 $310K <0.01% -4,004 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 7,173 $310K 0.02% -67 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 7,130 $308K 0.02% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 7,070 $305K 0.01% -472 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 7,054 $305K 0.02% -1,759 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,046 $304K <0.01% -4,476 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 7,023 $303K 0.03% 0 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 7,013 $303K 0.21% +515 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 6,990 $302K 0.06% +6,989 13F-HR/A Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,958 $300K <0.01% +83 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,949 $300K <0.01% -665 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 6,915 $299K 0.04% +217 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 6,890 $298K 0.22% -235 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,872 $297K 0.01% -1,112 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 6,829 $295K 0.01% +10 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 6,809 $294K 0.21% -1,737 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 6,795 $293K 0.09% -400 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,698 $289K <0.01% +2,858 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 6,601 $285K 0.02% +811 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6,579 $284K 0.01% -529 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 6,578 $284K 0.22% -59 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 6,569 $284K <0.01% -2,628 13F-HR/A Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,533 $282K 0.1% -1,572 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,514 $281K 0.01% -576 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,457 $279K <0.01% new 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 6,425 $277K 0.06% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,395 $276K 0.08% -1,519 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 6,384 $276K 0.02% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,347 $274K 0.02% +454 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 6,334 $274K 0.13% -300 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 4,700 $272K 0.01% -531 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 6,304 $272K 0.02% +12 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,294 $272K 0.1% -91 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 6,290 $272K 0.18% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,287 $272K 0.05% -243 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 6,230 $269K 0.15% +597 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 6,224 $269K 0.01% -1,405 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 6,184 $267K <0.01% -464 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 6,133 $265K 0.01% +381 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 6,127 $265K 0.22% +9 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,076 $262K 0.07% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,028 $260K 0.01% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,003 $259K 0.01% -79 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 5,989 $259K 0.06% -105 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 5,987 $258K 0.02% -4,180 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,971 $258K 0.02% -572 13F-HR Timeline Group Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 5,949 $257K 0.01% -2,634 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 5,908 $255K 0.04% -17,600 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,879 $254K 0.02% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 5,863 $253K 0.13% -200 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 5,849 $253K 0.05% -48 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,785 $250K <0.01% -890 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,761 $249K 0.01% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,740 $248K <0.01% -1,688 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,711 $247K <0.01% +665 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 5,697 $246K 0.15% +33 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,686 $246K +593 Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 5,514 $245K -72,663 Timeline Plancorp, LLC More: the full row for Plancorp, LLC 5,128 $244K 0.01% -307 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 5,658 $244K 0.06% -677 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 5,655 $244K 0.07% -8 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 5,653 $244K 0.03% +136 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,629 $243K 0.02% -884 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 5,624 $243K <0.01% +980 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,601 $242K 0.08% new 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 5,592 $241K 0.01% -101 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,589 $241K 0.01% new 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 5,535 $239K 0.08% +25 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 5,520 $239K 0.01% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,532 $239K <0.01% +211 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,478 $237K 0.01% -1,882 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,442 $235K 0.01% -235 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,437 $235K 0.08% -842 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,424 $234K 0.01% -623 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,908 $234K 0.06% -1,457 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,118 $233K 0.11% -176 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,391 $233K 0.03% +5,124 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 5,396 $233K 0.01% +391 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5,374 $232K 0.03% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 5,369 $232K 0.04% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 5,349 $231K 0.03% +794 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,326 $230K <0.01% new 13F-HR Timeline Group Bleichroeder LP More: the full row for Bleichroeder LP 5,300 $229K 0.04% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 5,300 $229K 0.04% -103 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 5,300 $229K 0.11% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 5,268 $227K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,239 $226K 0.01% +58 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 5,219 $225K 0.01% -190 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 5,196 $224K 0.01% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,153 $223K 0.01% +456 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 5,150 $222K 0.08% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 5,127 $221K 0.02% -30,326 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 5,112 $221K 0.07% +1,407 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 5,109 $221K 0.02% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,091 $220K 0.01% -1,169 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,091 $220K <0.01% -1,563 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,086 $220K 0.01% +1,043 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 5,055 $218K 0.04% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 5,024 $217K 0.01% -793 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,005 $216K 0.02% -497 13F-HR Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $216K 0.05% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,963 $214K 0.04% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,957 $214K 0.07% +353 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 4,954 $214K 0.01% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,928 $213K 0.01% +2 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 4,920 $212K 0.03% -3,052 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 4,887 $211K 0.02% -25,114 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 4,878 $211K 0.01% -995 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,876 $211K 0.02% -451 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 4,873 $210K 0.02% -361 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 4,844 $209K <0.01% -60,154 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 4,826 $208K 0.01% +8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,819 $208K <0.01% -55 13F-HR Timeline Group waypoint wealth counsel More: the full row for waypoint wealth counsel 4,789 $207K 0.13% -1,768 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,784 $207K 0.15% -1,150 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,761 $206K 0.01% -218 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,754 $205K 0.03% -111 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,753 $205K 0.01% new 13F-HR Timeline Clarity Wealth Advisors, LLC More: the full row for Clarity Wealth Advisors, LLC 4,728 $204K 0.04% -267 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 4,723 $204K 0.01% -1,405 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,708 $203K <0.01% -395 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 4,703 $203K 0.02% -2,407 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 4,700 $203K 0.14% new 13F-HR Timeline Group Prostatis Group LLC More: the full row for Prostatis Group LLC 4,668 $202K 0.05% new 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 4,648 $201K <0.01% -122 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,648 $201K 0.02% -969 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,643 $201K <0.01% -240 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,437 $200K <0.01% +210 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,618 $199K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4,614 $199K 0.02% +3,865 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,602 $199K 0.01% -536 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,575 $198K 0.01% -103,623 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 4,510 $195K 0.03% -108 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,429 $191K 0.01% -11,442 13F-HR Timeline Regatta Research & Money Management More: the full row for Regatta Research & Money Management 4,420 $191K 0.18% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 4,270 $184K 0.01% -188 13F-HR/A Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 4,216 $182K <0.01% -1,213 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 4,157 $179K 0.08% -2,127 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 3,953 $171K <0.01% -384 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 3,613 $167K 0.12% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,822 $165K <0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 3,789 $164K 0.04% +55 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,705 $160K 0.01% -677 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,700 $160K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,541 $153K 0.1% +320 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,473 $150K 0.01% -1,541 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 3,459 $149K 0.01% -532 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,382 $146K 0.04% 0 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,132 $143K 0.02% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 3,297 $142K <0.01% -29,429 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,277 $142K 0.02% -522 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,175 $137K <0.01% +504 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 3,133 $135K 0.08% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,110 $134K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,105 $134K 0.01% +2,955 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 3,000 $130K <0.01% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 2,909 $126K 0.07% +784 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,901 $124K 0.03% -300 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,860 $123K 0.05% -13,038 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 2,797 $121K 0.02% -14 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 2,781 $120K <0.01% +1,080 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 2,751 $119K 0.06% -3,682 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,675 $119K 0.01% -4,539 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,660 $115K 0.06% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 2,572 $111K 0.02% 0 13F-HR Timeline