Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,114 $579K -760 Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 1,097 $570K 0.05% -35 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,087 $565K 0.01% +74 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,086 $565K 0.03% +680 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,084 $564K 0.1% -22 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 1,082 $562K 0.06% +8 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 967 $562K 0.03% +88 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,076 $559K 0.16% -8 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,074 $558K 0.02% -114 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,072 $557K 0.05% +401 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 1,067 $555K 0.06% +73 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,066 $554K 0.08% -163 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,059 $551K 0.01% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,058 $550K 0.01% -467 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 945 $545K 0.05% +41 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,045 $542K 0.13% -389 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,043 $542K 0.05% +80 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 1,040 $541K 0.07% -40 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,039 $540K 0.07% -23 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,031 $536K 0.07% +238 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,029 $535K 0.29% 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,028 $534K 0.03% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,021 $531K 0.01% +21 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,020 $530K 0.04% 0 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 1,009 $525K 0.26% +53 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,007 $523K 0.01% -126 13F-HR Timeline Group WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,000 $520K 0.01% -345 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,000 $520K 0.11% +500 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 1,000 $520K 0.1% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 997 $518K 0.01% +105 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 994 $517K 0.37% -21 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 991 $515K 0.16% -19 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 992 $515K 0.03% -8 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 985 $512K 0.26% +140 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 977 $508K 0.1% +115 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 970 $504K 0.13% new 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 963 $501K 0.06% 0 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 962 $500K 0.22% +1 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 947 $492K 1.04% 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 939 $488K 0.04% -35 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 845 $488K 0.23% +44 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 937 $487K 0.57% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 931 $484K 0.04% -20 13F-HR Timeline Group Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 924 $480K 0.12% +87 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 922 $479K 0.05% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 918 $477K 0.22% +277 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 911 $474K 0.04% -50 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 911 $474K 0.05% +141 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 905 $470K 0.08% -35 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 904 $470K 0.02% +102 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 904 $470K 0.34% +8 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 901 $468K 0.03% -180 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 900 $468K 0.11% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 896 $466K <0.01% -85 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 895 $465K 0.14% +58 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 893 $464K 0.02% +509 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 892 $464K 0.02% -23 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 889 $462K 0.04% -7 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 888 $462K 0.08% -42 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 887 $461K 0.06% +161 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 861 $460K <0.01% -24 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 878 $456K 0.03% +66 13F-HR Timeline Group LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 875 $455K 0.05% -149 13F-HR Timeline Group Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 874 $454K 0.01% 0 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 872 $453K 0.18% -12 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 872 $453K 0.25% -85 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 870 $452K 0.22% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 864 $449K 0.08% -106 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 850 $442K 0.05% 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 847 $440K 0.01% +31 13F-HR/A Timeline Group Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 845 $439K 0.17% -5 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 845 $439K 0.02% -100 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 832 $433K 0.03% -8 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 828 $430K 0.02% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 820 $426K 0.01% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 817 $425K 0.02% 0 13F-HR Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 817 $425K 0.32% 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 740 $424K 0.12% +260 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 803 $417K 0.19% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 803 $417K 0.02% -12 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 825 $415K -413 Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 796 $414K 0.06% -95 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 794 $413K 0.05% +162 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 793 $412K 0.19% +13 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 783 $407K 0.03% +109 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 782 $407K 0.06% -17 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 782 $407K 0.02% -98 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 775 $403K 0.29% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 773 $402K 0.13% 0 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 700 $402K 0.1% +82 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 769 $400K 0.04% +140 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 768 $399K 0.07% -39 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 767 $399K 0.18% +20 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 767 $399K 0.2% 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 764 $397K 0.03% 0 13F-HR Timeline Group CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 759 $395K 0.01% -26 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 758 $394K 0.03% +142 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 752 $391K 0.11% +132 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 750 $390K 0.04% +137 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 750 $390K 0.05% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 750 $390K 0.16% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 750 $390K 0.1% -13 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 746 $388K 0.04% +35 13F-HR Timeline Challenger Wealth Management More: the full row for Challenger Wealth Management 745 $388K 0.33% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 745 $387K 0.01% -13 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 740 $385K 0.03% -99 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 740 $385K <0.01% +202 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 738 $384K 0.08% 0 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 734 $382K <0.01% -518 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 727 $378K 0.03% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 726 $378K 0.12% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 718 $373K 0.1% -17 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 714 $371K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 711 $370K <0.01% +49 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 711 $370K 0.11% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 707 $368K 0.02% -3 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 706 $367K 0.02% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 700 $364K 0.25% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 700 $364K 0.15% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 692 $360K 0.08% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 688 $358K <0.01% -7 13F-HR Timeline Group MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 687 $357K 0.21% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 687 $357K 0.14% +5 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 682 $355K <0.01% new 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 680 $353K 0.24% -29 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 680 $353K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 675 $351K 0.25% -70 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 675 $351K 0.04% 0 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 675 $351K 0.3% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 668 $347K 0.03% -29 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 667 $347K 0.07% -54 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 667 $347K 0.14% +233 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 666 $346K 0.1% -19 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 664 $345K 0.04% +93 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 653 $339K 0.07% +88 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 652 $339K 0.01% +247 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 651 $339K 0.04% +11 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 651 $338K 0.01% -1,200 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 648 $337K 0.03% -1 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 646 $336K 0.01% +5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 646 $336K 0.02% -31 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 646 $336K 0.04% -29 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 633 $329K 0.08% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 631 $328K 0.02% +4 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 630 $328K 0.03% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 627 $326K 0.02% -69 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 627 $326K 0.19% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 626 $325K 0.02% -138 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 617 $321K 0.03% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 617 $321K 0.01% +12 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 615 $320K 0.26% -40 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 610 $317K <0.01% -18 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 610 $317K 0.13% 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 609 $317K 0.04% +27 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 609 $317K 0.21% +246 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 607 $316K 0.02% +202 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 600 $312K 0.08% +200 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 560 $311K 0.02% +10 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 594 $309K 0.02% +18 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 594 $309K 0.12% -39 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 585 $304K +14 Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 581 $302K 0.23% 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 578 $300K 0.06% +37 13F-HR Timeline Ted Buchan & Co More: the full row for Ted Buchan & Co 577 $300K 0.14% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 576 $300K 0.09% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 569 $296K 0.16% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 568 $295K 0.01% -535 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 568 $295K 0.03% -3,627 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 567 $295K 0.01% -163 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 564 $293K 0.23% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 562 $292K 0.01% +67 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 561 $292K 0.01% -28 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 556 $289K 0.22% 0 13F-HR Timeline CULTIVAR CAPITAL, INC. More: the full row for CULTIVAR CAPITAL, INC. 548 $285K 0.25% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 546 $284K <0.01% -206 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 545 $283K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 545 $283K 0.01% -73 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 544 $283K 0.05% +90 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 539 $280K 0.02% +67 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 538 $280K 0.02% new 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 537 $279K 0.19% -11 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 537 $279K 0.07% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 530 $276K 0.09% +30 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 530 $276K 0.27% 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 529 $275K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 526 $273K 0.24% 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 524 $272K <0.01% 0 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 523 $272K 0.01% 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 522 $271K 0.01% +9 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 522 $271K 0.01% -257 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 520 $270K 0.03% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 518 $269K <0.01% -60 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 518 $269K 0.04% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 510 $265K 0.03% +96 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 509 $265K 0.03% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 503 $262K 0.01% -663 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 500 $260K 0.07% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 500 $260K 0.08% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 496 $258K 0.02% 0 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 495 $257K 0.03% -4 13F-HR Timeline