Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,445 $837K 0.02% +1,661 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 3,442 $836K 0.01% -1,857 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 3,430 $833K <0.01% +63 13F-HR Timeline Group ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,429 $833K <0.01% +64 13F-HR Timeline Group LOCKHEED MARTIN INVESTMENT MANAGEMENT CO More: the full row for LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,420 $831K 0.03% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,403 $827K 0.16% -52 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,375 $820K 0.05% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,357 $815K 0.22% -46 13F-HR/A Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,340 $811K 0.04% +1,624 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,309 $804K 0.01% +609 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,282 $797K 0.05% -159 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 3,268 $794K 0.2% +1,351 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,253 $790K 0.01% +634 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,253 $790K 0.4% +301 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,234 $787K 0.04% +366 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,231 $785K 0.05% +718 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,196 $776K 0.08% -1,005 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 3,148 $765K 0.12% -104 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,132 $761K <0.01% +269 13F-HR Timeline Group Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 3,111 $756K 0.17% -125 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,108 $755K 0.33% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 3,104 $754K 0.01% +518 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 3,088 $750K 0.08% -92 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,080 $748K 0.06% +796 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,079 $748K 0.01% +1,612 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,067 $745K 0.01% -372 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,053 $742K 0.01% new 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,045 $740K 0.02% +528 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 3,039 $738K 0.21% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,039 $738K 0.05% -13 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,031 $736K 0.07% -871 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,998 $728K 0.03% +519 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,963 $720K <0.01% +86 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 2,950 $717K 0.03% +2,086 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,947 $716K 0.26% +547 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 2,894 $703K 0.02% 0 13F-HR/A Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 2,888 $702K 0.03% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,842 $690K 0.01% -1,061 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,050 $690K 0.18% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,822 $685K 0.02% -276 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,804 $681K 0.07% +784 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,775 $674K 0.01% -833 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,773 $674K 0.05% +728 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 2,746 $671K -115,795 Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,755 $669K 0.2% +360 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 2,754 $669K 0.01% +780 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,718 $660K <0.01% +274 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,794 $659K 0.06% +167 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,700 $656K 0.08% -1,057 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,692 $654K 0.02% +108 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,660 $646K <0.01% +28 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,621 $637K 0.04% -45 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,608 $634K <0.01% new 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,600 $631K 0.01% +338 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,586 $628K <0.01% +289 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,564 $623K +29 Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,563 $623K 0.01% -1,535 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,540 $617K 0.02% -287 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,520 $612K 0.33% +25 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,477 $602K 0.04% -569 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,442 $593K 0.01% -395 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,431 $591K 0.01% -314 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,431 $591K <0.01% 0 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 2,416 $587K 0.19% -336 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,404 $584K 0.02% new 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 2,394 $582K <0.01% new 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,383 $579K 0.33% +67 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) 2,381 $578K 0.01% -36,882 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,366 $576K 0.02% +332 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,400 $576K 0.02% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,362 $574K 0.01% -3,271 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,359 $573K 0.01% 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,350 $571K 0.03% +215 13F-HR Timeline Group Vest Financial, LLC More: the full row for Vest Financial, LLC 2,349 $571K 0.01% +1,034 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,343 $569K 0.43% 0 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,288 $556K 0.11% +168 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,285 $555K 0.39% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,243 $545K 0.03% +10 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,237 $543K 0.03% +141 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 2,175 $528K 0.19% 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 2,173 $528K 0.06% 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,172 $528K <0.01% +104 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,145 $521K 0.02% -29 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,140 $520K 0.16% 13F-HR Timeline OneAscent Financial Services LLC group of 2 filers holding More: the full row for OneAscent Financial Services LLC 2,138 $519K new Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,132 $518K <0.01% +801 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,129 $517K 0.02% -7 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,122 $515K 0.03% +95 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,103 $511K 0.02% +80 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 184,100 $510K 0.12% +181,950 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,096 $509K 0.01% +37 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,083 $506K 0.21% -44 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 2,166 $506K 0.03% +595 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,477 $504K 0.01% +25 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,052 $498K 0.24% -6 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,045 $497K 0.01% -33 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,030 $493K <0.01% +214 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,018 $490K 0.14% 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,016 $490K 0.01% +329 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,008 $488K 0.03% new 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 2,003 $487K 0.01% +124 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 2,418 $485K 0.38% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,966 $478K 0.01% -982 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1,965 $477K 0.03% -139 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,960 $476K 0.03% -39 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,959 $476K <0.01% -628 13F-HR Timeline Group Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 1,935 $470K 0.04% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,923 $467K 0.25% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,920 $466K 0.01% +48 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,899 $461K <0.01% +63 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,887 $458K 0.18% -503 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,880 $457K 0.01% -138 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 1,878 $456K 0.01% +18 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,871 $454K <0.01% new 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 1,859 $452K 0.41% 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,849 $449K 0.01% +31 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 1,844 $448K 0.09% -118 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,821 $442K <0.01% 0 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,794 $436K 0.02% +153 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 1,794 $436K <0.01% -10,738 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,784 $433K 0.33% +352 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,782 $433K 0.06% -75 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,781 $433K 0.02% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,774 $431K 0.02% +39 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,751 $425K 0.01% +16 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 1,750 $425K <0.01% -57 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 1,746 $424K 0.21% 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 1,732 $421K 0.15% 0 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,729 $420K 0.14% -18 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,729 $420K <0.01% -7 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,726 $419K 0.15% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,708 $415K 0.01% 0 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 1,703 $414K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,394 $412K 0.02% -579 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,687 $410K 0.08% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,679 $408K 0.16% +16 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,670 $406K 0.02% -896 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,661 $403K <0.01% +787 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,645 $400K 0.03% -1,739 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,645 $400K 0.01% -681 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,643 $399K 0.12% -80 13F-HR Timeline Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,642 $399K 0.1% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,634 $397K 0.09% -6 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,632 $396K 0.01% +287 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 1,630 $396K <0.01% -206 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,630 $396K 0.01% +236 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,620 $394K 0.21% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 1,620 $394K 0.07% -175 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,608 $391K 0.02% +492 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,601 $389K 0.01% +240 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,600 $389K 0.11% +390 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 1,578 $383K 0.88% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,577 $383K 0.05% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,571 $382K <0.01% -408 13F-HR/A Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,566 $380K 0.2% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,544 $375K 0.03% +411 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,527 $374K 0.02% -38 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,527 $371K 0.01% +38 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,525 $370K 0.01% +117 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 1,507 $366K 0.12% -97 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,500 $364K 0.2% -120 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,497 $364K 0.17% -962 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 1,493 $363K 0.01% +43 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,459 $354K <0.01% +275 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,458 $354K 0.12% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,433 $348K 0.01% -86 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,433 $348K 0.2% 0 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 1,432 $348K 0.06% -757 13F-HR Timeline Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 1,428 $347K 0.05% -898 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,423 $346K <0.01% -26 13F-HR Timeline Group MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 1,416 $344K 0.07% -21,735 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,415 $344K 0.23% +142 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,414 $343K 0.01% -14 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 1,414 $343K 0.19% -214 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,401 $340K 0.03% +36 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,401 $340K 0.01% -139 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 1,400 $340K 0.06% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,399 $340K 0.06% -451 13F-HR Timeline Group Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 1,393 $338K 0.33% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,387 $337K <0.01% +82 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,384 $336K 0.13% -390 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,378 $335K 0.02% -305 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,365 $332K 0.01% -66 13F-HR Timeline Group Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 1,361 $331K 0.21% +241 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,349 $328K 0.07% -3 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 1,342 $326K 0.03% +390 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,341 $326K 0.08% -60 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,324 $322K 0.01% +442 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,322 $321K 0.04% -23 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,318 $320K 0.01% 0 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,308 $318K 0.04% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,287 $313K 0.16% +19 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,282 $312K 0.01% +30 13F-HR/A Timeline ARWA LLC More: the full row for ARWA LLC 1,264 $307K 0.18% 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 1,254 $305K 0.22% 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,249 $303K 0.01% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,247 $303K 0.02% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,231 $299K <0.01% -2 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,231 $299K <0.01% +131 13F-HR Timeline Group Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,226 $298K 0.05% -284 13F-HR Timeline