EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 7,853 $2.7M 0.01% +1,462 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 7,747 $2.67M 0.08% -300 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,715 $2.66M 0.04% +373 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7,684 $2.65M 0.5% +4 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 7,667 $2.64M 0.14% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 7,625 $2.63M 0.01% -428 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 7,500 $2.58M 1.54% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 7,493 $2.58M 0.16% 0 13F-HR Timeline Osmosis Investment Management UK Ltd More: the full row for Osmosis Investment Management UK Ltd 7,483 $2.58M 0.12% -11,747 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,476 $2.57M 0.62% -843 13F-HR Timeline OSSIAM More: the full row for OSSIAM 7,435 $2.56M 0.03% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 7,362 $2.53M 0.04% new 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 7,354 $2.53M 0.28% new 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,290 $2.51M 0.05% -37 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 7,241 $2.49M 0.86% -112 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 7,216 $2.48M 0.16% +3,214 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 7,198 $2.48M 0.21% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,194 $2.48M 0.13% -1,303 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,186 $2.47M 0.2% +52 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 7,133 $2.46M 0.99% -33 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 7,125 $2.45M 0.15% +5 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 7,107 $2.45M 0.32% +32 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 7,092 $2.44M 0.01% -2,805 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 6,898 $2.43M 0.16% -265 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 7,055 $2.43M 0.16% -380 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 7,007 $2.41M 0.31% +28 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 6,934 $2.39M 0.04% -1,724 13F-HR/A Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,874 $2.37M 0.04% +1,996 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 6,861 $2.36M 0.1% +177 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,852 $2.36M 0.67% +54 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,760 $2.33M 0.06% +688 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 6,725 $2.32M 0.24% 0 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 6,687 $2.3M 0.02% -236 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 6,681 $2.3M 0.04% -56 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 6,656 $2.29M 0.03% -4,236 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,644 $2.29M 0.01% +1 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6,575 $2.26M 0.37% -328 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 6,552 $2.26M 0.04% +767 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 6,463 $2.23M 0.03% -730 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,452 $2.22M 0.08% +700 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,410 $2.21M 0.18% -31 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 6,402 $2.2M 0.08% -58,195 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,361 $2.19M -69 Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 6,344 $2.18M 0.55% +337 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 6,292 $2.17M 1.23% +31 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 6,273 $2.16M 0.03% -155 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,238 $2.15M 0.02% +1,241 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 6,222 $2.14M 0.03% +34 13F-HR Timeline Group Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 6,215 $2.14M 0.22% -65 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 6,212 $2.14M 0.25% +274 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 6,207 $2.14M 0.77% -464 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,167 $2.12M 0.01% -2,506 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 6,153 $2.12M 0.31% +210 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,147 $2.12M 0.59% -123 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,142 $2.11M 1.04% -98 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 6,130 $2.11M 0.01% -31,579 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,101 $2.1M 0.04% -2,959 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 6,071 $2.09M 0.05% -131 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,056 $2.09M 0.06% -289 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 6,043 $2.08M 0.18% -645 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 5,955 $2.05M 0.1% +92 13F-HR Timeline Westview Management dba Westview Invest… More: the full row for Westview Management dba Westview Investment Advisors 5,947 $2.05M 1% -232 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 5,924 $2.04M 0.28% -23,591 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,887 $2.03M 0.01% +1,983 13F-HR/A Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 5,853 $2.02M 0.19% -44 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,853 $2.02M 0.01% new 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 6,042 $2M 0.07% -227 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,795 $2M 0.06% -319 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 5,781 $1.99M 0.02% -616 13F-HR Timeline Group Callan Family Office, LLC in group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,748 $1.98M 0.04% -1,609 13F-HR Timeline Group SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,735 $1.97M 0.27% -112 13F-HR Timeline Regents Gate Capital LLP More: the full row for Regents Gate Capital LLP 5,717 $1.97M 2.62% -6,885 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,665 $1.95M 0.14% -868 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,609 $1.93M 1.14% -14 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 5,600 $1.93M +642 Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 5,600 $1.93M 0.77% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 5,743 $1.92M 0.3% +62 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 5,558 $1.91M 1.12% +24 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 5,488 $1.89M 0.33% -236 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 5,468 $1.88M 0.35% -79 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,467 $1.88M 0.24% -354 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,450 $1.88M 0.04% -15 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,419 $1.87M 0.09% -33 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,402 $1.86M 0.03% new 13F-HR Timeline Dockside LLC More: the full row for Dockside LLC 5,370 $1.85M 0.43% new 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 5,321 $1.83M 0.13% -600 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,298 $1.82M 0.09% -4,451 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 5,267 $1.81M 0.11% +2 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 5,238 $1.8M 0.07% -392 13F-HR Timeline Group Nvest Financial, LLC More: the full row for Nvest Financial, LLC 5,218 $1.8M 0.57% -799 13F-HR Timeline American Trust More: the full row for American Trust 5,207 $1.79M 0.14% -595 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,176 $1.78M 0.04% -96 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 5,138 $1.77M 0.03% -12 13F-HR Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 5,105 $1.76M 1.41% +934 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 5,104 $1.76M 0.01% -2,656 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,087 $1.75M 0.05% -41 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,081 $1.75M 0.01% +151 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5,071 $1.75M 1.41% +965 13F-HR/A Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,064 $1.74M 0.02% +671 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 5,055 $1.74M 0.17% -80 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,047 $1.74M 0.01% +291 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,046 $1.74M 0.02% -83 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,043 $1.74M 0.12% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 4,958 $1.71M 0.84% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 4,954 $1.71M 0.25% +422 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,949 $1.7M 0.02% -271 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 4,924 $1.7M 0.09% -34 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,898 $1.69M 0.02% -113 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,893 $1.68M 0.23% -48 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,872 $1.68M 0.02% +108 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,860 $1.67M 0.03% +12 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 4,807 $1.66M 1.2% -102 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 4,804 $1.65M 0.4% +4 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,803 $1.65M 0.03% -58 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 4,800 $1.65M 2.18% 0 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 4,741 $1.63M 0.63% +22 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,738 $1.63M 0.02% -34 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,738 $1.63M 0.34% -75 13F-HR Timeline Sage Financial Management Group, Inc. More: the full row for Sage Financial Management Group, Inc. 4,676 $1.61M 0.44% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,647 $1.6M 0.01% -99 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 4,631 $1.59M 0.69% -76 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,631 $1.59M 0.08% -537 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,572 $1.57M 0.01% +870 13F-HR/A Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 4,558 $1.57M 1.12% -349 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 4,556 $1.57M 0.25% +16 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,513 $1.55M 0.33% new 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,507 $1.55M 0.05% -364 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,503 $1.55M 0.01% -1,912 13F-HR Timeline Group Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 4,500 $1.55M 0.6% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,447 $1.53M 0.04% -627 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,439 $1.53M 0.43% +83 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 4,435 $1.53M 0.35% +30 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 4,296 $1.48M 0.85% new 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 4,512 $1.48M +1,608 Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,266 $1.47M 0.19% -70 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,262 $1.47M 0.06% +45 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 4,246 $1.46M 0.21% +103 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,220 $1.45M 0.03% -873 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 4,200 $1.45M 0.08% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,165 $1.43M 0.06% -5,186 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,158 $1.43M 0.06% -138 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,149 $1.43M 0.02% +64 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 4,149 $1.43M 0.85% -59 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4,147 $1.43M 0.23% +4 13F-HR Timeline CORBYN INVESTMENT MANAGEMENT INC/MD More: the full row for CORBYN INVESTMENT MANAGEMENT INC/MD 4,130 $1.42M 0.41% 0 13F-HR Timeline Bancreek Capital Management, LP in group Bancreek Capital Management, … More: the full row for Bancreek Capital Management, LP 4,127 $1.42M 5.37% 0 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,113 $1.42M 0.03% -836 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 4,110 $1.42M 0.41% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 4,084 $1.41M 0.01% -1,060 13F-HR Timeline Aft, Forsyth & Sober, LLC More: the full row for Aft, Forsyth & Sober, LLC 4,375 $1.4M 0.44% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,068 $1.4M 0.06% -82 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4,064 $1.4M 0.07% +14 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,048 $1.39M 0.01% +124 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,037 $1.39M 0.04% -55 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 4,036 $1.39M 0.18% -1 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,031 $1.39M 0.02% -65 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,981 $1.37M 0.11% +582 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,980 $1.37M 0.22% -60 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 3,970 $1.37M 0.05% +1,070 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,946 $1.36M 0.18% +2,844 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,930 $1.35M 0.04% 0 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,930 $1.35M 0.04% -10,340 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 3,908 $1.35M 0.01% +126 13F-HR Timeline Group CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 3,900 $1.34M 0.19% 0 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 3,900 $1.34M 0.01% 0 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,861 $1.33M 0.11% +909 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,851 $1.33M 0.04% -2,083 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,850 $1.33M 0.12% -115 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,850 $1.32M 0.02% -172 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,829 $1.32M 0.04% +211 13F-HR Timeline Group Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,795 $1.31M 0.04% 0 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 3,789 $1.3M 0.02% new 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,782 $1.3M 0.19% -209 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 3,781 $1.3M 0.32% new 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 3,932 $1.3M 0.02% -1,465 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 3,739 $1.29M 0.23% -14 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 3,731 $1.28M 0.51% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 3,729 $1.28M 0.26% -249 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 3,710 $1.28M 0.13% -1,635 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,704 $1.28M 0.06% +412 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,700 $1.27M 0.04% -5 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,698 $1.27M 0.19% -94 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 3,690 $1.27M 0.48% +40 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,679 $1.27M -926 Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,669 $1.26M 0.11% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,397 $1.26M 0.02% -63 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,575 $1.23M 0.04% -192 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 3,681 $1.23M 0.34% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,551 $1.22M 0.3% 0 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 3,667 $1.22M 0.2% +10 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,531 $1.22M 0.04% -167 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,525 $1.21M 0.02% +48 13F-HR Timeline Group SFMG, LLC More: the full row for SFMG, LLC 3,514 $1.21M 0.07% -331 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,489 $1.2M 0.06% +381 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,481 $1.2M 0.05% -54 13F-HR Timeline Ridge Creek Global, Inc More: the full row for Ridge Creek Global, Inc 3,475 $1.2M 0.93% -90 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 3,471 $1.2M 0.11% -20 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,467 $1.19M 0.06% -32 13F-HR Timeline SFM, LLC More: the full row for SFM, LLC 3,436 $1.18M 0.61% -770 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,423 $1.18M 0.04% -1,559 13F-HR Timeline