Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,908 $458K 0.01% -2,650 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 8,902 $457K 0.16% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 8,837 $457K 0.13% +1,965 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 8,870 $456K 0.11% -222 13F-HR Timeline CHRISTINE MESSMER PC More: the full row for CHRISTINE MESSMER PC 8,848 $455K 0.29% -2,124 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 8,333 $454K 0.33% -1,496 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,774 $451K 0.15% -103 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 8,762 $450K 0.16% +730 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 8,715 $448K 0.22% +656 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 8,709 $448K 0.21% +55 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 8,661 $445K 0.02% -348 13F-HR/A Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 8,608 $442K 0.02% -1,113 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 8,602 $442K 0.05% -343 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 8,560 $440K 0.02% -274 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 8,553 $440K 0.01% -775 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 8,549 $439K 0.49% -200 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 8,531 $438K 0.01% 0 13F-HR Timeline Group Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 8,519 $438K 0.04% new 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 8,517 $438K 0.03% +354 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 8,450 $437K 0.02% -994 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,480 $436K 0.18% 0 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 8,448 $435K 0.02% +167 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 8,464 $435K 0.02% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 8,450 $434K 0.08% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,405 $432K <0.01% +2,088 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 8,380 $431K 0.08% -40 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 8,342 $429K 0.01% -193 13F-HR/A Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,300 $427K 0.04% 0 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 8,234 $423K 0.02% -1,229 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 8,201 $421K 0.16% new 13F-HR Timeline Acuitas Investments, LLC More: the full row for Acuitas Investments, LLC 8,200 $421K 29.9% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 8,191 $421K 0.03% -59 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 9,486 $419K 0.01% 0 13F-HR Timeline Heritage Wealth Management, Inc./Texas More: the full row for Heritage Wealth Management, Inc./Texas 8,130 $418K 0.18% -4,041 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 8,060 $414K 0.24% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 8,047 $414K 0.12% -272 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 8,015 $412K 0.07% +7,103 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 8,000 $411K 0.09% 0 13F-HR Timeline ROBOTTI ROBERT in group ROBOTTI ROBERT More: the full row for ROBOTTI ROBERT 8,000 $411K 0.06% 0 13F-HR Timeline Group Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 8,000 $411K 0.04% 0 13F-HR Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 7,992 $411K 0.23% -479 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,992 $411K 0.03% +336 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 7,983 $410K 0.01% -1,770 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,976 $410K 0.03% +1,325 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 7,974 $410K 0.06% -30,837 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 7,839 $405K 0.01% +782 13F-HR/A Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 7,819 $402K <0.01% new 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 7,814 $402K 0.07% +269 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 7,743 $398K 0.11% +2,250 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 7,723 $397K 0.02% +90 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,687 $395K 0.01% new 13F-HR Timeline Group Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,675 $394K 0.33% -500 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 7,666 $394K 0.22% +1,157 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,647 $393K 0.14% +500 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,564 $389K 0.01% +868 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 7,550 $388K 0.09% +1,708 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,544 $388K 0.01% +990 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,535 $387K 0.08% +198 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,484 $385K 0.16% +48 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 7,488 $385K <0.01% +1,472 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 7,472 $384K 0.01% +2,368 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 7,468 $384K 0.01% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 7,464 $384K 0.03% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 7,430 $382K 0.02% 0 13F-HR Timeline Group J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 7,401 $380K 0.04% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,347 $378K 0.03% -361 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 7,342 $377K 0.03% +821 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 7,471 $374K 0.14% -409 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,224 $371K 0.02% -11,356 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,207 $370K 0.01% +482 13F-HR/A Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 7,184 $369K 1.8% new 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 7,183 $369K 0.02% -1,073 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 7,159 $368K 0.21% new 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 7,126 $366K 0.09% +1,633 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 7,112 $365K 0.08% +40 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 7,047 $364K 0.01% -1,452 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 7,056 $363K 0.33% +436 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 7,044 $362K 0.02% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 7,038 $362K 0.16% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 7,030 $361K 0.26% +639 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 7,009 $360K 0.01% -387 13F-HR/A Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 7,009 $360K 0.11% -5,350 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 7,000 $360K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6,983 $359K 0.05% new 13F-HR Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 6,966 $358K 0.03% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 6,940 $357K <0.01% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,562 $357K 0.02% -375 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 6,936 $356K 0.01% -66 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,914 $355K 0.01% +1,568 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,914 $355K 0.01% -146 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 6,911 $355K 0.04% +782 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 6,900 $355K 0.12% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 6,867 $353K 0.03% -57 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 6,860 $353K 0.15% -2,500 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,840 $351K 0.01% -1,213 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 6,834 $351K 0.06% 0 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 6,352 $351K 0.12% 0 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 6,826 $351K 0.17% 0 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 6,800 $349K 0.12% new 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 6,784 $349K 0.01% +285 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6,774 $348K 0.24% +4,799 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 6,749 $347K 0.02% -6,041 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 6,690 $344K 0.03% -1,993 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 6,657 $342K 0.01% +1,260 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 6,645 $341K 0.05% -571 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,626 $340K 0.04% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,617 $340K 0.02% -1,241 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 6,274 $334K 0.03% 0 13F-HR Timeline NEEDHAM INVESTMENT MANAGEMENT LLC in group NEEDHAM INVESTMENT MANAGEMENT… More: the full row for NEEDHAM INVESTMENT MANAGEMENT LLC 6,500 $334K 0.02% +1,000 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 6,470 $332K 0.03% -1,917 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 6,457 $332K 0.22% -1,671 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,436 $331K 0.06% -2,594 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,424 $330K 0.05% -2,049 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 6,403 $329K 0.03% +421 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,382 $328K 0.04% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 6,348 $328K 0.04% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 6,361 $327K 0.1% -37,311 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,918 $326K 0.31% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,313 $324K 0.01% -295 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 6,270 $322K <0.01% -103 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 6,250 $321K 0.13% +20 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 6,203 $321K 0.04% +3 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6,234 $320K 0.04% -750 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 6,179 $320K 0.01% +706 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,195 $318K <0.01% +3,445 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,178 $317K 0.01% -1,251 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 6,169 $317K 0.01% -961 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 6,163 $317K 0.03% +2,001 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 6,149 $316K 0.08% new 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 6,145 $316K 0.09% new 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,139 $315K 0.14% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 6,138 $315K <0.01% -2,886 13F-HR Timeline Francis Financial, Inc. More: the full row for Francis Financial, Inc. 6,102 $314K 0.06% +103 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 6,100 $313K 0.11% -1,400 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,082 $313K 0.04% -1,777 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,076 $312K 0.01% -488 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 6,040 $312K 0.04% 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 6,251 $311K 0.01% -232 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,052 $311K 0.13% -281 13F-HR Timeline Royal Harbor Partners, LLC More: the full row for Royal Harbor Partners, LLC 6,015 $309K 0.1% -60 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,993 $309K 0.02% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 6,009 $309K 0.02% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,000 $308K 0.08% 0 13F-HR Timeline Group SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 5,934 $305K 0.03% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 5,933 $305K <0.01% -510 13F-HR Timeline Group INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 5,903 $303K 0.1% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,879 $302K 0.07% +14 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 5,879 $302K <0.01% -1,359 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 5,869 $302K 0.14% -589 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,863 $301K 0.03% +2,731 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,797 $298K 0.01% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 5,796 $298K <0.01% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 5,777 $297K 0.27% +180 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,771 $297K 0.06% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,764 $296K 0.02% +224 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 5,760 $296K 0.02% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 5,750 $295K 0.11% -1,830 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 5,749 $295K 0.02% new 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 5,734 $295K 0.02% +101 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 5,715 $294K 0.25% -375 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 5,705 $293K 0.01% new 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 5,700 $293K 0.17% -72 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 5,699 $293K 0.03% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,695 $293K 0.29% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 5,681 $292K 0.04% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 5,677 $292K 0.03% -200 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,639 $290K 0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 5,631 $289K 0.01% -5,345 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 5,624 $289K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 5,623 $289K 0.1% 0 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,603 $288K 0.02% -390 13F-HR Timeline Group BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 5,560 $286K 0.02% -700 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 5,556 $286K 0.01% 0 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 5,513 $283K 0.01% 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 5,508 $283K 0.32% new 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 5,500 $283K <0.01% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 5,443 $280K 0.2% -250 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,436 $279K 0.01% +43 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 5,426 $279K 0.09% new 13F-HR Timeline Mountain Lake Investment Management LLC More: the full row for Mountain Lake Investment Management LLC 5,425 $279K 0.18% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,411 $278K 0.04% -1,251 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,398 $277K <0.01% -770 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,384 $277K <0.01% -56,353 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,367 $276K 0.09% +2,383 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,350 $275K 0.08% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,495 $275K <0.01% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,218 $275K <0.01% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 4,919 $274K 0.01% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,325 $274K 0.02% 0 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 5,308 $273K 0.15% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 5,296 $272K 0.02% +34 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,289 $272K 0.02% -495 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 5,278 $271K 0.05% new 13F-HR Timeline Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 5,275 $271K 0.25% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,273 $271K <0.01% -402 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 5,220 $268K 0.01% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,227 $268K 0.01% -106 13F-HR Timeline Group LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 5,200 $267K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,195 $267K 0.01% +869 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,191 $267K 0.02% new 13F-HR Timeline