Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 5,638 $2.86M 0.09% +231 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,576 $2.83M 0.33% +888 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 5,569 $2.83M 0.23% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,544 $2.82M 0.22% -100 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 5,500 $2.79M 1.72% 0 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 5,461 $2.77M 0.9% +163 13F-HR Timeline Olstein Capital Management, L.P. More: the full row for Olstein Capital Management, L.P. 5,400 $2.74M 0.51% 0 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 5,400 $2.74M <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 5,392 $2.74M 0.03% +1,432 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 5,383 $2.74M 0.21% -400 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,379 $2.73M 0.01% +3,129 13F-HR Timeline Group CW Advisors, LLC More: the full row for CW Advisors, LLC 5,380 $2.73M 0.03% new 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 5,365 $2.73M 0.6% -20 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,356 $2.72M 2.07% +3 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,306 $2.7M 0.07% +668 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,299 $2.69M 0.02% -107 13F-HR/A Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,285 $2.69M 0.08% -85 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,270 $2.68M 0.16% +28 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,240 $2.66M 0.47% new 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 5,205 $2.64M 1.31% 0 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 5,194 $2.64M 0.71% +25 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 5,172 $2.63M 0.13% -1,650 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 5,159 $2.62M 1.31% +630 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 5,141 $2.61M 0.18% -30 13F-HR Timeline Group RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 5,140 $2.61M 1.37% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 5,176 $2.6M 0.08% +4,739 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,105 $2.59M -3 Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,097 $2.59M 0.41% new 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 5,089 $2.59M 0.5% +117 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 5,088 $2.59M 0.3% -2,496 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 5,056 $2.57M 0.38% +1,227 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,168 $2.54M 0.15% +116 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 5,000 $2.54M 0.37% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,997 $2.54M 0.02% -50,597 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 4,995 $2.54M 0.33% +374 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 4,980 $2.53M 0.58% -54 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,973 $2.53M 0.04% +1,048 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,947 $2.51M 0.09% -16 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,947 $2.51M 0.3% +150 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,942 $2.51M 0.74% -651 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,323 $2.5M 0.02% -69 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 4,871 $2.47M 1.16% +500 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,834 $2.46M 0.23% +1,114 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,829 $2.45M 0.87% +85 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 4,809 $2.44M 0.7% +10 13F-HR/A Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 4,807 $2.44M 1.46% -2,068 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 4,796 $2.44M 0.32% -61 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,779 $2.43M 0.03% -3 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 4,766 $2.42M 0.56% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 4,764 $2.42M 0.36% +188 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 4,775 $2.41M 0.04% -34 13F-HR Timeline Group Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,725 $2.4M 0.93% -29 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,662 $2.37M 0.71% +2,755 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 4,624 $2.35M 1.42% +44 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 4,616 $2.35M 0.15% -1,414 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,603 $2.34M 0.03% +275 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 4,575 $2.32M 0.26% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,550 $2.31M 0.63% -74 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 4,549 $2.31M 0.39% +149 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,549 $2.31M 0.06% +191 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,548 $2.31M 0.06% +168 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,545 $2.31M 0.03% +272 13F-HR Timeline B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 4,544 $2.31M 0.67% -317 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,541 $2.31M 0.15% +463 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,512 $2.3M 0.06% +216 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 4,529 $2.3M 0.45% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 3,125 $2.29M 0.72% -200 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 4,492 $2.28M 0.08% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,473 $2.27M 0.06% +29 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,459 $2.27M 0.07% +966 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,450 $2.26M 0.64% 0 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 4,400 $2.24M 0.93% +127 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,396 $2.23M 0.1% -270 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 4,394 $2.23M 0.29% -35 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,758 $2.21M 0.11% +239 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,350 $2.21M 0.21% -237 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 4,321 $2.2M 1.61% +150 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,317 $2.19M 0.06% -190 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 4,315 $2.19M 0.29% -250 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 4,289 $2.18M 1.13% +14 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 4,285 $2.18M 0.06% +1,015 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 4,236 $2.15M 0.12% -2,033 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 4,229 $2.15M 0.06% +2,487 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,219 $2.14M 0.16% +91 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,216 $2.14M 1.08% -50 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,210 $2.14M 0.16% +708 13F-HR/A Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 4,200 $2.13M 0.78% +126 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,166 $2.09M 0.2% +496 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,108 $2.09M 0.11% +48 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 4,099 $2.08M 0.3% -80 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 4,081 $2.07M 0.82% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,080 $2.07M 0.04% -2,353 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,075 $2.07M 0.11% -26 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 4,060 $2.06M 0.27% -294 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,018 $2.04M 0.02% -435 13F-HR Timeline Group NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,012 $2.04M 0.04% +14 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 3,993 $2.03M 0.1% -147 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,988 $2.03M 0.11% +54 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 3,987 $2.03M 0.02% +11 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 3,965 $2.01M 0.39% -59 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,946 $2M 0.05% +699 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,911 $1.99M 0.13% -119 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,908 $1.99M 0.01% -5,600 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,902 $1.98M 0.2% +147 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 3,883 $1.97M 0.28% +73 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,847 $1.95M 0.75% +2 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,819 $1.94M 0.09% 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,809 $1.94M 0.13% -14 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,808 $1.93M 0.35% 0 13F-HR Timeline CapitalatWork S.A. in group CapitalatWork S.A. More: the full row for CapitalatWork S.A. 3,800 $1.93M 0.06% -4,450 13F-HR Timeline Group BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,768 $1.91M 0.79% +504 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 3,756 $1.91M <0.01% -171,845 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,722 $1.89M 0.14% -826 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,705 $1.88M 0.1% +40 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,700 $1.88M 0.19% -210 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 3,698 $1.88M 0.11% +8 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 3,698 $1.88M 0.56% -486 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 3,669 $1.86M 0.12% -172 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,668 $1.86M 0.15% -157 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,609 $1.83M 0.04% -20,763 13F-HR Timeline Group AXS Investments LLC More: the full row for AXS Investments LLC 3,597 $1.83M 0.51% -117 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,591 $1.82M 0.53% +82 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 3,575 $1.82M 0.04% +270 13F-HR Timeline Barden Capital Management, Inc. More: the full row for Barden Capital Management, Inc. 3,538 $1.8M 1.6% +40 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,538 $1.8M 0.07% -1,057 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,536 $1.8M 0.11% +370 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,520 $1.79M 1.4% 0 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 3,494 $1.78M 0.17% +1,432 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 3,488 $1.77M 0.82% -41 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 3,487 $1.77M 0.01% -123 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,456 $1.76M 0.07% +1,357 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,428 $1.75M +96 Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,430 $1.74M 0.2% +209 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,429 $1.74M 0.18% +369 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,422 $1.74M 0.21% +235 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,420 $1.74M 0.04% +240 13F-HR/A Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,418 $1.74M 0.03% -12 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,389 $1.72M 0.1% -202 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 3,382 $1.72M 0.23% 13F-HR Timeline Channing Global Advisors, LLC More: the full row for Channing Global Advisors, LLC 3,379 $1.72M 1.17% +10 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,371 $1.71M 0.02% -6,765 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 3,345 $1.7M 0.16% +143 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,309 $1.68M 0.02% +522 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,309 $1.68M 0.11% +869 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 3,309 $1.68M 0.76% -415 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,308 $1.68M 0.36% +751 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,279 $1.67M 0.03% -325 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 3,279 $1.67M +367 Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,269 $1.66M 0.2% -48 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 3,266 $1.66M 0.17% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,255 $1.65M 0.06% -375 13F-HR Timeline HARBERT FUND ADVISORS, LLC More: the full row for HARBERT FUND ADVISORS, LLC 3,250 $1.65M 1.92% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,244 $1.65M 0.18% -135 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,245 $1.65M 0.03% +974 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,238 $1.65M 0.05% +62 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 3,228 $1.64M 0.05% -42 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,224 $1.64M 0.04% +52 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 3,199 $1.63M 0.1% +176 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,181 $1.62M 0.04% +322 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,152 $1.6M 0.13% +447 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,152 $1.6M 0.01% -7 13F-HR Timeline Group Citrine Capital LLC More: the full row for Citrine Capital LLC 3,151 $1.6M 1% 0 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 3,149 $1.6M 1.05% +201 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,147 $1.6M 0.3% -60 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,140 $1.6M 0.14% -398 13F-HR/A Timeline Thomasville National Bank More: the full row for Thomasville National Bank 3,138 $1.59M 0.12% +17 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 3,102 $1.58M 0.09% -313 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 3,097 $1.57M 0.82% -40 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,087 $1.57M 0.11% +49 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 3,056 $1.55M 0.54% -25 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,044 $1.55M 0.15% -20 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,038 $1.54M 0.05% -266 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,025 $1.54M 0.11% -28 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 3,024 $1.54M 0.22% -10 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,021 $1.53M 0.12% -901 13F-HR Timeline American Trust More: the full row for American Trust 3,013 $1.53M 0.38% +401 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,004 $1.53M 0.03% +219 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,995 $1.52M 0.1% -50 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,994 $1.52M 0.21% -259 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,978 $1.51M 0.03% -6 13F-HR Timeline Group Absoluto Partners Gestao de Recursos Lt… More: the full row for Absoluto Partners Gestao de Recursos Ltda 2,975 $1.51M 1.37% -1,165 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,973 $1.51M 0.08% +50 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 2,962 $1.5M 0.1% -416 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,934 $1.49M 0.05% +118 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 2,925 $1.49M 0.12% -772 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,909 $1.48M 0.07% +1,088 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,894 $1.47M 0.51% +50 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,889 $1.47M 0.11% +22 13F-HR Timeline GENEVA CAPITAL MANAGEMENT LLC More: the full row for GENEVA CAPITAL MANAGEMENT LLC 2,884 $1.47M 0.03% -51 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,859 $1.45M 0.12% +20 13F-HR Timeline MOORE CAPITAL MANAGEMENT, LP More: the full row for MOORE CAPITAL MANAGEMENT, LP 2,851 $1.45M 0.05% new 13F-HR/A Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 2,838 $1.44M 0.93% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,836 $1.44M 0.16% new 13F-HR/A Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 2,822 $1.43M 0.2% -169 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,811 $1.43M 0.7% +211 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,821 $1.43M 0.06% -404 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,808 $1.43M 0.57% +77 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 2,781 $1.41M 0.43% new 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,771 $1.41M 0.05% +66 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,761 $1.4M 0.35% -926 13F-HR Timeline