Hardy Reed LLC More: the full row for Hardy Reed LLC 3,970 $830K 0.06% -190 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,944 $824K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,934 $822K 0.01% +2,741 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,930 $821K 0.63% -515 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,893 $814K 0.08% +534 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,884 $812K -64 Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,848 $804K 0.01% -774 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,820 $798K 0.35% +227 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,781 $790K <0.01% +16 13F-HR Timeline Group Port Capital LLC More: the full row for Port Capital LLC 3,733 $780K 0.03% +23 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 3,725 $779K <0.01% +2,009 13F-HR Timeline Group Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,700 $773K 0.02% -22 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,660 $765K 0.14% -380 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,657 $764K 0.12% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,649 $763K 0.03% -1,045 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,647 $762K 0.05% -136 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 3,638 $760K 0.01% +614 13F-HR/A Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 3,637 $760K 0.55% +700 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,624 $757K 0.01% +2,452 13F-HR Timeline Group CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,603 $753K 0.03% -135,680 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,603 $753K 0.02% +1,894 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,594 $751K 0.07% +44 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,588 $750K 0.02% +141 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,576 $748K 0.02% -987 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,570 $746K 0.05% +2,469 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 3,530 $738K 0.01% +2,620 13F-HR/A Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,524 $737K 0.02% +1,152 13F-HR/A Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,510 $734K 0.01% 0 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,500 $732K 0.2% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,455 $722K 0.65% +58 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,452 $722K 0.01% +1,066 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,438 $719K 0.02% -1,201 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 3,411 $713K 0.28% 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,386 $708K 0.04% +2,450 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,355 $701K 0.29% +168 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,347 $700K 0.32% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,336 $697K 0.05% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,314 $693K 0.04% +1,707 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,309 $692K 0.08% -49 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,284 $686K 0.03% -2 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,275 $685K 0.01% -174 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,245 $678K 0.04% +7 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,235 $676K 0.04% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,229 $675K 0.26% -465 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 3,229 $675K 0.03% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,216 $672K 0.04% -15,368 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,203 $670K 0.02% +213 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,202 $669K 0.54% +212 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,151 $659K <0.01% +227 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 3,150 $658K 0.01% -48 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 3,137 $656K <0.01% +376 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,130 $654K 0.05% -1,987 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,104 $649K 0.04% -165 13F-HR Timeline Group Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,101 $648K 0.04% new 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,086 $645K 0.05% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,084 $645K 0.2% +265 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,083 $644K 0.11% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,071 $642K 0.05% -342 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,065 $641K 0.19% -386 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 3,055 $639K 0.1% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,931 $634K 0.6% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,014 $630K 0.01% -538 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,997 $626K 0.48% +172 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,987 $624K 0.01% +705 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,945 $616K 0.01% +619 13F-HR Timeline Group Tannin Capital LLC More: the full row for Tannin Capital LLC 2,934 $613K 0.45% +206 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,912 $609K 0.4% -26 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,910 $608K <0.01% -84 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,906 $607K 0.15% -45 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,903 $607K 0.01% -655 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,902 $607K 0.24% -774 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,894 $605K 0.02% -120 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,788 $596K 0.02% -4,574 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) 2,850 $596K 0.02% -5,443 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,847 $595K 0.08% -279 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,820 $589K 0.01% -3 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,814 $588K 0.06% -177 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,814 $588K 0.05% -291 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,792 $584K 0.01% -65 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,776 $580K 0.02% -395 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,757 $576K 0.13% +2,710 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 2,756 $576K 0.06% -14,430 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,719 $575K 0.01% -92 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,728 $570K <0.01% +7 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,863 $569K 0.02% -192 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,714 $567K 0.01% -1,703 13F-HR/A Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 2,712 $567K 0.01% -98 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 2,703 $565K 0.28% new 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,698 $564K 0.07% -1 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,691 $563K 0.04% -92 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,689 $562K 0.03% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,516 $561K 0.41% +45 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,678 $560K 0.04% +404 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,664 $557K 0.01% +1,363 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,648 $553K 0.12% -918 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,641 $552K 0.02% -24 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,629 $550K <0.01% +224 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,624 $548K 0.13% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,604 $544K 0.04% -15 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,599 $543K 0.02% -85 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,565 $536K 0.07% +324 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,563 $536K 0.08% -351 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,550 $533K 0.03% -514 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 2,541 $531K 0.38% -847 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,509 $524K 0.06% -2 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,500 $523K 0.13% 0 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,471 $517K 0.16% -59 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 2,515 $516K +447 Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,470 $516K 0.04% -139,429 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,465 $515K 0.02% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,458 $514K 0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,442 $510K 0.01% +466 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,436 $509K 0.23% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,397 $501K 0.1% +80 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,396 $501K 0.29% +153 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 2,381 $498K 0.05% new 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,375 $496K 0.04% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,344 $490K 0.03% +484 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,336 $488K 0.01% +610 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,194 $485K 0.01% +60 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,315 $484K 0.01% +76 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,308 $483K 0.01% -205 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,264 $473K <0.01% -10 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,264 $473K 0.38% +410 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,196 $459K 0.09% 0 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,200 $459K 0.12% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 2,193 $458K 0.36% 0 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 2,190 $458K 0.08% -79 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,188 $457K 0.24% +24 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,186 $457K 0.02% +131 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 2,182 $456K 0.01% -1,416 13F-HR Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,173 $454K 0.01% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,164 $452K 0.1% +84 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,983 $451K 0.02% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,157 $451K 0.01% +124 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,146 $449K 0.23% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,000 $446K 0.01% -20 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,133 $446K 0.29% +240 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,112 $441K 0.01% -205 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,107 $440K 0.02% +195 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,101 $439K 0.08% -200 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,100 $439K 0.11% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,074 $434K 0.08% -232 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,059 $430K 0.1% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,050 $428K 0.04% +20 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,051 $428K 0.03% -39 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,033 $425K 0.06% -317 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 2,020 $422K 0.14% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,005 $419K 0.02% +7 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,994 $417K 0.01% +1,436 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,992 $416K 0.12% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,973 $412K 0.01% +243 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,967 $411K 0.02% -45 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,967 $411K 0.09% -32 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,958 $409K 0.01% -55 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,950 $408K 0.02% -997 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,944 $406K 0.06% -5,819 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,942 $406K 0.02% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,929 $403K 0.01% +571 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,928 $403K 0.18% +86 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,924 $402K 0.15% -672 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,919 $401K 0.02% +11 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,911 $400K 0.54% -231 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,907 $399K 0.07% -465 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,898 $397K 0.01% +663 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,894 $396K 0.11% +2 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 1,894 $396K 0.01% +69 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,894 $396K 0.02% 0 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,884 $394K 0.27% -90 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,879 $393K 0.24% 0 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,877 $392K 0.01% -1,218 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,870 $391K <0.01% -45 13F-HR Timeline Group Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,840 $385K 0.02% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,834 $383K 0.01% +35 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,833 $383K 0.01% +1 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,827 $382K 0.01% +688 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,824 $381K 0.03% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,821 $381K 0.11% -1,740 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 1,810 $378K 0.11% new 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,797 $376K 0.09% +133 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,775 $371K <0.01% -705 13F-HR Timeline Wealthcare Capital Partners, LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Capital Partners, LLC 1,763 $368K 0.17% -152 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 1,746 $365K <0.01% +76 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,740 $364K 0.06% -20 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,733 $362K 0.05% -98 13F-HR Timeline SKBA CAPITAL MANAGEMENT LLC More: the full row for SKBA CAPITAL MANAGEMENT LLC 1,730 $362K 0.05% -320 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,722 $360K 0.02% +10 13F-HR Timeline Greater Midwest Financial Group, LLC More: the full row for Greater Midwest Financial Group, LLC 1,719 $359K 0.19% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,715 $358K 0.02% +185 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,713 $358K 0.03% +14 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,692 $354K 0.01% +543 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,690 $353K 0.03% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,690 $353K <0.01% -132 13F-HR Timeline Group Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 1,683 $352K 0.24% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,678 $351K <0.01% +67 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,676 $350K 0.01% -72 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,665 $348K 0.11% -18 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,430 $348K 0.02% -47 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,656 $346K 0.05% +212 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,648 $344K <0.01% +6 13F-HR Timeline