Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 11,602 $1.31M 0.21% +8,582 13F-HR/A Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,576 $1.31M 0.22% +1,719 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 14,514 $1.3M 0.29% +1,306 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,427 $1.29M 0.02% +653 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 14,404 $1.29M 0.16% -9,608 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 14,365 $1.29M 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,355 $1.29M 0.02% -3,872 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 14,266 $1.28M 0.24% +382 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 14,206 $1.27M 0.09% -104 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 14,156 $1.27M 0.02% +11,071 13F-HR Timeline Group TWO SIGMA ADVISERS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA ADVISERS, LP 14,100 $1.26M <0.01% -15,000 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 14,036 $1.26M 0.02% +1,619 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 14,017 $1.26M 0.08% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 13,855 $1.24M 0.42% -750 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13,797 $1.24M 0.05% -54,515 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 13,776 $1.24M 0.31% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 13,737 $1.23M 0.58% -183 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 13,682 $1.23M 0.05% +1,714 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 13,659 $1.23M <0.01% -18,386 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 13,613 $1.22M 0.35% +3,000 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 13,603 $1.22M 0.07% -26,252 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,563 $1.22M 0.01% -1,067 13F-HR/A Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,532 $1.21M 0.02% +2,102 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 13,465 $1.21M 0.01% -237 13F-HR Timeline Group Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 13,382 $1.2M 0.09% -307 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 13,365 $1.2M 0.76% -602 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,345 $1.2M 0.01% -5,863 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 13,321 $1.19M 0.03% +236 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,288 $1.19M 0.02% +8,100 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 13,264 $1.19M 0.03% -39,645 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 13,260 $1.19M 0.1% +642 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 13,248 $1.19M 0.34% -7,302 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 13,233 $1.19M 0.06% -6,183 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 13,220 $1.19M 0.07% -138 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 13,180 $1.18M 0.35% -500 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 13,175 $1.18M 0.27% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 13,165 $1.18M 0.02% +725 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 13,159 $1.18M 0.32% +4,389 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,120 $1.18M 0.06% +918 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 13,088 $1.17M 0.01% -7,193 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,057 $1.17M 0.01% +391 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 13,021 $1.17M 0.05% -1,598 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 13,011 $1.17M 0.4% +1,448 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 12,954 $1.16M 0.01% -5,863 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,948 $1.16M 0.07% -224 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 12,071 $1.16M 1.05% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 13,271 $1.16M 0.49% +3,007 13F-HR Timeline 111 Capital More: the full row for 111 Capital 12,893 $1.16M 0.22% new 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 12,855 $1.15M 0.05% -2,786 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 12,748 $1.15M -60,591 Timeline Invst, LLC More: the full row for Invst, LLC 12,824 $1.15M 0.13% +176 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 12,767 $1.15M 0.4% +915 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 12,628 $1.13M 0.12% +63 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 12,601 $1.13M 1.09% -817 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 12,599 $1.13M 0.08% -1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12,576 $1.13M 0.08% -71,269 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 12,513 $1.12M 0.09% +2,132 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 12,500 $1.12M 0.96% new 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 12,481 $1.12M 0.11% +176 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 11,498 $1.12M 0.03% +3,936 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 12,325 $1.11M 0.21% +2,391 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,323 $1.11M 0.02% -155 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 12,253 $1.1M 0.07% +2,184 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 12,169 $1.09M 0.74% new 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 12,097 $1.09M 0.36% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 12,046 $1.08M 0.39% -54 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 11,921 $1.07M 0.01% -791 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11,912 $1.07M 0.02% +3 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 11,877 $1.07M 0.04% -336 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 11,853 $1.06M 0.13% -1,875 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 11,828 $1.06M 0.02% -386 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 11,739 $1.05M 0.02% +7,706 13F-HR Timeline Group Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 11,734 $1.05M 0.17% -755 13F-HR Timeline SOROS FUND MANAGEMENT LLC in group SOROS FUND MANAGEMENT LLC More: the full row for SOROS FUND MANAGEMENT LLC 11,732 $1.05M 0.02% new 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 11,909 $1.05M 0.03% -11,495 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 11,689 $1.05M 0.02% 0 13F-HR Timeline Group Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 11,692 $1.05M 0.04% +2,802 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,647 $1.04M 0.02% +248 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 11,563 $1.04M 0.01% -38 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 11,586 $1.03M 0.01% +5,487 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 11,417 $1.02M 0.06% -100 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 11,398 $1.02M 0.21% +237 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 11,393 $1.02M 0.33% -150 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11,319 $1.02M 0.24% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11,291 $1.01M 0.06% +241 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,254 $1.01M 0.02% -1,954 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 11,159 $1M 0.02% -74,282 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,137 $1M 0.16% +441 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 11,077 $994K 0.17% +505 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 11,036 $990K 0.27% -624 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 10,937 $981K 0.06% +915 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 10,932 $981K 0.68% +85 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 10,816 $970K 0.15% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 10,807 $969K 0.05% -1,553 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 10,806 $969K 0.01% -6 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 10,803 $969K 0.07% +1,062 13F-HR Timeline CTC LLC More: the full row for CTC LLC 10,803 $969K 0.04% -73 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,721 $962K 0.02% +1,014 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 10,713 $961K 0.16% +16 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,511 $943K 0.04% +2,547 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,470 $939K 0.04% -114 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 10,444 $937K 0.65% -182 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 10,432 $936K 0.12% -660 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 10,423 $935K 0.42% -1,868 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,396 $933K 0.06% -322 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 10,370 $930K 0.4% -88 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,391 $925K 0.02% -2,046 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,214 $916K 0.03% -1,878 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,018 $916K 0.1% +86 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,209 $916K 0.05% +7,596 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 10,195 $915K 0.2% -1,987 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,168 $912K 0.18% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,165 $912K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,149 $910K 0.03% -548 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 10,134 $909K 0.66% -265 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 10,003 $897K 0.05% -209 13F-HR Timeline Group BML Capital Management, LLC More: the full row for BML Capital Management, LLC 10,000 $897K 0.83% new 13F-HR Timeline Fund 1 Investments, LLC in group Fund 1 Investments, LLC More: the full row for Fund 1 Investments, LLC 10,000 $897K 0.11% new 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,952 $893K 0.17% +310 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 9,838 $882K 0.03% -89,465 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 9,759 $875K 0.01% -1,908 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 9,756 $875K 0.04% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,746 $874K 0.12% +847 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,731 $873K 0.01% +684 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 9,682 $868K 0.16% -815 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 9,589 $860K 0.03% -3,031 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 9,579 $859K 0.23% new 13F-HR/A Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 9,525 $854K 0.17% -2,584 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 9,518 $854K 0.16% +861 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 9,476 $850K 0.02% +2,456 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,426 $845K 0.01% -68 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 9,369 $840K 0.18% +517 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 9,197 $825K 0.01% 0 13F-HR Timeline Group EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 9,168 $822K 0.32% +5,325 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 9,145 $820K 0.08% -17,317 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 9,133 $819K <0.01% -2,339 13F-HR Timeline Group Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 9,107 $817K 0.04% +1,873 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 9,104 $817K 0.01% -478 13F-HR Timeline Group RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 9,080 $814K 0.64% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9,009 $808K 0.05% new 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 9,008 $808K 0.02% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 8,944 $802K 0.38% -3,095 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 8,914 $800K 0.12% -931 13F-HR Timeline Community Bank of Raymore More: the full row for Community Bank of Raymore 8,910 $799K 0.55% +600 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 8,889 $797K 0.04% -2,897 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,821 $791K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 8,808 $790K 0.27% +126 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 8,803 $790K 0.31% -565 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,789 $788K 0.01% -2,070 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 8,761 $786K 0.04% +563 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 8,736 $784K 0.02% -12,139 13F-HR/A Timeline Group DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 8,703 $781K 0.19% +66 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 8,697 $780K 0.02% +7,347 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 8,441 $776K 0.03% new 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 8,647 $776K 0.56% -87 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 8,613 $773K 0.61% +4,337 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,603 $772K 0.09% -455 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,470 $760K 0.05% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,457 $759K 0.13% +28 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 8,410 $754K 0.03% +207 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 8,404 $754K 0.37% +215 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,392 $753K 0.02% +1,195 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,359 $750K 0.04% +3,186 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 8,351 $749K 0.04% -4,689 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 8,349 $749K 0.22% -31 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8,341 $748K 0.22% -4,723 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 8,306 $745K 0.07% -705 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 8,289 $744K 0.47% -669 13F-HR Timeline LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 8,275 $742K <0.01% -1,499 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,224 $738K 0.02% +346 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 8,190 $735K 0.31% +13 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,169 $733K 0.09% +1,894 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 8,165 $732K 0.04% +1,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,132 $729K 0.06% +273 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 8,121 $728K 0.36% -120 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 8,127 $728K 0.01% -432 13F-HR Timeline Group Old Port Advisors More: the full row for Old Port Advisors 8,110 $727K 0.18% +60 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 8,077 $727K <0.01% -98,797 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,078 $725K 0.04% +1,962 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 8,023 $720K 0.26% +40 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 8,015 $719K 0.16% +595 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 7,998 $717K 0.06% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,991 $717K 0.1% -1,645 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 7,990 $717K 0.42% -3,481 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 7,985 $716K 0.02% +4,706 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 7,982 $716K 0.66% +4,705 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 7,972 $715K 0.01% +552 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,964 $714K 0.01% -607 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,962 $714K 0.02% -8,548 13F-HR/A Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,933 $712K 0.02% -849 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 7,880 $707K 0.45% -2,027 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 7,838 $703K <0.01% -474 13F-HR Timeline Group Prairie Wealth Advisors, Inc. 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