MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,312 $1.15M 0.01% -113 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,309 $1.15M 0.03% -352 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,300 $1.14M 0.08% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,296 $1.14M 0.09% -93 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,273 $1.13M 0.02% -114 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 2,271 $1.13M 0.23% +1,200 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,269 $1.13M 0.85% +114 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,268 $1.13M 0.6% -31 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,267 $1.13M 0.11% +1,462 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,267 $1.13M 0.14% +32 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 2,265 $1.13M 0.44% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,265 $1.13M 0.23% +4 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,262 $1.13M 0.43% +23 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,257 $1.12M 0.59% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,255 $1.12M 0.19% +127 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,252 $1.12M 0.07% +83 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,251 $1.12M 0.1% +355 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 2,250 $1.12M 0.62% +121 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,246 $1.12M 0.09% +225 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 2,245 $1.12M 0.61% -47 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,242 $1.12M 0.23% +133 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 2,228 $1.11M 0.54% +147 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,222 $1.11M 0.07% +86 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,222 $1.11M 0.01% -17 13F-HR Timeline Group Boit C F David More: the full row for Boit C F David 2,215 $1.1M 0.55% 0 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 2,214 $1.1M 0.66% -35 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,214 $1.1M 0.43% -35 13F-HR Timeline Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 2,205 $1.1M 0.07% -352 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,613 $1.1M 0.51% +200 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,193 $1.09M 0.51% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,192 $1.09M 0.04% +506 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,183 $1.09M 0.42% -67 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,175 $1.08M 0.1% +334 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 2,171 $1.08M 1.14% -35 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 2,168 $1.08M 0.06% +15 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 2,165 $1.08M 0.13% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,163 $1.08M 0.08% +429 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,154 $1.07M 0.37% +1,120 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 2,142 $1.07M 0.3% +48 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 2,126 $1.06M 0.1% +235 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 2,126 $1.06M 0.51% -206 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 2,119 $1.05M 0.28% -202 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,119 $1.05M 0.14% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,115 $1.05M 0.04% +187 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,105 $1.05M 0.06% +1,422 13F-HR Timeline Wambolt & Associates, LLC More: the full row for Wambolt & Associates, LLC 2,167 $1.05M 0.36% -50 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,102 $1.05M 0.14% +999 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,100 $1.04M 0.39% -215 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 2,094 $1.04M 0.33% +171 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,066 $1.03M 0.3% +1,076 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 2,063 $1.03M 0.49% +21 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,061 $1.03M 0.28% -615 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,413 $1.02M 0.03% -78 13F-HR Timeline Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 2,051 $1.02M -436 Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,049 $1.02M 0.05% -24 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,046 $1.02M 0.46% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,046 $1.02M 0.13% -178 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,043 $1.02M 0.21% -245 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,036 $1.01M 0.15% +856 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,033 $1.01M 0.08% -4 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,033 $1.01M 0.15% -142 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 2,026 $1.01M 0.28% -112 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,026 $1.01M 0.59% +58 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,020 $1.01M 0.12% -239 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,018 $1M 0.62% -26 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,011 $1M 0.09% +1,422 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,006 $998K 0.07% -230 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 2,005 $998K 0.35% -16 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,004 $997K 0.04% -30 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,000 $995K 0.04% new 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 1,994 $992K 0.17% +61 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,985 $988K 0.25% +347 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 1,981 $986K 0.5% +1,246 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,979 $985K 0.05% +190 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 1,976 $983K 0.1% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,972 $981K 0.14% +271 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,966 $978K 0.56% -120 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 1,951 $971K 0.14% +5 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 1,944 $968K 0.24% -88 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 1,945 $968K 0.02% 0 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,942 $967K 0.11% +66 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,941 $966K 0.21% -42 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,934 $962K 0.17% +262 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,929 $960K 0.03% +379 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,274 $958K 0.08% +37 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,922 $956K 0.18% +72 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,950 $956K +83 Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 1,915 $953K 0.2% +813 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 1,940 $948K 0.92% +151 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 1,901 $946K 0.02% -8,912 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,210 $945K 0.08% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,893 $942K 0.15% +104 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,890 $940K 0.33% -9 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 1,889 $940K 0.5% +283 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,876 $939K 0.26% +30 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,880 $936K -4 Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,873 $932K 0.24% -80 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,866 $929K 0.4% +600 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,118 $928K 0.05% -65 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,864 $928K 0.47% +245 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,864 $928K 0.09% +321 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,860 $926K 0.1% -26 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,850 $921K 0.07% -418 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,849 $920K <0.01% -12 13F-HR Timeline New Century Financial Group, LLC More: the full row for New Century Financial Group, LLC 1,831 $911K 1.05% -207 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,815 $903K 0.25% +11 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,814 $903K 0.03% +426 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,812 $901K 0.2% +73 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,808 $900K 0.45% -67 13F-HR Timeline Tikehau Investment Management More: the full row for Tikehau Investment Management 1,800 $896K 1.38% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,798 $895K 0.14% +985 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 1,790 $891K 0.08% +241 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,783 $887K 0.13% +16 13F-HR/A Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,776 $884K 0.02% -1,931 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,772 $881K 0.13% -16 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,751 $871K 0.19% -61 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,740 $867K 0.04% -8 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,719 $856K 0.1% -24 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 1,712 $852K 0.55% -3 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 1,707 $849K 0.55% +150 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,704 $848K 0.3% -19 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,700 $846K 0.06% -129 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,691 $841K 0.03% +23 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 1,687 $839K 0.24% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,684 $838K 0.03% -33 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,680 $837K 0.02% -35 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 1,679 $835K 0.1% -86 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,679 $835K 0.28% -56 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,669 $830K 0.17% 0 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 1,669 $830K 0.23% +140 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,666 $829K 0.79% -125 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,663 $827K 0.13% -210 13F-HR Timeline CAAS CAPITAL MANAGEMENT LP More: the full row for CAAS CAPITAL MANAGEMENT LP 1,660 $826K 0.39% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,660 $826K 0.42% -152 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,708 $825K 0.13% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,657 $825K 0.03% -170,412 13F-HR Timeline Group Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,655 $824K 0.62% -37 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 1,654 $823K 0.52% +105 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 1,650 $821K 0.13% -4 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,876 $821K 0.56% -561 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 1,918 $820K 0.5% -301 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,637 $815K 0.11% +6 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,631 $812K 0.03% +199 13F-HR/A Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,627 $810K 0.35% +15 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,626 $809K 0.04% -499 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,623 $808K 0.32% +69 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,604 $798K 0.07% -92 13F-HR/A Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,603 $798K 0.51% +1,185 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 1,601 $797K 0.11% -21 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 1,600 $796K 0.09% -16 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,595 $794K 0.01% +923 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,593 $792K 0.33% +269 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,585 $789K 0.09% +619 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,586 $789K 0.04% +133 13F-HR Timeline Group SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,580 $786K 0.14% +500 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 1,572 $786K 0.12% -36 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 1,570 $781K 0.05% -13 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,565 $779K 0.03% -370 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 1,563 $778K 0.11% +25 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,562 $777K 0.07% 0 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,561 $777K 0.1% +539 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,557 $775K 0.07% -512 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,556 $774K 0.15% +223 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,556 $774K 0.4% +477 13F-HR Timeline Ratan Capital Management LP More: the full row for Ratan Capital Management LP 1,550 $771K 0.25% -5,500 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,548 $770K 0.08% -10 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 1,548 $770K 0.76% +6 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,545 $769K 0.05% +188 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,545 $769K 0.05% -642 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 1,545 $769K 0.19% -12 13F-HR Timeline Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 1,537 $765K 0.14% -728 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,537 $765K 0.51% -122 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,534 $763K 0.06% 0 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 1,531 $762K 0.37% +95 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,530 $761K 0.12% +84 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,525 $759K 0.06% +59 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,519 $757K 0.13% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,527 $756K 0.34% +47 13F-HR Timeline Future Fund LLC More: the full row for Future Fund LLC 1,518 $755K 0.97% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,513 $753K 0.21% -49 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,508 $750K 0.04% +6 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,500 $746K 0.02% -500 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,491 $742K 0.04% +182 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,488 $740K 0.06% +289 13F-HR Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 1,485 $739K 0.05% -14 13F-HR Timeline Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 1,482 $737K 0.23% -119 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,474 $733K 0.22% -945 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,466 $730K 0.02% +287 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,462 $727K 0.07% -235 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 1,460 $726K 0.26% +32 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,457 $725K 0.03% +914 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,457 $725K 0.1% -3,329 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,457 $725K 0.11% +170 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,456 $725K 0.42% 0 13F-HR Timeline COMGEST GLOBAL INVESTORS S.A.S. in group COMGEST GLOBAL INVESTORS S.A.… More: the full row for COMGEST GLOBAL INVESTORS S.A.S. 1,456 $725K 0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,454 $724K 0.55% -8 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 1,453 $723K 0.29% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,452 $723K 0.06% +306 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,448 $721K 0.04% -56 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,448 $720K 0.08% +4 13F-HR Timeline