Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 16,167 $2.8M 0.45% -242 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 16,139 $2.8M 0.22% +427 13F-HR Timeline American Trust More: the full row for American Trust 16,086 $2.79M 0.23% -185 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 16,068 $2.79M 0.32% -1,228 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 16,000 $2.78M 0.34% +2,000 13F-HR Timeline Group Blue Sparrow, LLC /DE More: the full row for Blue Sparrow, LLC /DE 16,000 $2.78M 0.05% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 15,876 $2.75M 0.34% -854 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 15,857 $2.75M 0.13% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,794 $2.74M 0.08% +2,131 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 15,768 $2.74M 0.06% +7,709 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 15,632 $2.71M 0.99% -612 13F-HR Timeline Royal Palms Capital LLC More: the full row for Royal Palms Capital LLC 15,610 $2.71M 3.21% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,563 $2.7M 0.02% +47 13F-HR Timeline Group Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 15,554 $2.7M 0.55% +1,103 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,507 $2.69M 0.05% -2,937 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 15,504 $2.69M 0.1% +157 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 15,415 $2.67M 0.4% -1,742 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 15,385 $2.67M 0.19% -460 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 15,307 $2.66M 1.5% +1,294 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 15,216 $2.64M 0.2% -44 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 15,214 $2.64M 1.02% +822 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 15,107 $2.62M 0.12% +14,268 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 15,085 $2.62M 0.26% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 15,039 $2.61M 0.38% new 13F-HR Timeline Resolute Capital Asset Partners LLC More: the full row for Resolute Capital Asset Partners LLC 15,000 $2.6M 1.26% new 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 14,963 $2.6M 0.07% -133,071 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 14,854 $2.59M 0.6% 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 14,896 $2.58M 1.07% +275 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 14,885 $2.58M 0.25% +849 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 14,869 $2.58M 0.16% -5,529 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 14,826 $2.57M 0.14% -220 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 14,811 $2.57M 0.08% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,735 $2.56M 0.05% +5,526 13F-HR/A Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 14,670 $2.55M 0.01% -14,742 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 14,648 $2.54M 0.03% -1,383 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 14,616 $2.54M 0.52% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 14,602 $2.53M 0.11% -209 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 14,582 $2.53M 0.3% +620 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 14,521 $2.52M 0.1% +400 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14,464 $2.51M 0.03% -2,143 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 14,343 $2.49M 0.44% -499 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 14,293 $2.48M 0.02% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,259 $2.47M 0.06% +734 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 14,100 $2.47M 0.03% -34,570 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 14,222 $2.47M 0.14% -594 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 14,130 $2.45M 0.4% 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 14,085 $2.44M 0.42% -2,997 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 13,976 $2.42M 0.06% -191 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 13,951 $2.42M 0.08% +2,529 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 13,909 $2.41M 0.03% +1,549 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 13,859 $2.4M 0.24% +449 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 13,589 $2.4M 0.15% 13F-HR/A Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 13,838 $2.4M 0.13% -45 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 13,764 $2.39M 0.5% +8 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 13,744 $2.38M 0.89% -526 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 13,718 $2.38M 0.04% -1,145 13F-HR Timeline Beacon Harbor Wealth Advisors, Inc. More: the full row for Beacon Harbor Wealth Advisors, Inc. 13,680 $2.37M 0.53% -22,040 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,669 $2.37M 0.11% +652 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 13,500 $2.34M 0.03% +1,604 13F-HR Timeline Group Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 13,412 $2.33M 0.95% +1,445 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 13,239 $2.32M 0.09% -1,011 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 13,333 $2.31M 0.06% -972 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 13,325 $2.31M 1.45% -2,045 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 13,325 $2.31M 0.23% +216 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,259 $2.3M 0.02% -1,863 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,130 $2.28M 0.49% -7,109 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 13,127 $2.28M 0.13% +6,304 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 13,083 $2.27M 0.05% -997 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 13,068 $2.27M 0.14% -1,204 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 13,062 $2.27M 0.24% +612 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 13,048 $2.26M 0.01% +4,930 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 13,000 $2.26M 1.61% 0 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 12,928 $2.24M 0.6% -247 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 12,878 $2.23M 0.43% +2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 12,870 $2.23M 0.04% +521 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,835 $2.23M 0.05% +652 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 12,824 $2.22M 0.4% +19 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 12,725 $2.21M 0.17% -158 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 12,628 $2.19M 0.25% -100 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 12,571 $2.18M 0.78% -398 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 12,536 $2.17M 0.06% +159 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 12,489 $2.17M 0.76% +40 13F-HR/A Timeline BANK OZK More: the full row for BANK OZK 12,484 $2.17M 0.76% +181 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 12,479 $2.16M 0.48% -21 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 12,380 $2.15M 0.58% -305 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 12,335 $2.14M 0.2% +302 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 11,138 $2.14M 0.04% -528 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 12,327 $2.14M 0.12% +7,091 13F-HR Timeline Unisphere Establishment in group Unisphere Establishment More: the full row for Unisphere Establishment 12,300 $2.13M 0.02% new 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12,269 $2.13M 0.08% -4,309 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 12,247 $2.12M 0.07% -152 13F-HR Timeline IronBridge Private Wealth, LLC More: the full row for IronBridge Private Wealth, LLC 12,241 $2.12M 0.67% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 12,214 $2.12M 0.13% +1,817 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 10,205 $2.11M 0.19% 0 13F-HR Timeline Stolper Co More: the full row for Stolper Co 12,101 $2.1M 0.62% +205 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 12,010 $2.08M 0.06% +97 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 12,000 $2.08M 2.07% 0 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 11,963 $2.08M 1.61% -100 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,829 $2.05M 0.23% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 9,191 $2.05M 0.91% -19 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,782 $2.04M 0.05% +206 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,703 $2.03M 0.09% -816 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 11,637 $2.02M 0.57% +250 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 11,620 $2.02M 0.56% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 11,555 $2M 0.63% -1,800 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 11,524 $2M 0.03% -87 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 11,463 $1.99M 0.12% -64 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 11,446 $1.99M 0.03% -1,311 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 11,398 $1.98M 0.24% 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 11,358 $1.97M 1.16% +160 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,153 $1.94M 0.13% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 11,058 $1.94M 0.18% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 11,123 $1.93M 0.5% -20 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 11,045 $1.92M 0.64% -64 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 11,040 $1.92M 0.34% +72 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 10,945 $1.9M 0.14% +165 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,830 $1.88M 0.03% -931 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 10,795 $1.87M 0.06% +699 13F-HR Timeline Group MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 10,678 $1.85M 0.18% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,632 $1.84M 0.24% -758 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 10,631 $1.84M 1.08% +1,570 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 9,537 $1.82M +787 Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 10,459 $1.81M 0.37% -1,547 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 10,414 $1.81M 0.76% -3,646 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 10,378 $1.8M 0.03% +348 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,346 $1.79M 0.63% -308 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,291 $1.79M 0.44% -219 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,247 $1.78M 0.34% +2,776 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 10,228 $1.77M 0.06% +47 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 10,218 $1.77M 0.48% -378 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,214 $1.77M 0.09% +302 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 10,190 $1.77M 1.19% 0 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 10,160 $1.76M 0.24% 0 13F-HR Timeline Formuepleje A/S More: the full row for Formuepleje A/S 10,141 $1.76M 0.11% -379 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,928 $1.76M 0.25% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 10,117 $1.76M 0.12% -380 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 10,117 $1.76M 0.35% 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 10,100 $1.75M 0.98% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 10,082 $1.75M 0.04% -4,705 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 10,053 $1.74M 0.06% -127,331 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,042 $1.74M 0.03% -422 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 10,018 $1.74M 0.36% -532 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,012 $1.74M 0.06% -995 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,003 $1.74M 0.23% new 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $1.74M 0.35% 0 13F-HR Timeline Barbara Oil Co. More: the full row for Barbara Oil Co. 10,000 $1.73M 0.64% 0 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 9,999 $1.73M 0.18% -862 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,978 $1.73M 0.03% +662 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 9,970 $1.73M 0.25% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 9,970 $1.73M 0.03% +220 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,967 $1.73M 0.08% +1,507 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,960 $1.73M 0.05% -2,736 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,909 $1.72M 0.06% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,907 $1.72M 0.06% +693 13F-HR Timeline ORLEANS CAPITAL MANAGEMENT CORP/LA More: the full row for ORLEANS CAPITAL MANAGEMENT CORP/LA 9,880 $1.71M 1.06% -1,110 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 9,875 $1.71M 0.06% +2,145 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 9,875 $1.71M 0.22% -2,296 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 9,843 $1.71M 0.01% +93 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 9,835 $1.7M 1.11% -203 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,804 $1.7M 0.01% +4,004 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 9,785 $1.7M 0.4% -493 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 9,720 $1.69M 0.24% -75 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 9,692 $1.68M 0.65% -354 13F-HR Timeline JENSEN INVESTMENT MANAGEMENT INC More: the full row for JENSEN INVESTMENT MANAGEMENT INC 9,665 $1.68M 0.03% -430 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 9,579 $1.66M 0.03% +6,241 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 9,533 $1.65M 0.21% -2,374 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 8,687 $1.65M 0.37% -7,902 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,520 $1.65M 0.08% -2,277 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 9,500 $1.65M 0.12% 0 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 9,468 $1.64M 0.83% +634 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,454 $1.64M 0.04% +1,061 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,418 $1.63M 0.09% -31 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,397 $1.63M 0.09% +4,069 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 8,753 $1.63M 0.16% -453 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 9,296 $1.61M -580 Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 9,278 $1.61M 0.73% -844 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 9,265 $1.61M 0.3% +432 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 9,258 $1.61M 0.05% -100 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 9,229 $1.6M 0.66% +5 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 9,198 $1.6M 0.11% -683 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,190 $1.59M -1,160 Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 9,135 $1.58M 0.04% +228 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 9,133 $1.58M 0.18% +4,635 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 9,074 $1.57M 0.09% -2,315 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 9,054 $1.57M 0.07% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 9,057 $1.57M 0.09% +2,621 13F-HR Timeline Wesleyan Assurance Society More: the full row for Wesleyan Assurance Society 9,055 $1.57M 0.09% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 9,047 $1.57M <0.01% -1,860 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 8,987 $1.56M 0.14% +1,648 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 8,887 $1.54M 0.03% -635 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,854 $1.54M 0.13% -3,037 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 8,847 $1.53M 0.05% +456 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,816 $1.53M 0.09% -18 13F-HR Timeline Andrews Advisory Associates, LLC More: the full row for Andrews Advisory Associates, LLC 8,782 $1.52M 0.81% 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 8,761 $1.52M 0.22% -136 13F-HR Timeline Group ANB BANK More: the full row for ANB BANK 8,748 $1.52M 0.6% +57 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 8,734 $1.52M 0.12% -716 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,718 $1.51M 0.02% -1,190 13F-HR Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 8,703 $1.51M 0.05% +1,213 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,678 $1.51M 0.17% -42 13F-HR Timeline