Allworth Financial LP More: the full row for Allworth Financial LP 6,780 $732K <0.01% -84 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 7,500 $728K 0.32% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 7,563 $724K 0.01% +3,458 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 7,277 $707K 0.3% +6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 7,266 $706K 0.02% +5,904 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 7,122 $692K <0.01% -3,482 13F-HR Timeline Group Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 7,039 $683K 0.21% new 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 7,028 $682K <0.01% +3,608 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 6,307 $681K 0.04% +4,902 13F-HR Timeline PCJ Investment Counsel Ltd. More: the full row for PCJ Investment Counsel Ltd. 7,000 $680K 0.23% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 6,995 $679K 0.01% -2,677 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,962 $676K <0.01% -2,370 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 6,956 $675K 0.04% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,890 $669K 0.09% -637 13F-HR Timeline Kendall Capital Management More: the full row for Kendall Capital Management 6,750 $655K 0.19% +675 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 6,738 $654K 0.1% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,710 $652K 0.02% new 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 6,666 $647K <0.01% new 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,661 $647K 0.02% +243 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 6,631 $644K 0.22% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 6,555 $636K 0.03% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 6,555 $636K 0.36% new 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 6,509 $632K 0.01% +581 13F-HR Timeline Group Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 6,501 $631K 0.02% +129 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 6,500 $631K 0.33% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 6,468 $628K 0.01% new 13F-HR Timeline Group Note Advisors, LLC More: the full row for Note Advisors, LLC 6,260 $608K 0.54% 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 6,256 $607K 0.11% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,130 $595K <0.01% -24,052 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,121 $594K 0.05% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,113 $594K 0.04% +413 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 6,050 $587K 0.04% new 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 6,006 $583K 0.17% new 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 5,908 $574K 0.24% 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,867 $570K 0.05% -1,137 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,809 $564K 0.06% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,781 $561K 0.01% new 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 5,754 $559K 0.02% +34 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 5,723 $556K 0.01% +148 13F-HR/A Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 5,714 $555K 0.01% -191 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 5,686 $552K +2,210 Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,553 $539K 0.01% +318 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,509 $535K 0.01% -328 13F-HR Timeline Quinn Opportunity Partners LLC More: the full row for Quinn Opportunity Partners LLC 5,500 $534K 0.04% -9,500 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,486 $533K 0.01% -779 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 5,444 $529K 0.02% +1,916 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,400 $524K 0.31% 13F-HR Timeline Solitude Financial Services More: the full row for Solitude Financial Services 5,367 $521K 0.23% +67 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 5,295 $514K <0.01% -375 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,266 $511K 0.02% -1,131 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,240 $509K 0.09% +6 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 4,739 $508K 0.03% +101 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,128 $498K 0.02% +3,481 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 5,126 $498K 0.02% +41 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 5,065 $492K <0.01% +3,000 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 5,047 $490K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,038 $489K 0.02% +4,729 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,553 $488K 0.03% +464 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,990 $485K <0.01% new 13F-HR Timeline Group Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 4,983 $484K 0.01% new 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,970 $483K 0.01% +342 13F-HR Timeline Yeomans Consulting Group, Inc. More: the full row for Yeomans Consulting Group, Inc. 4,936 $479K 0.18% new 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 4,923 $478K 0.18% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,922 $478K 0.04% +937 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,900 $476K 0.3% 0 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,856 $472K 0.06% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,840 $470K 0.05% +98 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,828 $469K <0.01% +65 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 4,813 $467K 0.01% +69 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 4,793 $465K 0.46% -420 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,738 $460K 0.25% -226 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,735 $460K 0.01% -619 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 4,719 $458K 0.06% -843 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4,706 $457K 0.29% +281 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 4,689 $455K 0.33% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,649 $451K <0.01% -465 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 4,632 $450K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,555 $442K 0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,539 $441K 0.01% +74 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,520 $439K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,504 $437K 0.02% -15,765 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 4,450 $432K 0.22% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,442 $431K 0.01% +137 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,381 $425K 0.03% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,344 $422K 0.01% -825 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 4,267 $414K 0.03% 0 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 4,175 $405K 0.19% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 4,165 $404K 0.01% new 13F-HR Timeline Group Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 4,124 $400K 0.23% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,073 $395K 0.04% -10 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 4,033 $392K 0.08% +33 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 4,016 $390K 0.02% new 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 3,974 $386K 0.1% new 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,964 $385K 0.12% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,961 $385K 0.01% -247 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 3,918 $380K 0.56% 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,913 $380K 0.13% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 6,650 $379K 0.12% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,856 $379K 0.04% +2,817 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,650 $379K 0.01% +243 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,833 $372K 0.01% +192 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 3,800 $369K 0.03% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,795 $369K <0.01% +201 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 3,779 $367K 0.01% new 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 3,742 $363K <0.01% -7 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,708 $360K 0.01% -5,061 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,702 $359K 0.02% +135 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 3,679 $357K 0.12% -940 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 3,667 $356K 0.12% 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,659 $355K 0.12% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,654 $355K <0.01% new 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,642 $354K 0.03% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,609 $350K <0.01% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,602 $350K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,586 $348K <0.01% new 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,583 $348K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,580 $348K 0.01% -539 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,574 $347K 0.03% new 13F-HR Timeline Hamilton Wealth, LLC More: the full row for Hamilton Wealth, LLC 3,571 $347K 0.08% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,526 $342K 0.01% -97 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,451 $335K 0.07% new 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,397 $330K 0.1% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,376 $328K 0.01% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,351 $325K <0.01% new 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,297 $320K 0.01% -11,506 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 3,268 $317K 0.02% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,244 $315K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,222 $313K 0.01% -2,809 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,208 $311K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,205 $311K 0.01% new 13F-HR Timeline STATE OF WISCONSIN INVESTMENT BOARD More: the full row for STATE OF WISCONSIN INVESTMENT BOARD 3,168 $308K <0.01% -57,989 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 3,156 $306K <0.01% new 13F-HR Timeline Group Balboa Wealth Partners More: the full row for Balboa Wealth Partners 3,120 $303K 0.07% new 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,091 $300K 0.01% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,088 $300K 0.01% -17,389 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,064 $298K 0.01% -443 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,059 $297K 0.01% -759 13F-HR/A Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,058 $297K 0.07% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,050 $296K 0.01% -5,500 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 3,048 $296K 0.04% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,033 $295K 0.26% new 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,002 $291K 0.05% new 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 3,000 $291K 0.25% 13F-HR/A Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 3,000 $291K 0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,992 $291K 0.01% new 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 2,932 $285K <0.01% new 13F-HR/A Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,894 $281K 0.02% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,881 $280K 0.01% +6 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,605 $278K 0.06% new 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 2,850 $277K 0.03% -96 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,839 $276K 0.08% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,815 $273K 0.05% new 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 2,810 $273K 0.01% -1,397 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,708 $263K <0.01% +1,218 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,698 $262K 0.08% new 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 2,691 $261K 0.22% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,672 $259K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,670 $259K <0.01% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 2,668 $259K 0.01% new 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 2,661 $258K 0.01% new 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 2,636 $256K 0.12% -1,006 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,633 $256K 0.01% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,633 $256K 0.22% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,625 $255K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2,612 $254K 0.19% 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,605 $253K <0.01% -2,474 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,564 $249K 0.03% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,564 $249K 0.04% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 2,545 $247K <0.01% -46,109 13F-HR Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,534 $246K 0.05% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,530 $246K 0.02% new 13F-HR Timeline Group Emprise Bank More: the full row for Emprise Bank 2,522 $245K 0.14% new 13F-HR Timeline DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 2,517 $244K <0.01% new 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,510 $244K 0.06% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,507 $243K <0.01% new 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,371 $230K 0.03% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 2,082 $230K 0.04% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 2,337 $227K 0.27% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2,334 $227K 0.03% +2,259 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,333 $227K 0.01% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 2,330 $226K 0.04% new 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,311 $224K 0.09% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 2,309 $224K 0.01% new 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,304 $224K 0.04% -3,374 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,300 $223K 0.02% new 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,296 $223K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,277 $221K <0.01% +22 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,271 $221K <0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,263 $220K 0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,250 $218K 0.05% -250 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,250 $218K 0.01% new 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 2,244 $218K 0.06% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,241 $218K 0.01% new 13F-HR Timeline Resona Asset Management Co.,Ltd. in group Resona Asset Management Co.,L… More: the full row for Resona Asset Management Co.,Ltd. 2,164 $216K <0.01% +279 13F-HR Timeline Group Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 2,215 $215K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 2,185 $212K 0.01% new 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,184 $212K 0.1% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,181 $212K 0.07% new 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 2,178 $211K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 2,170 $211K 0.08% +1,670 13F-HR Timeline