LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,576 $432K 0.1% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 5,518 $428K <0.01% -281 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 5,501 $426K 0.26% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 5,459 $425K <0.01% +85 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 5,462 $423K 0.02% -13 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,443 $422K 0.02% -362 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 5,393 $418K 0.01% +317 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 5,346 $414K <0.01% -148 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,315 $412K 0.01% +180 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,306 $411K 0.01% -442 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 5,302 $411K 0.01% -387 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,300 $411K 0.01% +350 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 5,286 $410K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 5,252 $407K <0.01% -362 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 5,218 $404K 0.01% -3,199 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 5,214 $404K <0.01% +876 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,214 $404K 0.01% -138 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,187 $402K <0.01% +3,335 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 5,120 $397K 0.04% new 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 5,102 $395K 0.07% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 5,098 $395K 0.19% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 5,051 $391K <0.01% +53 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,996 $387K <0.01% -39 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 4,939 $383K <0.01% +1,388 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,890 $379K <0.01% 0 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,864 $377K 0.02% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,858 $377K 0.01% +323 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,737 $367K 0.01% +30 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 4,704 $365K 0.46% -492 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,670 $362K 0.02% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 4,658 $361K 0.16% +3,244 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 4,624 $358K 0.01% -243 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 4,604 $357K 0.22% new 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 4,578 $355K 0.04% -689 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,552 $353K 0.04% -86 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 4,480 $349K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,470 $346K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 4,444 $344K 0.21% 0 13F-HR/A Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,433 $343K 0.01% -539 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 4,371 $339K <0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 4,344 $337K 0.03% +5 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,334 $336K 0.01% +223 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,325 $335K 0.03% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,324 $335K <0.01% -200 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,256 $330K 0.07% -61 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 4,190 $325K 0.13% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,070 $315K 0.06% +232 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,066 $315K <0.01% +273 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,060 $315K <0.01% +1 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 4,049 $314K <0.01% +7 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,000 $310K 0.13% 0 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 4,000 $310K 0.02% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 3,991 $309K <0.01% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 3,980 $308K 0.07% 0 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 3,930 $305K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,894 $302K 0.01% -18 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,873 $300K 0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,824 $296K 0.01% new 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 3,800 $294K <0.01% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,791 $294K 0.01% 0 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,763 $292K 0.02% 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 3,750 $291K 0.06% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,747 $290K 0.01% -65 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,746 $290K <0.01% -287 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,714 $288K 0.01% +169 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,668 $284K 0.05% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,600 $279K 0.06% -7,900 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 3,626 $277K 0.01% -334 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 3,572 $277K <0.01% 0 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,553 $275K 0.02% +542 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 3,533 $274K 0.01% -108 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,515 $272K 0.01% 0 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 3,488 $270K 0.22% -824 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,480 $270K 0.03% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 3,479 $270K 0.05% +50 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 3,464 $268K <0.01% -71,962 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,145 $267K 0.01% -1,395 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 3,423 $265K <0.01% -450 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,410 $264K <0.01% -74 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 3,405 $264K <0.01% new 13F-HR Timeline Group Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,403 $264K 0.02% new 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,399 $263K <0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 3,332 $258K 0.08% +49 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 3,331 $258K 0.13% +2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,304 $256K <0.01% +6 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,270 $253K 0.02% 0 13F-HR Timeline Group Midwest Trust Co More: the full row for Midwest Trust Co 3,258 $252K <0.01% +90 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,132 $251K 0.03% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,214 $249K <0.01% -2,534 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 3,204 $248K 0.02% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 3,202 $248K 0.18% 0 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,194 $248K 0.04% -25 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,194 $248K 0.02% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,176 $246K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,130 $243K <0.01% -86 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,125 $242K 0.01% -372 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,122 $242K 0.02% +45 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,057 $237K <0.01% -1,424 13F-HR/A Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,026 $234K 0.01% -195 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,998 $232K <0.01% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,988 $232K 0.11% +16 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,987 $232K <0.01% -1 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,967 $230K 0.01% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,945 $228K 0.04% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,927 $227K 0.03% +69 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,927 $227K 0.02% +69 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,925 $227K 0.02% -1,873 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,914 $226K 0.02% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,898 $225K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,879 $223K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,873 $223K <0.01% +1 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,869 $222K <0.01% -5 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,857 $221K 0.01% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,824 $219K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,781 $218K 0.01% +149 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 2,810 $218K 0.03% -13,742 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,782 $216K <0.01% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 2,944 $215K 0.06% new 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 2,732 $212K 0.02% new 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 2,718 $211K 0.11% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,709 $210K 0.05% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 2,706 $210K 0.02% -544 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,690 $208K 0.14% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,657 $206K 0.02% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,637 $204K 0.02% +49 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,865 $204K 0.08% -105 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,607 $202K <0.01% -37,164 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,603 $202K <0.01% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,587 $200K <0.01% -120 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,559 $198K 0.02% 0 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,546 $197K <0.01% +532 13F-HR Timeline Group J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 2,340 $181K 0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 2,195 $170K 0.19% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,189 $170K <0.01% +997 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,066 $160K 0.04% -3,269 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,019 $156K 0.01% -1,116 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,986 $154K 0.01% -78 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,932 $150K 0.02% +998 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,904 $148K 0.06% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,900 $147K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,851 $143K <0.01% -448 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,700 $132K <0.01% +1,100 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,658 $129K 0.08% -4,181 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,614 $125K 0.03% -26 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,537 $119K 0.06% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,512 $117K <0.01% +98 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,495 $116K 0.04% -50 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,375 $107K 0.04% -52 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,331 $103K 0.08% +33 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,248 $96.7K 0.02% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,234 $95.6K 0.01% +190 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,186 $93.3K <0.01% +862 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,172 $92.2K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 1,154 $89.4K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,146 $88.8K 0.01% +82 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,130 $87.6K 0.05% +275 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,099 $85.2K <0.01% +116 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,090 $84.5K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,050 $81.4K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,027 $79.6K 0.01% +59 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $77.5K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 952 $74K <0.01% -542 13F-HR/A Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 932 $72.2K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 916 $71K <0.01% -254 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 875 $67.8K <0.01% -7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 848 $65.7K <0.01% +421 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 832 $64.5K <0.01% +3 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 825 $63.9K 0.02% -432 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 794 $61.5K <0.01% +12 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 705 $54.6K <0.01% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 723 $53.1K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 688 $52.4K <0.01% +259 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 623 $48.3K 0.02% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 620 $48K 0.03% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 610 $47.3K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 608 $47.1K 0.01% +20 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 608 $47.1K 0.01% +21 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 571 $44.3K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 521 $40.4K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 500 $38.8K 0.03% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 500 $38.8K 0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 470 $36.4K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 463 $35.9K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 427 $33.1K <0.01% +1 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 427 $33.1K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 411 $31.9K 0.02% +41 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 400 $31K 0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 400 $31K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 400 $31K <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 396 $30.7K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 396 $30.7K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 387 $30K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 370 $28.7K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 326 $25.3K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 326 $25.2K <0.01% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 325 $25.2K <0.01% new 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 313 $24K 0.03% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 300 $23.2K 0.01% -300 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 287 $22.2K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 279 $21.6K <0.01% -45 13F-HR Timeline