Cedrus Wealth Group LLC More: the full row for Cedrus Wealth Group LLC 983 $796K 0.73% 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 978 $792K 0.23% +613 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 973 $788K 0.11% -10 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 970 $785K 0.06% 0 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 968 $783K 0.4% +2 13F-HR Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 954 $772K 0.1% -111 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 949 $768K 0.37% +46 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 949 $768K 0.1% +65 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 947 $766K 0.19% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 944 $764K 0.01% +33 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 939 $760K 0.04% -14 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 939 $760K 0.07% +74 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 934 $756K 0.07% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 931 $753K 0.02% +25 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 922 $746K 0.14% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 921 $746K 0.01% +208 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 921 $745K 0.24% -107 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 918 $743K 0.08% -2 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 907 $741K 0.04% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 905 $733K 0.7% -11 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 904 $732K 0.07% +9 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 904 $731K 0.08% -178 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 903 $731K 0.03% +406 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 901 $729K 0.52% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 900 $728K 0.22% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 895 $725K <0.01% +272 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 895 $724K 0.01% +8 13F-HR Timeline Group VARCOV Co. More: the full row for VARCOV Co. 892 $722K 0.28% 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 877 $710K 0.39% 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 873 $707K 0.05% +498 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 873 $707K 0.03% -12 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 870 $704K 0.62% -2 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 869 $704K 0.02% -8 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 864 $699K 0.01% +50 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 861 $697K 0.02% +172 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 852 $689K 0.01% -94 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 851 $689K 0.06% +262 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 850 $688K 0.26% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 847 $686K 0.07% +23 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 847 $685K 0.16% -19 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 744 $684K 0.02% +225 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 844 $683K 0.34% -10 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 845 $683K 0.17% -275 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 842 $681K 0.01% 13F-HR/A Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 839 $679K <0.01% -37 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 837 $677K 0.11% -20 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 835 $676K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Curi Capital, LLC More: the full row for Curi Capital, LLC 834 $675K 0.01% +1 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 828 $670K 0.01% -7 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 827 $669K 0.18% 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 822 $665K 0.04% new 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 815 $660K 0.2% +10 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 812 $657K 0.08% -6 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 808 $654K <0.01% +62 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,065 $652K 0.02% -978 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 805 $652K <0.01% -1,081 13F-HR Timeline Group Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 800 $647K 0.2% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 798 $646K 0.09% 13F-HR Timeline McLaughlin Asset Management, Inc. More: the full row for McLaughlin Asset Management, Inc. 795 $643K 0.58% 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 794 $643K 0.16% new 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 789 $639K 0.39% +2 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 785 $635K 0.09% +11 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 775 $627K 0.04% -14 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 773 $626K 0.07% 0 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 771 $624K 0.13% 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 770 $623K 2.52% -32 13F-HR Timeline CNB Bank More: the full row for CNB Bank 770 $623K 0.26% +31 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 766 $620K 0.04% -20 13F-HR/A Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 756 $612K 0.01% 0 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 747 $605K 0.12% new 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 746 $604K 0.39% +69 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 743 $601K 0.01% -45 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 742 $601K 0.22% -3,234 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 741 $600K 0.32% 0 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 737 $596K 0.13% -82 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 736 $596K 0.2% 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 729 $590K 0.33% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 727 $589K 0.02% -247 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 727 $588K 0.49% +25 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 727 $588K 0.01% -187 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 725 $587K 0.02% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 721 $584K 0.05% +2 13F-HR Timeline PCB Capital LLC More: the full row for PCB Capital LLC 717 $581K 0.93% 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 717 $580K 0.49% 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 714 $578K 0.03% +46 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 706 $577K 0.72% -6 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 707 $572K 0.01% 0 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 705 $571K 0.02% +360 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 705 $571K <0.01% -139 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 701 $567K 0.35% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 691 $559K 0.13% +45 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 690 $558K 0.25% +8 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 689 $558K 0.06% -66 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 688 $557K 0.53% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 687 $556K 0.03% -1 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 686 $555K 0.01% -12 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 685 $554K 0.02% +120 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 684 $554K 0.08% +2 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 683 $553K 0.1% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 681 $551K 0.03% +109 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 681 $551K 0.02% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 681 $551K 0.46% +5 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 677 $548K 0.06% 0 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 677 $548K 0.29% 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 674 $545K 0.02% -4 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 669 $542K 0.01% -2 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 467 $540K 0.03% +225 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 667 $540K 0.02% 0 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 666 $539K 0.31% +8 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 666 $539K 0.01% +29 13F-HR/A Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 665 $538K 0.07% 0 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 660 $534K 0.08% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 656 $531K 0.03% +4 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 655 $530K <0.01% +2 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 652 $528K 0.02% -1 13F-HR Timeline Carmignac Gestion More: the full row for Carmignac Gestion 652 $528K 0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 648 $524K 0.35% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 642 $519K 0.01% +12 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 641 $519K <0.01% -25 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 640 $518K 0.02% +223 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 637 $516K 0.11% +92 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 635 $514K 0.06% +71 13F-HR/A Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 634 $513K 0.07% +130 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 634 $513K 0.09% -178 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 625 $506K 0.11% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 623 $504K <0.01% +87 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 620 $502K 0.07% -13 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 619 $501K 0.04% +14 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 618 $500K 0.04% -30 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 615 $498K 0.02% -131 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 614 $497K 0.02% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 614 $497K 0.06% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 614 $497K 0.18% +216 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 608 $493K 0.09% +184 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 607 $491K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 607 $491K 0.03% -58 13F-HR Timeline CX Institutional More: the full row for CX Institutional 606 $491K 0.01% +5 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 602 $487K 0.27% 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 600 $485K 0.04% +39 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 599 $485K 0.01% +100 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 594 $481K 0.01% +24 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 593 $480K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 591 $479K 0.02% +74 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 589 $477K 0.01% -16 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 588 $476K 0.13% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 588 $476K 0.09% +13 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 585 $473K 0.01% -77 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 585 $473K 0.09% -119 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 525 $472K 0.07% 0 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 580 $469K 0.23% -75 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 578 $468K 0.16% +2 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 508 $466K 0.33% -48 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 574 $465K 0.08% +39 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 574 $465K 0.08% -244 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 573 $464K 0.04% +6 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 571 $462K 0.14% +62 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 568 $460K 0.03% +6 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 567 $459K 0.01% -79 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 566 $458K 0.06% -97 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 565 $458K 0.01% -2 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 564 $456K 0.03% -20 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 564 $456K 0.02% +34 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 560 $454K 0.02% +85 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 560 $453K 0.16% +479 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 559 $453K 0.02% +161 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 556 $450K 0.31% -13 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 556 $450K 0.29% 13F-HR Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 554 $448K 0.27% +12 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 553 $448K 0.08% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 551 $446K 0.01% -68 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 551 $446K 0.03% -4 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 550 $445K 0.15% +14 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 549 $444K 0.05% -447 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 491 $442K 0.01% -67 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 545 $441K 0.03% +2 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 544 $441K 0.03% +249 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 542 $438K 0.03% +1 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 558 $436K 0.05% -3,867 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 537 $435K 0.01% +21 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 536 $434K 1.32% new 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 535 $433K 0.03% 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 534 $432K 0.14% -61 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 532 $431K 0.01% -139 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 528 $427K <0.01% -967 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 527 $426K 0.01% +158 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 525 $425K 0.08% 0 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 523 $423K 0.11% 0 13F-HR Timeline PINCUS CAPITAL MANAGEMENT, LP More: the full row for PINCUS CAPITAL MANAGEMENT, LP 523 $423K 0.28% 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 446 $423K 0.03% +5 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 521 $422K <0.01% +399 13F-HR Timeline Group Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 519 $420K 0.02% -79 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 515 $417K 0.01% +200 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 514 $416K 0.06% +1 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 513 $415K <0.01% -12 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 513 $415K 0.03% +26 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 512 $414K 0.12% -7 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 511 $414K 0.02% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 511 $414K 0.01% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 510 $413K 0.02% -5 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 510 $413K 0.14% +186 13F-HR Timeline