BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,867 $855K <0.01% -295 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,842 $847K 0.02% +119 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,820 $840K 0.02% -36 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 2,800 $834K 2.11% +1,000 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,794 $832K 0.03% +120 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 2,774 $826K 0.25% -234 13F-HR Timeline GraniteShares Advisors LLC More: the full row for GraniteShares Advisors LLC 2,771 $826K 0.48% +192 13F-HR Timeline BRANDYWINE MANAGERS, LLC in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE MANAGERS, LLC 2,759 $822K 0.79% 0 13F-HR Timeline Group 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,734 $814K 0.1% +20 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 2,730 $813K 0.07% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,722 $811K 0.05% -167 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,692 $802K 0.03% -1,076 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,686 $800K 0.03% +389 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 2,686 $800K 0.14% -921 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 2,670 $795K 0.17% -139 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,669 $795K 0.15% -306 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,661 $793K 0.01% +494 13F-HR Timeline Group FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 2,625 $782K 0.05% 0 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,607 $777K 0.1% +506 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 2,599 $774K 0.04% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,606 $771K 0.13% -708 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 2,580 $769K 0.26% +217 13F-HR Timeline Group Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,574 $767K 0.1% +114 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 2,567 $765K 0.28% +854 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,557 $762K 0.04% -424 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,551 $760K 0.02% -3 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,583 $757K 0.05% +687 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,522 $751K 0.01% +771 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 2,507 $747K 0.18% +16 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 2,500 $745K 0.29% 0 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,457 $742K 0.08% +1,461 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,486 $741K 0.04% +254 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,406 $737K 0.03% +107 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,453 $731K 0.03% -42 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 2,447 $729K 0.24% +42 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,428 $723K 0.1% -223 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 2,425 $722K <0.01% new 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 2,415 $719K 0.13% +89 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,408 $717K 0.02% +1,217 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,395 $713K 0.12% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 2,383 $710K 0.05% -10,052 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,380 $709K 0.04% 0 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 2,379 $709K 0.7% +57 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,349 $700K 0.01% +1,129 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,347 $699K 0.11% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,335 $696K 0.1% -43 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 2,333 $695K 0.02% -346 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,326 $693K 0.03% +1,336 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 2,322 $686K 0.01% -4,073 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,301 $685K 0.67% +29 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,291 $683K 0.11% -530 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,290 $682K 0.05% -405 13F-HR Timeline Pembroke Management, LTD More: the full row for Pembroke Management, LTD 2,263 $674K 0.07% +365 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,261 $674K 0.03% +95 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,250 $670K 0.31% new 13F-HR Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 2,243 $668K 0.5% -281 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,160 $643K 0.1% 0 13F-HR Timeline EVENTIDE ASSET MANAGEMENT, LLC More: the full row for EVENTIDE ASSET MANAGEMENT, LLC 2,192 $642K 0.01% +758 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2,145 $639K 0.09% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,145 $639K 0.01% -60 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,100 $626K 0.13% new 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 2,100 $626K 0.05% +1,100 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,096 $624K 0.01% -3,040 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 2,088 $622K 0.07% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,081 $620K 0.01% -36 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,075 $618K 0.03% +824 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 2,155 $618K 0.27% +118 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 2,070 $617K 0.1% +525 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,043 $609K 0.1% +20 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,023 $601K 0.01% -1,670 13F-HR Timeline Group New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,001 $596K 0.01% -405 13F-HR Timeline Group TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 1,997 $595K 0.46% +84 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,987 $592K 0.05% +943 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,979 $590K <0.01% +269 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,971 $587K 0.08% +64 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,963 $585K 0.16% -16 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 1,956 $583K 0.19% -168 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 1,939 $578K 0.01% +86 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,935 $576K 0.06% -13,852 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,970 $574K 0.02% +707 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,918 $571K 0.04% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,915 $571K 0.01% +266 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 1,905 $568K 0.03% new 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 1,895 $565K 0.24% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 1,890 $563K 0.15% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 1,885 $562K 0.33% +206 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,884 $561K 0.01% +1,825 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,868 $556K 0.05% -9 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,862 $555K 0.22% +953 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,855 $553K 0.08% -25 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,850 $551K 0.06% -75 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 1,822 $543K 0.01% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,817 $541K 0.02% +227 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,815 $541K 0.01% -34 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,812 $540K 0.79% new 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,810 $539K 0.08% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,809 $539K 0.02% -1,536 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 1,800 $536K <0.01% new 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 1,800 $536K 0.02% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,794 $534K 0.03% +517 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 1,789 $533K <0.01% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,774 $529K 0.29% +139 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,759 $524K 0.02% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,220 $521K 0.08% +4,834 13F-HR/A Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,742 $519K 0.21% +119 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 1,725 $514K <0.01% +396 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,725 $514K 0.04% -250 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,715 $511K 0.03% +1,713 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,701 $507K 0.01% -36,891 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,698 $506K 0.03% +176 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,690 $503K 0.09% +233 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,688 $503K 0.09% new 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 1,670 $498K 0.06% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,650 $492K 0.39% 0 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,641 $489K 0.34% +11 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,626 $484K 0.04% -47 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,615 $481K 0.04% +10 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,612 $480K 0.03% -2 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,610 $480K 0.05% -42 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,600 $477K <0.01% +87 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 1,590 $474K 0.02% new 13F-HR Timeline Norinchukin Bank, The in group Norinchukin Bank, The More: the full row for Norinchukin Bank, The 1,583 $472K 0.01% 0 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,578 $470K 0.11% +68 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,569 $467K 0.01% +53 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 1,564 $466K 0.02% +204 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 11,800 $464K 0.05% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,556 $464K 0.01% +190 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,553 $463K 0.01% -116 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,533 $457K <0.01% +174 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 1,523 $454K 0.02% new 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,520 $453K 0.25% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,518 $452K 0.03% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1,503 $448K 0.03% +318 13F-HR Timeline STATE OF MICHIGAN RETIREMENT SYSTEM More: the full row for STATE OF MICHIGAN RETIREMENT SYSTEM 1,500 $447K <0.01% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,500 $447K 0.05% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,497 $446K 0.07% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,495 $445K 0.02% +301 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,480 $441K 0.05% -12 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,469 $438K 0.01% -12,812 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 1,465 $436K 0.29% -5 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,450 $432K 0.06% -26 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,443 $430K 0.01% -183 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,429 $426K 0.01% +23 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,420 $423K 0.04% -33 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,461 $420K 0.01% -175 13F-HR/A Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,378 $411K 0.06% new 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 1,374 $409K 0.35% -1,353 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,373 $409K 0.01% +31 13F-HR Timeline ROVIN CAPITAL /UT/ /ADV More: the full row for ROVIN CAPITAL /UT/ /ADV 1,329 $396K 0.11% -207 13F-HR/A Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,312 $391K 0.23% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,305 $389K 0.22% -500 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,302 $388K 0.03% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,302 $388K 0.02% +342 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,302 $388K 0.09% -81 13F-HR Timeline Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 1,300 $387K 0.26% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,297 $387K 0.01% +61 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,297 $386K 0.01% +934 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 1,296 $386K 0.21% 0 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,295 $386K <0.01% -1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,287 $383K 0.01% 0 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,281 $382K 0.06% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,272 $379K 0.02% -86 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 1,272 $379K 0.06% +99 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,272 $379K 0.01% -86 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 1,261 $376K 0.06% +29 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,253 $373K 0.02% -81 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,252 $373K 0.01% +10 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 1,236 $368K 0.01% new 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,221 $364K 0.08% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 1,210 $360K 0.3% -11 13F-HR Timeline American Trust More: the full row for American Trust 1,202 $358K 0.03% +93 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 1,200 $357K 0.22% 0 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,170 $349K 0.08% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,163 $346K 0.06% +39 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 1,153 $343K 0.02% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,150 $343K 0.01% -936 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,144 $341K 0.05% -98 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,143 $341K 0.02% +278 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,141 $340K 0.11% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 1,139 $339K 0.1% -57 13F-HR/A Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,137 $339K <0.01% -2,448 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,132 $337K 0.01% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 1,131 $337K 0.03% -56 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,126 $335K 0.16% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,124 $335K 0.01% +229 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,124 $335K 0.04% +371 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,123 $335K <0.01% -2,222 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 1,117 $333K 0.59% 0 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,115 $332K 0.08% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,108 $330K 0.02% new 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,107 $327K 0.17% -19 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 1,098 $327K 0.04% -14 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,084 $323K <0.01% +30 13F-HR/A Timeline Group Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,074 $320K 0.11% +102 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,056 $315K 0.21% +156 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,056 $315K 0.04% -14 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 1,042 $310K 0.03% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,038 $309K 0.02% -3 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,037 $309K <0.01% -256 13F-HR Timeline Group Balanced Rock Investment Advisors LLC More: the full row for Balanced Rock Investment Advisors LLC 1,031 $307K 0.22% -106 13F-HR Timeline