waypoint wealth counsel More: the full row for waypoint wealth counsel 3,215 $343K 0.14% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,210 $342K 0.05% new 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 3,200 $341K 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,187 $340K <0.01% -276 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,169 $337K 0.01% new 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 3,153 $336K 0.21% +336 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,135 $334K 0.05% -987 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,124 $333K 0.09% +1,131 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,127 $333K 0.03% -3,841 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,095 $330K <0.01% -99 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,068 $327K 0.04% +718 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,067 $327K 0.01% -1,073 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 3,051 $325K 0.02% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,027 $323K 0.01% -2,887 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,004 $320K <0.01% -368 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,995 $319K 0.02% -20 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 3,005 $318K 0.02% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,979 $318K 0.01% +14 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,961 $316K 0.04% -100 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,931 $312K 0.01% -6,478 13F-HR Timeline Group Rice Partnership, LLC More: the full row for Rice Partnership, LLC 2,913 $311K 0.04% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,907 $310K <0.01% -136 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,899 $309K 0.01% +307 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,899 $309K 0.01% +307 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,882 $307K 0.01% +61 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,880 $307K <0.01% +621 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,942 $306K 0.02% -26 13F-HR/A Timeline MERITAGE PORTFOLIO MANAGEMENT More: the full row for MERITAGE PORTFOLIO MANAGEMENT 2,860 $305K 0.02% -333 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,858 $305K <0.01% -1,331 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,849 $304K 0.01% +460 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,848 $304K <0.01% -197 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,812 $300K 0.14% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,811 $300K +96 Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 2,801 $299K 0.04% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,790 $297K 0.01% +220 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,733 $291K 0.01% -385 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 2,731 $291K 0.12% -60 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 2,725 $291K 0.14% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 2,721 $290K 0.02% -5 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,721 $290K 0.02% +499 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,715 $289K <0.01% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,704 $288K 0.05% -668 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,700 $288K 0.05% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,683 $286K 0.09% +1,787 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,671 $285K 0.02% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,776 $283K 0.01% -692 13F-HR/A Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,599 $277K 0.01% -289 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,602 $277K 0.01% -133 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 2,589 $276K 0.07% 0 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,565 $273K 0.04% -2,155 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 2,557 $273K 0.11% -176 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,543 $271K 0.01% +105 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,533 $270K 0.01% -79 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,509 $268K 0.02% +337 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,508 $267K <0.01% -3 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,496 $266K <0.01% -154 13F-HR Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,489 $265K 0.01% -170 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,466 $263K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,465 $263K <0.01% +204 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,452 $261K 0.01% -10 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2,441 $260K 0.07% 0 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,437 $260K 0.01% -106 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,434 $259K 0.06% -18 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,417 $258K 0.01% +54 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,476 $258K 0.03% new 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 2,413 $257K 0.02% -23 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,411 $257K <0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,401 $256K 0.01% -125 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,391 $255K 0.13% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,385 $254K 0.05% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 2,376 $253K 0.01% -42 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,373 $253K 0.03% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,352 $251K <0.01% +306 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,337 $249K <0.01% -584 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,333 $248K 0.04% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,314 $247K <0.01% +103 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,278 $243K 0.05% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 2,259 $241K 0.09% -1 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,249 $238K 0.04% -1,367 13F-HR Timeline Group S&CO INC More: the full row for S&CO INC 2,233 $238K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 2,230 $238K 0.03% -16 13F-HR/A Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,231 $238K 0.01% +5 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,218 $236K 0.06% -21 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,210 $236K <0.01% +7 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,594 $235K <0.01% new 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 2,200 $235K 0.02% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,195 $234K 0.07% -21 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,187 $233K 0.08% 0 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 2,158 $230K 0.04% new 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 2,158 $230K 0.04% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,144 $229K 0.09% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,139 $228K <0.01% -130 13F-HR Timeline FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 2,114 $225K 0.2% -11,747 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 2,109 $225K <0.01% -182 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,095 $223K <0.01% -53 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,087 $223K 0.01% +92 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,084 $222K 0.11% new 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 2,072 $221K <0.01% +2,071 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,071 $221K 0.01% new 13F-HR Timeline Group Members Trust Co More: the full row for Members Trust Co 2,070 $221K 0.01% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,055 $219K 0.08% -3,295 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 2,048 $219K 0.04% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,048 $218K <0.01% -93 13F-HR Timeline Group Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 2,036 $217K <0.01% -382 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,024 $216K 0.01% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 2,019 $215K 0.08% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,018 $215K <0.01% -20 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,042 $214K 0.01% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,004 $214K 0.01% -70 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 2,003 $214K 0.01% -3 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 1,995 $213K 0.11% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,974 $210K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 1,979 $210K <0.01% -43,102 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,963 $209K 0.02% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,950 $208K 0.12% new 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,949 $208K <0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,962 $207K 0.01% -6,592 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,940 $207K 0.01% -120 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,924 $205K <0.01% -803 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,915 $204K <0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,918 $204K 0.01% +465 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,910 $204K 0.06% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,887 $201K 0.03% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 1,881 $201K 0.02% new 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 1,880 $200K 0.02% new 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,877 $200K 0.03% new 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,854 $198K 0.04% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,828 $195K <0.01% +947 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,816 $194K 0.02% -6 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,772 $189K 0.02% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,663 $177K <0.01% -1,337 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,602 $171K <0.01% -96 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,470 $156K 0.05% -66 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,441 $154K 0.08% -937 13F-HR/A Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,418 $151K 0.12% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,336 $142K 0.02% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,297 $138K 0.01% -191 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,297 $138K <0.01% +2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,276 $136K 0.01% -208 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,270 $135K 0.01% +27 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,237 $132K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,215 $130K 0.01% -416 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,211 $129K 0.01% -70 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,188 $127K 0.01% +448 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,174 $125K 0.02% -556 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,132 $121K 0.05% -166 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,105 $118K 0.03% +874 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,093 $117K 0.01% +53 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,093 $115K 0.01% +462 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,012 $108K 0.01% -65 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,010 $108K <0.01% +20 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,013 $105K 0.07% -2,959 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 960 $102K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 937 $99.9K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 921 $98.2K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 916 $97.7K <0.01% +508 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 913 $97.3K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 911 $97.1K 0.01% +74 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 915 $97K <0.01% -22 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 878 $93.6K 0.01% -100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 869 $92.6K 0.01% -74 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 865 $92.2K 0.05% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 860 $91.7K 0.02% -859 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 855 $91.2K <0.01% +105 13F-HR/A Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 828 $88.4K <0.01% +596 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 809 $86.2K 0.01% +7 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 770 $82.1K 0.06% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 741 $79.1K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 735 $78.4K <0.01% +117 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 712 $75.9K 0.02% +666 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 708 $75.5K <0.01% -36 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 699 $74.5K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 699 $74K 0.04% new 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 667 $71.1K 0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 658 $70K <0.01% -17 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 619 $66K 0.01% -80 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 615 $65.6K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 597 $63.6K 0.04% +21 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 595 $63.4K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 553 $59K 0.02% +33 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 547 $58.3K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 579 $58K <0.01% -48 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 538 $57.3K <0.01% -241 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 520 $55.4K <0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 518 $55K 0.03% +340 13F-HR Timeline CNB Bank More: the full row for CNB Bank 513 $54.7K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 508 $54.2K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 505 $53.8K 0.04% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 500 $53.3K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 492 $52.5K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 484 $51.6K 0.03% +57 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 475 $50.6K <0.01% -182 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 468 $49.9K 0.01% -46 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 466 $49.7K <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 453 $48.3K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 436 $46.5K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 429 $45.7K 0.03% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 428 $45.6K 0.01% +261 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 427 $45.5K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 412 $43.9K <0.01% -201 13F-HR Timeline Group