AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 34,140 $2.14M 0.05% -7,893 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 34,057 $2.14M 0.05% +2,588 13F-HR Timeline OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 33,939 $2.11M -13,598 Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 33,495 $2.1M 0.01% -45,042 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 33,434 $2.1M 0.07% -3,810 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 33,030 $2.07M 0.03% -338 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 32,981 $2.07M 0.13% +1,445 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 32,832 $2.06M 0.44% +16,730 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 32,720 $2.06M 0.06% +342 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 32,716 $2.05M 0.01% +2,050 13F-HR Timeline Group GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 32,628 $2.05M 0.51% +681 13F-HR Timeline NICHOLAS COMPANY, INC. More: the full row for NICHOLAS COMPANY, INC. 32,572 $2.05M 0.03% -25 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 32,313 $2.03M 0.14% +578 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 34,400 $2.02M 0.33% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 32,058 $2.01M 0.07% -67 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 32,013 $2.01M 0.15% -474 13F-HR Timeline Resolution Capital Ltd More: the full row for Resolution Capital Ltd 31,988 $2.01M 0.04% +5,243 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 31,902 $2M 0.34% +214 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 31,803 $2M 0.11% -738 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 31,744 $1.99M 0.03% +8,436 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 31,447 $1.98M 0.26% +9,118 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 31,432 $1.97M 0.03% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 30,866 $1.94M 0.67% -31,164 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 30,859 $1.94M 0.03% +11,214 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 30,762 $1.93M 0.04% +3,491 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 30,726 $1.93M 0.03% +16,954 13F-HR Timeline Group Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 30,437 $1.91M 0.24% +227 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 30,124 $1.89M 0.17% +7,676 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 29,552 $1.86M 0.03% +1,264 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 29,181 $1.83M 0.04% +5,929 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 29,060 $1.83M 0.49% +1,485 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 28,911 $1.82M 0.02% +4,071 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 28,854 $1.81M 0.01% +652 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 28,829 $1.81M 0.03% +454 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 28,755 $1.81M 0.01% +12,812 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 28,524 $1.79M 0.02% +112 13F-HR Timeline Group SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 28,210 $1.77M 1.82% +3,466 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 28,167 $1.77M 0.19% -36 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 28,084 $1.76M 0.03% -7,768 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 27,960 $1.76M 0.09% +306 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 27,641 $1.74M 0.07% +4,483 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 27,630 $1.74M 0.12% -330 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 27,590 $1.73M 0.22% new 13F-HR Timeline Point Windward Advisors Inc. More: the full row for Point Windward Advisors Inc. 27,563 $1.73M 0.78% -5,625 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 27,373 $1.72M 0.55% +279 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 27,120 $1.7M 0.01% +385 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 27,061 $1.7M 0.15% +5,483 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 28,974 $1.7M 0.15% +299 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 27,050 $1.7M 0.42% -2,450 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 26,674 $1.68M 0.82% +271 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 26,650 $1.67M 0.08% +6,803 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 26,502 $1.66M 0.04% -6,687 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 26,417 $1.66M 0.06% -212 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 26,310 $1.65M 1.36% -1,570 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 26,181 $1.64M 0.18% +385 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 26,165 $1.64M 0.03% +2,052 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 26,110 $1.64M 0.11% +145 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 25,938 $1.63M 0.02% -9,086 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 25,845 $1.62M 0.18% +779 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 25,592 $1.61M 0.59% -2,520 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 25,502 $1.6M 0.13% +8,628 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 25,363 $1.59M 0.01% -4,931 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 25,361 $1.59M 1.34% +6,964 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 25,347 $1.59M 0.04% -2,128 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 25,257 $1.59M 0.34% -2,888 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 25,239 $1.59M 0.01% -2,302 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 25,149 $1.58M 0.1% +5,540 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 31,500 $1.58M 0.02% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 25,128 $1.58M 0.15% -213,797 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 27,329 $1.58M 1.43% +2,535 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 25,013 $1.57M 0.26% new 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 25,000 $1.57M 0.08% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 24,908 $1.56M 0.11% +954 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 24,823 $1.56M 0.46% +182 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 24,729 $1.55M 0.68% 0 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 24,687 $1.55M 0.74% -3,641 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 24,586 $1.54M 0.03% +18,096 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 26,281 $1.54M 0.01% +2,317 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 24,567 $1.54M 0.02% -21,077 13F-HR/A Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 24,557 $1.54M 0.07% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 24,466 $1.54M 1.23% +254 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 24,366 $1.53M 0.27% +565 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 24,276 $1.52M 0.01% +675 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 24,167 $1.52M 0.01% +779 13F-HR Timeline Group Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 24,140 $1.52M 0.45% -80 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 24,024 $1.51M 0.21% -353 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 23,922 $1.5M 0.03% +3,634 13F-HR Timeline Norris Financial Group, LLC More: the full row for Norris Financial Group, LLC 23,864 $1.5M 0.61% +117 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 23,737 $1.49M 0.17% +19,177 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 25,668 $1.48M 0.53% -99 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 23,360 $1.48M 0.04% -6,065 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 23,316 $1.46M 0.16% -35 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 23,271 $1.46M 0.09% +783 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 23,262 $1.46M 0.14% -1,709 13F-HR Timeline Group STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 25,202 $1.46M 0.55% -727 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 23,186 $1.46M 0.29% +1,759 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 23,050 $1.45M 0.14% +21,477 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 22,845 $1.43M 0.04% +8,586 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 22,756 $1.43M 0.48% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 22,699 $1.43M 0.03% -955 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 22,508 $1.41M 0.3% +759 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 22,473 $1.41M 0.03% -25,960 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 22,438 $1.41M 0.05% +2,151 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 22,350 $1.4M 0.02% -2,872 13F-HR Timeline Group Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 22,317 $1.4M 0.08% +3,311 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 22,129 $1.39M 0.01% +2,770 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 22,018 $1.38M 0.09% -703 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 21,974 $1.38M 0.58% +1,300 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,957 $1.38M 0.12% +79 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 21,929 $1.38M 0.04% -1,129 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 21,897 $1.38M 0.49% -4,899 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 21,830 $1.37M 0.06% +6,544 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 21,738 $1.37M 0.73% -997 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 21,696 $1.36M 0.05% -74 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 21,664 $1.36M 0.1% -38 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 21,646 $1.36M 0.12% -7,285 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 21,640 $1.36M 0.06% 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 21,567 $1.35M 0.18% -2,081 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 21,517 $1.35M 0.23% -5,960 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,349 $1.35M 0.06% +620 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 21,461 $1.35M 0.18% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 21,409 $1.34M 0.09% -2,097 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 21,371 $1.34M 0.03% +5,609 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 21,409 $1.34M 0.03% -13,821 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 21,294 $1.34M 0.17% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 21,143 $1.33M 0.05% -9,393 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 21,020 $1.32M 0.33% +17,605 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 20,982 $1.32M 0.07% -1,489 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 20,629 $1.3M 0.17% +8,905 13F-HR/A Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 20,334 $1.28M 0.01% +1,296 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 20,319 $1.28M 0.27% -520 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 20,301 $1.28M +17,505 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 20,209 $1.27M 0.1% -6,301 13F-HR/A Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 20,171 $1.27M 0.1% new 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 20,050 $1.26M 0.1% -946 13F-HR Timeline MONETTA FINANCIAL SERVICES INC More: the full row for MONETTA FINANCIAL SERVICES INC 20,000 $1.26M 0.91% 0 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 19,935 $1.25M 0.3% +552 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 19,767 $1.24M 0.04% +2,629 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 19,739 $1.24M 0.18% -1,946 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 19,730 $1.24M 0.93% 0 13F-HR/A Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 19,707 $1.24M 0.02% +6,019 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 19,620 $1.23M 0.01% new 13F-HR/A Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,571 $1.23M 0.01% +2,997 13F-HR/A Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 19,416 $1.22M 0.58% -224 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 19,402 $1.22M 0.04% +423 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 19,278 $1.21M 0.14% +5 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 19,232 $1.21M 0.03% new 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 19,210 $1.21M 0.34% +2,622 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 18,880 $1.19M 0.07% +9,504 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 18,872 $1.19M 0.45% +960 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 18,735 $1.18M 0.16% +1,124 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 18,732 $1.18M 0.41% -715 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 18,700 $1.17M 0.04% -1,000 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 18,607 $1.17M 0.07% -1,826 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 18,589 $1.17M 0.78% new 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 18,585 $1.17M 0.26% +6,877 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 18,565 $1.17M 0.04% -28,670 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 18,532 $1.16M 0.24% +2,325 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 18,400 $1.16M 0.93% -6,000 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 18,351 $1.15M 0.64% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 18,290 $1.15M 0.12% +61 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 18,056 $1.13M 0.06% +115 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 18,043 $1.13M 1.11% -951 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,007 $1.13M 0.05% +6,573 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 17,974 $1.13M 0.03% -33,453 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 17,807 $1.12M 0.89% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 17,771 $1.12M 0.05% +9 13F-HR Timeline CNB Bank More: the full row for CNB Bank 17,667 $1.11M 0.53% -2,158 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 17,604 $1.11M 0.05% -288 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 17,563 $1.1M 0.07% +972 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 17,459 $1.1M 0.32% -334 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 17,458 $1.1M -2,632 Timeline Scott Marsh Financial, LLC More: the full row for Scott Marsh Financial, LLC 17,416 $1.09M 0.41% 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 17,406 $1.09M -609 Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 17,393 $1.09M 0.01% new 13F-HR Timeline Group EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 17,367 $1.09M 0.03% +3,450 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 17,341 $1.09M 0.57% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 17,340 $1.09M 0.13% +1,949 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 17,319 $1.09M 0.83% -74 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 17,269 $1.08M 0.03% -8,959 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 17,128 $1.08M 0.11% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 17,104 $1.07M 0.47% -1,063 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 17,045 $1.07M 0.01% +350 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 17,038 $1.07M 0.64% -5,984 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 16,915 $1.06M 0.01% -1,071 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 16,632 $1.04M 0.04% -789 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 16,592 $1.04M 0.2% +1,326 13F-HR Timeline BEAM WEALTH ADVISORS, INC. More: the full row for BEAM WEALTH ADVISORS, INC. 16,565 $1.04M 0.31% -147 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 16,530 $1.04M 0.05% -105 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 16,395 $1.03M 0.14% new 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 16,324 $1.03M 0.07% +2 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 16,194 $1.02M 0.17% -518 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 16,174 $1.02M 0.6% -422 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 16,172 $1.02M 0.29% new 13F-HR/A Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 16,105 $1.01M 0.27% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 16,096 $1.01M 0.02% +245 13F-HR/A Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 16,085 $1.01M <0.01% -7,971 13F-HR Timeline Group CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 16,085 $1.01M 0.92% -492 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 16,014 $1.01M 0.14% -315 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 16,008 $1.01M 0.08% -817 13F-HR Timeline