Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,219 $660K 0.01% +464 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 8,191 $658K 0.03% -1,204 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 8,175 $656K 0.01% +672 13F-HR Timeline Cohen Klingenstein LLC More: the full row for Cohen Klingenstein LLC 8,100 $650K 0.02% 0 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 8,059 $647K 0.13% -145 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 7,985 $641K 0.01% -15 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,968 $640K 0.02% +27 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,953 $639K 0.04% +567 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 7,947 $638K 0.1% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,926 $636K 0.01% +575 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,904 $635K 0.03% 0 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 7,902 $635K 0.08% +1,930 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 7,900 $634K 0.33% -966 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7,894 $634K 0.01% -112 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,880 $633K 0.35% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 7,878 $633K 0.01% -148 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,855 $631K 0.38% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 7,800 $630K +4,350 Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 7,714 $619K 0.02% new 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 7,700 $618K 0 Timeline SFMG, LLC More: the full row for SFMG, LLC 7,675 $616K 0.04% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 7,636 $613K 0.02% +238 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 7,618 $612K 0.01% -193 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,690 $611K 0.01% -103 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,595 $610K 0.02% +258 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 7,528 $604K 0.01% +431 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 7,464 $599K 0.01% -495 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 7,373 $596K 0.07% -22,418 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,409 $595K 0.02% -140 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,401 $594K <0.01% -681 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,395 $594K 0.06% -105 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,386 $593K 0.03% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,379 $592K <0.01% +561 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 7,343 $590K 0.09% +1,298 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,319 $588K 0.06% -178 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 7,250 $586K 0.08% +168 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 7,280 $585K 0.03% +1,635 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 7,167 $576K 0.14% -361 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 7,223 $570K 0.03% new 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 7,011 $563K 0.17% 0 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 7,011 $563K <0.01% -104,557 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,902 $554K 0.04% -735 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 6,883 $553K 0.05% -59 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 6,836 $549K 0.03% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,813 $547K 0.03% +82 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,798 $546K 0.05% -960 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 6,769 $544K 0.01% +516 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 6,759 $542K <0.01% -6 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,704 $538K 0.05% +69 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 6,763 $537K 0.08% +3,584 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,674 $536K 0.05% -150 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 6,554 $526K 0.03% -962 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,495 $522K 0.01% +118 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 6,448 $518K <0.01% +2,883 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,397 $516K 0.02% -8,095 13F-HR Timeline Group Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,425 $516K 0.12% +53 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 6,397 $514K 0.05% +36 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,383 $513K 0.02% +51 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,267 $503K 0.06% +889 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 6,245 $501K <0.01% new 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,242 $501K 0.02% -2 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 6,201 $498K 0.02% +1,019 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,189 $497K 0.01% +1,192 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,030 $484K 0.02% -90 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,010 $483K 0.01% +131 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 5,973 $480K 0.1% +161 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 5,971 $479K 0.13% +2,991 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 5,968 $479K 0.03% -3,834 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 5,955 $478K 0.02% +1,316 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,893 $477K 0.01% -9 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 5,916 $475K 0.03% +2,876 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,885 $473K 0.06% +289 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,889 $473K 0.02% -649 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 5,852 $470K 0.02% -764 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,842 $469K 0.01% -159 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,835 $469K 0.01% +183 13F-HR Timeline Shah Wealth Advisors, LLC More: the full row for Shah Wealth Advisors, LLC 5,804 $466K 0.11% 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 5,752 $462K 0.24% +174 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 5,713 $459K 0.01% +795 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,707 $458K 0.02% +195 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 5,677 $456K 0.13% +3,018 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 5,770 $454K 0.24% -293 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,626 $452K 0.03% -50 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,592 $449K 0.06% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 5,581 $448K 0.17% +1,889 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,573 $448K 0.01% +426 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 5,570 $447K 0.25% new 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 5,550 $446K 0.04% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,513 $443K 0.01% +261 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,490 $441K 0.12% +1,440 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,489 $441K 0.04% +94 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,375 $441K 0.03% +70 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,476 $440K 0.01% +1,045 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 5,472 $439K 0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,425 $436K 0.01% +1,988 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,425 $436K 0.16% +13 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 5,400 $434K 0.01% new 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,394 $433K 0.04% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,389 $433K 0.02% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 5,362 $431K 0.17% -25 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,330 $428K 0.03% -1,053 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,258 $422K 0.01% -5,666 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,157 $414K 0.04% 0 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,156 $414K 0.13% +2,376 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 5,151 $414K 0.13% -746 13F-HR Timeline Andra AP-fonden More: the full row for Andra AP-fonden 5,122 $411K <0.01% -7,800 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,062 $409K 0.01% +118 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 5,063 $407K 0.02% -453 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 5,045 $405K 0.01% -3,376 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,000 $402K 0.01% +287 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,989 $401K 0.01% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,955 $398K 0.11% -6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,947 $397K <0.01% 0 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 4,932 $396K 0.09% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,931 $396K 0.02% 0 13F-HR Timeline Group Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,945 $394K 0.08% -10 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,804 $394K 0.02% -86 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,893 $393K <0.01% -13,722 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,861 $390K 0.12% -110 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 4,844 $390K 0.16% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,844 $389K 0.02% -81 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,843 $389K <0.01% +176 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,813 $388K 0.01% +16 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 4,745 $384K 0.02% -11,649 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 4,758 $382K 0.04% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,731 $380K 0.01% +360 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,727 $380K 0.2% +3 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,724 $379K 0.01% +469 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,720 $379K 0.23% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,716 $379K 0.14% +35 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,710 $378K <0.01% -260 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,700 $377K 0.13% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,692 $377K 0.02% +149 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,673 $375K 0.12% +356 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 4,652 $374K 0.06% 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,643 $373K 0.02% +202 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,677 $373K 0.02% -86 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,639 $372K <0.01% -1,345 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,633 $372K 0.01% -106 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,645 $372K 0.22% +33 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $371K 0.09% new 13F-HR Timeline Amount filed as zero, left out of ratios. Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,604 $370K 0.01% +91 13F-HR Timeline Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,592 $369K 0.05% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,581 $368K 0.04% -13 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,540 $365K -14 Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 4,538 $364K 0.1% +1,738 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,524 $363K 0.27% 0 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,520 $363K 0.05% +6 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,514 $362K 0.01% -259 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 4,507 $362K 0.22% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,495 $361K 0.03% -653 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,450 $357K 0.21% +225 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,420 $355K 0.01% +159 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,411 $354K +300 Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,400 $353K 0.12% -212 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,382 $352K 0.04% -1,064 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,346 $349K 0.11% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,415 $349K 0.01% +1,202 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,331 $348K 0.01% new 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,328 $348K 0.01% -69 13F-HR Timeline CAPITAL INTERNATIONAL SARL in group Capital International Investo… More: the full row for CAPITAL INTERNATIONAL SARL 4,324 $347K <0.01% -467 13F-HR Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,425 $346K 0.07% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,278 $343K 0.01% +24 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 4,187 $336K <0.01% -4,637 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,185 $336K 0.07% +25 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,178 $335K 0.03% -6 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,176 $335K 0.06% +9 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 4,175 $335K 0.01% +204 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,167 $335K 0.01% -879 13F-HR/A Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,143 $333K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,099 $332K 0.01% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,117 $331K 0.12% +40 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 4,106 $330K 0.08% +196 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,071 $327K 0.01% -40 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,061 $326K 0.02% +20 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 4,058 $326K 0.06% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 4,046 $325K <0.01% -914 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,045 $325K 0.03% -460 13F-HR Timeline Quarry LP More: the full row for Quarry LP 4,029 $324K 0.05% +709 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 4,018 $323K 0.02% +50 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,016 $322K 0.05% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,004 $322K 0.08% -1 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 3,975 $319K 0.03% +185 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,973 $319K 0.02% +332 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,951 $317K <0.01% +89 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,931 $316K 0.15% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,929 $315K 0.01% +8 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 3,889 $312K 0.15% +936 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,886 $312K 0.02% +31 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 3,886 $312K 0.04% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,883 $312K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 3,854 $309K 0.01% -1,000 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 3,842 $309K 0.09% 0 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 3,812 $306K 0.02% +864 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,800 $305K 0.18% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3,808 $302K 1.47% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 3,740 $300K 0.03% +10 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,740 $300K 0.03% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 3,720 $299K 0.03% -244 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,716 $298K 0.06% +3 13F-HR Timeline