BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,001 $591K 0.01% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 7,880 $582K 0.39% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 7,855 $580K 0.38% 0 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,829 $578K 0.05% new 13F-HR Timeline Group Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 7,822 $578K -124 Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 7,821 $578K 0.1% -251 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 7,739 $572K 0.19% -25 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,726 $571K 0.03% +1,428 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 7,686 $568K 0.02% +47 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 7,675 $567K 0.04% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,627 $563K 0.01% +76 13F-HR Timeline Lifelong Wealth Advisors, Inc. More: the full row for Lifelong Wealth Advisors, Inc. 7,625 $563K 0.15% -1,495 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,610 $562K 0.02% -18,097 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,600 $561K 0.07% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,596 $561K 0.02% +238 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,585 $560K 0.04% +61 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,569 $559K 0.04% -117 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 7,523 $556K 0.06% 0 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,513 $555K 0.01% +50 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 7,486 $553K 0.03% +1,436 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,448 $550K 0.01% -41 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,447 $550K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 7,409 $547K 0.02% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,357 $543K 0.05% -383 13F-HR Timeline CX Institutional More: the full row for CX Institutional 7,306 $540K 0.02% +337 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 7,299 $539K <0.01% 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 7,292 $539K 0.02% -1,092 13F-HR Timeline Group Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 7,614 $535K 0.04% 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 7,232 $534K 0.02% -9,384 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 7,220 $533K 0.05% +78 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,209 $532K 0.01% +3,297 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,201 $532K 0.02% +46 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 7,120 $526K 0.18% +37 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,115 $526K 0.01% +622 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,105 $525K 0.01% +160 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 7,091 $524K 0.1% -134 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 7,011 $518K 0.16% 0 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 7,011 $518K 0.01% -106,426 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,951 $513K 0.01% -2,213 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 6,900 $510K 0.05% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 6,864 $507K 0.09% +2,968 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 6,814 $506K 0.01% +1,825 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 6,824 $504K 0.06% -300 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 6,742 $498K 0.03% +276 13F-HR Timeline Group ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 6,742 $498K 0.14% -487 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 6,663 $492K 0.01% -591 13F-HR Timeline Group Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 6,576 $486K 0.18% +1 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,576 $486K 0.03% new 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 6,550 $484K <0.01% new 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 6,540 $483K 0.08% +575 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 6,495 $480K 0.09% +91 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,476 $478K 0.03% -207 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 6,450 $476K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 6,385 $472K 0.03% +184 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,261 $466K 0.04% -317 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 6,294 $465K 0.1% -216 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 6,293 $465K 0.12% +28 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 6,292 $465K 0.02% +167 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,286 $464K 0.01% -921 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 6,275 $463K 0.01% -1,832 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 6,251 $462K 0.11% -40 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,250 $462K 0.02% 0 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 6,184 $457K 0.03% +133 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 6,127 $453K <0.01% +1,167 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,110 $451K 0.01% 0 13F-HR Timeline Group BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 6,016 $448K 0.3% 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,011 $444K 0.02% new 13F-HR Timeline Group Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 6,000 $443K 0.1% -340 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 5,929 $438K 0.02% -2,532 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,843 $432K <0.01% +1,860 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 5,786 $431K 0.01% new 13F-HR Timeline Group SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 5,808 $429K 0.01% -4 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 5,728 $423K 0.03% -10 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,729 $423K 0.06% +63 13F-HR Timeline Group Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 5,720 $422K 0.28% +2,716 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,642 $417K 0.02% -6,599 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,637 $416K 0.01% +240 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 5,612 $415K 0.04% +750 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 5,604 $414K 0.08% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 5,592 $413K 0.06% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,575 $412K <0.01% +2,181 13F-HR Timeline KLEIN PAVLIS & PEASLEY FINANCIAL, INC. More: the full row for KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 5,564 $411K 0.24% -165 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 5,550 $410K 0.03% 0 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 5,539 $409K 0.04% +151 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,534 $409K 0.01% +3,863 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,511 $407K 0.02% +374 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,485 $405K 0.02% +137 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 5,469 $404K 0.08% -519 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 5,452 $403K 0.13% 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,299 $402K 0.01% -164 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,403 $399K 0.09% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 5,394 $398K 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 $398K 0.02% 0 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 5,387 $398K 0.2% 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,373 $397K 0.18% +36 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,320 $394K 0.02% new 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 5,329 $394K 0.11% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 5,321 $393K 0.02% -10 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 5,279 $390K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,273 $389K 0.01% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,255 $388K 0.01% +78 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 5,211 $385K 0.01% 0 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 5,209 $385K 0.03% +905 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 5,197 $384K 0.04% +6 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 5,178 $382K 0.15% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,176 $382K 0.02% +355 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,163 $381K 0.04% new 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 5,154 $381K 0.05% 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,144 $380K 0.01% +5 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,107 $377K 0.02% +739 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 5,099 $377K 0.08% 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 5,095 $376K 0.06% +125 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,090 $376K 0.05% -651 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 4,950 $376K 0.08% +10 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 5,085 $376K 0.02% -72 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 5,075 $375K 0.01% -325 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 5,067 $374K 0.01% -30 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,048 $373K 0.04% -111 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,046 $373K 0.01% -125 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 4,985 $368K 0.05% 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,980 $368K 0.22% new 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,849 $367K 0.01% +968 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 4,971 $367K 0.06% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,948 $365K <0.01% +1 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 4,938 $365K <0.01% +4,323 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,925 $364K 0.02% -2,284 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,854 $359K 0.02% -47 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,853 $358K 0.05% +137 13F-HR Timeline Bell Bank More: the full row for Bell Bank 4,845 $358K 0.02% 0 13F-HR Timeline Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 4,839 $357K 0.07% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4,835 $357K 0.02% +706 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,808 $355K 0.1% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,763 $352K +2,149 Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,738 $350K 0.03% -234 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 4,705 $348K 0.13% -885 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 4,700 $347K 0.09% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,666 $345K <0.01% +41 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,658 $344K 0.13% -816 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,654 $344K 0.01% +576 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 4,646 $343K 0.13% -30 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,633 $342K 0.04% +473 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 4,600 $340K 0.01% -23,719 13F-HR Timeline Group Affiance Financial, LLC More: the full row for Affiance Financial, LLC 4,592 $339K 0.05% -1,397 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 4,577 $338K 0.22% -569 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 4,552 $336K 0.08% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 4,531 $335K 0.05% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,527 $334K -14 Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 4,524 $334K 0.26% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 4,523 $334K <0.01% +3,026 13F-HR Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,523 $334K 0.02% +36 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,509 $334K 0.01% -2,598 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 4,514 $333K 0.12% +82 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 4,507 $333K 0.22% 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,498 $332K 0.05% 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,437 $330K 0.01% +34 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 4,447 $328K 0.74% new 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,418 $326K <0.01% +241 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,415 $326K 0.04% +528 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,403 $325K 0.05% -148 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,361 $322K 0.01% -305 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,332 $320K 0.01% -151 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,317 $319K 0.11% -46 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 4,302 $318K 0.27% 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 4,283 $316K 0.03% -770 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,255 $314K 0.02% +1,727 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 4,254 $314K 0.05% +272 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 4,247 $314K 0.24% -10 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 4,223 $312K 0.03% +13 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 4,221 $312K 0.11% 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,216 $311K <0.01% +1,136 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,199 $310K 0.02% +153 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 4,184 $309K 0.03% -128 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,171 $308K 0.12% -219 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,147 $306K 0.01% -30 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 4,139 $306K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,099 $305K 0.01% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,128 $305K <0.01% -197 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,120 $304K 0.01% new 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 4,120 $304K 0.19% 0 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,109 $303K 0.07% +51 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,102 $303K <0.01% +1,336 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 4,082 $301K 0.07% +10 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 4,016 $301K 0.14% +108 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 4,065 $300K 0.08% +6 13F-HR Timeline Leverty Financial Group, LLC More: the full row for Leverty Financial Group, LLC 4,058 $300K 0.07% +892 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 4,041 $298K 0.03% +196 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,991 $295K 0.02% 0 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,983 $294K 0.02% -4,400 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 3,981 $294K 0.01% 0 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 3,931 $290K 0.15% 0 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 3,913 $289K 0.01% +7 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,910 $289K 0.07% +1,130 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,889 $287K <0.01% +794 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3,867 $286K 0.05% -27 13F-HR Timeline Group BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,856 $285K 0.16% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 3,848 $284K <0.01% +110 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 3,842 $284K 0.09% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 3,806 $281K 0.18% +2 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 3,800 $281K 0.19% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,786 $280K 0.01% -70 13F-HR Timeline Group