Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,945 $769K 0.01% +13 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,934 $767K 0.02% +819 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 4,929 $766K <0.01% +500 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,885 $759K 0.04% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,851 $754K 0.13% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,821 $750K 0.02% +5 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,800 $746K 0.04% 0 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,774 $742K 0.33% -4,537 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 4,708 $732K 0.1% +386 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 4,703 $731K <0.01% -61,198 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 4,697 $730K 0.02% -63 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,453 $725K 0.01% +1,655 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 4,659 $724K 0.27% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,653 $723K 0.06% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,649 $723K 0.01% +58 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,635 $721K 0.01% +224 13F-HR Timeline Group Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,594 $714K 0.01% +2 13F-HR/A Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 4,572 $711K 0.02% new 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 4,565 $710K 0.14% +1,900 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,548 $707K 0.01% -81 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,534 $705K 0.03% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 4,534 $705K 0.09% new 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,512 $702K 0.01% new 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 4,506 $701K 0.11% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,436 $690K 0.05% +410 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,400 $684K <0.01% new 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,396 $683K 0.14% -27 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,361 $678K 0.1% +163 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,333 $674K 0.03% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,297 $668K 0.02% +542 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,296 $668K 0.04% +21 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 4,281 $666K 0.01% new 13F-HR Timeline Group Lakeshore Capital Group, Inc. More: the full row for Lakeshore Capital Group, Inc. 4,277 $665K 0.54% +71 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 4,227 $657K 0.03% -15 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,222 $656K 0.01% +539 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 4,188 $651K 0.01% +634 13F-HR/A Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,183 $650K 0.1% +7 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 4,178 $650K <0.01% -186,522 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 4,173 $649K 0.15% -18 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 4,158 $646K 0.08% +818 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,154 $646K 0.04% +176 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 4,143 $644K 0.1% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,143 $644K 0.25% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,137 $643K 0.01% +665 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,004 $642K 0.02% -247 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,131 $642K 0.14% new 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,130 $642K 0.29% -160 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,123 $641K 0.02% +696 13F-HR/A Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 4,110 $639K 0.08% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,104 $638K 0.07% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,016 $624K 0.09% +380 13F-HR Timeline Delta Global Management LP More: the full row for Delta Global Management LP 4,011 $624K 0.05% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,009 $623K 0.14% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 4,004 $623K 0.31% new 13F-HR Timeline DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $622K 0.34% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 4,000 $622K 0.19% 0 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 4,000 $622K 0.16% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 3,989 $620K 0.29% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,988 $620K 0.03% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,986 $620K 0.16% new 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,977 $618K 0.02% -100 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,967 $617K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,965 $617K 0.04% +294 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 3,952 $614K 0.03% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3,926 $610K 0.15% +26 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 3,920 $609K 0.43% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,919 $609K 0.44% +1 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,911 $608K 0.02% +132 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 3,896 $606K 0.12% -7 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,892 $605K 0.02% -4 13F-HR Timeline Argos Wealth Advisors, LLC More: the full row for Argos Wealth Advisors, LLC 3,877 $603K 0.17% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 3,863 $601K 0.46% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,896 $600K 0.03% -80 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,847 $598K 0.01% +1,479 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,847 $598K 0.08% new 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 3,838 $597K 0.15% 0 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,830 $595K 0.02% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,821 $594K 0.01% -6,082 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,778 $587K 0.01% -3,386 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,772 $587K 0.01% -230 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,769 $586K 0.01% +829 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,727 $579K 0.07% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,705 $576K 0.01% -345 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3,702 $576K 0.02% 0 13F-HR Timeline Group Sather Financial Group Inc More: the full row for Sather Financial Group Inc 3,700 $575K 0.04% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,699 $575K 0.02% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 3,698 $575K 0.16% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,696 $575K 0.01% +107 13F-HR Timeline Kepler Cheuvreux (Suisse) SA More: the full row for Kepler Cheuvreux (Suisse) SA 3,685 $573K 0.04% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,640 $566K 0.01% -2 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 3,636 $565K 0.01% new 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 3,607 $561K 0.1% 0 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,466 $560K 0.32% 0 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 3,595 $559K 0.41% +922 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,579 $556K 0.03% +48 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,572 $555K 0.02% -534 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,489 $555K 0.01% +171 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,560 $553K 0.53% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,521 $549K 0.02% -9 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,597 $548K <0.01% +755 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 3,488 $542K 0.05% -525 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 3,486 $542K 0.04% -375 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,480 $541K 0.04% -106 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,436 $541K 0.01% -392 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 3,451 $537K 0.05% +1,601 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 3,429 $533K 0.08% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,427 $533K 0.06% +136 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 3,407 $530K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,407 $530K 0.07% +159 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,394 $528K 0.03% -80 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 3,387 $527K 0.14% +1 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 3,370 $524K 0.21% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 3,360 $522K 0.06% +598 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,356 $522K 0.13% +46 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,348 $521K 0.08% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,345 $520K 0.01% +30 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 3,340 $519K 0.05% +132 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,328 $517K 0.04% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 3,321 $516K 0.04% -30 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 3,300 $513K 0.16% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 3,295 $512K <0.01% -400 13F-HR/A Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,288 $511K 0.01% -114 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 3,286 $511K 0.1% -6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,273 $509K 0.02% +14 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 3,250 $505K 0.04% +22 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 3,223 $501K 0.11% -64 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,223 $501K 0.03% -16 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,208 $499K 0.01% +24 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,207 $499K 0.08% +130 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,203 $498K 0.01% +3 13F-HR Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 3,200 $498K 0.24% -364 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,198 $497K 0.01% -92 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,194 $497K 0.1% 0 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,192 $496K <0.01% -180 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,118 $485K 0.02% +1,343 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,098 $482K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,087 $480K 0.01% +38 13F-HR/A Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 3,082 $479K 0.1% +55 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,070 $477K 0.01% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 2,985 $477K 0.17% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 3,052 $475K 0.06% -18 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,049 $474K 0.01% -224 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,022 $470K 0.01% +232 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,019 $469K 0.01% +104 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,984 $464K 0.01% +308 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,000 $464K 0.02% +298 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 3,000 $460K 0.45% +1,500 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,960 $458K <0.01% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,927 $455K <0.01% +332 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,919 $454K 0.01% -39 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,918 $454K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,918 $454K 0.03% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 2,911 $453K 0.18% 0 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,899 $451K 0.05% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,805 $450K 0.03% +194 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,884 $448K 0.01% +353 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 2,880 $448K 0.05% 0 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 2,875 $447K 0.01% -18 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,875 $447K 0.02% +1,133 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 2,871 $446K 0.03% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 2,868 $446K 0.16% new 13F-HR Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 2,860 $445K 0.07% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,856 $444K 0.01% +327 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,855 $444K 0.02% 0 13F-HR Timeline Group Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,848 $443K 0.02% +188 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 2,843 $442K 0.07% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 2,836 $441K 0.03% 0 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 2,696 $431K 0.01% new 13F-HR Timeline Group Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 2,750 $428K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,737 $426K 0.08% 0 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,736 $425K 0.01% 0 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,621 $424K 0.03% -2 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,708 $421K 0.01% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,703 $420K 0.18% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,701 $420K 0.07% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,695 $419K 0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,663 $414K 0.02% -21 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,526 $411K 0.03% +81 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,643 $411K 0.18% +7 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,638 $410K 0.01% -50 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 2,639 $410K 0.01% -528 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,634 $410K 0.14% +198 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,632 $409K 0.02% -6 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 2,614 $406K 0.01% +22 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,614 $406K 0.01% +300 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,670 $406K 0.01% +33 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 2,594 $403K 0.35% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 2,522 $403K 0.21% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,588 $402K 0.03% -25 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 2,577 $401K 0.04% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 2,580 $401K 0.01% -1,734 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,574 $400K 0.04% +80 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,566 $399K 0.01% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,565 $399K 0.1% +3 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,548 $396K 0.11% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,546 $396K <0.01% +919 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,543 $395K 0.04% +17 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 2,526 $393K 0.04% +53 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,520 $392K <0.01% +50 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 2,519 $392K 0.35% -7,393 13F-HR Timeline