Rossmore Private Capital More: the full row for Rossmore Private Capital 216,252 $62.6M 5.08% +4,622 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 216,244 $62.6M 8.24% -2,109 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 216,027 $62.5M +470 Timeline Washington Trust Bank More: the full row for Washington Trust Bank 215,560 $62.4M 4.36% -38,574 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ceredex Value Advisors LLC More: the full row for Ceredex Value Advisors LLC 215,309 $62.3M 1.75% new 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 215,292 $62.3M 30.13% -197 13F-HR Timeline AVENIR CORP More: the full row for AVENIR CORP 215,158 $62.3M 7.59% -13,713 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 214,384 $62M 3.02% -1,976 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 213,177 $61.7M 6.73% +1,479 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 212,628 $61.5M 1.16% +8,398 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 212,153 $61.4M 2.81% +3,810 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 211,661 $61.2M -64,101 Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 210,920 $61M 1.69% +6,016 13F-HR Timeline American Assets Investment Management, … in group American Assets Investment Ma… More: the full row for American Assets Investment Management, LLC 210,000 $60.8M 3.68% 0 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 209,756 $60.7M 6.6% -1,121 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 209,754 $60.7M 1.44% -8,687 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 209,381 $60.6M 0.19% -19,518 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 193,775 $60.6M 7.48% -16,733 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 208,838 $60.4M 1.99% -3,737 13F-HR Timeline Group Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 208,116 $60.2M 11.41% -50 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 207,948 $60.2M 11.02% -1,949 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 232,277 $60.1M 10.12% -15,265 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 207,791 $60.1M 4.93% +14,097 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 207,214 $60M 5.41% -6,932 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 206,987 $59.9M 4.25% -543 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 206,288 $59.7M 5.2% -11,086 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 205,686 $59.5M 2.32% -7,206 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 205,559 $59.5M 4.82% +1,544 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 205,446 $59.4M 4.01% -185 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 205,044 $59.3M 1.95% +25,522 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 204,571 $59.2M 14.77% -1,591 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 204,571 $59.2M 14.77% +155,198 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 204,480 $59.2M 3.01% +3,366 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 204,066 $59M 4.88% +2,008 13F-HR Timeline Freestone Grove Partners LP More: the full row for Freestone Grove Partners LP 203,775 $59M 0.39% +132,936 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 203,556 $58.9M 0.63% -3,034 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 203,513 $58.9M 4.82% -2,937 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 203,493 $58.9M 1.2% +13,754 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 202,608 $58.6M 6.96% -3,619 13F-HR Timeline COMGEST GLOBAL INVESTORS S.A.S. in group COMGEST GLOBAL INVESTORS S.A.… More: the full row for COMGEST GLOBAL INVESTORS S.A.S. 202,304 $58.5M 1.29% +2,506 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 201,547 $58.3M 2.52% -12,688 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 201,360 $58.3M 6.72% +858 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 201,006 $58.2M 4.45% -13,526 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 200,934 $58.1M 0.69% -152 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 200,705 $58.1M 3.27% -214,323 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 200,356 $58M 5.2% +47,862 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 199,983 $57.9M 5.02% -6,117 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 199,547 $57.7M 1.1% +169,987 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 199,329 $57.7M 3.1% -1,666 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 198,755 $57.5M 12.91% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 198,428 $57.4M 3.92% +30 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 198,181 $57.3M 2.39% +154,006 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 198,024 $57.3M 5.35% +7,047 13F-HR Timeline Group Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 197,613 $57.2M 10.31% -2,455 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 197,541 $57.2M 1.08% -36,582 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 197,318 $57.1M 3.29% +1,255 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 197,173 $57.1M 1.93% +89,851 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 197,086 $57M 3.65% +55,929 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 196,983 $57M 2.99% -5,064 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 196,715 $56.9M 2% -4,333 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 196,680 $56.9M 3.8% -1,282 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 196,075 $56.7M 7.55% -105 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 195,454 $56.6M 1.3% -4,227 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 194,472 $56.3M 2.44% +17,994 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 194,145 $56.2M 2.63% -6,390 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 193,597 $56M 2.56% +11,237 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 193,408 $56M 2.14% +2,978 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 193,182 $55.9M 6.33% +327 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 192,632 $55.7M 5.85% +102,344 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 192,280 $55.6M 8.04% +717 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 191,650 $55.5M 1.87% -63,139 13F-HR Timeline Group SCS Capital Management LLC More: the full row for SCS Capital Management LLC 190,488 $55.1M 0.52% -8,371 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 190,482 $55.1M 9.6% -22,068 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 190,471 $55.1M 6.75% -20,035 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 190,168 $55M 1.62% +25,434 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 189,981 $55M 9.56% -8,107 13F-HR Timeline DNCA FINANCE More: the full row for DNCA FINANCE 189,799 $54.9M 2.67% +25,299 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 189,723 $54.9M 5.28% -5,139 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 189,533 $54.8M 12.63% +147,369 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 189,245 $54.8M 4.68% -4,973 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 173,611 $54.7M 7.76% -1,278 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 188,477 $54.5M 4.74% -1,303 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 188,343 $54.5M 5.7% +3,830 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 188,231 $54.5M 4.83% -310 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 187,937 $54.4M 23.58% -6,824 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 187,822 $54.3M 2.38% +1,495 13F-HR Timeline Longbow Finance SA More: the full row for Longbow Finance SA 186,711 $54M 6.91% +27,087 13F-HR Timeline CORDA Investment Management, LLC. More: the full row for CORDA Investment Management, LLC. 186,531 $54M 3.31% +2,621 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 185,945 $53.8M 0.9% -11,182 13F-HR Timeline CTC LLC More: the full row for CTC LLC 185,934 $53.8M 3.16% +142,303 13F-HR Timeline J.P. Marvel Investment Advisors, LLC More: the full row for J.P. Marvel Investment Advisors, LLC 185,779 $53.8M 6.17% +152 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 185,609 $53.7M 4.96% -11,522 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 185,414 $53.7M 2.81% +35,385 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 185,325 $53.6M 3.54% +33,779 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 185,077 $53.6M 3.3% +1,353 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 185,063 $53.5M 6.48% -2,766 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 185,015 $53.5M 3.29% +719 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 184,506 $53.4M 11.75% +11,773 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 184,501 $53.4M 3.08% +1,153 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 184,076 $53.3M 1.12% +7,874 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 184,042 $53.3M 4% -1,482 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 183,994 $53.2M 2.22% -689 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 183,893 $53.2M 4.69% +5,974 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 183,682 $53.2M 6.7% -8,592 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 183,674 $53.1M 7.53% +13,202 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 183,383 $53.1M 0.25% +16,266 13F-HR Timeline Group Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 183,367 $53.1M 5.27% +2,638 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 183,300 $53M 4.71% +9,414 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 183,273 $53M 2.58% -2,289 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 182,762 $52.9M 2.95% -6,977 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 182,676 $52.9M 9.19% +11,887 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 182,441 $52.8M 1.91% +1,784 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 182,026 $52.7M 5.22% -4,275 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 181,537 $52.5M 1.38% -16,904 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 181,413 $52.5M 6.31% +4,902 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 181,031 $52.4M 0.09% -1,391 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 180,918 $52.4M 6.1% -14,044 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 180,887 $52.3M 6.35% -5,946 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 179,048 $51.8M 4.05% +1,348 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 178,001 $51.5M 6% -1,221 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 202,910 $51.5M 3.18% 0 13F-HR Timeline Group Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 178,366 $51.5M 3.4% -1,230 13F-HR Timeline AMICA MUTUAL INSURANCE CO More: the full row for AMICA MUTUAL INSURANCE CO 177,799 $51.4M 4.28% -7,978 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 177,677 $51.4M 2.46% +6,165 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 177,302 $51.3M 1.11% -1,987 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 177,294 $51.3M 6.95% -2,287 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 153,794 $51.2M 9.65% -1,472 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 176,958 $51.2M 3.58% -4,314 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 176,758 $51.1M 1.68% -2,148 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 176,677 $51.1M 6.31% +1,111 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 176,522 $51.1M 7.98% +10,203 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 176,209 $51M 4.41% -19,503 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 176,077 $50.9M 3.9% -11,832 13F-HR Timeline Group CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 175,697 $50.8M 0.67% +5,893 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 175,641 $50.8M 10.11% -22,970 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 175,501 $50.8M 4.52% -3,937 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 174,782 $50.6M 6.61% -2,484 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 174,298 $50.4M 17.34% +22 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 174,201 $50.4M 3.41% -57,422 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 173,567 $50.2M 6.82% +32,510 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 173,487 $50.2M 4.07% 0 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 173,481 $50.2M 0.99% -47,761 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 171,652 $49.7M 4.02% -474 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 171,637 $49.7M 6.11% -2,062 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 171,570 $49.6M 2.71% +384 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 170,000 $49.2M 3.57% -5,000 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 169,385 $49M 1.72% +168,058 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 169,271 $49M 3.27% +1,744 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 169,250 $49M 0.38% +1,973 13F-HR Timeline Group NZS Capital, LLC More: the full row for NZS Capital, LLC 168,904 $48.9M 1.27% -15,634 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 168,724 $48.8M 7.94% -265 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 168,450 $48.7M 0.9% +5,661 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 168,345 $48.7M 1.09% -18,372 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 168,159 $48.7M 1.46% +4,032 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 168,004 $48.6M 1.11% +5,310 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 167,862 $48.6M 7.08% +271 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 167,677 $48.5M 5.11% -3,852 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 167,597 $48.5M 2.81% +1,079 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 167,128 $48.5M 2.58% +314 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 167,122 $48.4M 10.58% -23,193 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 170,670 $48.4M 0.82% -13,974 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 166,969 $48.3M 4.15% -1,648 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 166,144 $48.1M 3.01% +965 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 166,009 $48M 4.49% +28,825 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 165,921 $48M 3.99% -1,565 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 165,787 $48M 4.76% +4,234 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 165,778 $48M 9.12% -2,430 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 165,586 $47.9M 4.79% +8,736 13F-HR Timeline Edge Wealth Management LLC More: the full row for Edge Wealth Management LLC 165,348 $47.8M 8.06% -367 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 165,274 $47.8M 0.65% +2,772 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 165,022 $47.8M 2.92% +31,230 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 164,751 $47.7M 2.67% -525 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 164,449 $47.6M 0.86% -2,940 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 164,263 $47.5M 3.17% -4,574 13F-HR Timeline Group BetterWealth, LLC More: the full row for BetterWealth, LLC 164,003 $47.5M 8.4% -11,209 13F-HR Timeline Baker Chad R More: the full row for Baker Chad R 163,883 $47.4M 7.65% -10,000 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 163,706 $47.4M 3.83% -661 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 163,489 $47.3M 2.4% -2,086 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 163,144 $47.2M 2.94% -4,448 13F-HR/A Timeline Cooper Financial Group More: the full row for Cooper Financial Group 162,755 $47.1M 3.91% +3,445 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 162,699 $47.1M 1.91% +4,295 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 162,581 $47M 5.79% -1,970 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 162,262 $47M 1.73% -36 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 162,252 $46.9M 0.83% +2,504 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 161,771 $46.8M 11.85% +4,282 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 161,477 $46.7M 3.02% -1,114 13F-HR Timeline Group Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 161,007 $46.6M 1.18% -452 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 160,145 $46.3M 4% -10,016 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 159,817 $46.2M 2.48% -6,075 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 159,332 $46.2M 1.76% -5,904 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 159,436 $46.1M 2.82% -140,411 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 159,380 $46.1M 2.27% -4,089 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 159,199 $46.1M 3.49% -514 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 159,148 $46.1M 3.29% +17,734 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 158,266 $45.8M 2.84% +4,195 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 157,905 $45.7M 15.59% -1,695 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 157,683 $45.6M 19.28% -1,765 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 156,948 $45.4M 5.22% +3,736 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 156,777 $45.4M 12.52% +96,459 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 156,650 $45.3M 2.88% -1,331 13F-HR Timeline