Curi Capital, LLC More: the full row for Curi Capital, LLC 4,746 $1.52M 0.03% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 4,746 $1.52M 0.02% -40 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 4,733 $1.52M 1.09% -227 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,615 $1.48M 0.02% +531 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,602 $1.47M 0.44% +104 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 4,602 $1.47M 0.12% +60 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,590 $1.47M 0.12% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,580 $1.47M 0.05% +223 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,569 $1.46M 0.07% -3,134 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 5,710 $1.45M 0.02% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 4,484 $1.44M 0.29% +521 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 4,372 $1.4M 0.16% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 4,365 $1.4M 0.63% -147 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 4,361 $1.4M 0.9% +338 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 4,360 $1.4M 0.02% +162 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,342 $1.39M 0.18% +2,946 13F-HR/A Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 4,333 $1.39M 0.44% -65 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 4,299 $1.38M 0.02% +205 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,271 $1.37M 0.27% -79 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 4,271 $1.37M 0.01% -2,299 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 4,195 $1.34M 0.06% 0 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,193 $1.34M 0.02% 0 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 4,121 $1.32M 0.18% +55 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,083 $1.31M 0.03% -164 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,035 $1.29M 0.04% +2,404 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 4,009 $1.28M 0.05% +662 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,996 $1.28M 0.1% +84 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,995 $1.28M 0.02% -9,557 13F-HR Timeline Group Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,964 $1.27M 0.11% new 13F-HR Timeline Group FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 3,963 $1.27M 0.14% +191 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,955 $1.27M 0.31% -22 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,953 $1.27M 0.02% +144 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,932 $1.26M 0.03% +45 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 3,928 $1.26M 0.09% -647 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,924 $1.26M 0.03% -652 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,920 $1.25M 0.02% +139 13F-HR Timeline Group Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,911 $1.25M 0.12% -226 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,901 $1.25M 0.06% 0 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 3,971 $1.25M 0.58% +1,313 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 3,887 $1.24M 0.23% 0 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,822 $1.22M 0.17% new 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 3,780 $1.21M 0.23% -112 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,739 $1.2M 0.71% -73 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,739 $1.2M 0.01% -88 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 3,696 $1.18M 0.77% +714 13F-HR/A Timeline World Investment Advisors More: the full row for World Investment Advisors 3,671 $1.18M 0.03% +2,417 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,622 $1.16M 0.06% -6,303 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,600 $1.15M 0.32% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 3,593 $1.15M 0.02% +1,029 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,582 $1.15M 0.07% +5 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,529 $1.13M 0.07% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 3,479 $1.11M 0.08% +193 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 3,463 $1.11M 0.58% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,513 $1.11M 0.05% -63 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,452 $1.11M 0.01% -279 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 3,434 $1.1M 0.4% +129 13F-HR/A Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,387 $1.08M 0.12% new 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 3,360 $1.08M 0.94% new 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 3,356 $1.07M 0.06% -1,285 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,354 $1.07M 0.12% +24 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,333 $1.07M 0.05% +475 13F-HR Timeline Group Ninety One North America, Inc. More: the full row for Ninety One North America, Inc. 3,328 $1.07M 0.05% -603 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,308 $1.06M 0.08% +2,483 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,261 $1.04M 0.01% -140 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,242 $1.04M 0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,236 $1.04M 0.01% +913 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 3,231 $1.03M 0.25% -15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,222 $1.03M 0.1% +35 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,208 $1.03M 0.38% -169 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 3,208 $1.03M 0.03% -56 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,208 $1.03M 0.33% +818 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,199 $1.02M 0.04% -350 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 3,196 $1.02M 0.28% -111 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,180 $1.02M 0.04% +434 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,166 $1.01M 0.09% -2 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,160 $1.01M +114 Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,154 $1.01M 0.02% -125 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,152 $1.01M 0.03% -725 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,152 $1.01M 0.03% +301 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,144 $1.01M <0.01% +358 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,144 $1.01M <0.01% -18,811 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 3,136 $1M 0.09% -267 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 3,126 $1M 0.01% -124 13F-HR Timeline Group Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,117 $998K 0.04% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,023 $988K 0.03% +867 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 3,074 $984K 0.02% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,066 $974K 0.02% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,028 $969K 0.04% -133 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 3,016 $965K 0.32% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,385 $961K 0.08% +154 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 2,985 $956K 0.81% +254 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,949 $944K 0.44% -104 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,941 $941K 0.01% 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 2,935 $940K 0.13% -10 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,925 $936K 0.03% -99 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 2,915 $933K 0.44% +29 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,892 $926K 0.01% +35 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,882 $923K 0.04% 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,867 $918K 0.22% -28 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,865 $917K 0.07% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,850 $912K 0.09% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 2,839 $909K 0.07% -45 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,824 $904K 0.01% +6 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,800 $896K 0.05% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,794 $894K 0.39% -120 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,780 $890K 0.06% new 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,777 $889K 0.13% -101 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,775 $888K 0.03% +419 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 2,763 $884K 0.03% -18 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 2,742 $878K 0.01% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,731 $874K 0.44% +1,041 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,730 $874K 0.02% -274 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,515 $874K 0.05% -83 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,714 $869K 0.03% 0 13F-HR Timeline Eschler Asset Management LLP in group Eschler Asset Management LLP More: the full row for Eschler Asset Management LLP 2,713 $868K 0.66% new 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,697 $863K <0.01% -974 13F-HR/A Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,660 $852K 0.03% -140 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 2,631 $842K 0.05% -79 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,623 $840K 0.04% +35 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,615 $837K 0.04% -25 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,605 $834K 0.07% 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 2,594 $830K +32 Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,597 $826K 0.02% +48 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,579 $826K 0.09% -281 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 2,572 $823K 0.02% -5,809 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 2,565 $821K 0.01% +142 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 2,564 $821K 0.05% +440 13F-HR/A Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,539 $813K 0.11% +447 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,537 $812K 0.52% new 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,535 $812K 0.08% -8,569 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,531 $810K 0.16% -2,312 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,531 $810K 0.14% +28 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,508 $803K 0.06% -391 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,501 $801K 0.02% +25 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 2,494 $798K 0.18% 0 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 2,493 $798K 0.05% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,526 $792K 0.12% +73 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,449 $784K 0.04% +391 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,435 $779K 0.53% -176 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,433 $778K 0.02% -450 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,426 $777K 0.05% +58 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,409 $771K 0.28% -50 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 2,396 $767K 0.05% -43 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,396 $767K 0.06% +1,005 13F-HR Timeline Foundation Wealth Management, LLC\PA More: the full row for Foundation Wealth Management, LLC\PA 2,386 $764K 0.33% +2 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,377 $761K 0.07% -45 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,363 $756K 0.01% +188 13F-HR Timeline Group Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 2,354 $754K 0.11% +10 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,347 $751K 0.01% -91 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2,341 $749K 0.1% -116 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,326 $745K 0.02% -13 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,323 $744K 0.08% +297 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,310 $739K 0.03% -18 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 2,303 $737K 0.04% +1,044 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,300 $736K 0.04% 0 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 2,300 $736K 0.11% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,300 $736K 0.18% -200 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 2,299 $736K 0.23% new 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 2,297 $735K 0.01% +20 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 2,288 $733K 0.7% +21 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,275 $728K 0.02% +6 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,275 $728K 0.02% +206 13F-HR/A Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 2,277 $723K 0.05% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,251 $721K 0.23% +627 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 2,240 $717K 0.16% -780 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 2,221 $711K 0.05% +160 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 2,207 $706K 0.58% +10 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 2,200 $704K 0.08% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,141 $685K 0.07% -29 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 2,139 $685K 0.04% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,123 $679K 0.03% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,100 $672K 0.12% -60 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 2,100 $672K 0.1% 0 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 2,075 $664K 0.18% -1,159 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,064 $661K 0.13% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,034 $651K 0.01% +210 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 2,026 $649K 0.21% -15 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 6,308 $645K 0.05% +4,957 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 1,999 $640K 0.05% -26 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,998 $640K 0.06% +54 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,995 $639K <0.01% +168 13F-HR Timeline Group PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,990 $637K 0.32% +53 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,988 $636K 0.01% -593 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,970 $631K 0.03% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,963 $628K 0.14% -52 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,991 $628K 0.02% +31 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,957 $626K 0.01% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 1,953 $625K 0.16% +10 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,944 $622K 0.04% +957 13F-HR/A Timeline IronOak Wealth LLC. 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