Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 16,971 $495K 0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 14,433 $494K <0.01% +2,684 13F-HR Timeline Group Investment Management Corp of Ontario More: the full row for Investment Management Corp of Ontario 14,419 $494K 0.01% -6,437 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 14,240 $487K 0.01% -110 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 14,214 $487K 0.17% -1,625 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 14,107 $483K 0.01% -607 13F-HR Timeline ABSOLUTE CAPITAL MANAGEMENT, LLC More: the full row for ABSOLUTE CAPITAL MANAGEMENT, LLC 13,900 $476K 0.28% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 13,880 $475K 0.12% -1,515 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 13,743 $473K <0.01% +1,776 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 13,503 $462K 0.01% -115 13F-HR Timeline Eos Management, L.P. More: the full row for Eos Management, L.P. 13,369 $458K 0.2% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,214 $452K 0.01% -1,317 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 13,114 $449K 0.09% -400 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 13,032 $446K <0.01% -3,342 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 12,954 $443K <0.01% +1,313 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,895 $441K 0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,663 $433K 0.02% -13,895 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,544 $429K <0.01% +448 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 12,513 $428K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 12,476 $427K 0.09% 0 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 12,410 $425K 0.09% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,361 $423K <0.01% -12,782 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 12,325 $422K 0.01% new 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 12,320 $422K 0.1% +1,650 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,144 $416K 0.03% new 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 12,073 $413K <0.01% 0 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 11,858 $406K <0.01% new 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 11,835 $405K 0.01% +1,449 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 11,835 $405K 0.23% 0 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 11,722 $403K 0.08% +320 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 11,634 $398K 0.01% -41,878 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 11,630 $398K 0.03% -425 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 11,408 $390K <0.01% +101 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 11,326 $388K 0.03% +8,074 13F-HR/A Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 11,310 $387K 0.01% +1,060 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 11,238 $385K 0.02% +178 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 11,363 $384K 0.01% 0 13F-HR Timeline Group Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 11,185 $383K 0.15% -500 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 11,155 $382K 0.05% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 11,150 $382K 0.02% 0 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 11,116 $381K 0.17% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 11,110 $380K 0.01% -100 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,978 $376K 0.22% 0 13F-HR Timeline Long Island Wealth Management, Inc. More: the full row for Long Island Wealth Management, Inc. 10,929 $374K 0.23% +24 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,914 $374K 0.08% +946 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 10,913 $374K 0.02% +3,354 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 10,898 $373K 0.16% -375 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 10,800 $370K 0.39% -750 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,726 $367K 0.03% +1,595 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10,420 $357K 0.05% -4,023 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 10,413 $356K 0.08% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12,707 $355K <0.01% -3,883 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 10,203 $349K 0.03% -65 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 10,184 $349K 0.01% +12 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 10,176 $348K 0.02% -505 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 10,009 $342K <0.01% new 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 9,871 $338K 0.02% -1,770 13F-HR Timeline Tweedy, Browne Co LLC More: the full row for Tweedy, Browne Co LLC 9,831 $337K 0.03% -30 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 9,719 $333K <0.01% +1,933 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9,638 $332K <0.01% -895 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 9,627 $330K 0.16% new 13F-HR Timeline Group Lansforsakringar Fondforvaltning AB (pu… More: the full row for Lansforsakringar Fondforvaltning AB (publ) 9,600 $329K <0.01% +1,363 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 9,445 $323K 0.3% -12,961 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 9,440 $323K 0.22% -4,410 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 9,404 $322K 0.04% new 13F-HR/A Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 9,377 $321K 0.02% +353 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 9,221 $316K 0.04% +337 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 9,193 $315K 0.06% +2,202 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 9,105 $312K 0.02% new 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 9,038 $309K 0.04% +1,500 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 8,970 $307K 0.03% -600 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 8,908 $305K 0.12% -1,557 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 8,900 $305K 0.11% -1,500 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 8,762 $300K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 8,744 $299K 0.01% +7,050 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 8,500 $291K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 8,444 $289K <0.01% -20,785 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 8,422 $288K 0.01% -346 13F-HR Timeline Group Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 8,250 $282K 0.3% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 8,289 $282K 0.02% -194 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 8,214 $281K 0.02% 0 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 8,205 $281K 0.07% -3,900 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 8,174 $280K 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,133 $278K 0.01% new 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,082 $277K 0.02% -5,540 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 8,088 $277K <0.01% -783 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 8,000 $274K <0.01% 0 13F-HR Timeline Group ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,979 $273K 0.08% -1,305 13F-HR Timeline MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 7,970 $273K 0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,864 $269K 0.01% 0 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,844 $268K 0.05% -39,252 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 7,827 $268K <0.01% -1,005 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,806 $267K 0.02% -2,215 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,718 $264K 0.01% +581 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 7,643 $262K 0.09% -1,050 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 8,205 $262K 0.05% -144 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 7,640 $262K 0.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 7,582 $261K <0.01% -1,694 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 7,597 $260K 0.25% 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,539 $258K <0.01% +297 13F-HR Timeline Petrus Trust Company, LTA More: the full row for Petrus Trust Company, LTA 7,482 $256K 0.02% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7,460 $255K 0.03% -35 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,487 $255K 0.01% +3,427 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 7,438 $255K 0.01% +351 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 8,204 $254K 0.01% -2,848 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 7,316 $250K <0.01% -8,196 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 7,292 $250K <0.01% -933 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 7,258 $248K 0.01% 0 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 7,191 $246K 0.01% new 13F-HR/A Timeline Group Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 7,160 $245K 0.01% 0 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 7,154 $245K <0.01% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7,120 $244K 0.11% -1,071 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 7,035 $241K 0.2% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 7,000 $241K 0.14% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,985 $239K 0.01% -198 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,913 $237K <0.01% -6,625 13F-HR Timeline Group Verde Capital Management More: the full row for Verde Capital Management 6,880 $236K 0.07% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,832 $235K 0.01% -32 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 6,861 $235K 0.02% -400 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 6,850 $235K 0.02% -27,480 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,846 $234K <0.01% new 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 6,845 $234K 0.01% new 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 6,811 $233K 0.02% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 6,766 $232K 0.01% -23,941 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 6,720 $230K -863 Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,711 $230K <0.01% -3,982 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,645 $227K <0.01% -905 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 6,601 $226K <0.01% -1,165 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 6,587 $225K 0.02% new 13F-HR Timeline JACOBS & CO/CA More: the full row for JACOBS & CO/CA 6,579 $225K 0.02% -813 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,564 $225K 0.02% new 13F-HR Timeline OSSIAM More: the full row for OSSIAM 6,525 $223K <0.01% +1,815 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,500 $223K 0.01% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,489 $222K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 6,488 $222K 0.02% -1,008 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,484 $222K 0.03% new 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 6,460 $221K 0.01% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 6,450 $221K 0.02% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,432 $220K 0.07% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 6,399 $219K <0.01% new 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,426 $219K 0.02% +6,420 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 6,395 $219K +6,171 Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 6,300 $216K 0.18% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,299 $216K <0.01% -931 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 6,252 $214K 0.03% new 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 6,182 $212K 0.01% new 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,160 $211K 0.01% new 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 6,150 $211K 0.05% new 13F-HR/A Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 6,137 $210K 0.02% new 13F-HR Timeline Patton Albertson Miller Group, LLC More: the full row for Patton Albertson Miller Group, LLC 6,132 $210K 0.03% new 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,095 $209K <0.01% new 13F-HR Timeline Group HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 6,088 $208K <0.01% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 6,062 $208K 0.01% new 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,041 $207K <0.01% new 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 6,027 $206K 0.01% -356 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 6,022 $206K 0.01% new 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 6,000 $206K 0.08% -650 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 6,000 $205K 0.03% new 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 6,000 $205K 0.04% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 6,000 $205K 0.06% new 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 5,997 $205K 0.08% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,980 $205K 0.01% new 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,945 $203K 0.05% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,899 $202K 0.01% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 5,895 $202K 0.02% new 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 5,876 $201K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5,414 $185K 0.12% -539 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,300 $182K 0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 5,190 $178K 0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 5,119 $175K 0.02% -95 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,976 $169K 0.01% -142 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,774 $163K 0.01% -1,681 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,747 $162K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,600 $157K <0.01% -470 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 4,460 $152K 0.05% +355 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,426 $152K <0.01% -139 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,320 $148K 0.17% -1,055 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,264 $146K 0.01% -3,100 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 4,066 $139K 0.11% 0 13F-HR/A Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,059 $139K <0.01% +1,502 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,030 $138K 0.01% new 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 4,000 $137K 0.02% -4,000 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,964 $136K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,946 $135K <0.01% -10,902 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,890 $133K 0.06% +1,099 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,822 $131K 0.01% +565 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,819 $131K 0.02% +1,726 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 3,700 $127K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 3,623 $124K 0.07% -279 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. 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