Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 25 $20M 0.15% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25 $20M 0.15% +18 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 25 $20M 0.71% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 25 $20M 0.02% -2 13F-HR Timeline Group DHK Financial Advisors, Inc. More: the full row for DHK Financial Advisors, Inc. 25 $20M 10.95% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 25 $20M 0.39% 0 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 24 $19.2M 2.47% -2 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24 $19.2M 0.11% 0 13F-HR Timeline LOCUST WOOD CAPITAL ADVISERS, LLC More: the full row for LOCUST WOOD CAPITAL ADVISERS, LLC 24 $19.2M 0.67% -2 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 24 $19.2M 0.37% -5 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 24 $19.2M -1 Timeline Arlington Partners LLC in group Arlington Trust Co LLC More: the full row for Arlington Partners LLC 23 $18.4M 7.21% 0 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 23 $18.4M 0.08% -2 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 23 $18.4M 0.45% +3 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 22 $17.6M 0.25% 0 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 22 $17.6M 2.27% 0 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 22 $17.6M 4.85% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 22 $17.6M 0.01% -3 13F-HR Timeline BRANDYWINE TRUST CO in group BRANDYWINE MANAGERS, LLC More: the full row for BRANDYWINE TRUST CO 22 $17.6M 2.72% 0 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 22 $17.6M 0.72% 0 13F-HR Timeline JRM Investment Counsel, LLC More: the full row for JRM Investment Counsel, LLC 22 $17.6M 5.99% 0 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 22 $17.6M 9.53% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 22 $17.6M 4.13% -11 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 22 $17.6M 5.39% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 21 $16.8M 0.06% -4 13F-HR Timeline Group Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 21 $16.8M 1.8% -2 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 21 $16.8M 3.53% 0 13F-HR/A Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 21 $16.8M 0.37% +7 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 21 $16.8M 1.66% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 21 $16.8M 0.84% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 20 $16.2M 0.01% +1 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20 $16M 0.25% +15 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 20 $16M 0.22% +2 13F-HR Timeline LAWSON KROEKER INVESTMENT MANAGEMENT IN… More: the full row for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 20 $16M 2.95% -2 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 20 $16M 7.64% new 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 20 $16M 3.06% 0 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 20 $16M 2.96% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20 $16M 2.3% 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 20 $16M 14.23% -1 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 21 $15.8M 0.38% +11 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 20 $15.4M 1.89% new 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 19 $15.2M 0.09% +4 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 19 $15.2M 1.03% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 19 $15.2M 1.94% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 19 $15.2M 0.08% -2 13F-HR Timeline Group PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 19 $15.2M 0.56% 0 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 19 $15.2M 0.62% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 19 $15.2M 0.81% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 19 $15.2M 0.03% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 19 $15.2M 0.86% 0 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 19 $15.2M 0.25% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 18 $14.4M <0.01% 0 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 18 $14.4M 3.26% 0 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 18 $14.4M 2.01% +1 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 18 $14.4M 1.21% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 18 $14.4M 0.79% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 18 $14.4M 0.13% 0 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 18 $14.4M 2.76% 0 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 18 $14.4M 0.35% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18 $14.3M 0.08% +1 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 17 $13.6M 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 17 $13.6M 0.2% +8 13F-HR Timeline Group CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 17 $13.6M 0.01% 0 13F-HR Timeline Group DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 17 $13.6M 0.01% 0 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 17 $13.6M 0.21% 0 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 17 $13.6M 0.5% +8 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 17 $13.6M 0.84% 0 13F-HR Timeline America First Investment Advisors, LLC More: the full row for America First Investment Advisors, LLC 17 $13.6M 2.86% 0 13F-HR Timeline Matthew 25 Management Corp More: the full row for Matthew 25 Management Corp 17 $13.6M 5% -4 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 17 $13.6M 0.51% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 17 $13.6M 5.88% new 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 17 $13.6M 0 Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 17 $13.6M 0.09% 0 13F-HR Timeline Group Amundi in group Amundi More: the full row for Amundi 17 $13.5M <0.01% 0 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 17 $13.3M 1.35% -5 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 16 $12.8M 0.32% 0 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 16 $12.8M 2.5% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 16 $12.8M 1.04% -4 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 16 $12.8M 9.68% -8 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 16 $12.8M 0.52% -6 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 16 $12.8M 5.56% new 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 15 $12M 1.35% 0 13F-HR Timeline FIDUCIARY COUNSELLING INC More: the full row for FIDUCIARY COUNSELLING INC 15 $12M 29.43% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15 $12M 0.37% +13 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 15 $12M 0.05% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15 $12M 0.07% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 15 $12M 2.62% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 15 $12M 1.47% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 15 $12M 1.9% +13 13F-HR Timeline Cahill Wealth Management, LLC More: the full row for Cahill Wealth Management, LLC 15 $12M 6.1% 0 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 15 $12M 5.27% -1,585 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 15 $12M 4.58% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 14 $11.2M 1.13% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 14 $11.2M 0.5% -3 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 14 $11.2M 3.31% +3 13F-HR/A Timeline YACKTMAN ASSET MANAGEMENT LP More: the full row for YACKTMAN ASSET MANAGEMENT LP 14 $11.2M 0.15% 0 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 14 $11.2M 0.03% 0 13F-HR Timeline Group Rathbones Group PLC More: the full row for Rathbones Group PLC 14 $11.2M 0.05% -1 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 14 $11.2M 1.43% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 14 $11.2M 0.13% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 14 $11.2M 1.57% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14 $11.2M 0.22% +1 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 14 $11.2M 0.46% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 14 $11.2M 0.31% 0 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 14 $11.2M 5.42% 0 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 14 $11.2M 2.56% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 14 $11.2M 1.17% 0 13F-HR Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 14 $11.2M 1.34% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 13 $10.4M 0.34% 0 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 13 $10.4M 3.69% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 13 $10.4M 1.27% 0 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 13 $10.4M 4.06% new 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 13 $10.4M 0.14% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 13 $10.4M 0.6% 0 13F-HR Timeline Group SPINNAKER TRUST More: the full row for SPINNAKER TRUST 13 $10.4M 0.68% -1 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 13 $10.4M 4.22% 0 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 13 $10.4M 1.5% 0 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 13 $10.4M 0.69% -2 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 13 $10.4M 0.95% new 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 13 $10.4M 0.94% 0 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 13 $10.4M 1.02% new 13F-HR Timeline Rubicon Global Capital Ltd More: the full row for Rubicon Global Capital Ltd 13 $10.4M 3.54% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13 $9.98M 0.06% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 12 $9.62M 0.83% new 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 12 $9.58M 2.55% -188 13F-HR Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 12 $9.58M 5.69% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12 $9.58M 0.19% +1 13F-HR Timeline Group Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 12 $9.58M 0.05% 0 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 12 $9.58M 0.63% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12 $9.58M 0.74% 0 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 12 $9.58M <0.01% +3 13F-HR Timeline Group PECAUT & CO. More: the full row for PECAUT & CO. 12 $9.58M 3.26% -1 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 12 $9.58M 3.37% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 12 $9.58M 3.64% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 12 $9.58M 0.69% +5 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 12 $9.58M 5.92% +1 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 12 $9.58M 2.98% -1 13F-HR Timeline Pangea Capital Gestao de Recursos Ltda. More: the full row for Pangea Capital Gestao de Recursos Ltda. 12 $9.58M 7.99% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 12 $9.58M 0.25% +5 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 12 $9.58M 2.43% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 12 $9.58M 1.15% +2 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 11 $9.58M 0.05% -1 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12 $9.55M 0.27% +7 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 11 $8.78M 0.32% +3 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11 $8.78M 0.06% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 11 $8.78M 0.44% 0 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 11 $8.78M 2.52% -1 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 11 $8.78M 0.67% +1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11 $8.78M 0.14% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 11 $8.78M 1.12% +8 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 11 $8.78M 0.14% -1 13F-HR Timeline Cornerstone Management, Inc. More: the full row for Cornerstone Management, Inc. 11 $8.78M 1.64% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 11 $8.78M 0.26% +9 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 11 $8.78M 0.33% 0 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 11 $8.78M 1.46% +10 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 11 $8.78M 1.85% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11 $8.78M 3.89% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 11 $8.78M 0.37% +2 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 11 $8.78M 0.11% +1 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 11 $8.69M 0.09% +4 13F-HR Timeline Jupiter Wealth Management LLC More: the full row for Jupiter Wealth Management LLC 11 $8.44M 5.11% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 10 $7.98M 0.15% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 10 $7.98M 0.28% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 10 $7.98M 0.52% +9 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 10 $7.98M 4.72% 0 13F-HR Timeline Group LONDON CO OF VIRGINIA More: the full row for LONDON CO OF VIRGINIA 10 $7.98M 0.05% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 10 $7.98M 1.45% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 10 $7.98M 0.08% +9 13F-HR Timeline Barton Investment Management More: the full row for Barton Investment Management 10 $7.98M 0.98% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 10 $7.98M 0.02% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10 $7.98M 0.1% -1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10 $7.98M 0.11% +1 13F-HR Timeline Group Caprock Group, LLC More: the full row for Caprock Group, LLC 10 $7.98M 0.24% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 10 $7.98M 0.52% -10,142 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10 $7.98M 1.48% 0 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 10 $7.98M 0.08% +9 13F-HR/A Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 10 $7.98M 0.83% new 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 10 $7.98M 0.19% new 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 10 $7.98M 5.37% new 13F-HR Timeline Naman Capital Ltda in group Naman Capital Ltda More: the full row for Naman Capital Ltda 10 $7.98M 3.13% 0 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10 $7.98M 0.22% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 10 $7.98M 4.26% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10 $7.98M 4.46% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 10 $7.98M 0.16% 0 13F-HR/A Timeline LM Advisors LLC More: the full row for LM Advisors LLC 10 $7.98M 1.44% 0 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 9 $7.2M 1.11% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 9 $7.19M 0.59% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 9 $7.19M 0.19% +6 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 9 $7.19M 0.88% +7 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 9 $7.19M 0.06% +6 13F-HR/A Timeline Group Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9 $7.19M 0.66% +1 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 9 $7.19M 0.19% +2 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 9 $7.19M 2.16% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 9 $7.19M 0.31% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 9 $7.19M 0.46% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 9 $7.19M 0.09% new 13F-HR/A Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 9 $7.19M 2.14% 0 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 9 $7.19M 0.06% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 9 $7.19M 0.8% -1 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 9 $7.19M 0.19% +1 13F-HR Timeline Group