Security National Bank More: the full row for Security National Bank 69,736 $35.1M 5.37% +3,283 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 69,731 $35.1M 0.44% -452 13F-HR/A Timeline Group ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 69,430 $34.9M 5.87% -1,674 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 69,367 $34.9M 0.06% -22,113 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 69,366 $34.9M 1.34% -3,881 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 69,298 $34.8M 9.2% -2,093 13F-HR Timeline STEGINSKY CAPITAL LLC More: the full row for STEGINSKY CAPITAL LLC 69,266 $34.8M 6.39% +5,568 13F-HR Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 68,504 $34.4M 1.13% +92 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 68,171 $34.3M 2.53% +3,004 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 68,144 $34.3M +18,812 Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 67,680 $34M 2.15% +578 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 67,556 $34M 0.39% +8,734 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 67,373 $33.9M 0.3% -4,793 13F-HR Timeline Group RBO & CO LLC More: the full row for RBO & CO LLC 67,219 $33.8M 5.29% -675 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 66,801 $33.6M 2.5% +445 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 66,778 $33.6M 0.52% -2,516 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 66,635 $33.5M 1.66% +611 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 236,694 $33.4M 2.77% +3,955 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 66,284 $33.3M 4.64% +54 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 65,896 $33.1M 0.66% +5,756 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 65,997 $33.1M 5.11% -5,288 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 65,757 $33.1M 3.26% -1,534 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 65,157 $32.8M 0.96% +443 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 64,975 $32.7M 1.16% +3,286 13F-HR Timeline PROSPECTOR PARTNERS LLC in group PROSPECTOR PARTNERS LLC More: the full row for PROSPECTOR PARTNERS LLC 64,810 $32.6M 3.92% 0 13F-HR Timeline Group Fisher Funds Management LTD More: the full row for Fisher Funds Management LTD 64,785 $32.6M 0.86% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 64,697 $32.5M 0.8% 13F-HR Timeline MAR VISTA INVESTMENT PARTNERS LLC More: the full row for MAR VISTA INVESTMENT PARTNERS LLC 64,647 $32.5M 2.82% -12,350 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 64,459 $32.4M 0.33% +6,595 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 64,243 $32.3M 1.82% +288 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 64,043 $32.2M 0.65% -25,511 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 63,979 $32.2M 0.52% +133 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 63,859 $32.1M 0.69% +10,772 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 63,761 $32.1M 3.9% +7,331 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 63,802 $32.1M +149 Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 63,534 $31.9M 0.47% -1,179 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 63,392 $31.9M 0.17% -368 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 63,319 $31.8M 1.03% +15,422 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 63,626 $31.8M 1.88% -1,161 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 63,175 $31.8M 1.09% -9,885 13F-HR Timeline W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 63,013 $31.7M 0.41% -2,685 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 62,603 $31.5M 2.17% +3,780 13F-HR Timeline FJ Investments, LLC More: the full row for FJ Investments, LLC 62,288 $31.3M 2.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 62,309 $31.1M 0.48% -3,719 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 61,653 $31M 9.96% -393 13F-HR Timeline Trajan Wealth LLC More: the full row for Trajan Wealth LLC 61,493 $30.9M 1.33% +10,046 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 61,401 $30.9M 0.94% -1,381 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 61,342 $30.8M 1.47% +368 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 61,285 $30.8M 0.51% +949 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 61,212 $30.8M 1.77% +776 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 60,563 $30.4M 2.02% +1,931 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 60,304 $30.3M 1.31% +4,365 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 60,231 $30.3M 1.78% -761 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 60,177 $30.3M 1% +38,789 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 60,141 $30.2M 2.94% +550 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 59,954 $30.1M 0.7% +580 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 59,760 $30M 1.24% +7,698 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 59,683 $30M 1.35% -31,023 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 59,565 $29.9M 0.61% +3,235 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 59,199 $29.8M 0.38% +556 13F-HR Timeline Townsend & Associates, Inc More: the full row for Townsend & Associates, Inc 60,293 $29.7M 2.82% +2,416 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 58,964 $29.6M 1.89% -76 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 58,900 $29.6M 2.51% +521 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 58,833 $29.6M 6.22% +409 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 58,831 $29.6M 2.74% -984 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 58,523 $29.4M 1.13% +2,176 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 58,443 $29.4M 0.18% +4,171 13F-HR/A Timeline Group Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 58,416 $29.4M 2.07% -117 13F-HR/A Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 53,061 $29.2M 2.4% -4,378 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 57,983 $29.2M 1.95% -668 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 57,836 $29.1M 3.46% -18,624 13F-HR Timeline Group Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 57,761 $29M 3.46% +3,334 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 57,621 $29M 0.42% +7,147 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 57,487 $28.9M 1.9% +127 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 57,191 $28.8M 5.2% -720 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 57,106 $28.7M 6.17% -424 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 57,044 $28.7M 13.72% -433 13F-HR Timeline Mawer Investment Management Ltd. More: the full row for Mawer Investment Management Ltd. 56,983 $28.6M 0.15% -644 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 56,821 $28.6M 3.44% +225 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 56,766 $28.5M 0.1% -73,524 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 56,726 $28.5M 10.37% -510 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 56,503 $28.4M 0.7% +392 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 56,484 $28.4M 0.97% -2,376 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 56,082 $28.2M 1.89% -517 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 56,080 $28.2M 14.14% +460 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 55,640 $28M 0.51% +6,242 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 55,538 $27.9M 3.1% -601 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 55,708 $27.8M 0.54% -1,085 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 55,126 $27.7M 0.6% -1,744 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 54,957 $27.6M 1.16% +343 13F-HR Timeline Constant Guidance Financial LLC More: the full row for Constant Guidance Financial LLC 54,906 $27.6M 22.04% -12,950 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 54,729 $27.5M 1.71% -21,743 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 54,626 $27.5M 0.59% +132 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 54,193 $27.2M 0.66% -23,091 13F-HR/A Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 54,169 $27.2M 2.39% -333 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 54,125 $27.2M 18.47% -185 13F-HR Timeline Group HENDLEY & CO INC More: the full row for HENDLEY & CO INC 53,437 $26.9M 8.9% -707 13F-HR Timeline Progeny 3, Inc. More: the full row for Progeny 3, Inc. 53,239 $26.8M 1.38% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 53,106 $26.7M 2.62% +8,726 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 53,043 $26.7M 0.23% +33,904 13F-HR Timeline Group MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 53,060 $26.7M 0.35% +35 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 52,872 $26.6M 0.76% +255 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 52,516 $26.4M 5.85% -271 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 52,454 $26.4M 0.86% +6,760 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 52,436 $26.4M 0.43% -482 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 52,428 $26.4M 7.21% -174 13F-HR Timeline Vantage Investment Partners, LLC More: the full row for Vantage Investment Partners, LLC 52,420 $26.4M 1.8% +1,575 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 52,411 $26.3M 1.51% -1,466 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 52,340 $26.3M -1,279 Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 52,038 $26.2M 7.57% -293 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 51,940 $26.1M 0.89% +3,092 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 51,831 $26.1M 1.24% +628 13F-HR Timeline MENLO ADVISORS LLC More: the full row for MENLO ADVISORS LLC 51,772 $26M 12.36% -930 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 51,650 $26M 0.97% 0 13F-HR Timeline Georgetown University More: the full row for Georgetown University 51,454 $25.9M 8.65% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 51,341 $25.8M 0.71% +1,502 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 51,096 $25.7M 4.37% +2,942 13F-HR Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 50,944 $25.6M 17.89% -447 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 50,920 $25.6M 6.51% -206 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 50,898 $25.6M 14.7% +469 13F-HR Timeline EAGLE CAPITAL MANAGEMENT LLC More: the full row for EAGLE CAPITAL MANAGEMENT LLC 50,873 $25.6M 0.08% +39 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 50,823 $25.6M 2.16% +1,471 13F-HR Timeline Leith Wheeler Investment Counsel Ltd. More: the full row for Leith Wheeler Investment Counsel Ltd. 50,791 $25.5M 1.73% +49,432 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 50,756 $25.5M 1.94% -2,170 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 50,727 $25.5M 0.94% +721 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 50,713 $25.5M 5.97% +635 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 50,705 $25.5M 0.77% -7,405 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 50,633 $25.5M 0.83% -3,788 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 50,483 $25.4M 0.23% +4,886 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 50,332 $25.3M 0.62% +1,318 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 49,943 $25.1M 3.56% -712 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 49,772 $25M 0.1% +6,517 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 49,674 $25M 0.01% -1,781 13F-HR Timeline Group Accredited Investors Inc. More: the full row for Accredited Investors Inc. 49,666 $25M 1.39% -1,795 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 49,645 $25M 0.29% +1,765 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 49,517 $24.9M 0.65% +453 13F-HR/A Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 49,481 $24.9M 0.57% +46,736 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 49,449 $24.9M 1.6% +8,808 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 49,356 $24.8M 1.43% -250 13F-HR Timeline YCG, LLC More: the full row for YCG, LLC 49,325 $24.8M 1.86% -190 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 49,302 $24.8M 2.72% -736 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 49,189 $24.7M 0.88% -966 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 49,185 $24.7M 8.72% -120 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 49,147 $24.7M 10.42% +288 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 48,969 $24.6M 9.13% -1,293 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 48,925 $24.6M 3.22% -140 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 48,494 $24.4M 0.5% +711 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 48,484 $24.4M 4.37% -234 13F-HR Timeline FAIRHOLME CAPITAL MANAGEMENT LLC in group FAIRHOLME CAPITAL MANAGEMENT … More: the full row for FAIRHOLME CAPITAL MANAGEMENT LLC 48,437 $24.4M 1.97% -160 13F-HR Timeline Group ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 48,425 $24.3M 0.7% -796 13F-HR Timeline Suncoast Equity Management More: the full row for Suncoast Equity Management 48,291 $24.3M 2.42% +178 13F-HR Timeline AG2R LA MONDIALE GESTION D'ACTIFS More: the full row for AG2R LA MONDIALE GESTION D'ACTIFS 49,784 $24.2M 1.24% 0 13F-HR Timeline QVT Financial LP More: the full row for QVT Financial LP 47,946 $24.1M 2.68% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 47,428 $23.8M 0.76% -2,376 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 47,386 $23.8M 0.53% -2,505 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 47,345 $23.8M 1.18% -23,707 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 47,186 $23.7M 0.24% -31,279 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 46,982 $23.6M 4.71% +74 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 46,907 $23.6M 1.7% -809 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 46,821 $23.5M 2.32% -320 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 46,785 $23.5M 0.74% -500 13F-HR Timeline Borer Denton & Associates, Inc. More: the full row for Borer Denton & Associates, Inc. 46,697 $23.5M 7.75% +350 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 46,521 $23.4M 0.56% +880 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 46,514 $23.4M 0.41% +29,820 13F-HR Timeline ACCOUNT MANAGEMENT LLC More: the full row for ACCOUNT MANAGEMENT LLC 46,359 $23.3M 24.84% -425 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 46,266 $23.3M 0.32% -148 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 46,182 $23.2M 0.38% +5,089 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 46,180 $23.2M 0.82% +5,174 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 46,108 $23.2M 0.26% -8,041 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 46,033 $23.1M 4.98% +762 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 45,890 $23.1M 0.41% +10,348 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 45,760 $23M 0.72% -8,430 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 45,697 $23M 1.08% +2,778 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 45,671 $23M 2.08% -30 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 45,595 $22.9M 2.98% -9,976 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 45,511 $22.9M 0.49% +3,417 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 45,977 $22.8M 1.24% -6,626 13F-HR/A Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 45,377 $22.8M 9.36% -605 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 45,094 $22.7M 3.08% -461 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 45,065 $22.7M 6.24% +8,935 13F-HR Timeline Presidio Capital Management, LLC More: the full row for Presidio Capital Management, LLC 44,997 $22.6M 7.93% +3,438 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 44,948 $22.6M -946 Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 44,919 $22.6M 2.33% -60 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 44,850 $22.5M 0.44% +107 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 44,704 $22.5M 4.85% +1,103 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 44,681 $22.5M 4.69% +80 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 44,668 $22.5M 0.11% -2,363 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 44,602 $22.4M 0.8% +1,979 13F-HR Timeline Group White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 44,528 $22.4M 17.63% +298 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 44,387 $22.3M 0.71% -9,349 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 44,369 $22.3M 2.67% +244 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 44,268 $22.3M 0.53% +2,579 13F-HR Timeline Hollow Brook Wealth Management LLC More: the full row for Hollow Brook Wealth Management LLC 44,127 $22.2M 5.25% +2,375 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 44,087 $22.2M 1.37% +14 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 44,056 $22.1M 1.39% -1,710 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 43,798 $22M 10% +489 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 43,438 $21.8M 1.2% +238 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 43,421 $21.8M 0.51% -728 13F-HR Timeline Group AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 43,403 $21.8M 1.53% -1,994 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 43,322 $21.8M 0.07% -92,628 13F-HR Timeline