Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 16,764 $886K 0.05% +4,762 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 16,742 $885K 0.02% +2,401 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 16,747 $883K 0.01% -492 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 16,657 $880K 0.01% -3,756 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 16,503 $872K 0.01% -1,199 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 16,500 $872K 0.11% 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 16,303 $871K 0.01% 0 13F-HR Timeline Group ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 16,472 $870K 0.32% -546 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16,392 $862K 0.01% +412 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 16,187 $855K 0.01% -254 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 16,037 $847K 0.21% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 15,956 $843K 0.05% -20,917 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,922 $841K 0.02% -19,018 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 15,921 $841K 0.02% -22,675 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 15,895 $840K 0.07% -44 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 12,253 $839K 1.01% +1,811 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 15,836 $837K 0.01% -68,697 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 15,832 $837K 0.1% -1,025 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 15,815 $836K 0.01% -680 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 15,751 $832K 0.66% -508 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,721 $831K 0.01% +6,596 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 15,641 $826K 0.01% -840 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 15,358 $812K 0.42% -37,283 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 15,358 $812K 0.16% 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 15,354 $811K 0.1% -87 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 15,333 $810K 0.08% -9,346 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 15,150 $801K 0.5% 0 13F-HR Timeline Elo Mutual Pension Insurance Co More: the full row for Elo Mutual Pension Insurance Co 15,078 $797K 0.01% -49,016 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 15,064 $796K 0.32% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 14,993 $792K 0.02% +296 13F-HR/A Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 14,930 $789K 0.08% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 14,877 $786K 0.21% -225 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 14,867 $786K 0.07% 0 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 14,817 $783K 0.37% -15 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 14,812 $783K 0.28% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 14,805 $782K 0.04% +821 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 14,728 $778K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 14,648 $774K 0.02% +3,726 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,600 $771K 0.01% -7,365 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 14,583 $771K 0.01% -12,095 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 14,559 $769K 0.01% +6,042 13F-HR/A Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 14,481 $765K 0.3% -10,693 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 14,420 $762K 0.08% -2,243 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 14,308 $756K 0.01% -1,824 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 14,300 $756K 0.15% 0 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 14,299 $756K 0.08% -12,759 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 14,297 $755K 0.12% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 14,293 $755K 0.37% -980 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 14,050 $742K 0.37% -41,955 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 14,046 $742K 2.12% new 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 14,027 $741K 0.02% -578 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 14,018 $741K 0.01% -1,647 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 14,004 $740K 0.01% +3,836 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 13,972 $738K 0.53% +3,292 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 13,965 $737K 0.01% -5,900 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,782 $728K 0.01% +3,414 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 13,725 $725K 0.01% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 13,699 $724K 0.01% 0 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 13,698 $724K 0.01% -452 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 13,008 $720K -15,529 Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 13,578 $717K 0.03% +881 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 13,578 $717K 0.08% +778 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 13,572 $717K 0.06% -1,536 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 13,567 $717K 0.11% -3,200 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 13,421 $709K 0.01% +3,946 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 13,390 $708K 0.01% +1,378 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 13,381 $707K 0.28% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 13,361 $706K 0.02% +7,149 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,240 $700K 0.01% -71 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 13,211 $698K 0.07% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 13,208 $698K 0.04% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 13,205 $698K 0.03% -5,823 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 13,178 $696K 0.02% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 13,152 $695K 0.01% 0 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 13,119 $693K -82,317 Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 13,118 $693K 0.46% -200 13F-HR Timeline Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 13,085 $691K 0.41% -1,194 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13,007 $687K 0.05% +1 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 13,001 $687K 0.25% +125 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 13,000 $687K 0.1% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 12,944 $684K 0.06% +187 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 12,930 $683K 0.43% -164 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 12,916 $682K 0.04% -212 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 12,911 $682K <0.01% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 12,855 $679K 0.04% -55 13F-HR/A Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 12,698 $678K 0.33% +75 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 12,837 $678K 0.23% +2 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 12,837 $678K 0.1% +10 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 12,787 $676K 0.01% 0 13F-HR/A Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 12,784 $675K 0.02% -1,055 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,757 $674K 0.02% -125 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 12,743 $673K 0.33% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 12,653 $669K 0.02% -213 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 12,636 $668K 0.24% -150 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 12,613 $666K 0.42% -466 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 12,608 $666K 0.06% +3 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 12,568 $664K 0.14% +82 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 12,422 $664K 0.06% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 12,546 $663K 0.17% -4 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 12,473 $659K 0.5% -600 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,378 $654K <0.01% new 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,319 $651K <0.01% +1,076 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 12,296 $650K 0.03% -174 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 12,213 $645K 0.02% -401 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 12,185 $644K 0.25% +1,463 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 12,077 $638K 0.01% -1,327 13F-HR Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 12,000 $634K 0.16% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,942 $631K 0.03% +784 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 11,733 $620K 0.02% -672 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 11,700 $618K 0.01% -8 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,660 $616K 0.05% +442 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 11,642 $615K 0.12% -88,242 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 11,575 $612K 0.03% -273 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 11,534 $609K 0.06% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 11,501 $608K 0.22% -2 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 11,500 $608K 1.39% new 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 11,443 $605K 0.27% +10 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 11,363 $600K 0.08% -637 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,256 $595K 0.23% -56 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 11,226 $593K 0.11% -350 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,159 $593K 0.04% -1,190 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 11,114 $587K 0.17% +2,409 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11,069 $585K 0.15% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 11,040 $583K 0.07% -200 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 8,933 $583K 0.05% 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 11,030 $583K 0.03% -7,211 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 10,992 $581K 0.11% -20 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,968 $580K 0.01% -2,233 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 10,922 $577K +2,089 Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 10,914 $577K 0.01% +416 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,895 $576K 0.02% -49 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,878 $575K 0.09% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 10,846 $573K 0.07% -1,395 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 10,782 $570K 0.32% +230 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,770 $569K 0.04% -755 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,718 $566K <0.01% -6,059 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 10,648 $563K 0.04% 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 10,633 $562K 0.04% -6,187 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 10,612 $561K 0.02% +2,544 13F-HR Timeline Group Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 10,481 $554K 0.05% +6,946 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,456 $552K 0.01% -782 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 10,411 $550K 0.04% -2,315 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 10,394 $549K 0.01% -300 13F-HR Timeline Sage Investment Advisers LLC More: the full row for Sage Investment Advisers LLC 10,300 $544K 0.41% 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 10,301 $544K 0.25% +125 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 10,290 $544K 0.17% -332 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 10,269 $543K 0.06% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,169 $537K 0.01% -2,365 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 10,135 $536K 0.07% +1,192 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 10,131 $535K 0.04% +261 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 10,068 $532K <0.01% -1,102 13F-HR Timeline Group CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 10,062 $532K 0.05% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 10,059 $532K 0.04% -25,041 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 10,056 $531K 0.05% -299 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 10,053 $531K 0.03% -721 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 10,034 $530K 0.02% -1,699 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 10,017 $529K 0.04% 0 13F-HR Timeline Group Gifford Fong Associates More: the full row for Gifford Fong Associates 10,000 $528K 0.11% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 9,986 $528K <0.01% -798 13F-HR Timeline Busey Bank More: the full row for Busey Bank 9,957 $526K 0.01% +135 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 9,915 $524K 0.01% +1,775 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9,833 $520K 0.12% +90 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 9,760 $516K 0.07% -125 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 9,744 $515K <0.01% +4,901 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 9,646 $510K 0.07% -560 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 9,648 $510K -261 Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 9,488 $501K 0.04% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 9,483 $501K 0.01% +337 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 9,442 $499K 0.06% -455 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,421 $498K 0.01% -1,432 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,395 $496K <0.01% -2,200 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 9,367 $495K 0.01% -1,497 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 9,327 $493K 0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 9,177 $492K <0.01% +1,336 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,301 $491K 0.01% -1,181 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 9,289 $491K 0.01% -12,388 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 9,267 $490K 0.03% -3,694 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 9,249 $489K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 9,040 $485K 0.02% +1,950 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 9,107 $481K 0.05% -299 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 9,097 $481K 0.01% 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 9,077 $480K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,975 $480K 0.02% +781 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,043 $478K 0.02% -444 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 9,000 $476K 0.03% +100 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 9,000 $476K 0.08% new 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 8,957 $473K 0.05% +410 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 8,953 $473K <0.01% -7,733 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 8,931 $472K 0.03% -386 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 8,871 $469K 0.06% +5,301 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 8,840 $467K 0.08% +21 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,815 $466K 0.01% -3,866 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,785 $464K 0.03% -572 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,737 $462K 0.01% -1,910 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 8,689 $459K 0.02% new 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 8,650 $457K 0 Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 8,633 $456K 0.02% -1,674 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 8,615 $456K 0.01% -205 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 8,508 $455K 0.01% new 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 8,600 $454K 0.12% 0 13F-HR Timeline