Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 8,002 $954K 0.02% +3,183 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 8,000 $954K <0.01% +5,800 13F-HR Timeline Group Virtus Family Office LLC More: the full row for Virtus Family Office LLC 7,984 $952K 0.75% -1,279 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,921 $945K 0.1% -691 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,765 $926K 0.18% -212 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,757 $925K 0.2% +63 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,727 $921K 0.01% -372 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,490 $893K 0.17% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,483 $892K 0.01% +2,141 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,437 $887K 0.03% +2,900 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,403 $883K 0.04% -150 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 7,355 $877K 0.01% -300,696 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,200 $859K 0.08% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,166 $854K 0.21% 0 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,161 $854K 0.39% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,106 $847K 0.01% +4,116 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,964 $831K <0.01% +1,586 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 6,924 $826K 0.04% -169 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,921 $825K 0.1% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,882 $821K 0.07% +260 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,734 $808K 0.08% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 6,752 $805K <0.01% +1,194 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,609 $788K 0.07% +158 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,438 $768K 0.01% +274 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 6,326 $754K 0.04% +1,427 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,300 $751K 0.06% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,281 $749K 0.02% +1,227 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 6,279 $749K 0.02% -7,965 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 6,232 $743K 0.08% +2,939 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,222 $742K <0.01% +2,591 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 6,206 $740K 0.01% +2,538 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,204 $740K 0.01% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 6,181 $737K 0.21% +183 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,180 $737K 0.05% -200 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,000 $730K 0.09% 0 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 5,967 $712K 0.02% -335 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 5,956 $711K 0.37% +1,043 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,909 $705K 0.02% +194 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 5,803 $692K 0.09% -100,542 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,800 $692K 0.02% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,794 $691K <0.01% -140 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,747 $685K 0.01% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,725 $683K <0.01% +206 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,673 $676K 0.01% 0 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,558 $663K 0.63% +252 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,557 $663K <0.01% -130 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,550 $662K 0.01% +214 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,527 $659K 0.02% 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,437 $648K 0.03% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,347 $639K 0.15% +30 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 5,360 $639K 0.35% +625 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 5,338 $636K 0.01% +401 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,267 $628K 0.02% -115 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,266 $628K <0.01% +200 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,250 $626K 0.1% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 5,178 $617K 0.06% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,175 $617K 0.01% +352 13F-HR/A Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,120 $611K 0.01% +112 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,071 $605K <0.01% +81 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,052 $602K 0.52% -141 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,045 $602K 0.01% -355 13F-HR Timeline Entropy Technologies, LP More: the full row for Entropy Technologies, LP 5,007 $597K 0.02% -3,263 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,980 $594K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 4,940 $589K 0.07% -201 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 4,873 $581K <0.01% new 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,823 $575K 0.01% -135 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,722 $563K 0.02% +192 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,666 $556K 0.02% +11 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,629 $552K 0.01% -248 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,625 $551K 0.01% +434 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,617 $551K <0.01% -228 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,564 $544K 0.01% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,558 $543K 0.08% -370 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,550 $543K 0.01% 0 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,545 $542K 0.03% +137 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,491 $536K 0.01% +516 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 4,448 $530K 0.17% -620 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,824 $528K 0.08% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,419 $527K 0.01% +1,906 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,302 $513K 0.18% +375 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,296 $512K 0.06% +6 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,294 $512K 0.02% +399 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,294 $512K 0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,268 $509K 0.01% -30 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,200 $504K <0.01% +1,200 13F-HR Timeline Group Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 4,213 $502K 0.05% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,197 $500K 0.1% -188 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 4,125 $492K 0.3% 0 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 3,806 $491K new Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 4,100 $489K 0.16% +75 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,077 $486K <0.01% -1,160 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,000 $477K <0.01% -815 13F-HR Timeline Group Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,000 $477K 0.36% -45 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,981 $475K 0.01% 0 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,950 $471K 0.21% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,928 $468K <0.01% -106 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,900 $465K 0.05% 0 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,887 $463K 0.11% +473 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 3,883 $463K 0.09% -424 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,880 $463K 0.04% +263 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,507 $463K 0.01% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,859 $460K <0.01% +366 13F-HR Timeline Group Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,853 $459K 0.28% +50 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,758 $448K 0.01% -5 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,765 $448K 0.1% -1,437 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,739 $446K <0.01% -34 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,709 $442K 0.03% -57 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 3,691 $440K 0.13% -790 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 3,656 $436K <0.01% -141,041 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,600 $429K 0.04% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,600 $429K 0.03% 0 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. 3,594 $427K 0.01% -173 13F-HR Timeline Group REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,572 $426K 0.26% +13 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,540 $422K 0.02% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,532 $421K 0.01% +250 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,531 $421K <0.01% -5 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 3,500 $417K 0.01% new 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,469 $414K 0.26% +7 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,463 $413K <0.01% +330 13F-HR/A Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,441 $410K <0.01% new 13F-HR/A Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,423 $408K 0.02% -43 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,366 $401K <0.01% +48 13F-HR Timeline Group Kampmann Melissa S. More: the full row for Kampmann Melissa S. 3,365 $401K 0.3% -400 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 3,338 $398K <0.01% +1,000 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,320 $396K 0.01% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,320 $396K 0.01% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,316 $395K 0.09% -2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,313 $395K <0.01% -21 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,310 $395K 0.01% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,307 $394K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,267 $390K 0.01% -315 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,265 $389K 0.26% +2 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,257 $388K 0.1% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,115 $371K 0.03% -300 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,107 $370K <0.01% -3,542 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 3,100 $370K 0.08% +550 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,095 $369K 0.04% new 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,090 $368K 0.03% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,836 $364K 0.08% -16 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,043 $363K 0.01% +8 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 3,040 $362K 0.16% -9,500 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,029 $361K <0.01% -18 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,998 $361K 0.04% 0 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,024 $361K 0.12% -20 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,017 $360K 0.16% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 3,011 $359K <0.01% new 13F-HR/A Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,004 $358K 0.13% -87 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,997 $357K <0.01% +190 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,985 $356K <0.01% +13 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,946 $351K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,937 $350K 0.01% +158 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 2,932 $350K 0.18% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,930 $349K 0.01% +426 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,930 $349K 0.04% +829 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,906 $347K <0.01% +281 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Caprock Group, LLC More: the full row for Caprock Group, LLC 2,899 $346K 0.01% -803 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,898 $346K 0.01% +241 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,893 $345K 0.01% +13 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,876 $343K 0.19% new 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 2,856 $341K 0.17% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,843 $339K 0.09% +338 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,840 $339K 0.02% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,829 $337K <0.01% +852 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,751 $328K 0.29% 0 13F-HR/A Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 2,700 $322K 0.02% new 13F-HR Timeline Group Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,700 $322K 0.05% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,684 $320K 0.1% 0 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,672 $319K 0.11% -50 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,660 $317K 0.03% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,640 $315K 0.01% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,627 $313K 0.03% -75 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,592 $309K 0.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,361 $308K 0.01% +152 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 2,494 $297K 0.01% +525 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,484 $296K 0.01% 0 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,482 $296K <0.01% +202 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,460 $293K 0.01% +38 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,448 $292K 0.02% +40 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,418 $288K <0.01% +51 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,400 $286K 0.04% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,400 $286K 0.15% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,394 $285K 0.04% +2,389 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,360 $281K 0.03% 0 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,343 $279K <0.01% -57 13F-HR/A Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,339 $279K 0.01% +137 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,326 $277K 0.01% -33 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,326 $277K <0.01% 0 13F-HR Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 2,311 $276K <0.01% new 13F-HR Timeline Group DAVIS R M INC More: the full row for DAVIS R M INC 2,300 $274K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,279 $272K <0.01% +26 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,279 $272K <0.01% -62 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 2,276 $271K <0.01% -1,796 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,241 $267K 0.03% +12 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,229 $266K 0.04% -114 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,220 $265K <0.01% 0 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,160 $258K 0.01% -110 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 2,148 $256K 0.04% -5,507 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,142 $255K <0.01% -9 13F-HR Timeline Group Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 2,129 $254K 0.01% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,122 $253K 0.01% 0 13F-HR Timeline