NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 8,159 $849K <0.01% +2,777 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 8,152 $848K 0.02% -892 13F-HR/A Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 8,039 $836K <0.01% -782 13F-HR/A Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 8,032 $836K 0.01% -3,059 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 7,996 $832K <0.01% +7,240 13F-HR Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 7,860 $818K 0.09% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,846 $816K 0.06% -6,440 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,845 $816K 0.05% +202 13F-HR Timeline Group Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,711 $802K 0.39% -250 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 7,658 $797K 0.19% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 7,600 $786K <0.01% +1,746 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 7,467 $777K 0.01% +1,044 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 7,431 $773K 0.09% -4,166 13F-HR Timeline Onex Canada Asset Management Inc. More: the full row for Onex Canada Asset Management Inc. 7,281 $758K 0.09% -9,156 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 7,263 $756K 0.03% 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,233 $753K 0.22% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 7,200 $749K 0.05% +2,919 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 7,193 $748K 0.2% -4 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,155 $744K <0.01% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 7,038 $732K 0.11% -11 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 7,000 $728K 0.09% -950 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 6,939 $722K <0.01% +2,448 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 6,886 $716K 0.01% +2,876 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,696 $697K 0.03% +53 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,629 $690K <0.01% +122 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 6,621 $689K <0.01% -331 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,612 $688K 0.01% +1,203 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 6,571 $684K 0.01% +4,193 13F-HR Timeline Group Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 7,160 $672K 0.03% new 13F-HR Timeline Group Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,453 $671K 0.17% -841 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,734 $671K 0.09% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,438 $670K 0.01% -54 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 6,412 $667K 0.06% -590 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 6,308 $656K 0.02% +195 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,300 $655K 0.07% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 6,226 $648K 0.01% +525 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,137 $638K 0.03% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,061 $631K 0.01% -430 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 6,019 $626K 0.02% +885 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,000 $624K 0.11% 0 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 5,955 $620K <0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,936 $618K <0.01% -3,685 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 5,774 $601K 0.02% -1,900 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,691 $593K <0.01% +1,925 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,687 $592K 0.01% -264 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,556 $578K 0.01% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,539 $576K 0.06% +1,857 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,477 $570K 0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,448 $567K 0.08% -528 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,360 $558K 0.01% -81 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,347 $556K 0.14% +12 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,307 $552K 0.02% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,287 $550K <0.01% +50 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,250 $546K 0.04% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,227 $544K 0.28% -706 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,183 $539K <0.01% -783 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,133 $533K 0.14% +485 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,123 $533K 0.02% +12 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,117 $532K 0.44% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,110 $532K <0.01% -6,847 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 5,108 $531K <0.01% -16,114 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 5,097 $530K 0.09% +227 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,090 $530K <0.01% +510 13F-HR Timeline Group Kampmann Melissa S. More: the full row for Kampmann Melissa S. 5,025 $523K 0.39% -715 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,980 $518K 0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,969 $517K 0.49% -40 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,901 $510K 0.01% +9 13F-HR Timeline Carlson Capital, L.P. More: the full row for Carlson Capital, L.P. 4,900 $510K 0.29% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,898 $510K 0.14% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 4,869 $507K 0.03% +481 13F-HR Timeline Group BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 4,796 $499K 0.18% +101 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,767 $497K <0.01% 0 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 4,749 $494K 0.01% -120 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 4,703 $489K 0.31% -3,790 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 4,694 $488K 0.05% -21,684 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,678 $487K 0.01% 0 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,628 $481K <0.01% +80 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,619 $481K <0.01% +593 13F-HR/A Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,610 $480K 0.03% +593 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,600 $479K 0.02% -2 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 4,600 $479K 0.08% new 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,593 $478K 0.21% +212 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,564 $475K 0.01% 0 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,552 $474K <0.01% new 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,515 $470K 0.02% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,451 $463K <0.01% +1,405 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,397 $457K 0.01% +515 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,389 $457K 0.03% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,375 $455K 0.01% -33 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,375 $455K 0.04% -289 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,363 $454K 0.04% +74 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 4,363 $454K 0.2% +1,154 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,824 $447K 0.11% 0 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 4,245 $442K 0.01% -40,796 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,210 $438K 0.04% -126 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,200 $437K <0.01% +915 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,128 $429K 0.02% -300 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,080 $424K 0.01% -414 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,057 $422K 0.01% -1,035 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 4,046 $421K 0.01% +833 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,027 $419K 0.02% new 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,024 $419K 0.01% +34 13F-HR Timeline Group Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 4,014 $418K 0.3% +1,671 13F-HR Timeline Capital Market Strategies LLC More: the full row for Capital Market Strategies LLC 4,000 $416K 0.29% 0 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,989 $415K 0.14% -220 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,976 $414K 0.02% +1,705 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,950 $411K 0.21% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,944 $410K 0.03% +507 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,939 $410K 0.33% +15 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,933 $409K 0.03% -586 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,931 $409K <0.01% -420 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,348 $406K 0.01% -129 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,895 $405K <0.01% +1,716 13F-HR/A Timeline Group GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,877 $403K <0.01% +93 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 3,871 $403K <0.01% -151,671 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,810 $396K 0.04% -400 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,808 $396K 0.2% -600 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,769 $392K 0.01% +388 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,725 $388K 0.03% +560 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 3,707 $386K 0.07% new 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,692 $384K 0.04% -322 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,647 $379K <0.01% new 13F-HR Timeline Group HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,600 $375K 0.04% -600 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,600 $375K 0.04% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,582 $373K 0.01% +115 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,578 $372K 0.1% -50 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 3,537 $369K 0.1% +320 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,540 $368K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,495 $364K <0.01% +198 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,486 $363K 0.01% +203 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,467 $361K 0.3% 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 3,459 $360K 0.02% -833 13F-HR/A Timeline Group Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,441 $358K 0.28% +6 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 3,432 $357K 0.18% 0 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,385 $352K 0.11% -40 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,384 $352K 0.03% new 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 3,325 $346K 0.01% -571 13F-HR Timeline Group Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,282 $341K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,272 $340K <0.01% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,224 $335K 0.02% -62 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 3,209 $334K 0.1% new 13F-HR/A Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,204 $333K 0.13% 0 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,203 $333K 0.13% 0 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 3,178 $331K 0.01% new 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 3,138 $326K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,113 $324K 0.01% -126 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,103 $323K 0.08% new 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,096 $322K 0.08% new 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,078 $320K <0.01% +33 13F-HR Timeline Group WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,065 $319K 0.03% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,061 $318K 0.01% new 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,036 $316K 0.01% -78 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,017 $314K 0.17% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 3,000 $312K <0.01% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,996 $312K 0.02% +96 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 2,982 $310K 0.01% +11 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,938 $306K 0.23% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,933 $305K <0.01% +139 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,907 $302K 0.02% -63 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,900 $302K 0.12% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,900 $302K 0.23% 0 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,889 $301K 0.05% +696 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,882 $300K 0.02% +370 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,850 $297K 0.1% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,831 $295K 0.03% -367 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,800 $291K 0.02% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 2,796 $291K <0.01% new 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,751 $286K 0.26% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,698 $281K 0.01% -150 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,700 $281K 0.01% +400 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,700 $281K 0.09% -250 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,700 $281K 0.06% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,669 $278K <0.01% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,640 $275K 0.05% -100 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,640 $275K 0.01% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,600 $271K 0.13% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,592 $270K 0.09% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,882 $267K <0.01% -6,596 13F-HR/A Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,508 $261K 0.07% +93 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,479 $258K <0.01% -405 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,459 $256K 0.01% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,435 $253K 0.04% +13 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,413 $251K 0.02% -336 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,417 $251K <0.01% 0 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,405 $250K <0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,374 $247K <0.01% +119 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,300 $239K <0.01% -225 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,270 $236K 0.01% -181 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,269 $236K 0.01% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,266 $236K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,265 $236K 0.01% -1,225 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,260 $235K 0.01% -11 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,253 $234K 0.22% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,241 $233K 0.04% +177 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,230 $232K 0.01% -643 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,219 $231K 0.06% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,218 $231K 0.01% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,202 $229K 0.03% +46 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,200 $229K <0.01% +84 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,200 $229K <0.01% 13F-HR Timeline