SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,456 $703K 0.01% -2,871 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,301 $688K 0.05% -545 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,174 $676K <0.01% +2,066 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 7,155 $675K <0.01% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,123 $672K 0.18% -110 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 7,078 $667K 0.01% -954 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,014 $661K 0.01% +128 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 6,473 $610K <0.01% -41,358 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 6,377 $601K 0.01% +4,281 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 6,312 $595K 0.14% -141 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,300 $594K 0.06% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 6,226 $587K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,114 $577K 0.01% -324 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 $568K 0.02% 0 13F-HR Timeline Group Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,000 $567K 0.09% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,008 $567K 0.01% -53 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,007 $566K 0.03% -689 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 6,002 $566K <0.01% -627 13F-HR Timeline Group Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 5,986 $564K 0.06% +447 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,801 $547K 0.26% +574 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,773 $544K <0.01% -1,694 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 5,743 $542K 0.02% -1,520 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,737 $541K 0.02% -400 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 5,715 $539K <0.01% +1,096 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,687 $536K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 5,668 $534K <0.01% -268 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,656 $533K 0.02% +349 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,576 $526K <0.01% +486 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 5,443 $513K 0.07% -5 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,388 $508K 0.01% +28 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,359 $505K 0.11% +12 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 5,339 $503K 0.04% -1,073 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,268 $497K <0.01% +85 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,250 $495K 0.08% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,224 $493K 0.02% +101 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,215 $492K 0.01% +1,169 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,208 $491K 0.12% +75 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 5,184 $489K <0.01% -1,437 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 5,117 $483K 0.01% +872 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 5,117 $483K 0.38% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 5,117 $483K 0.38% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,110 $482K 0.02% +2,412 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,066 $478K <0.01% -625 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,029 $474K 0.43% +60 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,027 $474K <0.01% -1,912 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,020 $473K <0.01% -90 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,998 $471K <0.01% +446 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,980 $470K 0.01% +632 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 4,980 $470K 0.01% 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 4,968 $468K 0.01% +1,790 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 4,965 $468K <0.01% new 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 4,941 $466K 0.08% -156 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,824 $463K 0.1% 0 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 4,857 $458K 0.15% +61 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,816 $454K 0.02% -958 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,767 $449K <0.01% 0 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,741 $447K <0.01% -546 13F-HR Timeline Group MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,702 $443K 0.11% +1,165 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,678 $441K 0.01% 0 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,675 $441K 0.01% -226 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,621 $436K 0.02% +21 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,564 $430K 0.01% 0 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 4,515 $426K 0.02% 0 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,486 $423K 0.18% -107 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,467 $421K <0.01% -161 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,362 $411K <0.01% +2,186 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,360 $411K 0.04% -15 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,308 $406K 0.01% -89 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 4,300 $405K 0.3% -725 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,281 $404K 0.01% -94 13F-HR/A Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 4,261 $402K <0.01% +614 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,125 $389K <0.01% +101 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,101 $387K 0.01% +21 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,041 $381K <0.01% -410 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,019 $379K <0.01% -38 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,003 $377K 0.02% -125 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,950 $372K 0.18% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,913 $369K 0.28% -26 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,907 $368K 0.01% +1,641 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 3,808 $359K 0.18% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,773 $356K <0.01% -427 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,761 $355K <0.01% -116 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,673 $346K 0.02% -52 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,649 $344K 0.01% +1,380 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,600 $339K 0.04% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,600 $339K 0.03% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,598 $339K 0.01% +16 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,597 $339K <0.01% +102 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,546 $334K 0.01% +3,146 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,540 $334K 0.01% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 3,507 $331K 0.02% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,504 $330K 0.01% +1,565 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,486 $329K 0.01% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 3,467 $327K 0.03% -225 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,448 $325K 0.23% +7 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 3,432 $324K 0.15% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,349 $316K 0.01% -1,261 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,344 $315K 0.08% -234 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,322 $313K 0.04% -5,641 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,320 $313K 0.01% +620 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,307 $312K 0.01% +194 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,302 $311K 0.09% -83 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,282 $309K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,271 $308K <0.01% -1 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,248 $306K <0.01% -1,501 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,229 $304K 0.24% -238 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,215 $303K 0.02% +150 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,203 $302K 0.11% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,178 $300K <0.01% +100 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,154 $297K 0.11% -50 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 $296K <0.01% 0 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,096 $292K 0.02% -714 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 3,093 $292K 0.02% -131 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,065 $289K <0.01% +29 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 3,061 $289K 0.07% -35 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,034 $286K 0.02% -899 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,992 $286K 0.01% -4,168 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,017 $285K 0.15% 0 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,002 $283K 0.01% +20 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,998 $283K 0.08% -211 13F-HR/A Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 2,985 $281K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,948 $278K 0.01% -1,028 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,938 $277K 0.2% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,848 $276K 0.01% 13F-HR Timeline STONE RUN CAPITAL, LLC More: the full row for STONE RUN CAPITAL, LLC 2,900 $273K 0.11% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,900 $273K 0.18% 0 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,831 $267K 0.02% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,802 $264K 0.01% -105 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 2,784 $263K <0.01% new 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,762 $260K 0.01% -299 13F-HR Timeline Group Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,751 $259K 0.23% 0 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,749 $259K 0.01% -247 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,700 $255K 0.05% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,697 $254K 0.06% +189 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,684 $253K 0.08% -166 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,640 $249K 0.04% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,640 $249K 0.01% 0 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,600 $245K 0.11% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,592 $244K 0.07% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 2,622 $244K <0.01% +205 13F-HR/A Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,462 $237K 0.03% +27 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,479 $234K <0.01% 0 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,478 $234K 0.01% +320 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 2,405 $227K <0.01% -9,600 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,356 $222K 0.01% +126 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,340 $221K 0.02% -1,604 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,313 $218K 0.17% -1,701 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,300 $217K 0.03% +1,500 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,300 $217K <0.01% 0 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,284 $215K 0.03% +82 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 1,620 $215K 0.07% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,282 $215K <0.01% +94 13F-HR Timeline Group NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,270 $214K 0.01% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,246 $213K 0.01% +34 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 2,253 $212K 0.17% 0 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 2,226 $210K 0.03% -15 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,218 $209K 0.01% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,216 $209K <0.01% -158 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 2,208 $208K 0.02% new 13F-HR Timeline Group Galibier Capital Management Ltd. More: the full row for Galibier Capital Management Ltd. 2,200 $208K 0.07% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,200 $207K <0.01% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,182 $206K 0.01% -2,207 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,156 $203K 0.01% -109 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. 2,155 $203K <0.01% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 2,131 $201K 0.02% -282 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,122 $200K 0.01% +84 13F-HR Timeline TOBAM More: the full row for TOBAM 1,505 $198K 0.07% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,910 $180K 0.02% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,893 $179K 0.08% -150 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,889 $178K <0.01% -2,042 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 1,780 $168K <0.01% +15 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 1,768 $167K 0.04% +15 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,721 $162K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,600 $151K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,598 $151K 0.02% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,582 $149K <0.01% -818,521 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,581 $149K <0.01% -301 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,560 $147K 0.04% new 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 1,521 $143K 0.04% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,458 $138K 0.01% +2 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,450 $137K 0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 1,038 $136K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,415 $133K 0.01% -32 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,378 $130K 0.04% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,377 $130K <0.01% +135 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,347 $127K 0.03% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,333 $126K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,315 $124K <0.01% -641 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,231 $116K <0.01% +113 13F-HR Timeline Group MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,181 $111K <0.01% -292 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,172 $111K <0.01% +205 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,152 $109K 0.01% 0 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,138 $107K 0.07% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,129 $106K 0.01% +200 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,065 $100K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 950 $89.6K 0.02% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 903 $85.2K 0.05% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 900 $84.9K 0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 874 $82.4K 0.01% -13 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 850 $80.2K <0.01% 0 13F-HR Timeline Group