Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,099 $836K 0.01% +145 13F-HR Timeline CYPRESS ASSET MANAGEMENT INC/TX More: the full row for CYPRESS ASSET MANAGEMENT INC/TX 7,977 $820K 0.19% -4 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 7,694 $791K 0.19% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 7,655 $787K 0.17% -4,442 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 7,648 $786K 0.07% 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,553 $776K 0.04% -133 13F-HR Timeline Group RS CRUM INC. More: the full row for RS CRUM INC. 7,490 $770K 0.15% 0 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 7,434 $764K 0.01% +4,359 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 7,200 $740K 0.07% -1,100 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 7,166 $736K 0.2% -67 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 7,161 $736K 0.35% -550 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,136 $733K 0.01% -115 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 7,119 $732K 0.01% -38,635 13F-HR Timeline Group CenterBook Partners LP More: the full row for CenterBook Partners LP 7,093 $729K 0.04% -208 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 6,921 $711K 0.09% -800 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 6,795 $698K 0.03% new 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 6,682 $687K 0.55% +2,698 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 6,649 $683K <0.01% -212 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,622 $681K 0.07% +513 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,734 $678K 0.07% -75 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,451 $663K 0.08% -1,645 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 5,998 $657K 0.21% +3,247 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 6,380 $656K 0.04% -391 13F-HR Timeline Group Henshaw Capital LLC More: the full row for Henshaw Capital LLC 6,302 $648K 0.02% 0 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 6,300 $647K 0.06% 0 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 6,226 $640K 0.01% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 6,204 $638K 0.01% 0 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 6,196 $637K 0.28% -14,405 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 6,186 $636K 0.25% 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6,164 $633K 0.02% new 13F-HR Timeline WORLDQUANT MILLENNIUM ADVISORS LLC More: the full row for WORLDQUANT MILLENNIUM ADVISORS LLC 6,136 $630K <0.01% new 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,000 $617K 0.09% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,934 $610K <0.01% +9 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 5,834 $600K 0.02% -185 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,800 $596K 0.01% new 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 5,306 $595K 0.57% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 5,763 $592K <0.01% -8,083 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 5,747 $591K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 5,715 $587K 0.02% -4,936 13F-HR/A Timeline Bristol Gate Capital Partners Inc. More: the full row for Bristol Gate Capital Partners Inc. 5,700 $585K 0.04% +2 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,687 $584K <0.01% -4,179 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 5,673 $583K 0.01% -100 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 5,558 $571K <0.01% -575 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,519 $567K <0.01% +56 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 5,437 $559K 0.02% -250 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,400 $555K 0.01% -236 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,382 $553K 0.02% -103 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 5,378 $553K <0.01% -698 13F-HR/A Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,342 $549K <0.01% +1,195 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 5,336 $548K 0.01% 0 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 5,317 $548K 0.13% +235 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 5,250 $540K 0.09% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 5,246 $539K 0.06% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 5,237 $538K 0.01% +178 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,222 $537K 0.03% new 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,202 $534K 0.13% -81 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5,193 $534K 0.48% +61 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5,141 $528K 0.07% +14 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 4,824 $528K 0.11% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,066 $522K <0.01% 0 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,068 $521K 0.22% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,054 $519K 0.02% +1,459 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,008 $515K 0.01% +328 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 4,990 $513K <0.01% -4,284 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,958 $510K 0.01% +23 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,937 $507K 0.01% +1,090 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,928 $506K 0.08% -13 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 4,913 $504K 0.23% +406 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,899 $503K 0.03% +1,121 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 4,877 $501K 0.01% -1,301 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4,564 $499K 0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 4,845 $498K <0.01% +85 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,823 $496K 0.01% +354 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,819 $495K 0.01% +1,331 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 4,815 $495K <0.01% +54 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,765 $490K 0.01% -6,651 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 4,735 $487K 0.35% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,655 $478K 0.02% +35 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,550 $468K 0.01% -128 13F-HR Timeline Group FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 4,537 $466K 0.02% -49 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,530 $466K 0.02% -527 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,507 $463K 0.01% -314 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,491 $462K <0.01% new 13F-HR Timeline Orion Investment Co More: the full row for Orion Investment Co 4,481 $461K 0.15% -27,872 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,408 $453K 0.03% -3,754 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 4,385 $451K 0.1% +12 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,307 $443K 0.1% -1,434 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,298 $442K 0.01% +114 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,294 $441K 0.01% +17 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,290 $441K 0.06% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 4,191 $431K 0.01% -84 13F-HR Timeline Foresight Global Investors, Inc. More: the full row for Foresight Global Investors, Inc. 4,125 $424K 0.28% -151,880 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,105 $422K <0.01% +371 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 4,095 $420K <0.01% -2,578 13F-HR Timeline Group River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 4,072 $418K <0.01% -5,702 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 4,045 $416K 0.37% -1,072 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 4,034 $415K <0.01% -50 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 4,025 $414K 0.15% +313 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,985 $410K 0.02% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 3,975 $409K 0.01% +328 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,981 $408K 0.01% -100 13F-HR Timeline Group WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,950 $406K 0.2% 0 13F-HR Timeline Holocene Advisors, LP More: the full row for Holocene Advisors, LP 3,940 $405K <0.01% new 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 3,927 $404K 0.16% +601 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,895 $400K 0.01% +354 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,900 $400K 0.06% +1,600 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 3,803 $391K 0.26% -110 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 3,773 $388K <0.01% +55 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. 3,767 $387K 0.01% -5,843 13F-HR Timeline Group FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 3,766 $387K 0.03% -615 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 3,765 $387K 0.31% -310 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,763 $387K 0.01% +277 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,702 $380K 0.01% +1,674 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,668 $377K <0.01% -5,201 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 3,631 $373K <0.01% -2,747 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,617 $372K 0.04% +362 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 3,600 $370K 0.04% 0 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 3,600 $370K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,582 $368K 0.01% +149 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 3,559 $366K 0.26% +30 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 3,540 $364K 0.02% -1,500 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,536 $363K <0.01% -93 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 3,493 $359K <0.01% -1,815 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 3,466 $356K 0.02% +204 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,462 $356K 0.25% +7 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 3,415 $351K 0.03% +200 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 3,414 $351K 0.1% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,334 $343K <0.01% -495 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,320 $341K 0.01% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,318 $341K 0.08% -11 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 3,293 $338K 0.04% +1,122 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,282 $337K 0.01% 0 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,263 $335K 0.24% +310 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,257 $335K 0.09% -35 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,318 $328K <0.01% -867 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,133 $322K <0.01% +431 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 3,091 $318K 0.12% 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 3,090 $318K 0.03% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,047 $313K <0.01% -1,469 13F-HR Timeline Group EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,044 $313K 0.11% -50 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 3,035 $312K 0.01% +11 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,017 $310K 0.15% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 2,990 $307K <0.01% -3,713 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 2,972 $306K <0.01% -64 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 2,998 $304K 0.05% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,000 $303K <0.01% -181,501 13F-HR Timeline Group Constitution Capital LLC More: the full row for Constitution Capital LLC 2,932 $301K 0.15% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,890 $297K 0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 2,880 $296K 0.01% +3 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 2,856 $294K 0.15% -476 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 2,852 $293K 0.07% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,840 $292K 0.02% +136 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,807 $288K <0.01% -25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,779 $286K <0.01% 0 13F-HR Timeline Broyhill Asset Management, LLC More: the full row for Broyhill Asset Management, LLC 2,751 $283K 0.28% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,700 $280K 0.05% 0 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 2,722 $280K 0.17% -28,938 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,722 $280K 0.11% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,702 $278K 0.02% 0 13F-HR Timeline PECAUT & CO. More: the full row for PECAUT & CO. 2,684 $276K 0.09% 0 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,657 $273K <0.01% +187 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 2,640 $271K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,625 $270K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,592 $266K 0.09% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,587 $265K 0.01% -398 13F-HR Timeline Group Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 2,550 $262K 0.06% -38,340 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,513 $258K 0.01% -376 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,505 $257K 0.08% new 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,504 $257K 0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 2,484 $255K 0.01% -34 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,422 $249K 0.01% new 13F-HR/A Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,408 $247K 0.02% +8 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,400 $247K <0.01% +620 13F-HR/A Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,400 $247K 0.04% -50 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 2,400 $247K 0.2% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,367 $243K <0.01% new 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 2,360 $243K 0.02% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,359 $242K 0.02% -335 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,209 $242K 0.01% +23 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,343 $241K <0.01% new 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,343 $241K 0.04% -519 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,341 $241K 0.01% +273 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,338 $240K <0.01% +275 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,326 $239K <0.01% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 2,307 $237K 0.01% -281 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 2,300 $236K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,280 $234K <0.01% +243 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 2,270 $233K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,253 $232K <0.01% -1,008 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 2,231 $229K 0.04% new 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,229 $229K 0.03% 0 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 $228K <0.01% +65 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,217 $228K <0.01% +34 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 2,208 $227K 0.06% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,211 $227K 0.01% -146 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. 2,200 $226K <0.01% -13,606 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 2,202 $226K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 1,549 $222K 0.06% -113 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,157 $222K 0.01% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,151 $221K <0.01% -1,198 13F-HR Timeline Group