B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 21,091 $19.3M 0.63% -2,643 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 21,053 $19.3M 0.35% -437 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 21,004 $19.2M 1.21% -1,291 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 20,896 $19.2M 0.47% +1,177 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 18,349 $19.2M 1.04% -1,388 13F-HR Timeline CapWealth Advisors, LLC More: the full row for CapWealth Advisors, LLC 20,834 $19.1M 2.1% -667 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 20,730 $19M 0.27% -321 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 20,691 $19M 0.84% -362 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 20,685 $19M 2.15% +474 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 20,677 $18.9M 4.14% -140 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 20,530 $18.8M 2.45% +1,859 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 20,520 $18.8M 0.22% +1,543 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 20,491 $18.8M 0.19% +1,590 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 20,461 $18.7M 0.07% +118 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 20,370 $18.7M 0.22% -972 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 20,355 $18.7M 0.61% +3,822 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 20,271 $18.6M 8.22% +53 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 19,936 $18.3M 4.18% +550 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 19,910 $18.2M 0.59% -2,387 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 19,849 $18.2M 0.74% -703 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 19,847 $18.2M 2.72% -979 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First National Trust Co More: the full row for First National Trust Co 19,846 $18.2M 0.68% +702 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 19,825 $18.2M 0.52% +2,172 13F-HR/A Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 19,794 $18.1M 0.53% +918 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 19,749 $18.1M 2.55% -123 13F-HR Timeline Group McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 19,707 $18.1M 2.61% +7 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 19,659 $18M 3.5% new 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 19,627 $18M 7.89% -7 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 19,434 $18M 3.19% +24 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 19,604 $18M 4.72% -1,316 13F-HR/A Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 19,595 $18M 2.39% -299 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 19,575 $17.9M 0.18% -1,913 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 19,516 $17.9M 0.77% -251 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 19,495 $17.9M 9.57% -1,320 13F-HR Timeline ROSENBLUM SILVERMAN SUTTON S F INC /CA More: the full row for ROSENBLUM SILVERMAN SUTTON S F INC /CA 19,395 $17.8M 4.46% -489 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 19,289 $17.7M 7.4% -119 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 19,173 $17.6M 0.98% +2,473 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 19,149 $17.5M 1.18% 0 13F-HR Timeline HFR Wealth Management, LLC More: the full row for HFR Wealth Management, LLC 19,083 $17.5M 4.32% -82 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 19,072 $17.5M 1.64% +116 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 19,059 $17.5M 0.67% -4,256 13F-HR Timeline OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 18,987 $17.4M 1.37% +1,114 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 18,860 $17.3M 0.3% +7,991 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 18,842 $17.3M 0.31% +2,912 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 18,767 $17.2M 0.81% -122 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 18,699 $17.1M 1.06% +151 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 18,549 $17M 0.56% -438 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 18,533 $17M 3.28% +71 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 16,859 $17M 1.7% -695 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 18,400 $16.9M 0.52% +156 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 18,313 $16.8M 0.05% -307 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 18,259 $16.7M 4.3% -336 13F-HR Timeline Oak Grove Capital LLC More: the full row for Oak Grove Capital LLC 18,237 $16.7M 3.35% -21 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 18,208 $16.7M 1.56% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 18,152 $16.6M 0.37% -337 13F-HR Timeline Group WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 17,985 $16.5M 1.63% -70 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 17,983 $16.5M 1.54% -128 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,946 $16.4M 1.02% +312 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 17,837 $16.3M 1.94% -1,469 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 17,811 $16.3M 1% +1,821 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 17,640 $16.2M 0.25% +1,187 13F-HR Timeline Kranot Hishtalmut Le Morim Ve Gananot H… group of 2 filers holding More: the full row for Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 17,509 $16M 0 Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 17,463 $16M 0.98% -278 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 17,448 $16M 0.23% +533 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 17,429 $16M 0.76% -1,919 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 17,413 $16M 0.65% +17,382 13F-HR/A Timeline Elk River Wealth Management LLC More: the full row for Elk River Wealth Management LLC 17,376 $15.9M 2.88% -103 13F-HR Timeline Trexquant Investment LP More: the full row for Trexquant Investment LP 17,278 $15.8M 0.18% -12,540 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 17,089 $15.8M 1.06% +57 13F-HR/A Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 17,194 $15.8M 0.25% +252 13F-HR Timeline Group LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 17,170 $15.7M 0.24% -1,028 13F-HR Timeline Group Beck Bode, LLC More: the full row for Beck Bode, LLC 17,136 $15.7M 2.87% +963 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 17,136 $15.7M 0.83% +12,736 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 17,111 $15.7M 0.49% -124 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 17,104 $15.7M 3.66% -209 13F-HR Timeline Haverford Financial Services, Inc. More: the full row for Haverford Financial Services, Inc. 17,089 $15.7M 4.77% +66 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,072 $15.6M 0.6% +3,071 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 17,033 $15.6M 1.54% -829 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 16,936 $15.5M 0.49% -276 13F-HR Timeline Group PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 16,900 $15.5M 1.33% -800 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 16,892 $15.5M 0.4% 13F-HR/A Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 16,867 $15.5M 1.08% +323 13F-HR Timeline Laurion Capital Management LP More: the full row for Laurion Capital Management LP 16,814 $15.4M 0.96% new 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 16,792 $15.4M 0.14% +54 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 16,709 $15.3M 1.07% -812 13F-HR Timeline Group DF DENT & CO INC More: the full row for DF DENT & CO INC 16,688 $15.3M 0.19% -36 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 16,648 $15.3M 1.2% +604 13F-HR Timeline UNIO CAPITAL LLC More: the full row for UNIO CAPITAL LLC 16,595 $15.2M 5.44% +2,576 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. 16,592 $15.2M 0.34% +62 13F-HR Timeline Group JACOBSON & SCHMITT ADVISORS, LLC More: the full row for JACOBSON & SCHMITT ADVISORS, LLC 16,462 $15.1M 2.92% -411 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,445 $15.1M 0.29% +1,803 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 16,418 $15M 0.72% +333 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 16,384 $15M 2.66% -96 13F-HR Timeline PETREDIS INVESTMENT ADVISORS LLC More: the full row for PETREDIS INVESTMENT ADVISORS LLC 16,322 $15M 1.55% -256 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 16,303 $14.9M 1.33% -339 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 16,276 $14.9M 0.28% -3,617 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 16,246 $14.9M 0.2% +160 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 16,190 $14.8M 7.16% -102 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 16,184 $14.8M 3.29% -117 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,131 $14.8M 0.15% -1,719 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 16,099 $14.8M 1.5% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 15,694 $14.4M 5.69% +48 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 15,632 $14.4M 0.42% -230 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 15,674 $14.4M 3.46% -812 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 15,668 $14.4M 0.4% +1,084 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 15,658 $14.3M 1.07% +2,216 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 15,563 $14.3M 0.2% +166 13F-HR Timeline Group Regency Capital Management Inc.\DE More: the full row for Regency Capital Management Inc.\DE 15,546 $14.2M 7.71% -18 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 15,539 $14.2M 2.81% +224 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 15,530 $14.2M 5.5% +117 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 15,501 $14.2M 0.35% +237 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 15,469 $14.2M 3.67% -40 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 15,418 $14.1M 0.98% -94 13F-HR Timeline Skandinaviska Enskilda Banken AB (publ) More: the full row for Skandinaviska Enskilda Banken AB (publ) 15,263 $14.1M 0.06% -15,032 13F-HR Timeline MOTCO More: the full row for MOTCO 15,331 $14M 1.44% -456 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,320 $14M 0.22% +2,330 13F-HR Timeline Biondo Investment Advisors, LLC More: the full row for Biondo Investment Advisors, LLC 15,219 $13.9M 1.92% +124 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 15,163 $13.9M 0.4% -393 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 15,149 $13.9M 1.81% -622 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 15,129 $13.9M 3.4% +759 13F-HR Timeline Empirical Finance, LLC More: the full row for Empirical Finance, LLC 15,089 $13.8M 0.8% -186 13F-HR Timeline Chapman Investment Management, LLC More: the full row for Chapman Investment Management, LLC 15,038 $13.8M 10.25% -6 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 14,880 $13.6M 0.51% +573 13F-HR Timeline Group SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 14,874 $13.6M 0.8% -1,100 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 14,859 $13.6M 9.01% +130 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 14,856 $13.6M 1.27% +378 13F-HR Timeline Group W1M Investment Management Ltd More: the full row for W1M Investment Management Ltd 14,832 $13.6M 0.22% -947 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 14,770 $13.5M 2.05% -917 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 14,756 $13.5M 0.56% -65 13F-HR Timeline STRATEGIC PLANNING GROUP, LLC More: the full row for STRATEGIC PLANNING GROUP, LLC 14,720 $13.5M 2.48% +474 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 14,684 $13.5M 0.88% -2,776 13F-HR/A Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 14,449 $13.2M 4.96% -507 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 14,419 $13.2M 0.03% +30 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 14,418 $13.2M 0.38% -994 13F-HR Timeline Marietta Wealth Management, LLC More: the full row for Marietta Wealth Management, LLC 14,330 $13.1M 1.88% +217 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 14,305 $13.1M 1.05% -207 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 14,302 $13.1M 0.32% +5,814 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 14,291 $13.1M 0.69% -200 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 14,282 $13.1M 3.93% -261 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 14,250 $13.1M 3.24% -495 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 14,229 $13M 2.67% -36 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 14,224 $13M 0.27% +818 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 14,209 $13M 1.36% +159 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 14,176 $13M 1.66% -53 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 14,174 $13M 2.36% +14 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 14,151 $13M 0.36% +2,143 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 14,101 $12.9M 0.53% +1,906 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 14,082 $12.9M 0.5% +946 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 14,077 $12.9M 2.15% -288 13F-HR Timeline Ramsay, Stattman, Vela & Price, Inc. More: the full row for Ramsay, Stattman, Vela & Price, Inc. 14,026 $12.9M 2.39% -246 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 14,009 $12.8M 0.1% +401 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 13,908 $12.7M 0.78% -2 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 13,881 $12.7M 0.61% -439 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 13,857 $12.7M 1.94% +678 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 13,834 $12.7M 1.33% +208 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 13,761 $12.6M 1.86% -219 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 13,714 $12.6M 2.73% 13F-HR Timeline Slow Capital, Inc. More: the full row for Slow Capital, Inc. 13,689 $12.5M 1.78% -603 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 13,641 $12.5M 1.34% +347 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 13,498 $12.4M 0.29% -726 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 13,432 $12.3M 1.28% -137 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 11,751 $12.3M 4.16% -361 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,386 $12.3M 0.44% +4,757 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 13,374 $12.3M 0.33% -699 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 13,358 $12.2M 1.42% +1,116 13F-HR Timeline TLW Wealth Management, LLC More: the full row for TLW Wealth Management, LLC 13,275 $12.2M 7.25% +61 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 13,257 $12.1M 0.06% +6,763 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 13,252 $12.1M 0.61% +36 13F-HR Timeline Broadleaf Partners, LLC More: the full row for Broadleaf Partners, LLC 13,224 $12.1M 2.83% -155 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 13,223 $12.1M 2.31% +633 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 13,196 $12.1M 2.4% -954 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 13,180 $12.1M 0.24% +2,760 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 13,179 $12.1M 1.69% -14,698 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 13,155 $12.1M 0.35% +12,750 13F-HR Timeline Group B.O.S.S. Retirement Advisors, LLC More: the full row for B.O.S.S. Retirement Advisors, LLC 13,149 $12M 3.37% +9,560 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 13,138 $12M 1.86% -1,521 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 13,122 $12M 0.73% +269 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 13,074 $12M 1.18% -109 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 13,016 $12M 0.88% -86 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 13,050 $12M 1.12% +1,590 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 13,008 $11.9M 0.09% +1,898 13F-HR Timeline Group National Mutual Insurance Federation of… in group National Mutual Insurance Fed… More: the full row for National Mutual Insurance Federation of Agricultural Cooperatives 13,000 $11.9M 0.1% 0 13F-HR Timeline Group Nearwater Capital Markets, Ltd More: the full row for Nearwater Capital Markets, Ltd 13,000 $11.9M 0.34% 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 12,999 $11.9M 0.87% -1,866 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,979 $11.9M 0.24% +6,530 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 12,974 $11.9M new Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 12,972 $11.9M 8.15% -190 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,883 $11.8M 0.76% -3,634 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 12,854 $11.8M 0.75% +9,156 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 12,851 $11.8M 1.24% -97 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 12,841 $11.8M 1.3% +241 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 12,831 $11.8M 1.31% +309 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 12,797 $11.7M 0.33% -1,299 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 12,794 $11.7M 2.39% -1,987 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 12,763 $11.7M 0.17% +240 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. 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