Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 23,399 $831K 0.03% +358 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 23,396 $831K 0.08% +134 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 23,385 $830K 0.19% 0 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 23,359 $829K 0.01% +335 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 23,356 $829K 0.02% +1,781 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 23,326 $828K 0.06% +789 13F-HR/A Timeline RMR Capital Management, LLC More: the full row for RMR Capital Management, LLC 23,278 $827K 0.58% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 23,125 $821K 0.1% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 23,098 $820K 0.09% -22 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS group of 2 filers holding More: the full row for ABN AMRO INVESTMENT SOLUTIONS 22,979 $816K -3,793 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 22,945 $815K 0.1% -35 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 22,898 $813K 0.25% +243 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 22,895 $813K 0.12% -584 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 22,792 $809K 0.35% -750 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 22,787 $809K 0.03% -8,527 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 22,736 $807K 0.18% -5,037 13F-HR Timeline CADINHA & CO LLC More: the full row for CADINHA & CO LLC 22,731 $807K 0.11% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 22,641 $804K 0.2% +1,875 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 22,500 $799K 0.11% new 13F-HR Timeline Genesee Capital Advisors, LLC More: the full row for Genesee Capital Advisors, LLC 22,492 $799K 0.35% -1,054 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 22,351 $794K 0.06% 0 13F-HR Timeline SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 22,005 $793K 0.3% +87 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 22,353 $793K 0.14% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 22,250 $790K 0.53% 0 13F-HR Timeline Financial Strategies Group, Inc. More: the full row for Financial Strategies Group, Inc. 22,002 $788K 0.15% -61 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 22,194 $788K 0.1% -600 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 22,131 $786K 0.11% +369 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 22,125 $786K 0.78% -1,980 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 22,109 $785K 0.08% +504 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 22,108 $785K 0.27% +869 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 22,060 $783K 0.04% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 22,049 $783K 0.02% +1,629 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 21,992 $781K 0.03% -339 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 21,887 $777K 0.03% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 21,761 $773K 0.01% -1,159 13F-HR Timeline Group Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 21,674 $770K -300 Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 21,650 $769K 0.15% -4,000 13F-HR Timeline Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 21,600 $767K 0.49% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 21,478 $763K 0.04% -823 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 21,475 $763K 0.4% -1,605 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 21,468 $762K 0.05% -2,297 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 21,456 $762K 0.03% -1,501 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 21,440 $761K 0.31% -900 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 21,360 $758K 0.18% -1,000 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 21,247 $754K 0.01% +3,802 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 21,225 $754K 0.06% +1 13F-HR/A Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 21,143 $751K 0.32% -600 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 21,085 $749K 0.08% +314 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 20,981 $745K 0.17% new 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 20,970 $745K 0.1% +50 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 20,952 $744K 0.01% +1,000 13F-HR Timeline Group Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 20,932 $743K 0.08% +367 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 20,822 $739K 0.1% -3,300 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 20,630 $733K 0.25% +1,745 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 20,560 $730K 0.01% +1,664 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 20,526 $729K 0.18% +880 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 20,406 $725K 0.1% +387 13F-HR Timeline MEKETA INVESTMENT GROUP INC /ADV More: the full row for MEKETA INVESTMENT GROUP INC /ADV 20,394 $724K 2.38% -6,099 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 20,351 $723K 0.2% +2,140 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 20,400 $720K 0.31% +960 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. 20,054 $712K 0.01% +1,424 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 20,033 $711K 0.12% -20,271 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 20,000 $710K 0.01% 0 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 19,996 $710K 0.26% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 21,584 $708K 0.02% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 19,880 $706K 0.04% +4,536 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 19,780 $702K 0.07% +807 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 19,741 $701K 0.14% -203 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 19,705 $700K 0.02% -63 13F-HR Timeline Chronos Wealth Management, LLC More: the full row for Chronos Wealth Management, LLC 19,660 $698K 0.34% +2,550 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 19,683 $695K 0.01% +376 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 19,572 $695K 0.12% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 19,547 $694K 0.04% +130 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 19,526 $693K 0.16% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 19,520 $693K 0.03% -3,171 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 19,500 $692K 0.33% -300 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19,475 $692K 0.05% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 19,225 $683K 0.11% 0 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 19,222 $683K 0.08% +191 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 19,197 $682K 0.12% 0 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 19,184 $681K 0.06% -122 13F-HR Timeline Group FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 19,144 $680K 0.14% +193 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 19,120 $679K 0.07% +149 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 19,005 $675K 0.06% +438 13F-HR Timeline XXEC, Inc. More: the full row for XXEC, Inc. 19,000 $675K 0.57% new 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 18,942 $673K 0.35% +39 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 18,905 $671K 0.29% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,840 $669K 0.02% +2,267 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 18,824 $668K 0.26% -5,218 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 18,778 $667K 0.31% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 18,778 $667K +982 Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 18,767 $666K 0.01% +1,458 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 18,748 $666K 0.09% +212 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 18,615 $661K 0.28% -237 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 18,528 $658K 0.4% -50 13F-HR Timeline Dupree Financial Group, LLC More: the full row for Dupree Financial Group, LLC 18,483 $656K 0.25% 0 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 18,397 $653K 0.1% -16,220 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 18,395 $653K 0.09% +164 13F-HR Timeline Group OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 18,387 $653K 0.03% -566 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 18,341 $651K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 18,331 $651K 0.01% +1,310 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 18,324 $651K 0.01% -1,358 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 18,315 $650K <0.01% 0 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 18,279 $649K 0.01% -1,691 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 18,260 $648K 0.03% -1,083 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 18,240 $648K 0.38% 0 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 18,226 $647K 0.04% 0 13F-HR Timeline InvesTrust More: the full row for InvesTrust 18,003 $639K 0.23% 0 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 18,000 $639K 0.04% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,980 $638K 0.03% -2,071 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 17,882 $635K 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 17,657 $635K 0.03% +46 13F-HR/A Timeline Ledyard National Bank More: the full row for Ledyard National Bank 17,829 $633K 0.06% +48 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 17,754 $630K 0.19% +1,500 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 17,754 $630K 0.05% +60 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 17,746 $630K 0.03% +316 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 17,730 $630K 0.08% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 17,713 $629K 0.04% +6,626 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 17,710 $629K 0.01% +77 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 17,600 $625K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 17,434 $619K 0.05% -397 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 17,394 $618K 0.14% -6,331 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 17,354 $616K 0.04% +835 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 17,353 $616K 0.02% +6,743 13F-HR Timeline Group Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 18,836 $615K 0.03% +688 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 17,225 $612K 0.09% new 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,223 $612K 0.04% -3,247 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 17,100 $607K 0.03% 0 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 17,056 $606K 0.2% +157 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 16,927 $601K 0.06% 0 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 16,894 $600K 0.05% +65 13F-HR/A Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 16,846 $598K 0.28% +81 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 16,809 $597K 0.07% +1,229 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 16,785 $596K 0.03% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 16,381 $594K 0.01% +287 13F-HR/A Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 16,697 $593K 0.07% +69 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 16,575 $589K 0.09% -6,890 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 16,571 $588K 0.24% +46 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 16,559 $588K 0.17% +241 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 16,433 $584K 0.01% +7,500 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 16,167 $574K 0.01% -9,886 13F-HR/A Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 16,131 $573K 0.23% -350 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 16,121 $572K 0.14% +9,969 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 16,103 $572K 0.03% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 16,087 $571K 0.03% +634 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,856 $571K 0.02% +1,422 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 16,046 $570K 0.07% +1,164 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 16,010 $569K 0.01% -203 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 15,885 $564K 0.16% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 15,879 $564K 0.02% +4,641 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,873 $564K 0.03% +57 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 15,847 $563K 0.01% +6 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 15,840 $562K 0.08% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 15,816 $562K 0.1% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 15,805 $561K 0.02% -1,900 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15,766 $560K 0.07% -6,090 13F-HR/A Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 15,751 $559K 0.06% -449 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 16,991 $559K 0.08% -144 13F-HR/A Timeline SHUTTLEWORTH & Co More: the full row for SHUTTLEWORTH & Co 15,714 $558K 0.51% 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,701 $558K 0.05% +189 13F-HR Timeline Group Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 15,700 $558K 0.05% +7,000 13F-HR/A Timeline Old North State Trust, LLC More: the full row for Old North State Trust, LLC 15,614 $554K 0.34% +7,263 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 15,584 $553K 0.01% +72 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 15,563 $553K 0.05% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 15,534 $552K 0.04% +105 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 15,494 $551K 0.06% -48 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 15,448 $549K 0.02% -603 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 15,168 $546K 0.03% -88 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 16,022 $545K 0.11% +5,326 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,320 $544K 0.03% +1,211 13F-HR Timeline Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 15,021 $541K 0.19% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,234 $541K 0.01% +1,444 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15,021 $541K 0.01% -337 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 15,188 $539K 0.1% +8,296 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 16,521 $539K 0.14% 0 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 15,147 $538K 0.06% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 15,130 $537K 0.08% +901 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 15,090 $536K 0.08% -17,079 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 15,000 $533K 1.35% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 14,895 $529K 0.41% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 14,835 $527K <0.01% +3,478 13F-HR Timeline Group GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 14,808 $526K 0.02% +8 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 14,757 $524K 0.06% 0 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,718 $523K 0.02% +361 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 14,667 $521K 0.02% +2,437 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 14,629 $519K 0.02% +587 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 14,623 $519K 0.08% +35 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 14,600 $518K 0.55% -200 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 14,540 $516K 0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 14,493 $515K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 14,456 $513K 0.03% -31,764 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 14,454 $513K 0.22% +919 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 14,382 $511K 0.07% new 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 14,322 $509K 0.03% +2,101 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 14,315 $508K 0.21% +1,031 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 14,296 $508K 0.05% +773 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 14,246 $506K 0.2% 0 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 14,245 $506K 0.14% +36 13F-HR/A Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 14,200 $504K 0.36% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 14,165 $503K 0.08% +32 13F-HR Timeline