LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 130,417 $5.7M 0.38% +17,892 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 130,011 $5.68M 0.07% -68,521 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 129,801 $5.67M 0.43% -5,682 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 129,704 $5.67M 0.55% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 128,628 $5.62M 0.05% +75,048 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 128,211 $5.6M 0.75% -1,233 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 128,209 $5.6M 1.52% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 128,013 $5.59M 0.11% -6,458 13F-HR/A Timeline Aries Wealth Management More: the full row for Aries Wealth Management 124,759 $5.45M 1.48% +15,427 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 124,550 $5.44M 0.25% -13,500 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 123,829 $5.41M 0.21% -388 13F-HR Timeline Group REDW Wealth LLC More: the full row for REDW Wealth LLC 123,183 $5.38M 2% -1,632 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 122,761 $5.36M 0.18% +43,758 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 122,736 $5.36M 0.12% -8,233 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 122,702 $5.36M 0.09% -2,871 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 122,658 $5.36M 0.43% -43,350 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 121,558 $5.31M 0.27% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 120,676 $5.27M 0.01% -42,650 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 119,261 $5.21M 1.43% -14,789 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 117,034 $5.11M 0.31% +111,385 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 116,560 $5.09M 0.16% -2,027 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 116,306 $5.08M 0.14% -3,357 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 116,050 $5.07M 0.07% +3,333 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 115,858 $5.06M 0.08% +49,581 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 114,920 $5.02M 0.02% +4,815 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 114,302 $4.99M 1.53% -4,130 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 113,970 $4.98M <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 113,675 $4.97M 0.01% +96 13F-HR Timeline Group Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 113,134 $4.94M 0.01% -203,265 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 112,965 $4.94M 0.27% -28,398 13F-HR/A Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 112,587 $4.92M 0.09% -2,430 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 114,044 $4.91M 0.31% -6,730 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 112,247 $4.91M 0.06% -37,564 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 112,008 $4.89M 1.15% -13,744 13F-HR Timeline Group LWM ADVISORS INC More: the full row for LWM ADVISORS INC 108,099 $4.85M 4.99% +1,274 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 110,753 $4.84M 3.5% -890 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 110,591 $4.83M 0.07% +6,339 13F-HR Timeline LSP Investment Advisors, LLC in group LSP Investment Advisors, LLC More: the full row for LSP Investment Advisors, LLC 108,830 $4.76M 4.09% 0 13F-HR Timeline Group Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 108,365 $4.74M 1.69% -121 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 107,715 $4.71M 0.16% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 107,343 $4.69M 0.03% -20,200 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 106,645 $4.66M 1.18% -4,470 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. 105,856 $4.63M 0.08% -2,151 13F-HR Timeline Group MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 105,759 $4.62M 1.95% +6,329 13F-HR Timeline COREPATH WEALTH PARTNERS LLC More: the full row for COREPATH WEALTH PARTNERS LLC 107,499 $4.57M 4.36% +3,207 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 103,138 $4.51M 0.35% -6,005 13F-HR Timeline MARSHALL & SULLIVAN INC /WA/ More: the full row for MARSHALL & SULLIVAN INC /WA/ 102,877 $4.5M 2.28% +408 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 102,760 $4.49M 0.03% -29,681 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 101,358 $4.43M 0.33% -23,218 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 101,234 $4.42M 0.74% -5,751 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 100,519 $4.39M 2.76% +2,080 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 100,381 $4.39M 0.36% -11,309 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 100,000 $4.37M 2.12% 0 13F-HR Timeline International City Management Associati… More: the full row for International City Management Association Retirement Corp 99,782 $4.36M 2.47% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 98,570 $4.31M 0.54% -4,581 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 98,570 $4.31M 0.06% -8,801 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 98,040 $4.28M 0.03% +35,182 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 97,734 $4.27M 0.03% +19,389 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 96,794 $4.23M 2.34% +6,185 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 96,177 $4.2M 0.12% -8,660 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 95,595 $4.18M 0.59% -1,545 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 94,876 $4.15M 0.03% +2,651 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 93,938 $4.11M 0.28% +5,175 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 93,869 $4.1M 0.64% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 93,332 $4.08M 0.16% -6,765 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 92,801 $4.06M 0.03% -1,609 13F-HR/A Timeline Group Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 92,714 $4.05M 0.17% +29,968 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 91,309 $3.99M <0.01% -26,260 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 91,107 $3.98M 0.02% +50,835 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 90,428 $3.95M 0.1% -5,886 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 89,258 $3.9M 0.01% -52,702 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 88,606 $3.88M 0.02% +70,407 13F-HR Timeline Group Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 88,574 $3.87M 0.05% -654 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 88,105 $3.85M 1.18% 0 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 87,765 $3.84M 2.98% +2,199 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 87,170 $3.81M 0.01% -92,193 13F-HR Timeline Group 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 86,363 $3.77M 0.22% -17,485 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 86,014 $3.76M 0.28% -28,136 13F-HR Timeline Group Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 85,446 $3.73M 1.42% +3,536 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 85,142 $3.72M 0.05% -15,787 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 84,764 $3.7M 0.27% -200 13F-HR Timeline Group Financial Synergies Wealth Advisors, In… More: the full row for Financial Synergies Wealth Advisors, Inc. 83,995 $3.67M 0.45% -636 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 83,077 $3.63M 0.03% +26,344 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 82,450 $3.6M 0.48% +7,607 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 81,963 $3.58M 0.02% 0 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 81,005 $3.54M 2.48% +4,843 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 80,248 $3.51M <0.01% +9,437 13F-HR Timeline Group EWG Elevate Inc. More: the full row for EWG Elevate Inc. 80,047 $3.5M 1.33% +1,478 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 79,894 $3.49M 0.04% -27,262 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 78,478 $3.43M 0.01% -275 13F-HR Timeline Group SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 77,760 $3.4M 0.02% -8,037 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 76,052 $3.32M 0.55% -610 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 75,658 $3.31M 0.02% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 75,480 $3.3M 0.14% -2,434 13F-HR Timeline Group Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 75,321 $3.29M 1.12% +1,750 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 75,310 $3.29M 0.64% -818 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 75,238 $3.29M 1.35% +5,694 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 74,661 $3.26M 0.63% -278 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 74,401 $3.25M 0.12% -465 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 74,249 $3.24M 0.04% -863 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 74,177 $3.24M 1.14% +70,982 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 73,323 $3.2M 0.59% -5,435 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 72,639 $3.17M 1.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 72,283 $3.16M 0.04% +3,079 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 71,202 $3.11M 0.14% +943 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 71,170 $3.11M 0.07% -5,289 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 70,572 $3.08M 0.05% +24,677 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 73,210 $3.06M 0.56% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 69,589 $3.05M 0.28% new 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 70,879 $3.04M 0.25% new 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 69,171 $3.02M 1.18% -10,371 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 68,942 $3.01M 0.03% +4,437 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 68,907 $3.01M 0.09% -36,091 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 68,640 $3M 0.08% +31,637 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 68,463 $2.99M 0.72% +1,550 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 6,842 $2.99M <0.01% -29,463 13F-HR Timeline Foundation Wealth Management, LLC More: the full row for Foundation Wealth Management, LLC 68,097 $2.98M 2.33% +732 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 68,083 $2.98M 0.1% +45,800 13F-HR Timeline Group Promus Capital, LLC More: the full row for Promus Capital, LLC 67,986 $2.97M 2.25% +1,418 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 29,793 $2.95M 0.41% +29,415 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 66,853 $2.92M 0.19% +805 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 66,845 $2.92M 0.14% +5,361 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 66,356 $2.9M 0.03% -48,725 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 65,070 $2.84M 0.44% +600 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 65,043 $2.84M 2.16% +460 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 64,820 $2.83M 0.01% -4,154 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 64,737 $2.83M 0.03% -9,586 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 64,613 $2.82M 0.28% -3,338 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 63,698 $2.78M 0.04% +44,727 13F-HR Timeline Group Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 62,798 $2.74M 1.08% +2,442 13F-HR Timeline ELEVATUS WELATH MANAGEMENT More: the full row for ELEVATUS WELATH MANAGEMENT 62,762 $2.74M 1.55% +18,558 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 62,064 $2.71M 0.61% +565 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 60,505 $2.7M 0.09% -984 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 61,772 $2.7M 0.14% +14,724 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 61,623 $2.69M 2.02% +307 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 61,389 $2.68M 0.1% -903 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 60,914 $2.66M 0.1% +5,583 13F-HR Timeline Rakuten Investment Management, Inc. More: the full row for Rakuten Investment Management, Inc. 60,623 $2.65M 0.01% 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60,470 $2.65M 0.13% -825 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 59,635 $2.61M 0.46% +29 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 58,827 $2.57M 0.42% -5 13F-HR Timeline Select Asset Management & Trust More: the full row for Select Asset Management & Trust 58,550 $2.56M 1.03% +14,000 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 58,407 $2.55M 0.08% -406 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 58,166 $2.54M 0.02% +8,650 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 58,081 $2.54M 0.07% +6,220 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 56,442 $2.47M 1.44% -336 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 55,993 $2.45M 0.03% +960 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 55,418 $2.42M 0.64% -8,984 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 54,934 $2.4M 0.26% new 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 54,750 $2.39M 0.46% +11,550 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 54,005 $2.36M 0.06% -22,015 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 53,892 $2.36M 1.14% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 53,470 $2.34M 0.01% -314 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 53,348 $2.33M 0.34% +309 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 53,301 $2.33M 0.72% +5,175 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 52,725 $2.3M 0.12% -1,275 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 52,524 $2.3M 0.88% +9,653 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 56,221 $2.29M 0.04% -73,913 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 52,475 $2.29M 0.29% -434 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 52,370 $2.29M 0.73% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 52,158 $2.28M 0.23% -15,427 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 52,107 $2.28M 0.07% -916 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 52,101 $2.28M 0.03% 0 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 51,471 $2.25M 0.03% +4,458 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 51,468 $2.25M 0.73% -46,510 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 51,446 $2.25M 1.29% -25 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 51,282 $2.24M 0.08% -28,725 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 51,058 $2.23M 0.54% -1,111 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 50,686 $2.21M 0.05% -2,807 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 50,449 $2.2M 0.23% -3,236 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 49,631 $2.17M 0.07% +383 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 49,091 $2.15M 0.02% -2,542 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 49,088 $2.15M 0.64% -4,721 13F-HR Timeline SACHEM HILL LLC More: the full row for SACHEM HILL LLC 49,067 $2.14M 0.42% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 48,645 $2.13M 0.01% -7,212 13F-HR/A Timeline &PARTNERS More: the full row for &PARTNERS 48,632 $2.12M 0.02% +61 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 48,388 $2.11M 0.38% -861 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 48,305 $2.11M 0.72% new 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 48,258 $2.11M 1.8% +1,365 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 48,065 $2.1M 0.05% -595 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 47,758 $2.09M 1.01% +881 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 47,484 $2.08M 0.32% -8,042 13F-HR Timeline NEPC LLC More: the full row for NEPC LLC 47,387 $2.07M 0.06% +30 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 47,365 $2.07M 0.37% -155 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 47,208 $2.06M 0.12% -10,611 13F-HR Timeline VANCE WEALTH, LLC More: the full row for VANCE WEALTH, LLC 47,100 $2.06M 0.77% -3,045 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 46,265 $2.02M 0.23% -2,851 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46,264 $2.02M 0.06% -1,330 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 46,135 $2.02M <0.01% -1,498 13F-HR/A Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 46,127 $2.02M 0.08% +1,023 13F-HR Timeline SUMITOMO MITSUI FINANCIAL GROUP, INC. in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for SUMITOMO MITSUI FINANCIAL GROUP, INC. 45,839 $2M 0.04% +2,542 13F-HR Timeline Group GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 44,501 $2M 0.61% +429 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 45,635 $1.99M 0.01% -4,825 13F-HR Timeline Group Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 45,226 $1.98M 0.16% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 44,827 $1.96M -3,947 Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 44,373 $1.94M <0.01% -5,982 13F-HR Timeline Group FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 44,369 $1.94M 0.12% -301 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 44,319 $1.94M 0.07% -911 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 43,894 $1.92M 0.04% -42 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 43,783 $1.91M 1.98% -1,570 13F-HR Timeline