Ted Buchan & Co More: the full row for Ted Buchan & Co 52,398 $2.32M 1.1% -564 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 52,179 $2.31M 0.07% -11,633 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 51,966 $2.3M 0.15% -7,524 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 51,027 $2.26M 0.03% -1,523 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 50,655 $2.24M 0.07% -283 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 50,277 $2.23M 0.08% -778 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 50,052 $2.22M 0.02% +4,385 13F-HR Timeline Group MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 49,979 $2.21M 2.12% -468 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 49,500 $2.19M 0.05% -7,350 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 50,888 $2.19M <0.01% +4,026 13F-HR/A Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 49,395 $2.19M 0.03% +32,160 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 49,281 $2.18M 0.04% +1,054 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 49,103 $2.18M 0.05% -992 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 48,536 $2.15M 0.06% -4,416 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 48,431 $2.15M 0.72% -330 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 48,212 $2.14M 0.5% -731 13F-HR Timeline Adams Asset Advisors, LLC More: the full row for Adams Asset Advisors, LLC 48,142 $2.13M 0.29% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 48,056 $2.13M 0.18% +10,132 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 47,944 $2.12M 0.01% +337 13F-HR Timeline Group VOYA INVESTMENT MANAGEMENT LLC group of 2 filers holding More: the full row for VOYA INVESTMENT MANAGEMENT LLC 47,761 $2.12M -68 Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 47,466 $2.1M 0.95% -1,002 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 47,156 $2.09M 0.21% -896 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 46,175 $2.05M 0.61% -422 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 31,840 $2.02M 0.64% +5,362 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 45,525 $2.02M 0.19% +1,439 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 44,875 $1.99M 0.41% -1,549 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 44,751 $1.98M 0.05% -663 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 44,641 $1.98M 0.04% +46 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 44,623 $1.98M -7,862 Timeline TSP Capital Management Group, LLC More: the full row for TSP Capital Management Group, LLC 44,449 $1.97M 0.65% -170 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 44,221 $1.96M 0.17% +2,996 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 44,142 $1.96M 1.63% -1,901 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 43,745 $1.94M 0.41% +1,165 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 43,721 $1.94M 0.01% -76,393 13F-HR Timeline Group DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 43,595 $1.93M <0.01% +19,895 13F-HR Timeline Group Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 43,410 $1.92M 0.15% -532 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 41,507 $1.92M 0.05% +3,410 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 43,121 $1.91M 0.06% +1,823 13F-HR Timeline Aldebaran Capital, LLC More: the full row for Aldebaran Capital, LLC 42,261 $1.87M 1.77% -810 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 41,875 $1.85M 1.78% -1,004 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 41,502 $1.84M 0.25% +1,791 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 41,491 $1.84M 0.03% +1,009 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 41,168 $1.82M -1,237 Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 40,794 $1.81M 0.31% -10 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 40,619 $1.8M 0.05% +4,787 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 40,125 $1.77M 0.33% -348 13F-HR Timeline Group Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 39,843 $1.77M 0.13% +141 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 39,707 $1.76M 0.02% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 39,429 $1.75M 0.47% -250 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 38,436 $1.74M 0.74% -27 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 27,280 $1.74M 0.28% new 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 39,145 $1.73M 0.19% -2,414 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 39,141 $1.73M 0.06% -10,152 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 38,952 $1.73M 0.74% -1,537 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 36,996 $1.73M 0.71% -989 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 38,468 $1.7M 0.02% +820 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 38,292 $1.7M 1.1% +589 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 37,867 $1.68M 1.01% -10,250 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 37,854 $1.68M 0.55% new 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 37,781 $1.67M 0.01% -3,483 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 37,550 $1.66M 0.04% +558 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 37,522 $1.66M 1.13% -861 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 37,331 $1.66M <0.01% -16,100 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 37,237 $1.65M 0.38% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 37,159 $1.65M 0.35% -22,525 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 37,117 $1.64M 0.2% +1,745 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 37,044 $1.64M 2.87% -324 13F-HR/A Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 36,744 $1.63M +35,810 Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 36,540 $1.62M 0.04% -26,485 13F-HR Timeline Group BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 36,462 $1.62M 0.76% +96 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 36,196 $1.6M 0.05% +786 13F-HR Timeline HARTLINE INVESTMENT CORP/ More: the full row for HARTLINE INVESTMENT CORP/ 36,098 $1.6M 0.21% +8,610 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 35,601 $1.58M 0.62% -1,636 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 35,576 $1.58M 0.96% -300 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 35,363 $1.57M 0.06% -364 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 33,420 $1.56M 0.09% +2,156 13F-HR Timeline Independent Solutions Wealth Management… More: the full row for Independent Solutions Wealth Management, LLC 35,078 $1.55M 0.35% -441 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 34,859 $1.54M 0.18% -718 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 34,632 $1.53M 0.01% -17,595 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 34,520 $1.53M 0.07% +5,337 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 34,326 $1.53M 0.23% +226 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 34,406 $1.52M 0.05% +1,299 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 35,926 $1.52M 0.5% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 33,988 $1.51M 0.02% +27,115 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 33,440 $1.48M 0.04% +2,370 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 33,117 $1.47M 1.02% +2,965 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 32,645 $1.45M 0.24% +2,365 13F-HR/A Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 32,608 $1.44M 0.59% +125 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 32,380 $1.43M 1.15% +453 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 32,039 $1.42M 0.18% -76,740 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 31,866 $1.42M 0.04% -37,589 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 31,889 $1.41M 0.03% +2,552 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 31,819 $1.41M 1.48% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 31,759 $1.41M 0.03% +13,505 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 31,722 $1.41M 0.21% -4,882 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,602 $1.4M 0.02% +2,529 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 31,543 $1.4M 0.33% -620 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 31,127 $1.38M 0.01% +2,653 13F-HR/A Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 30,932 $1.37M 0.01% -174 13F-HR Timeline Group First County Bank /CT/ More: the full row for First County Bank /CT/ 30,756 $1.36M 0.75% -1,386 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 30,888 $1.36M 0.28% +1,926 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 30,553 $1.35M 0.65% -40 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 30,139 $1.34M 0.05% +1,510 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 30,111 $1.33M 1.1% -8,168 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,094 $1.33M 0.01% -12,166 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 30,043 $1.33M 0.09% +540 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 30,016 $1.33M 0.54% -404 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 29,802 $1.32M 0.22% +11,700 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 29,517 $1.31M 0.51% +319 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 29,297 $1.3M 0.01% +13,350 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 29,135 $1.29M 0.06% +534 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. 28,795 $1.28M 0.03% +2,031 13F-HR Timeline Group Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 28,704 $1.27M +691 Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 28,652 $1.27M 0.13% +508 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 28,552 $1.27M 0.12% +24,778 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 28,587 $1.27M 0.01% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 28,555 $1.27M 0.02% -1,071 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 28,533 $1.26M <0.01% +11,599 13F-HR Timeline Group HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 28,432 $1.26M 0.55% -1,882 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 28,318 $1.25M 0.3% +3,475 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 28,014 $1.24M 0.29% -8,561 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 27,806 $1.23M 1% +2,475 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 27,482 $1.22M 0.28% +292 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 27,438 $1.22M 0.03% -10,510 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 27,220 $1.21M 0.11% -1,870 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 27,171 $1.2M 0.18% +3,733 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,061 $1.2M 0.02% +8,696 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 26,854 $1.19M 0.02% 0 13F-HR Timeline Group Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 26,767 $1.19M 1.5% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 26,450 $1.17M 0.01% -1,820 13F-HR Timeline Group Fruth Investment Management More: the full row for Fruth Investment Management 26,439 $1.17M 0.33% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 26,396 $1.17M 0.01% +809 13F-HR/A Timeline Group CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 26,264 $1.16M 0.21% -885 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 26,003 $1.15M 0.24% -436 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 25,983 $1.15M 0.38% +4,753 13F-HR Timeline Zimmer Partners, LP More: the full row for Zimmer Partners, LP 26,000 $1.15M 0.02% -149,000 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 25,962 $1.15M 0.05% -2,085 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 25,799 $1.14M 0.03% -2,641 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 25,709 $1.14M <0.01% -14,902 13F-HR Timeline Group Qtron Investments LLC More: the full row for Qtron Investments LLC 25,594 $1.13M 0.17% +5,894 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 25,206 $1.12M 0.02% +11,191 13F-HR/A Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 24,763 $1.1M 0.43% +147 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 24,830 $1.1M 0.05% +358 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 24,669 $1.09M 0.01% -2,730 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 24,579 $1.09M 0.02% -249 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 24,514 $1.09M 0.25% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 24,375 $1.08M 0.1% -55 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 24,370 $1.08M 0.22% 0 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 24,024 $1.06M 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 23,982 $1.06M 0.01% -2,731 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 23,920 $1.06M <0.01% +4,520 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 23,775 $1.05M 0.03% +4,247 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 23,704 $1.05M 0.1% +12,839 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 23,637 $1.05M 0.15% +600 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,585 $1.05M 0.03% +439 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 23,400 $1.04M 0.95% -27,860 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 23,210 $1.03M 0.7% +565 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 23,098 $1.02M 0.09% +20,330 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 22,964 $1.02M 0.1% -508 13F-HR Timeline Group Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 22,884 $1.01M 0.26% +202 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 22,626 $1M 0.29% -10,683 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 21,915 $1000K 0.01% 0 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 22,256 $986K 0.01% +2,024 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 22,099 $979K 0.17% -1,355 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 21,918 $970K 0.05% -624 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 21,876 $969K 0.01% -83 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 21,849 $968K 0.48% -134 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 21,810 $966K 0.21% +57 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 21,802 $966K 0.06% +3,013 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 21,765 $964K 0.1% +6,311 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 21,685 $961K 0.01% +6,616 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 21,654 $959K 0.01% +7,721 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 21,314 $944K 0.08% +486 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 21,248 $942K 0.07% -310 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 21,201 $939K 0.54% +240 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 21,080 $934K 0.08% 0 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 21,048 $933K <0.01% -635 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 20,923 $927K 0.45% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 20,890 $926K 0.18% -2,200 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 20,870 $925K 0.09% new 13F-HR Timeline Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 20,748 $919K 0.09% +23 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 20,590 $912K 0.06% -534 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 20,592 $911K 0.11% -211 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 21,059 $911K 0.17% -561 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 20,355 $907K 0.02% +7,992 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 20,441 $906K 0.21% +31 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,333 $901K 0.05% -365 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 20,263 $898K 0.06% +330 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 20,235 $897K 0.03% +75 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 20,235 $897K 0.01% +75 13F-HR Timeline Group apricus wealth, LLC More: the full row for apricus wealth, LLC 20,140 $892K 0.53% -475 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 20,052 $888K 0.09% +341 13F-HR Timeline Genus Capital Management Inc. More: the full row for Genus Capital Management Inc. 20,054 $887K 0.13% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 19,955 $884K 0.01% -1,656 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 19,876 $881K 0.58% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 19,684 $872K 0.03% +367 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 19,672 $872K 0.02% -657 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 19,528 $865K 0.51% +212 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,474 $863K 0.01% +3,540 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 19,428 $861K 0.01% -973 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them.