CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,953 $927K 0.09% 0 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 11,860 $920K 0.03% +655 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 11,746 $911K 0.17% 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 11,022 $905K 1.02% +672 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 11,600 $900K 0.21% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 11,590 $899K 0.08% -1,100 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 11,571 $897K 0.03% -135 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 11,524 $894K 0.05% -128 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 11,523 $894K 0.03% +5,473 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 11,535 $890K 0.03% +362 13F-HR Timeline Fairbanks Capital Management, Inc. More: the full row for Fairbanks Capital Management, Inc. 11,409 $885K 0.57% -50 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 11,453 $883K 0.67% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 11,373 $882K 0.01% -1,920 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 10,965 $879K 0.01% -300 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 11,327 $878K 0.02% +505 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 11,291 $876K 0.09% +1,040 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 11,280 $875K 0.98% -339 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 11,177 $867K 0.03% +2,610 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 12,146 $865K 0.02% 0 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 11,350 $865K 0.38% -244 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11,000 $853K 0.46% -241 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 10,994 $853K 0.07% +969 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,973 $851K 0.02% +7,739 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,961 $850K 0.35% -112 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 10,872 $843K 0.01% -5,294 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 10,259 $837K 0.11% +3,687 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 10,772 $835K 0.21% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 10,700 $830K 0.95% +300 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,495 $814K 0.02% +153 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 10,455 $811K 0.36% +238 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 10,426 $809K 0.03% -129 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 10,343 $802K 0.37% -34 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 10,305 $799K 0.11% +235 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,305 $799K 0.02% -1,321 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,291 $798K 0.03% +3,432 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 10,259 $796K 0.13% +1,218 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 10,227 $793K 0.06% +1,762 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 10,225 $793K 0.09% +172 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 10,220 $793K 0.08% -530 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 10,194 $791K 0.1% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 10,189 $790K 0.51% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 10,160 $788K 0.04% +39 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 10,150 $787K 0.09% +1,692 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 10,108 $784K 0.31% -368 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 10,032 $778K 0.03% +16 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,961 $772K 0.03% +495 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 9,858 $764K 0.68% -2,282 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 9,772 $758K 0.01% -2,163 13F-HR Timeline Group Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 9,748 $756K 0.17% -51 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 9,734 $755K 0.23% -718 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 9,717 $754K 0.09% +20 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 9,715 $753K 0.02% +6,707 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 9,675 $750K 0.07% +2,054 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 9,648 $748K <0.01% +4,108 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 9,642 $748K 0.01% -2,577 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 9,601 $745K 0.12% +485 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 9,588 $744K 0.3% -430 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 9,446 $733K 0.02% -1,785 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 9,441 $732K 0.06% -31 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 9,362 $726K 0.18% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 9,354 $725K -5,661 Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 9,344 $725K 0.06% +17 13F-HR/A Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 9,285 $720K 0.01% +400 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 9,267 $719K 0.03% -127,691 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 9,260 $718K 0.05% +4,560 13F-HR Timeline Group LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 9,206 $714K 0.11% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 9,202 $714K 0.12% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,168 $711K 0.04% -1,654 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,107 $706K 0.24% -6,915 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 9,008 $699K <0.01% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 9,000 $698K 0.44% +141 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 8,644 $697K 0.04% +1,363 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,948 $694K 0.06% -16 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 8,906 $691K 0.05% -68,112 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 8,870 $688K 0.05% +147 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 8,865 $687K <0.01% 0 13F-HR Timeline Group Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 8,688 $674K 0.12% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,568 $673K 0.02% -510 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,664 $672K <0.01% 0 13F-HR Timeline STF Management LP More: the full row for STF Management LP 8,649 $671K 0.32% -15 13F-HR Timeline PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 8,600 $667K 0.7% 0 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 8,586 $666K 0.04% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,575 $665K 0.06% +988 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,568 $664K 0.01% +1,408 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 8,559 $664K 0.14% -666 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8,540 $662K 0.05% -450 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 8,511 $660K 0.01% -689 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 8,480 $658K 0.45% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 8,470 $657K 0.02% -450 13F-HR Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 8,450 $655K <0.01% +390 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 8,399 $651K 0.21% -2,048 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 8,283 $642K 0.03% -317 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 8,176 $634K 0.07% +4 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 8,166 $633K 0.03% +3,459 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 8,113 $629K 0.01% -1,466 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 8,116 $629K 0.12% +445 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,096 $628K 0.1% +25 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 8,045 $624K 0.04% -2,396 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,004 $621K 0.01% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8,002 $621K 0.09% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8,000 $620K 0.03% -600 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 8,000 $620K 0.49% 0 13F-HR/A Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 7,914 $614K 0.06% +428 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 7,890 $612K 0.01% +1,439 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 7,850 $609K 0.07% 0 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 7,690 $596K 0.04% +1,010 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,657 $594K 0.11% +3 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 7,600 $589K 0.14% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 7,582 $588K 0.11% -160 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 7,533 $584K -354 Timeline Graypoint LLC More: the full row for Graypoint LLC 7,490 $581K 0.04% -144 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 7,479 $580K 0.14% +199 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 7,448 $578K 0.21% -338 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 7,417 $575K 0.01% +809 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,378 $572K 0.01% +23 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,966 $572K <0.01% +416 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 7,355 $570K 0.07% -105 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 7,348 $570K 0.08% -239 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,462 $568K 0.02% -3,091 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 7,288 $566K 0.21% -174 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 7,228 $561K 0.13% +3,497 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 7,227 $560K 0.12% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 7,218 $560K 0.16% -123 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7,200 $558K 0.05% 0 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 7,196 $558K 0.05% +203 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 7,136 $553K 0.05% +766 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 7,056 $547K 0.17% -227 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 7,010 $544K 0.02% +1,190 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 7,000 $543K 0.02% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 6,991 $542K 0.09% -4,755 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 6,986 $542K 0.03% new 13F-HR Timeline Group ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 6,981 $541K 0.22% +10 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 6,955 $539K 0.01% +80 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,954 $539K 0.04% -54 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,900 $537K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,912 $536K 0.23% -26 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,905 $535K 0.09% new 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 6,859 $532K 0.18% -2,743 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 6,849 $531K 0.09% +81 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 6,850 $531K 0.04% 0 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 6,832 $530K 0.03% -798 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,738 $523K 0.01% +1,312 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,675 $518K 0.01% -6,482 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,611 $513K 0.02% -288 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,594 $511K 0.01% -400 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,537 $507K 0.05% 0 13F-HR Timeline 25 LLC More: the full row for 25 LLC 6,514 $505K 0.21% +46 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 6,429 $499K 0.02% +23 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,427 $498K 0.02% -3,194 13F-HR Timeline Group Sovereign's Capital Management, LLC More: the full row for Sovereign's Capital Management, LLC 6,411 $497K 0.3% +813 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 6,363 $493K 0.28% +3,263 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 6,324 $490K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,316 $490K 0.07% +465 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,276 $487K 0.01% +147 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,202 $481K 0.04% +607 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,307 $480K 0.05% +55 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,187 $480K 0.12% -243 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 6,174 $479K 0.01% -184 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 6,166 $478K 0.07% new 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 6,158 $478K 0.01% +173 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,147 $477K 0.03% -19 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,128 $475K 0.02% -123 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,077 $471K 0.17% +20 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 6,069 $471K 0.11% -84 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,041 $469K 0.14% +34 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,010 $466K 0.01% +1,357 13F-HR Timeline Seven Springs Wealth Group, LLC More: the full row for Seven Springs Wealth Group, LLC 6,000 $465K 0.17% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,971 $463K 0.01% -22 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5,956 $462K 0.26% -115 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 5,866 $455K 0.07% -429 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,845 $453K <0.01% -336 13F-HR/A Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 5,822 $451K 0.05% +12 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 5,817 $451K 0.02% -1,615 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 5,811 $451K <0.01% +774 13F-HR Timeline Group Bath Savings Trust Co More: the full row for Bath Savings Trust Co 5,809 $450K 0.05% -539 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 5,809 $450K 0.03% -68 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 5,792 $449K 0.02% +1,014 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 5,785 $449K 0.25% +75 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 5,769 $447K 0.01% -5,974 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 5,745 $446K 0.08% -66 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,555 $445K 0.04% -141 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 5,692 $441K 0.03% -2 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 5,666 $439K 0.09% +190 13F-HR/A Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,599 $434K 0.06% +118 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 5,580 $433K 0.03% new 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 5,579 $433K 0.03% -2,471 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,536 $429K 0.09% -2,731 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 5,526 $429K 0.08% -4,867 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,522 $428K 0.05% -988 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 5,449 $423K 0.09% +28 13F-HR Timeline Banco BTG Pactual S.A. More: the full row for Banco BTG Pactual S.A. 5,448 $422K 0.11% new 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 5,326 $422K 0.02% -1,979 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 5,444 $422K 0.21% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 5,429 $421K 0.05% +111 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 5,410 $420K 0.09% -25,678 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 5,379 $417K 0.28% -8 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,359 $416K 0.04% +99 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 5,335 $414K 0.01% -202 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,264 $408K 0.05% -120 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 5,262 $408K 0.08% -28,673 13F-HR Timeline