WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,435 $821K 0.01% -178 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 6,303 $813K 0.01% -6,736 13F-HR Timeline Group Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 6,269 $808K 0.28% +720 13F-HR Timeline SCRATCH CAPITAL LLC More: the full row for SCRATCH CAPITAL LLC 6,250 $806K 0.53% new 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 6,242 $805K 0.45% -30 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6,220 $802K 0.21% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 6,205 $800K 0.11% -1,859 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6,200 $799K 0.43% -200 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,182 $797K 0.04% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 6,167 $795K 0.02% -41 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 6,151 $793K 0.07% new 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 6,094 $786K 0.01% -10,316 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 6,048 $780K 0.31% new 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 6,032 $778K 0.23% -5 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 6,000 $774K 0.13% 0 13F-HR Timeline Settian Capital LP More: the full row for Settian Capital LP 6,000 $774K 0.53% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 5,966 $769K 0.05% -82 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 5,959 $768K 0.01% -119,247 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 5,955 $768K 0.02% +252 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,841 $753K 0.29% +2,031 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 5,825 $751K 0.01% new 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 5,804 $748K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,763 $744K 0.26% +2,025 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,759 $742K 0.02% -3,810 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 5,746 $741K 0.08% +2,635 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,729 $739K 0.02% +580 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,713 $737K 0.02% +3,631 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,684 $733K 0.02% -17,229 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,652 $729K 0.07% 0 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 10,295 $727K 0.33% 13F-HR Timeline BRIDGEWAY CAPITAL MANAGEMENT, LLC More: the full row for BRIDGEWAY CAPITAL MANAGEMENT, LLC 5,590 $721K 0.02% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,573 $719K 0.05% -379 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,635 $714K 0.03% -815 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,038 $706K 0.03% new 13F-HR Timeline Sompo Asset Management Co., Ltd. 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More: the full row for VISTA CAPITAL PARTNERS, INC. 5,157 $665K 0.07% +1,131 13F-HR Timeline Gator Capital Management, LLC More: the full row for Gator Capital Management, LLC 5,155 $665K 0.17% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 5,130 $661K 0.08% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 5,035 $649K 0.47% -117 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 5,000 $645K <0.01% 0 13F-HR Timeline Group Steamboat Capital Partners, LLC More: the full row for Steamboat Capital Partners, LLC 5,000 $645K 0.17% -44,050 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,968 $641K 0.01% +3,804 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,963 $640K 0.01% -110 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,950 $638K 0.17% +511 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,949 $638K 0.01% -4,082 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,944 $637K 0.03% -36 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 4,931 $636K 0.06% -280 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 4,895 $631K 0.07% +56 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 4,893 $631K 0.06% -126 13F-HR Timeline Neumann Capital Management, LLC More: the full row for Neumann Capital Management, LLC 4,890 $630K 0.18% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,878 $629K 0.17% +374 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 4,874 $628K 0.05% -53,547 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,868 $628K 0.22% -2,005 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,828 $623K 0.01% -1,164 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,828 $622K 0.01% -58,119 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,795 $618K 0.12% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,792 $618K 0.04% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 4,759 $614K 0.01% new 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 4,750 $612K 0.2% -97 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,709 $607K 0.08% -20 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 4,650 $600K 0.34% -800 13F-HR Timeline Westbourne Investment Advisors, Inc. 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More: the full row for Edgestream Partners, L.P. 4,562 $588K 0.02% -34,523 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 4,544 $586K 0.01% -11,249 13F-HR Timeline Group TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,542 $586K 0.2% 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,536 $585K 0.04% -293 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 4,536 $585K 0.11% -79 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,498 $580K 0.57% -1,118 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,483 $578K 0.05% 0 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 4,478 $577K 0.08% -139 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 4,451 $574K <0.01% 0 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 4,451 $574K 0.11% +3 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,446 $573K 0.01% -906 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,445 $573K 0.05% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,418 $570K 0.02% +1,518 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 4,406 $568K 0.02% +245 13F-HR Timeline Group Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 4,402 $568K 0.41% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,511 $566K 0.03% +53 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,377 $564K 0.03% +1,270 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,374 $564K 0.04% +1,351 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 4,359 $562K 0.02% -123,251 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,354 $561K 0.08% -252 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 4,350 $561K 0.19% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,338 $559K 0.28% +380 13F-HR Timeline CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 4,331 $558K 0.28% -70 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,327 $558K 0.06% +2,506 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 4,318 $557K 0.04% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 4,290 $553K 0.22% -350 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 4,288 $553K 0.1% -219 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,286 $553K 0.01% new 13F-HR/A Timeline Group FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 4,280 $552K 0.1% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 4,280 $552K 0.04% -70 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,279 $552K 0.02% +1,711 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 4,265 $550K 0.01% 0 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 4,242 $547K 0.07% -3,374 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 4,237 $546K 0.11% +2,090 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 8,570 $546K 0.08% new 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 4,219 $544K 0.22% -7 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,209 $543K 0.19% +1,469 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,191 $540K <0.01% -628 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 4,170 $538K 0.08% +21 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 4,156 $536K 0.1% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 4,149 $535K 0.15% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 4,100 $529K 0.1% -1,890 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 4,100 $529K 0.28% 0 13F-HR Timeline Group Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 3,066 $529K 0.42% +594 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 4,068 $524K 0.15% -131 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,067 $524K 0.04% -3,862 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 4,059 $523K 0.28% -3,114 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,055 $523K 0.03% +901 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,033 $520K 0.04% -167 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 4,032 $520K 0.02% +928 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,030 $520K 0.16% -25 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 4,000 $516K 0.02% 0 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,976 $513K 0.07% +235 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 3,973 $512K 0.02% +25 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,961 $511K <0.01% -1,491 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 3,934 $507K 0.01% +1,347 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,897 $502K 0.05% -1,060 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,893 $502K 0.06% -7 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 3,888 $501K 0.06% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,860 $498K 0.11% -33 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,845 $496K 0.03% -388 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,892 $495K 0.03% -473 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 3,816 $492K 0.12% +39 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,815 $492K 0.09% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 3,805 $491K 0.23% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,766 $485K 0.02% +29 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,762 $485K 0.12% -100 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,750 $483K 0.22% +500 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,692 $476K 0.08% -42 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,690 $476K 0.01% -6,544 13F-HR Timeline Hutchinson Financial Advisors, INC More: the full row for Hutchinson Financial Advisors, INC 3,690 $476K 0.47% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,769 $476K 0.01% +1,764 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,678 $474K 0.03% +2,192 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 3,668 $473K 0.02% 0 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 3,656 $471K 0.21% -347 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,653 $471K 0.03% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,644 $470K 0.01% -103 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,625 $467K 0.04% -84 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 3,615 $466K 0.04% -424 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 3,603 $465K 0.02% +527 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 3,574 $461K 0.1% -632 13F-HR/A Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 3,562 $459K 0.36% +170 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,555 $458K 0.03% -1,289 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 3,550 $458K 0.21% 0 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,597 $454K 0.07% +899 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,517 $453K 0.01% new 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,513 $453K 0.04% -1,514 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 3,486 $449K 0.01% -247 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,459 $446K 0.02% -49 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,458 $446K 0.01% +208 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. 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More: the full row for OPTIMIZE FINANCIAL INC. 3,343 $431K 0.22% +1,680 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,341 $431K -929 Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,324 $429K 0.08% +2,107 13F-HR Timeline Michels Family Financial, LLC More: the full row for Michels Family Financial, LLC 3,322 $428K 0.33% +106 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,309 $427K 0.05% -212 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 3,300 $425K 0.09% 0 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 3,280 $423K 0.05% 0 13F-HR Timeline MIdWestOne Financial Group, Inc. 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