SEARLE & CO. More: the full row for SEARLE & CO. 15,966 $1.4M 0.36% -48 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 15,958 $1.4M 0.03% -198 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 15,945 $1.4M 0.06% 0 13F-HR/A Timeline Vestcor Inc More: the full row for Vestcor Inc 15,935 $1.4M 0.04% 0 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 15,858 $1.39M 0.08% -531 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 15,819 $1.39M 0.12% -124 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,817 $1.38M 0.03% +466 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 15,462 $1.37M 0.07% +4,034 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 15,664 $1.37M <0.01% +6,659 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 15,615 $1.37M 0.14% 0 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 15,579 $1.36M 0.15% -2,095 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 15,500 $1.36M 0.33% +190 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 15,446 $1.35M 0.06% +1,275 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 15,420 $1.35M 0.01% +1,940 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 15,311 $1.34M 0.32% -969 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 15,267 $1.34M 0.26% -908 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 15,103 $1.32M 0.12% +249 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 14,892 $1.3M 0.35% +2,063 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 14,885 $1.3M 0.03% +1,796 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,837 $1.3M 0.11% +3,101 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 14,831 $1.3M 0.06% -2,679 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,799 $1.3M 0.03% -3,543 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 14,718 $1.29M 0.02% +5,818 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 14,718 $1.29M 0.1% -317 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 14,686 $1.29M 0.57% -190 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 14,686 $1.29M 0.04% -356 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,674 $1.28M 0.02% -1,022 13F-HR Timeline Group W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 14,603 $1.28M 0.1% new 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,493 $1.27M 0.03% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 14,460 $1.27M 0.23% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 14,451 $1.27M 0.09% +6,402 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 14,406 $1.26M 0.14% +874 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 14,387 $1.26M 0.19% -185 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 14,317 $1.25M 0.04% +378 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 14,309 $1.25M 0.79% -617 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,299 $1.25M 0.06% -82 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 14,258 $1.25M 0.08% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 14,213 $1.24M 0.16% -13,235 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 14,208 $1.24M 0.11% +5,845 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 14,157 $1.24M 0.81% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 13,981 $1.22M 0.45% -748 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 13,939 $1.22M 0.05% -18 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,852 $1.21M 0.04% -97 13F-HR Timeline Cornell Pochily Investment Advisors, In… More: the full row for Cornell Pochily Investment Advisors, Inc. 13,652 $1.2M 0.35% -1,525 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 13,611 $1.19M 0.16% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 13,575 $1.19M 0.68% -75 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 13,542 $1.19M 0.27% 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,514 $1.18M 0.01% +7,701 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 13,514 $1.18M 0.36% +12 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 13,306 $1.18M 1.48% -82 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,489 $1.18M 0.06% +2,527 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,467 $1.18M 0.01% +1,899 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 13,467 $1.18M 0.13% +41 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 13,339 $1.17M 0.34% 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 13,303 $1.16M 0.81% +1,631 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 13,193 $1.16M 0.05% -10,035 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 13,192 $1.16M 0.04% -2,775 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 13,074 $1.14M 0.05% -776 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 13,034 $1.14M 0.75% +921 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 13,017 $1.14M 0.08% -622 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,997 $1.14M 0.05% new 13F-HR/A Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 12,916 $1.13M 0.04% new 13F-HR Timeline Argyle Capital Management, LLC More: the full row for Argyle Capital Management, LLC 12,869 $1.13M 0.38% 0 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 12,841 $1.12M 0.48% +7,001 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 12,825 $1.12M 0.36% -275 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,812 $1.12M 0.04% +2,916 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 12,780 $1.12M 0.21% -1,000 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,763 $1.12M <0.01% +830 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 12,751 $1.12M 0.15% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 12,675 $1.11M 0.14% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,619 $1.1M 0.07% +60 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 12,595 $1.1M 0.01% +638 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 12,568 $1.1M 0.04% -546 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 12,552 $1.1M 0.27% new 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 12,500 $1.09M 0.13% 0 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,446 $1.09M 0.03% -864 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 12,431 $1.09M 0.04% +12,393 13F-HR Timeline Group Fund Advisors of America Inc/FL More: the full row for Fund Advisors of America Inc/FL 12,387 $1.08M 0.99% 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 12,355 $1.08M 0.08% -36 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 12,352 $1.08M 0.12% -50 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 12,285 $1.08M 0.01% -99,668 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 12,262 $1.07M 0.03% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 12,217 $1.07M 0.25% new 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 12,176 $1.07M 0.83% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 12,147 $1.06M 0.01% new 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 12,130 $1.06M 0.02% +837 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 12,107 $1.06M 0.8% -238 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 12,047 $1.05M 0.56% -235 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7,390 $1.05M 0.07% +6 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 12,017 $1.05M 0.07% +142 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 12,018 $1.05M 0.03% -6 13F-HR Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 12,000 $1.05M 0.03% new 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 11,997 $1.05M 0.06% +5,650 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 11,992 $1.05M 0.15% -809 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11,989 $1.05M 0.09% -210 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 11,948 $1.05M 0.56% -5,504 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,945 $1.05M 0.11% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 11,860 $1.04M 0.08% +727 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 11,784 $1.03M 0.69% -243 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,669 $1.02M 0.23% +225 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 11,663 $1.02M 0.02% -1,019 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,608 $1.02M 0.01% -999 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 11,592 $1.01M 0.07% +6,995 13F-HR/A Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 11,559 $1.01M 0.9% -16,262 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 11,529 $1.01M 0.13% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 11,448 $1M 0.08% +1,107 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 11,450 $1M 0.01% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 11,441 $1M 0.05% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 11,424 $1M 0.98% 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 11,420 $1000K 0.17% -10 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 11,249 $1000K 0.04% +2,382 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 11,422 $999K 0.27% new 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 11,406 $999K 0.05% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 11,393 $998K 0.03% +1,416 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 11,378 $996K 0.13% -44 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 11,304 $990K 0.03% -343 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 11,297 $989K 0.58% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,282 $988K 0.07% -316 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,202 $981K 0.11% +963 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 11,182 $979K 0.28% -1,180 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 11,173 $978K 0.01% +59 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 11,102 $972K 0.15% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 11,090 $971K 0.16% +3 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 11,061 $969K 0.34% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 11,048 $967K 0.16% +952 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 11,047 $967K 0.3% +2,883 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 11,010 $964K 0.02% -4,242 13F-HR Timeline Group AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 10,953 $959K 0.01% -52,652 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 10,926 $957K 0.02% +431 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 10,924 $957K 0.22% +2 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 10,905 $955K 0.15% +547 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,899 $954K 0.01% +3,436 13F-HR Timeline Group Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 10,782 $948K 0.02% -3,997 13F-HR/A Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 10,827 $948K 0.8% 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 10,802 $946K 0.06% +175 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 10,729 $939K 0.22% -208 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 10,724 $939K 0.55% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 10,697 $937K 0.02% -3,239 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,606 $929K 0.05% -1,199 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 10,567 $925K 0.69% 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 10,551 $924K 0.05% -211 13F-HR Timeline Widmann Financial Services, Inc. More: the full row for Widmann Financial Services, Inc. 10,542 $923K 0.56% +400 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 10,510 $920K 0.53% -3,180 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 10,495 $919K 0.13% -219 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 10,473 $917K 0.07% -993 13F-HR Timeline HUTCHINSON CAPITAL MANAGEMENT/CA More: the full row for HUTCHINSON CAPITAL MANAGEMENT/CA 10,426 $913K 0.16% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 10,423 $913K 0.04% -2,547 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 10,420 $912K 0.17% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 10,361 $907K 0.2% -1,015 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 10,359 $907K 0.37% -26,248 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 10,331 $905K 0.03% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 10,248 $897K 0.2% +97 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 10,159 $890K 0.13% +6 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 10,148 $889K 0.06% -864 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,127 $887K 0.04% +67 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. 10,113 $885K 0.02% +832 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 10,061 $881K 0.09% -270 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 10,046 $880K 0.06% +1,972 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 10,009 $876K 0.12% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,165 $875K 0.02% +149 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9,991 $875K 0.17% +30 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 9,962 $872K 0.75% 13F-HR Timeline J. Goldman & Co LP More: the full row for J. Goldman & Co LP 9,950 $871K 0.03% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 9,911 $868K 0.08% +1,021 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 9,905 $867K 0.02% -675 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 9,833 $861K 0.46% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,769 $855K 0.25% 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,748 $854K 0.09% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 9,716 $851K 0.01% -15,409 13F-HR Timeline Group EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 9,700 $849K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,669 $847K 0.01% +7 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 9,652 $845K 0.03% +8,038 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 9,652 $845K 0.01% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 9,644 $844K 0.24% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 9,626 $843K 0.02% +328 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 9,613 $842K <0.01% 0 13F-HR Timeline Group REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,553 $836K 0.01% -203 13F-HR Timeline Group First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 9,532 $835K 0.14% -3 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 9,530 $834K 0.16% +1,242 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 9,500 $832K 0.07% +3,716 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 9,488 $831K 0.02% -88,046 13F-HR Timeline Verdad Advisers, LP More: the full row for Verdad Advisers, LP 9,463 $829K 0.95% 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 9,455 $828K 0.22% -41 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 9,425 $825K 0.03% -83 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 9,282 $813K 0.15% -747 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 9,250 $810K 0.92% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 9,229 $808K 0.04% -755 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 9,222 $807K 0.13% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 9,177 $804K 0.4% -1,283 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,141 $800K 0.04% +203 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,126 $799K 0.15% +2,366 13F-HR Timeline Jones Kertz & Associates, Inc. More: the full row for Jones Kertz & Associates, Inc. 9,065 $794K 0.41% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 9,062 $793K 0.08% +259 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 8,986 $787K 0.05% -909 13F-HR Timeline DUTCH ASSET Corp More: the full row for DUTCH ASSET Corp 8,929 $782K 0.6% 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,917 $781K 0.01% +933 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,907 $780K 0.01% -31,714 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 8,895 $779K 0.04% -9,112 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,872 $777K 0.03% -399 13F-HR Timeline Group WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 8,864 $776K 0.15% -1,192 13F-HR Timeline