Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 8,381 $2.08M 0.02% -1,991 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 8,356 $2.07M 0.12% +107 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 8,329 $2.07M 0.15% +526 13F-HR/A Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 8,258 $2.05M 0.77% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 8,195 $2.03M 0.95% +310 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,181 $2.03M 0.02% +1,231 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 8,170 $2.03M 0.1% -25 13F-HR Timeline Group CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 8,157 $2.02M 0.18% -250 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 8,142 $2.02M 1.62% -25 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 8,134 $2.02M 0.06% -25 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8,116 $2.01M 0.15% +1 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 8,100 $2.01M 0.28% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,097 $2.01M 0.82% -60 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 8,028 $1.99M 0.07% +524 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 8,007 $1.99M 0.04% -35 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,006 $1.99M 0.04% -81 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,980 $1.98M 0.03% -547 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 7,963 $1.98M 0.38% +108 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 7,935 $1.97M 0.83% +300 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 7,915 $1.96M <0.01% -1,338 13F-HR Timeline Group WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 7,896 $1.96M 0.59% +92 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,847 $1.95M 0.07% 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 7,842 $1.94M 0.87% +102 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 7,822 $1.94M 0.12% +352 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 7,777 $1.93M 0.07% +300 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,763 $1.93M 0.24% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 7,752 $1.92M 0.01% +267 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 7,681 $1.9M 0.05% -3,000 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 7,646 $1.9M 0.41% -3,136 13F-HR Timeline iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 7,636 $1.89M 0.03% -376 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,630 $1.89M 0.06% +3,690 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 7,597 $1.88M 0.01% +163 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 7,582 $1.88M 0.21% +9 13F-HR Timeline Massachusetts Wealth Management More: the full row for Massachusetts Wealth Management 7,549 $1.87M 1.28% -175 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 7,519 $1.86M <0.01% +5,180 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 7,492 $1.86M 1.05% -84 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 7,488 $1.86M 0.13% +2 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 7,487 $1.86M 0.12% +2,371 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 7,487 $1.86M 0.17% +199 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 7,467 $1.85M 0.03% +556 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 7,453 $1.85M 0.08% +2,714 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 7,409 $1.84M 0.07% -1,357 13F-HR Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 7,385 $1.83M 1.76% -180 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,377 $1.83M 0.18% +94 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 7,346 $1.82M 0.2% -9 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 7,296 $1.81M 0.12% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 7,279 $1.81M 0.1% -165 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 7,094 $1.8M 0.58% -18 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,223 $1.79M 0.14% new 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 7,203 $1.79M 0.9% -532 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 7,177 $1.78M 0.62% +226 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,158 $1.78M 0.1% -206 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 7,146 $1.77M 0.08% +64 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 7,136 $1.77M 0.04% -495 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 7,116 $1.76M +269 Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 7,104 $1.76M 0.24% -300 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 7,100 $1.76M 1.48% -1,500 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 7,068 $1.75M 1.04% -756 13F-HR Timeline Group Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 6,985 $1.73M 0.57% +224 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,918 $1.73M 0.66% -563 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,951 $1.72M 0.15% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 6,917 $1.72M 0.11% +674 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,177 $1.71M 0.03% +3,650 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,898 $1.71M 0.01% +1,180 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 6,862 $1.7M 0.09% -112 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,860 $1.7M 0.18% +44 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 6,844 $1.7M 0.73% 0 13F-HR Timeline American Institute for Advanced Investm… More: the full row for American Institute for Advanced Investment Management, LLP 6,840 $1.7M 1.29% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 6,863 $1.69M 0.16% -36 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,789 $1.68M 0.04% -479 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,791 $1.68M 0.08% -23 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 6,703 $1.66M 0.03% -742 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,691 $1.66M 0.06% +521 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 6,629 $1.65M 1.21% -150 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 6,627 $1.65M 0.17% -22 13F-HR/A Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,642 $1.65M 0.14% -326 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,636 $1.65M 0.09% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 6,614 $1.64M 0.18% +6,613 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,584 $1.63M 0.12% +24 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,576 $1.63M 0.03% +225 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 6,527 $1.62M 0.66% +102 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 6,449 $1.6M 0.17% 0 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,416 $1.59M 0.16% -1,152 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 6,402 $1.59M 0.5% +100 13F-HR/A Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,364 $1.58M 0.02% +149 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 6,304 $1.57M 0.08% -390 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 6,467 $1.57M +1,230 Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,310 $1.56M 0.42% -3,048 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,308 $1.56M 0.28% +36 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 6,305 $1.56M 0.23% +323 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 6,300 $1.56M 0.47% -1,100 13F-HR Timeline Group Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,262 $1.55M -137 Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 6,236 $1.55M 0.71% +45 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 6,221 $1.54M 0.25% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 6,207 $1.54M 0.05% -241 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 6,152 $1.53M 0.18% -362 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,150 $1.52M 0.57% -500 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6,137 $1.52M 0.21% -134 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 6,100 $1.51M 0.77% 0 13F-HR Timeline Decatur Capital Management, Inc. More: the full row for Decatur Capital Management, Inc. 6,072 $1.51M 0.78% +18 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,034 $1.5M 0.08% -115 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,990 $1.49M 0.2% +192 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 6,014 $1.49M 0.04% -904 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,991 $1.49M 0.08% +3,712 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 5,985 $1.48M 1.25% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,984 $1.48M 0.61% +2,991 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 5,978 $1.48M 0.54% +150 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 5,955 $1.48M 0.05% +222 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 5,948 $1.47M 0.04% +2,896 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 5,904 $1.46M 0.68% -581 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,900 $1.46M 0.19% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,878 $1.46M 0.07% 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 5,878 $1.46M 0.96% +244 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 5,850 $1.45M 0.49% -380 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,850 $1.45M 1.08% 0 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,842 $1.45M 0.01% +675 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,833 $1.45M 0.12% +700 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,773 $1.43M 0.19% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 5,770 $1.43M 0.02% -1,557 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,762 $1.43M 0.07% -168 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 5,740 $1.42M 1.12% -41 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 5,721 $1.42M 0.05% +12 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5,621 $1.39M <0.01% -13 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,611 $1.39M 0.04% -204 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 5,569 $1.38M 0.03% -72 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 5,564 $1.38M 0.01% -1,867 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,519 $1.37M 0.06% +96 13F-HR/A Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 5,517 $1.37M 0.03% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,467 $1.36M 0.03% -122 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 5,487 $1.36M 1.27% -45 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,485 $1.36M 0.04% -34 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,458 $1.35M 0.04% -2,670 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 5,451 $1.35M 0.11% +61 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 5,451 $1.35M 0.07% +211 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 5,450 $1.35M 0.02% +452 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,444 $1.35M 0.28% +400 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,409 $1.34M 0.05% -352 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 5,352 $1.33M 0.56% +242 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 5,351 $1.33M 0.5% -46 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,343 $1.33M 0.21% -755 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,335 $1.32M 0.59% -133 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 5,300 $1.31M 0.02% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,276 $1.31M 0.01% -7,266 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,231 $1.3M 0.11% -704 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 5,213 $1.29M 0.02% -430 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,210 $1.29M 0.04% +27 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 5,203 $1.29M 0.08% +5 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,199 $1.29M 0.12% -25 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 5,193 $1.29M 0.24% +384 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,176 $1.28M 0.1% 0 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 5,167 $1.28M 0.34% +15 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 5,143 $1.28M 0.26% +176 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,136 $1.27M 0.3% -75 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,119 $1.27M 0.31% +154 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 5,107 $1.27M 0.23% +1,147 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,090 $1.26M 0.06% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 5,082 $1.26M 0.05% -61 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,078 $1.26M 0.03% +1,583 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 5,024 $1.26M 0.33% -93 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,019 $1.24M 0.22% +144 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 5,007 $1.24M 0.34% +40 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,993 $1.24M 0.04% +157 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. 4,987 $1.24M 0.03% -564 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,985 $1.24M 0.08% 0 13F-HR Timeline MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 4,944 $1.23M 0.74% +621 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,904 $1.22M 0.1% +451 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,873 $1.21M 0.02% -337 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,851 $1.2M 0.08% -217 13F-HR Timeline Group Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,836 $1.2M 0.33% -261 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 4,833 $1.2M 0.87% +19 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 4,826 $1.2M 0.26% +139 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,815 $1.19M 0.09% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 4,796 $1.19M 0.14% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,787 $1.19M 0.05% +169 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,758 $1.18M 0.26% +43 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,738 $1.18M 0.02% +734 13F-HR Timeline Group CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 4,737 $1.17M 0.12% +474 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,728 $1.17M 0.14% +761 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,726 $1.17M 0.57% -255 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 4,725 $1.17M 0.13% -10 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 4,722 $1.17M 0.16% +369 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,721 $1.17M 0.08% +500 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,704 $1.17M 0.02% -315 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 4,715 $1.17M 0.17% +957 13F-HR Timeline MIZUHO MARKETS AMERICAS LLC in group MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO MARKETS AMERICAS LLC 4,700 $1.17M 0.03% -5,922 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,682 $1.16M 0.03% -210 13F-HR Timeline Ellevest, Inc. 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