KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,331 $430K 0.02% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,331 $430K 0.01% 0 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,329 $429K 0.03% 0 13F-HR Timeline Gutierrez Wealth Advisory, LLC More: the full row for Gutierrez Wealth Advisory, LLC 1,328 $429K 0.27% +3 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 1,316 $425K 0.26% 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,314 $424K <0.01% 0 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 1,314 $424K 0.08% +18 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,310 $423K 0.06% 0 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,307 $422K 0.03% -6 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,304 $421K 0.03% -34 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,300 $420K 0.06% 0 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 1,299 $420K 0.24% new 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,298 $419K 0.03% 0 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 1,296 $419K 0.29% -276 13F-HR Timeline Selective Wealth Management, Inc. 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