TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 45,739 $5.87M 0.26% -819 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 45,590 $5.85M 0.02% +6,078 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 45,481 $5.83M 1.15% 13F-HR Timeline Group Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 45,234 $5.8M 0.03% +18,897 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 44,923 $5.76M 0.02% -925 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 44,495 $5.71M 0.12% +1,738 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 43,599 $5.59M 1.71% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 43,531 $5.58M 0.65% +1,448 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 43,096 $5.53M 0.02% +13,095 13F-HR Timeline Group Curi Capital, LLC More: the full row for Curi Capital, LLC 42,848 $5.49M 0.1% -17,374 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 42,790 $5.49M 0.04% +3,321 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 42,122 $5.4M 0.02% +13,758 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 42,036 $5.39M 0.03% +8,353 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 41,937 $5.38M 0.93% -8 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 41,795 $5.36M 0.03% +3,832 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 41,400 $5.31M 0.03% +260 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 41,080 $5.27M +9,141 Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 40,980 $5.25M 0.08% +14,342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 40,585 $5.2M 1.6% -170 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 40,260 $5.16M 0.5% +179 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 40,042 $5.13M 0.18% +1,147 13F-HR Timeline Arlington Trust Co LLC group of 2 filers holding More: the full row for Arlington Trust Co LLC 39,628 $5.08M +718 Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 39,369 $5.05M 0.01% -31,835 13F-HR Timeline Group Hayek Kallen Investment Management More: the full row for Hayek Kallen Investment Management 38,865 $4.98M 1.57% -25 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38,425 $4.93M 0.14% -466 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 37,868 $4.86M 0.01% +18,476 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 37,474 $4.81M 0.05% +4,316 13F-HR Timeline Group RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 37,164 $4.77M <0.01% -1,789 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 37,070 $4.75M 0.07% -293 13F-HR Timeline SPHERA FUNDS MANAGEMENT LTD. in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for SPHERA FUNDS MANAGEMENT LTD. 37,000 $4.74M 1.13% 0 13F-HR Timeline Group FACTORY MUTUAL INSURANCE CO More: the full row for FACTORY MUTUAL INSURANCE CO 35,796 $4.59M 0.04% new 13F-HR Timeline Greenfield Seitz Capital Management, LLC More: the full row for Greenfield Seitz Capital Management, LLC 35,453 $4.55M 1.47% -7,914 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 35,160 $4.51M 0.21% -50 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 35,000 $4.49M 0.03% new 13F-HR/A Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 34,627 $4.44M 1.07% -158 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 34,571 $4.43M 0.06% +5,493 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 34,439 $4.42M 0.62% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 34,313 $4.4M 0.61% +8,258 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 34,293 $4.4M 0.43% +494 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 34,496 $4.37M 0.11% 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 33,850 $4.34M 0.28% -3,794 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 33,570 $4.31M 0.11% -11,573 13F-HR/A Timeline Group WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 33,159 $4.25M 1.14% +509 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 33,060 $4.24M 0.14% -247 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 32,796 $4.21M 0.28% +185 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 32,566 $4.18M 0.42% -925 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 32,412 $4.16M 1.51% +7,330 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 31,852 $4.08M 0.06% -250 13F-HR Timeline TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 31,728 $4.07M -306,971 Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 31,654 $4.06M 0.1% +6,025 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 31,232 $4.01M 0.62% -10,775 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 31,145 $3.99M 0.04% +625 13F-HR/A Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 30,974 $3.97M 0.69% +845 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 30,970 $3.97M 0.16% 0 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 30,830 $3.95M 0.17% -367 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 30,533 $3.92M 0.03% +1,344 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 30,286 $3.88M 0.03% -32,075 13F-HR Timeline Group Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 30,036 $3.85M +26,248 Timeline MAI Capital Management More: the full row for MAI Capital Management 29,788 $3.82M 0.02% +5,295 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 29,543 $3.79M 0.35% +253 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 29,528 $3.79M 0.02% -647 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 29,292 $3.76M 0.16% -1,770 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 29,264 $3.75M 2.12% -70 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 29,246 $3.75M 0.18% +10,838 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 29,113 $3.73M 0.07% +556 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 28,316 $3.73M 0.02% -419 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 28,874 $3.7M 0.03% -8,364 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 28,840 $3.7M 0.34% +221 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 28,689 $3.67M 0.25% -30 13F-HR Timeline Group ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 28,533 $3.66M 0.01% +233 13F-HR Timeline Group CAPITAL INSIGHT PARTNERS, LLC More: the full row for CAPITAL INSIGHT PARTNERS, LLC 28,348 $3.64M 0.6% -91 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 28,317 $3.63M 0.28% +2,550 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 28,209 $3.62M 0.24% -6,559 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 28,090 $3.6M 0.09% +4,794 13F-HR Timeline EagleClaw Capital Managment, LLC More: the full row for EagleClaw Capital Managment, LLC 28,082 $3.6M 0.5% +3,174 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 27,952 $3.58M 0.01% -184 13F-HR Timeline Group Diamond Hill Capital Management, LLC (I… More: the full row for Diamond Hill Capital Management, LLC (Investment Advisor) 27,827 $3.57M 0.02% -6,450 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 27,005 $3.46M 2.08% -1,400 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 26,888 $3.45M 0.22% -318 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 26,672 $3.42M 0.33% -18 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 26,579 $3.41M 0.3% 0 13F-HR Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 26,353 $3.38M 0.4% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 26,315 $3.37M 0.08% +2,364 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 26,300 $3.37M 0.26% -535 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 26,284 $3.37M 0.1% -263 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 26,168 $3.36M 1.18% +1,513 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 26,119 $3.35M 0.05% -632 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 25,946 $3.33M 0.06% -537 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 25,899 $3.32M 0.06% -7,341 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 25,809 $3.31M 0.04% -3,145 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 25,989 $3.31M 0.01% +8,682 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 25,499 $3.27M 2.13% +1,135 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 25,332 $3.25M 1.06% +190 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 24,851 $3.19M 0.79% +12,959 13F-HR Timeline TD Asset Management Inc More: the full row for TD Asset Management Inc 24,815 $3.18M <0.01% +4,115 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 24,607 $3.16M 0.04% 0 13F-HR Timeline Group SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 24,463 $3.14M 0.11% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 24,432 $3.13M 0.87% +363 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 24,240 $3.11M 1.36% -43 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 24,217 $3.1M 0.04% +1,720 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 23,927 $3.07M 0.18% -458 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 23,733 $3.04M 1.64% -35 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 23,339 $2.99M 0.1% +2,699 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 23,218 $2.98M 0.39% -216 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 22,964 $2.94M 0.1% +15,235 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 22,854 $2.93M 1.5% -1,370 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 22,805 $2.92M 1.18% -776 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 22,756 $2.92M 0.07% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 22,421 $2.88M 1.21% -123 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 22,238 $2.85M 0.06% -873 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 22,143 $2.84M 0.02% +358 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 22,131 $2.84M 0.02% -98 13F-HR Timeline Group Cascade Investment Advisors, Inc. More: the full row for Cascade Investment Advisors, Inc. 21,205 $2.72M 1.65% -550 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 20,864 $2.68M 0.19% +3,501 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 20,701 $2.65M 0.67% +295 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 20,014 $2.63M 0.06% +1,734 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 20,461 $2.62M 0.28% -160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 20,449 $2.62M 0.26% -115 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 21,528 $2.58M 0.35% -562 13F-HR/A Timeline Family Manage LLC More: the full row for Family Manage LLC 20,104 $2.58M 0.36% -903 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 20,057 $2.57M 0.04% -1,829 13F-HR/A Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 20,000 $2.56M 0.21% +5,000 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 20,000 $2.56M 0.46% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 19,866 $2.55M 0.07% -511 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 19,776 $2.54M 0.14% -193 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 19,726 $2.53M 0.46% +1,146 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 19,364 $2.48M 0.09% -8,263 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 19,363 $2.48M 0.03% 0 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 19,319 $2.48M 1.12% +47 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 19,041 $2.44M 0.13% +16,752 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 19,018 $2.44M 0.04% -26 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 18,956 $2.43M 0.24% 0 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 18,703 $2.4M +1,154 Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 18,612 $2.39M 0.75% -1,883 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,589 $2.39M 0.03% +8,250 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 18,440 $2.36M 0.01% +6,330 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 18,312 $2.35M 0.03% -2,643 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 18,309 $2.35M 0.04% +981 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 18,207 $2.33M 1% -135 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 18,044 $2.31M 0.08% +2,152 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 17,914 $2.3M 0.02% +885 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 17,900 $2.3M 0.44% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 17,876 $2.29M 0.16% +401 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 17,770 $2.28M 0.61% -6 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 17,749 $2.28M 0.44% +645 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 17,671 $2.27M 0.03% +4,565 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 17,555 $2.25M 0.34% +90 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 17,519 $2.25M 0.49% -69 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 17,337 $2.22M 0.03% -560 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 17,279 $2.22M 0.15% +1,528 13F-HR Timeline Group NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 17,237 $2.21M 0.14% 0 13F-HR Timeline Group JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 17,227 $2.21M 0.28% -341 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 17,212 $2.21M 0.52% -915 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 17,136 $2.2M 0.84% +136 13F-HR/A Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,957 $2.17M 0.04% +185 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 16,939 $2.17M 0.01% +3,582 13F-HR Timeline New Vernon Capital Holdings II LLC in group New Vernon Capital Holdings I… More: the full row for New Vernon Capital Holdings II LLC 16,911 $2.17M 1% 0 13F-HR Timeline Group Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 16,880 $2.16M 0.28% +1,263 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 16,854 $2.16M 0.37% -32 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 16,813 $2.16M 0.01% +11,580 13F-HR/A Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 16,813 $2.16M 0.42% -40 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 16,777 $2.15M 0.12% +196 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 16,516 $2.12M 0.44% -368 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,503 $2.12M 0.13% -2,104 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 16,459 $2.11M 0.2% +10 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 16,384 $2.1M 0.25% -42 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 16,375 $2.1M 0.41% +741 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 16,338 $2.1M 0.48% +399 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 16,304 $2.09M 0.01% +1,185 13F-HR/A Timeline Group ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 16,153 $2.07M 0.36% -360 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 16,135 $2.07M 0.47% +234 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 16,098 $2.06M 0.68% +1,774 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 15,976 $2.05M <0.01% +403 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 15,639 $2.01M 0.12% +411 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 15,637 $2.01M 0.23% -368 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 15,626 $2M 0.05% +108 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 15,290 $1.96M 0.02% -866 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 15,191 $1.95M 0.1% +6 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 15,061 $1.93M 0.27% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 14,986 $1.92M 1.37% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 14,966 $1.92M 0.02% -3,740 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 14,711 $1.89M 0.23% +150 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 14,562 $1.87M 0.09% +100 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 14,527 $1.86M 0.04% -26,716 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 14,398 $1.85M 0.04% +2,091 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 14,349 $1.84M 0.09% -185 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 14,326 $1.84M 0.35% -4,145 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 14,264 $1.83M 0.03% +2,760 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 14,120 $1.81M 0.14% 0 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,010 $1.8M 0.02% +232 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 13,925 $1.79M 0.38% -200 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 14,328 $1.78M 0.11% +2,691 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 13,842 $1.77M 0.07% new 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 13,767 $1.77M 0.1% -66 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,696 $1.76M 0.02% +382 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,568 $1.74M 0.08% +611 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 13,559 $1.74M 0.2% -8,254 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 13,551 $1.74M 0.1% +356 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 13,529 $1.73M +1,337 Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 13,503 $1.73M 0.05% -252 13F-HR Timeline