CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,144 $332K 0.06% -519 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 3,107 $328K 0.04% +363 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,106 $328K 0.02% +307 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,102 $328K 0.03% -433 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,072 $325K 0.12% +1,221 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,059 $323K 0.2% +442 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,052 $323K 0.03% -384 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,034 $321K 0.02% +839 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 3,031 $320K 0.11% +15 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,007 $318K 0.08% -301 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,991 $316K 0.05% -825 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,991 $316K 0.01% -739 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,986 $316K 0.03% +213 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,974 $314K 0.04% -37 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,971 $314K 0.03% -523 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,954 $312K 0.06% -168 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 2,951 $312K 0.07% +49 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 2,880 $311K 0.22% -3,604 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 2,945 $311K 0.07% -33 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,919 $308K 0.04% -625 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,917 $308K 0.03% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,908 $307K 0.08% -2,816 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 2,898 $306K 0.1% 0 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,883 $305K 0.2% -335 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,851 $301K <0.01% -143 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,845 $301K 0.01% +46 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,838 $300K 0.01% -509 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,822 $298K 0.08% -11 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 2,814 $297K 0.03% -41 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 2,813 $297K <0.01% -698 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 2,813 $297K 0.03% +611 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,808 $297K 0.06% -917 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 2,806 $297K 0.16% -40 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,797 $296K 0.28% -190 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 2,795 $295K 0.44% 13F-HR/A Timeline MOTCO More: the full row for MOTCO 2,782 $294K 0.03% 0 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,776 $293K 0.19% -9 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,766 $292K 0.12% -342 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,752 $291K 0.05% -2,800 13F-HR/A Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,732 $289K 0.19% +81 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,714 $287K 0.04% -30 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2,713 $287K 0.08% 0 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 2,699 $285K 0.31% -266 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 2,689 $284K 0.15% +368 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,681 $283K 0.16% +466 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,671 $282K 0.04% 0 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,665 $282K 0.13% 13F-HR Timeline McDonough Capital Management, Inc More: the full row for McDonough Capital Management, Inc 2,662 $281K 0.17% -74 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,660 $281K 0.09% +45 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,656 $281K 0.02% -155 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,649 $280K 0.03% +200 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,636 $279K 0.06% -645 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,633 $278K 0.03% +487 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 2,628 $278K 0.04% 0 13F-HR Timeline Transform Wealth, LLC More: the full row for Transform Wealth, LLC 2,613 $276K 0.02% -416 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 2,612 $276K 0.05% +421 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,609 $276K 0.05% -2,814 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,592 $274K 0.08% -912 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,581 $273K 0.06% +471 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,581 $273K 0.01% -338 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 2,578 $272K 0.02% +80 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,577 $272K 1.4% +664 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 2,576 $272K 0.2% -1,971 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,573 $272K 0.16% -441 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,570 $271K 0.06% -15 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,555 $270K 0.03% -235 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 2,550 $270K 0.07% +590 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,541 $269K <0.01% -625 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 2,506 $265K 0.04% +610 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,502 $264K 0.01% -196 13F-HR Timeline Group MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,500 $264K 0.03% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,498 $264K 0.02% -286 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,484 $263K 0.07% -144 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,465 $261K 0.34% -1,500 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,460 $260K 0.07% +492 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,450 $259K 0.25% +19 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,450 $259K <0.01% +108 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 2,429 $257K 0.13% +235 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 2,423 $256K 0.11% 0 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 2,422 $256K 0.11% new 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,410 $255K <0.01% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,409 $255K <0.01% -135 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 2,406 $254K 0.06% -1 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,383 $252K 0.55% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,363 $250K 0.05% 0 13F-HR Timeline Group Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,359 $249K 0.05% +66 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 2,359 $249K <0.01% 0 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 2,350 $248K <0.01% -206 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,345 $248K 0.06% +122 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,327 $246K 0.03% -223 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 2,315 $245K 0.19% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 2,299 $243K 0.12% -34 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,296 $243K 0.05% +189 13F-HR Timeline Group E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 2,293 $242K 0.01% new 13F-HR Timeline SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 2,283 $241K 0.03% -281 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,272 $240K 0.1% 0 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 2,259 $239K 0.17% -371 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,259 $239K 0.01% -606 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,253 $238K 0.09% -208 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,246 $237K 0.01% -1,897 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,246 $237K 0.01% -68 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,237 $236K 0.25% 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,237 $236K <0.01% +502 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,236 $236K 0.07% -290 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,233 $236K 0.09% +2 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,191 $232K 0.04% -54 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,181 $231K 0.17% -400 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 2,196 $231K 0.23% +13 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,183 $231K 0.02% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,177 $230K 0.05% -106 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,175 $230K 0.02% -135 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,172 $230K 0.02% -605 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,163 $229K 0.15% 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 2,161 $228K 1.09% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 2,157 $228K 0.01% -642 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 1,914 $227K 0.03% +1 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,143 $226K 0.5% +20 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,141 $226K 0.01% +45 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,136 $226K 0.02% 0 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,134 $226K 0.03% new 13F-HR/A Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,133 $225K 0.09% -2,861 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,128 $225K 0.06% +339 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,128 $225K 0.02% new 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,115 $224K 0.07% -196 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,109 $223K 0.01% -88 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,103 $222K 0.01% -412 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 2,100 $222K 0.08% 0 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,080 $220K 0.04% -26 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,075 $219K 0.12% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,074 $219K 0.07% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 2,072 $219K 0.15% -45 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,071 $219K 0.01% -387 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2,061 $218K 0.14% 0 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 2,053 $217K 0.16% +337 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,051 $217K 0.02% +26 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,049 $217K 0.06% 0 13F-HR Timeline DF DENT & CO INC More: the full row for DF DENT & CO INC 2,042 $216K <0.01% -13 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,040 $216K 0.06% new 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,034 $215K <0.01% -160 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,027 $214K 0.02% -17 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,026 $214K 0.05% +134 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 2,023 $214K 0.08% +14 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,019 $213K 0.01% -29 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,012 $213K <0.01% -72 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,012 $213K 0.08% -43 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,010 $212K <0.01% +154 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,001 $212K 0.11% +124 13F-HR Timeline EJF Capital LP More: the full row for EJF Capital LP 2,000 $211K 0.15% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,993 $211K 0.06% +201 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,995 $211K 0.04% +131 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 1,993 $211K 0.12% -507 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,989 $210K 0.01% -375 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 1,985 $210K <0.01% new 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 1,980 $209K 0.04% -12 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,980 $209K 0.02% +4 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 1,977 $209K 0.1% -122 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,976 $209K 0.03% +116 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,975 $209K 0.05% -4 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,967 $208K 0.04% -72 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,964 $208K 0.04% -404 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,963 $207K <0.01% +34 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,937 $205K 0.03% +736 13F-HR Timeline Nelson Capital Management, LLC More: the full row for Nelson Capital Management, LLC 1,935 $205K 0.03% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,933 $204K 0.11% +598 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,928 $204K 0.1% +1 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,922 $203K 0.02% -314 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,920 $203K 0.05% -54 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,919 $203K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,919 $203K 0.01% -75 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,918 $203K <0.01% 0 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,913 $202K 0.04% +15 13F-HR Timeline ATLANTIC FAMILY WEALTH, LLC More: the full row for ATLANTIC FAMILY WEALTH, LLC 1,904 $201K 0.24% 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,901 $201K 0.1% +68 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 1,900 $201K 0.03% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,900 $201K 0.02% 0 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 1,894 $200K <0.01% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,901 $200K 0.16% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,889 $200K 0.03% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,871 $198K 0.06% +113 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,867 $197K 0.07% -162 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,650 $192K <0.01% -3,777 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,802 $190K 0.02% -497 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,775 $188K 0.05% -227 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,706 $180K 0.05% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,703 $180K 0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 1,610 $170K 0.11% 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,580 $167K <0.01% 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,601 $166K <0.01% +265 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,569 $166K 0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,558 $165K 0.01% +46 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,532 $162K <0.01% -2,600 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,502 $159K 0.02% +167 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,500 $159K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,476 $156K 0.09% 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,391 $147K 0.02% +252 13F-HR/A Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 1,346 $142K <0.01% +113 13F-HR Timeline Group Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,343 $142K 0.09% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,329 $140K 0.13% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,268 $134K +36 Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,238 $131K 0.04% -1 13F-HR Timeline