WRAPMANAGER INC More: the full row for WRAPMANAGER INC 5,304 $851K 0.29% -712 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 5,292 $849K 0.03% -17,713 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 5,281 $847K <0.01% new 13F-HR/A Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 5,281 $847K 0.12% 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,280 $847K 0.47% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 5,251 $842K 0.11% -74 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,238 $840K 0.05% -1,546 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,190 $840K 0.06% -26 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 5,232 $839K 0.6% -95 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 5,215 $836K 0.94% 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 5,209 $836K 0.16% 0 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 5,205 $835K 0.19% +59 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 5,197 $834K 0.05% -4 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,133 $831K 0.08% +1 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 5,157 $827K 0.17% -768 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 5,148 $826K 0.24% -739 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 5,143 $825K 0.02% +134 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 5,132 $823K 0.21% +39 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 5,126 $822K 0.07% -304 13F-HR Timeline Group Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,079 $822K 0.09% +516 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 5,121 $821K 0.8% 13F-HR Timeline Emissary Wealth LLC More: the full row for Emissary Wealth LLC 5,121 $821K 0.69% 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,115 $820K 0.04% -106 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 5,113 $820K 0.04% 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 5,105 $819K 0.38% -132 13F-HR Timeline HARRIS ASSOCIATES L P More: the full row for HARRIS ASSOCIATES L P 5,099 $818K <0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 5,099 $818K 0.33% +105 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 5,088 $816K 0.46% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 5,087 $816K 0.33% +557 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,084 $815K 0.08% +143 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 5,053 $811K 0.32% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,046 $809K 0.04% -101 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 5,023 $806K 0.05% -63 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 5,014 $804K 0.12% 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 5,003 $802K 0.41% -123 13F-HR Timeline Group REAVES W H & CO INC More: the full row for REAVES W H & CO INC 5,000 $802K 0.01% 0 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,998 $802K 0.09% +217 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 4,985 $800K 0.06% +195 13F-HR Timeline Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 4,985 $800K 0.04% -555 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 4,974 $798K 0.05% +367 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 4,961 $796K 0.43% +10 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,945 $793K 0.05% +2,169 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,945 $793K 0.02% -924 13F-HR Timeline MADDEN SECURITIES Corp More: the full row for MADDEN SECURITIES Corp 4,940 $792K 0.24% +50 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 4,934 $792K 0.16% -102 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 4,924 $790K 0.53% 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,923 $790K 0.02% -207 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,914 $788K 0.05% -569 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 4,914 $788K 0.39% +168 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 4,907 $787K <0.01% +728 13F-HR Timeline Group Hilltop Partners LLC More: the full row for Hilltop Partners LLC 4,902 $786K 0.2% -4 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,900 $786K 0.05% +98 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,900 $786K 1% 0 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,899 $786K 0.64% -44 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,897 $785K 0.13% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 4,895 $785K 0.09% +34 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,893 $785K 0.18% +18 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,889 $784K 0.03% +7 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,885 $784K 0.06% -15 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 4,882 $783K 0.68% -12 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 5,047 $783K 0.03% -311 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 4,877 $782K 0.18% +314 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 4,830 $775K 0.4% -156 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 4,801 $770K 0.51% +410 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,800 $770K 0.16% 0 13F-HR Timeline Graver Capital Management, LLC More: the full row for Graver Capital Management, LLC 4,800 $770K 0.61% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,789 $768K 0.19% -6,827 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,779 $767K 0.23% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 4,768 $765K 0.03% +523 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,754 $763K 0.09% +276 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,706 $762K 0.05% +298 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 4,751 $762K 0.5% 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 4,736 $760K 0.29% -12 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,721 $757K 0.1% +871 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 4,136 $756K 0.33% +234 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 4,700 $754K 0.2% -11,819 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 4,655 $754K 0.1% -1,058 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 4,693 $753K 0.04% +63 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 4,458 $753K 0.6% +666 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 4,687 $752K 0.25% +31 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 4,686 $752K 0.22% -731 13F-HR Timeline Berkeley Capital Partners, LLC More: the full row for Berkeley Capital Partners, LLC 4,680 $751K 0.18% +247 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,680 $751K 0.04% -189 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 4,673 $750K 0.49% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,592 $749K 0.08% -2,559 13F-HR Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,665 $748K 1.12% 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 4,644 $745K 0.13% +10 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,623 $741K 0.28% +26 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,620 $741K 0.02% -197 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,618 $741K 0.04% -1,450 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 4,612 $740K 0.11% -42 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,604 $738K 0.09% +270 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 4,602 $738K 0.08% -2,763 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 4,598 $738K 0.34% +197 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 4,591 $736K 0.2% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,589 $736K 0.34% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,575 $734K 0.09% -130 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 4,570 $733K 0.59% -2,995 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 4,567 $733K 0.15% -80 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 4,561 $732K 0.44% +244 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,548 $730K 0.01% -2,012 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,544 $729K 0.04% -366 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,536 $728K 0.04% -200 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 4,532 $727K 0.41% -348 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,532 $726K 0.11% +461 13F-HR/A Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,527 $726K 0.27% +185 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,523 $725K 0.16% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,506 $723K 0.04% -50 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 4,508 $723K 0.25% +25 13F-HR Timeline Winning Points Advisors, LLC More: the full row for Winning Points Advisors, LLC 4,510 $723K 0.77% 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,503 $722K 0.04% -327 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,474 $718K 0.53% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 4,452 $714K 0.54% -80 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 4,452 $714K 0.65% 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 4,443 $713K 0.06% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,440 $712K 0.21% +359 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 4,429 $710K 0.09% -17 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,411 $708K 0.11% +687 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 4,406 $707K 0.36% +1,400 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 4,393 $705K 0.04% -24,305 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 4,378 $702K 0.12% +187 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 4,376 $702K 0.56% +197 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 4,355 $699K 0.25% +1,154 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 4,357 $699K 0.03% -50 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 4,351 $698K 0.23% 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 4,347 $697K 0.11% -428 13F-HR Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 4,340 $696K 0.13% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 4,340 $696K 0.02% -43 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,340 $696K 0.14% -85 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4,325 $694K 0.36% +1,160 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 4,322 $693K 0.39% -72 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,320 $693K 0.46% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,270 $691K 0.38% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 4,304 $690K 0.03% -2,365 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,300 $690K 0.5% 0 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 4,283 $687K 0.16% +2,412 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 4,282 $687K 0.04% +13 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 4,240 $686K 0.31% 0 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 4,275 $686K 0.37% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,271 $685K 0.09% -90 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,267 $684K 0.06% -335 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,267 $684K 0.15% +1,349 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 4,266 $684K 0.34% +2 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,257 $683K 0.08% -4 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,250 $682K 0.11% -39 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 4,238 $680K 0.29% +2 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 4,220 $677K <0.01% -705,015 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 4,215 $676K 0.27% -2,935 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 4,212 $676K 0.1% +61 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,210 $675K 0.06% +42 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,206 $675K 0.35% +3 13F-HR Timeline GREATMARK INVESTMENT PARTNERS, INC. More: the full row for GREATMARK INVESTMENT PARTNERS, INC. 4,202 $674K 0.08% -950 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 4,201 $674K 0.28% +94 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 4,200 $674K 0.03% 0 13F-HR Timeline Smith Partners Wealth Management, LLC More: the full row for Smith Partners Wealth Management, LLC 4,200 $674K 0.62% 13F-HR Timeline Rather & Kittrell, Inc. More: the full row for Rather & Kittrell, Inc. 4,197 $673K 0.11% +78 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 4,146 $671K 0.2% +4 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 4,180 $670K 0.02% -11,706 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 4,163 $668K 0.67% +198 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 4,162 $668K 0.05% -30 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 4,152 $666K 0.35% +392 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 4,144 $665K 0.56% 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 4,140 $664K 0.15% +279 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 4,138 $664K 0.1% 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 4,134 $663K 0.09% +384 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 4,136 $663K 0.26% +53 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 4,123 $661K 0.05% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 4,120 $661K 0.05% -40 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4,073 $659K 0.07% +3 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 4,110 $659K 0.3% 0 13F-HR Timeline Group BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,100 $658K 0.53% -155 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 4,099 $657K 0.04% +131 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,097 $657K 0.2% +999 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,095 $657K <0.01% -1,425 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,058 $656K 0.05% +87 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,086 $655K 0.13% -104 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 4,081 $655K 0.27% +1,378 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,080 $654K <0.01% new 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 4,076 $654K 0.07% +2,658 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 4,075 $654K 0.7% 0 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 4,066 $652K 0.11% 0 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,063 $652K 0.13% -11 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 4,054 $650K 0.01% -146 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 4,041 $648K 0.02% +985 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 4,030 $646K 0.29% -3 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 4,022 $645K 0.05% +102 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,011 $643K 0.07% -1,505 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 4,000 $642K 0.64% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,997 $641K 0.04% 0 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,990 $640K 0.04% +1,200 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 3,975 $638K 0.02% -100 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,971 $637K 0.07% +1,261 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,969 $637K 0.04% +6 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,963 $636K 0.04% -3,211 13F-HR/A Timeline ABN AMRO Bank N.V. in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO Bank N.V. 3,975 $636K 0.01% -2,625 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,962 $635K 0.02% +787 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 3,961 $635K 0.23% 0 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 3,960 $635K 0.04% +144 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 3,955 $634K 0.1% +627 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,954 $634K 0.89% +400 13F-HR Timeline