FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC 24,648 $942K 0.38% -200 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 24,645 $941K 0.01% +71 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 24,599 $940K 0.05% -14,725 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 24,084 $920K +9,135 Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 24,067 $919K 0.1% -872 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 23,786 $909K 0.34% -120 13F-HR Timeline Daiichi Life Insurance Co., Ltd. in group Daiichi Life Insurance Co., L… More: the full row for Daiichi Life Insurance Co., Ltd. 23,519 $898K 0.03% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 23,487 $897K 0.02% -627 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 23,359 $892K 0.03% +4,027 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 23,276 $889K 0.01% -165,000 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 22,943 $876K 0.59% -168 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 22,867 $874K 0.17% +15,203 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 22,835 $872K 0.13% +395 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 22,747 $869K 0.01% +634 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 22,540 $861K 0.05% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 22,531 $861K <0.01% -413 13F-HR Timeline Group Haverford Trust Co More: the full row for Haverford Trust Co 22,469 $858K 0.01% +8,644 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,395 $855K <0.01% +7,185 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 22,071 $843K 0.07% +3,822 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 21,890 $836K 0.01% +4,523 13F-HR Timeline Group Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 21,785 $832K 0.01% -33,383 13F-HR Timeline Group PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 21,775 $832K 0.01% -685 13F-HR Timeline PensionDanmark Pensionsforsikringsaktie… More: the full row for PensionDanmark Pensionsforsikringsaktieselskab 21,400 $817K 0.01% 0 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 21,392 $817K 0.04% -3,991 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 21,298 $814K 0.01% +68 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 23,127 $810K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 21,184 $809K 0.38% -425 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 21,120 $807K 0.03% +6,330 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 20,943 $800K 0.02% -2,555 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 20,880 $798K 0.59% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,662 $789K <0.01% +5,931 13F-HR Timeline Group LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 20,577 $786K 0.47% +852 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 20,182 $771K 0.2% new 13F-HR Timeline SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 20,014 $765K 0.03% -100 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 20,011 $764K 0.04% -514 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 19,874 $759K 0.12% -275 13F-HR Timeline CX Institutional More: the full row for CX Institutional 19,685 $752K 0.02% +1,031 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 19,683 $752K 0.04% -26 13F-HR Timeline Group FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 19,668 $751K 0.11% +6 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 19,509 $745K 0.28% -9,129 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 19,319 $738K 0.02% -592 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 19,183 $733K 0.21% +2,382 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 18,998 $726K 0.03% +507 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 18,710 $715K 0.01% -169 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 18,396 $712K 0.13% -35,029 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 18,396 $703K 0.57% +5,064 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 18,391 $703K 0.15% +173 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 18,391 $703K 0.17% +10,212 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 18,374 $702K 0.03% +42 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 18,028 $689K 0.07% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 17,975 $687K 0.04% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 17,918 $684K 0.01% -6,061 13F-HR Timeline BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 17,767 $679K <0.01% -8,421 13F-HR Timeline Group STRS OHIO More: the full row for STRS OHIO 17,703 $676K <0.01% -26 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 17,234 $658K 0.03% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 17,148 $655K 0.16% -2,632 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 16,999 $649K 0.06% -160 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 16,928 $647K 0.03% +16,893 13F-HR Timeline VAUGHAN & Co SECURITIES, INC. More: the full row for VAUGHAN & Co SECURITIES, INC. 16,768 $641K 0.33% -472 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 16,643 $640K 0.01% -110 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 16,514 $631K 0.15% +1,099 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 16,339 $624K 0.06% -308 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 16,318 $623K 0.01% -2,849 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 16,278 $622K 0.03% -1,346 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 16,253 $621K <0.01% -10,061 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 16,173 $618K 0.03% -400 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 16,071 $613K <0.01% +370 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 16,049 $613K 0.01% +15 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 15,956 $610K <0.01% -5,942 13F-HR Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 15,894 $607K 0.01% 0 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,627 $597K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 15,574 $595K <0.01% +857 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 15,482 $591K 0.02% +642 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 15,277 $584K 0.13% -13,173 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 15,125 $578K 0.02% +2,461 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 15,069 $576K 0.17% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 15,051 $575K -830 Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 14,993 $573K 0.11% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 14,929 $570K 0.02% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 14,900 $569K 0.01% +1,600 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 14,898 $569K 0.51% 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,828 $566K <0.01% -807 13F-HR Timeline Group Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 14,806 $566K 0.15% 0 13F-HR Timeline Group Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 14,756 $564K 0.18% +6,150 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 14,721 $562K 0.01% +394 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 14,710 $562K 0.04% +2,718 13F-HR Timeline Group MKT Advisors LLC More: the full row for MKT Advisors LLC 14,402 $560K 0.19% -2,988 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 14,616 $558K 0.19% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 14,581 $557K 0.02% +350 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 14,454 $552K 0.01% +2,594 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 14,439 $552K 0.3% -12,481 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 14,368 $549K 0.02% +7,321 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14,300 $546K 0.09% -465 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 14,243 $544K 0.01% +193 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,181 $542K 0.01% +491 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 14,076 $538K 0.01% +110 13F-HR Timeline Group Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,072 $538K 0.04% -1,037 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 14,058 $537K 0.04% -1,000 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 14,029 $536K 0.01% -1,430 13F-HR Timeline Group CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 13,818 $528K <0.01% -9,161 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,754 $525K 0.01% +7,965 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,893 $525K 0.01% +3,172 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 13,569 $518K 0.09% +537 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 13,569 $518K 0.13% -375 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 13,395 $515K 0.07% +764 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 13,493 $515K 0.02% +423 13F-HR/A Timeline Compton Financial Group, LLC More: the full row for Compton Financial Group, LLC 13,413 $512K 0.11% -188 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 13,257 $506K 0.01% -44 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 13,234 $506K 0.12% +108 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,982 $496K 0.01% +681 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 12,978 $496K 0.08% new 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 12,959 $495K <0.01% -145,344 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 12,986 $493K 0.01% +4,164 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 12,916 $493K 0.1% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 12,891 $492K 0.1% +394 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 12,871 $492K 0.11% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 12,864 $491K 0.12% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,669 $482K 0.02% +41 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 12,538 $479K 0.01% -602 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 12,524 $478K 0.18% new 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 12,743 $477K 0.3% -3,595 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 12,465 $476K <0.01% +315 13F-HR Timeline AVIVA PLC in group AVIVA PLC More: the full row for AVIVA PLC 12,461 $476K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,393 $473K 0.01% +249 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 12,382 $471K <0.01% +1,673 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 12,274 $469K 0.38% -1,017 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,268 $469K 0.01% -565 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12,263 $468K 0.01% +3,051 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 12,257 $468K 0.17% -1,582 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 12,240 $468K 0.1% +450 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 12,237 $467K 0.05% -1,033 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 12,159 $464K 0.01% new 13F-HR Timeline Group EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 12,064 $461K 0.02% +3,465 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 12,011 $459K 0.03% -469 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 11,991 $458K <0.01% +1,998 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11,802 $451K 0.01% -7,730 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ledyard National Bank More: the full row for Ledyard National Bank 11,694 $447K 0.04% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 11,665 $446K <0.01% +564 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 11,629 $444K 0.04% +340 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,616 $444K 0.14% +3 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 11,500 $439K 0.17% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 11,420 $436K 0.29% +53 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 11,332 $433K 0.09% +73 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,330 $433K 0.02% +806 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 11,200 $428K 0.13% -67 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 11,144 $426K 0.04% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,124 $425K 0.01% +660 13F-HR/A Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 11,122 $425K 0.08% new 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 11,108 $424K <0.01% +2,325 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,102 $424K 0.01% +437 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 11,127 $423K 0.07% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 11,037 $422K <0.01% -13,425 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 10,953 $418K 0.02% -2,047 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 10,785 $412K <0.01% +4,434 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,783 $412K 0.01% -186 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 10,734 $410K 0.09% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,598 $405K <0.01% +2,370 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 10,448 $402K 0.01% +21 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,471 $400K 0.04% new 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,464 $400K 0.05% +71 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,100 $386K 0.49% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,852 $376K 0.01% +10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 9,794 $374K 0.02% +66 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 9,793 $374K 0.01% new 13F-HR/A Timeline Code Waechter LLC More: the full row for Code Waechter LLC 9,590 $366K 0.22% -520 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 9,535 $364K 0.03% +54 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 9,523 $364K <0.01% 0 13F-HR Timeline Group Odyssean, LLC More: the full row for Odyssean, LLC 9,376 $358K 0.13% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,277 $354K <0.01% -2,878 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 9,187 $354K <0.01% +1,002 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,230 $353K <0.01% new 13F-HR Timeline Marathon Strategic Advisors, LLC More: the full row for Marathon Strategic Advisors, LLC 9,204 $352K 0.25% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 9,147 $349K 0.01% +1,279 13F-HR Timeline LifeGuide Financial Advisors, LLC More: the full row for LifeGuide Financial Advisors, LLC 9,135 $349K 0.11% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 8,749 $348K 0.21% +58 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 9,095 $347K 0.12% +4 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 9,071 $347K 0.24% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 8,727 $346K 0.04% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,050 $346K 0.03% -181 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 8,993 $344K 0.08% -245 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 8,929 $341K 0.04% +2 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 8,779 $335K 0.05% +14 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 8,767 $335K 0.38% -177 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 8,750 $334K 0.08% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,572 $327K <0.01% -15,476 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 8,485 $324K 0.01% -1,475 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 8,475 $324K 0.16% -943 13F-HR/A Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 8,471 $324K 0.21% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 8,459 $323K 0.01% +392 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 8,423 $322K 0.09% +2 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 8,375 $320K 0.02% +1,401 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 8,346 $319K 0.04% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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