Jacksonville Wealth Management, LLC More: the full row for Jacksonville Wealth Management, LLC 5,069 $340K 0.25% -348 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,043 $338K 0.02% +675 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 5,038 $338K 0.04% +327 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 5,020 $337K 0.14% -400 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 5,016 $336K 0.01% -77,414 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,011 $336K 0.01% -203 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 5,003 $336K 0.07% -1,158 13F-HR/A Timeline QUATTRO FINANCIAL ADVISORS LLC More: the full row for QUATTRO FINANCIAL ADVISORS LLC 5,000 $335K 0.11% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 4,999 $335K 0.07% +1,198 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 4,995 $335K 0.08% +994 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,987 $334K 0.01% -1,912 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 4,982 $334K 0.05% +142 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,976 $334K 0.01% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 4,955 $332K 0.07% -370 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 4,952 $332K 0.01% +69 13F-HR Timeline Legacy Capital Group California, Inc. 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Inc 4,172 $280K 0.09% -117 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 4,171 $280K 0.13% -35 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 4,162 $279K 0.06% +250 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,157 $279K -5,471 Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,150 $278K 0.04% -15,133 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 4,037 $278K 0.01% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 4,148 $278K 0.07% +22 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 4,148 $278K 0.01% -15 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 4,147 $278K <0.01% +804 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 4,142 $278K 0.02% +245 13F-HR Timeline A4 Wealth Advisors LLC More: the full row for A4 Wealth Advisors LLC 4,140 $278K 0.23% 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 4,135 $277K 0.07% +468 13F-HR Timeline Fulton Bank, N.A. 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More: the full row for HAZLETT, BURT & WATSON, INC. 3,700 $248K 0.09% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,690 $247K 0.02% +272 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,683 $247K 0.02% -503 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 3,668 $246K 0.03% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,664 $246K 0.01% +270 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 3,221 $245K 0.02% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 3,654 $245K 0.01% -90 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT INC More: the full row for NORTHSTAR ASSET MANAGEMENT INC 3,639 $244K 0.06% -3,324 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,609 $242K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. 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More Investments Ltd More: the full row for Y.D. More Investments Ltd 3,519 $236K 0.01% -503 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 3,510 $235K 0.01% +510 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,510 $235K 0.01% -64 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,509 $235K 0.03% -147 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 3,500 $235K 0.01% 0 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,495 $234K 0.01% -60 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 3,474 $233K 0.17% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,474 $230K 0.02% -194 13F-HR Timeline Blue Trust, Inc. 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More: the full row for First Business Financial Services, Inc. 3,309 $222K 0.02% -90 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 3,307 $222K <0.01% +340 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,304 $222K 0.04% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 3,247 $222K 0.09% 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,290 $221K 0.08% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,290 $221K 0.03% +190 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,285 $220K 0.07% +745 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 3,282 $220K 0.06% -1,140 13F-HR Timeline Accredited Investors Inc. 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