Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 13,832 $697K 0.19% -234 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,636 $687K 0.06% +1,566 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 13,471 $679K 0.05% +2,563 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 13,437 $677K 0.01% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,273 $669K 0.01% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 13,156 $663K 0.01% +2,036 13F-HR Timeline JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 13,205 $663K <0.01% -770 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,052 $658K 0.08% +122 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,884 $649K 0.02% +5,141 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 12,756 $640K 0.06% +690 13F-HR Timeline Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 12,412 $626K <0.01% +54 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 12,361 $623K <0.01% -5,400 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 11,463 $617K 0.05% +238 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 12,220 $616K <0.01% -1,479 13F-HR Timeline Group Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 12,164 $613K 0.3% -44 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 12,087 $609K <0.01% -12,963 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 12,035 $607K 0.1% +325 13F-HR/A Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 11,888 $599K 0.01% -1,527 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,757 $593K 0.01% +5,139 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 11,693 $589K 0.02% new 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 11,399 $575K 0.16% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 11,344 $572K 0.02% -3,258 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,242 $567K 0.01% +816 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 10,828 $546K 0.07% +1,160 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 10,757 $542K <0.01% +381 13F-HR/A Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 10,659 $537K 0.01% +191 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 10,411 $525K <0.01% +1,941 13F-HR Timeline Group Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 10,384 $523K <0.01% new 13F-HR Timeline Group PUZO MICHAEL J More: the full row for PUZO MICHAEL J 10,343 $521K 0.15% +800 13F-HR Timeline KEYSTONE INVESTORS PTE LTD More: the full row for KEYSTONE INVESTORS PTE LTD 10,284 $518K 0.07% +4,667 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 10,248 $517K 0.06% -182 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 10,238 $516K 0.04% +2,128 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 10,172 $513K 0.09% +9,486 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,134 $511K 0.02% -3,648 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 9,877 $498K 0.01% new 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 9,855 $497K 0.02% +1,041 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,293 $493K <0.01% 0 13F-HR/A Timeline Group NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,685 $488K 0.06% -607 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 9,615 $485K 0.17% +892 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,570 $482K <0.01% -899 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,834 $481K 0.01% +1,379 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,455 $477K 0.23% 0 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 9,317 $470K 0.01% -313 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9,292 $468K 0.07% +423 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 9,287 $468K 0.04% -4,301 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 9,170 $462K 0.09% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 9,117 $460K 0.03% +1,255 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 9,110 $459K 0.02% new 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 9,110 $459K 0.09% new 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 9,028 $455K 0.01% -4,496 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,011 $454K 0.08% -2,546 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 8,535 $430K 0.11% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 8,512 $429K 0.07% -3,256 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 8,475 $427K 0.04% +775 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 8,358 $421K 0.07% +133 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,397 $421K <0.01% -459 13F-HR/A Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 8,356 $421K 0.01% 0 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 8,284 $418K 0.01% +710 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 8,282 $418K 0.08% -226 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,232 $415K <0.01% +73 13F-HR/A Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,109 $409K 0.03% -1,034 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 8,096 $408K 0.01% +3,389 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 8,093 $408K 0.01% +2,197 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,085 $408K 0.01% +1,083 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 8,081 $407K 0.25% -324 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 7,981 $402K 0.07% +468 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 7,917 $399K 0.22% -8 13F-HR Timeline Rock Point Advisors, LLC More: the full row for Rock Point Advisors, LLC 7,810 $394K 0.12% -80 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 7,458 $376K 0.09% +2,958 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 7,437 $375K 0.08% -2,176 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 7,426 $374K 0.09% +320 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 7,300 $368K 0.02% -3,313 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 8,035 $365K 0.01% 0 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 7,158 $361K 0.01% -2,122 13F-HR Timeline Group Verition Fund Management LLC More: the full row for Verition Fund Management LLC 7,101 $358K <0.01% new 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 7,086 $357K 0.18% -152 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 7,058 $356K <0.01% -653 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,951 $350K 0.05% +236 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,874 $347K 0.02% +56 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,819 $344K 0.02% -1,069 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,783 $342K 0.01% -189 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,743 $340K 0.01% +606 13F-HR Timeline Group Notis-McConarty Edward More: the full row for Notis-McConarty Edward 6,730 $339K 0.17% -25 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 6,685 $337K <0.01% 0 13F-HR/A Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,676 $337K 0.28% -1,917 13F-HR Timeline FUTURE YOU WEALTH LLC More: the full row for FUTURE YOU WEALTH LLC 6,656 $336K 0.21% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 6,636 $335K 0.03% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,593 $332K 0.04% +335 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,378 $322K <0.01% -177 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 6,272 $316K <0.01% new 13F-HR/A Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 6,267 $316K 0.02% -133 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,200 $313K 0.01% +439 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 6,124 $309K 0.17% -39 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 6,117 $308K <0.01% -47 13F-HR Timeline Group WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 6,073 $306K 0.08% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 6,071 $306K 0.06% +113 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 6,052 $305K 0.02% -980 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 6,023 $304K 0.01% -464 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 5,973 $301K 0.03% -1,359 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 5,966 $301K 0.11% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,944 $300K 0.01% +1,091 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 5,848 $295K 0.02% +556 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 5,638 $284K <0.01% new 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 5,624 $283K <0.01% new 13F-HR/A Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,569 $281K 0.02% +325 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,511 $278K 0.01% new 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,634 $277K 0.01% +109 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,488 $277K 0.1% +88 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 5,395 $272K 0.01% new 13F-HR Timeline Group Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 5,335 $269K <0.01% -2,362 13F-HR/A Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,275 $266K <0.01% -938 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,271 $266K 0.08% -236 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 5,263 $265K 0.09% +392 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,178 $261K 0.04% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 5,164 $260K 0.05% -1,049 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,128 $259K <0.01% -2,387 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 5,102 $257K <0.01% -2 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,063 $255K 0.01% -570 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,063 $255K <0.01% -542 13F-HR Timeline Group Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 4,997 $252K 0.08% -504 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4,969 $250K 0.05% +167 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 4,965 $250K 0.13% -5 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,945 $249K 0.15% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 5,473 $249K 0.17% -64 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 4,929 $248K 0.06% +64 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,826 $243K 0.06% new 13F-HR Timeline Group DRW Securities, LLC More: the full row for DRW Securities, LLC 4,807 $242K 0.02% +155 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,779 $241K 0.01% new 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,747 $239K 0.01% +296 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,717 $238K 0.02% -299 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,330 $233K 0.01% -57 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,575 $231K <0.01% -3,336 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,567 $230K <0.01% new 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 4,540 $229K 0.1% new 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,523 $228K 0.04% -1,145 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,517 $228K 0.02% +51 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 4,457 $225K 0.03% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 4,437 $224K 0.1% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,394 $222K 0.13% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,389 $221K 0.03% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,365 $220K <0.01% new 13F-HR Timeline Adero Partners, LLC More: the full row for Adero Partners, LLC 4,329 $218K 0.01% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,301 $217K 0.02% -908 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 4,270 $215K <0.01% -773 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,258 $215K 0.01% -24 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,156 $210K <0.01% new 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,146 $209K 0.02% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,124 $208K 0.04% +3,561 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,078 $206K 0.02% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,985 $201K 0.15% new 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 3,983 $201K 0.16% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,970 $200K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,962 $199K 0.09% -445 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 3,925 $198K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 3,918 $198K 0.05% -1,193 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 3,840 $194K 0.13% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,777 $190K 0.01% +8 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,734 $188K <0.01% -578 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,647 $184K 0.02% -2,378 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,588 $181K 0.03% -11 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 3,304 $167K <0.01% -879 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,261 $164K <0.01% +594 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 3,174 $160K 0.02% -204 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,802 $141K 0.09% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,734 $138K <0.01% -17 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,706 $136K <0.01% +371 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,691 $136K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,676 $135K <0.01% +2,392 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,524 $127K <0.01% -43 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,295 $116K <0.01% -194 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,227 $112K 0.02% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,213 $112K <0.01% -2,730 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,081 $105K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,913 $96.4K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,742 $92.6K <0.01% +43 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,769 $89.2K 0.01% +23 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,486 $82.8K 0.06% -137 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,646 $74.6K <0.01% +270 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,372 $69.2K <0.01% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,235 $62.3K 0.01% -2 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,159 $58.4K 0.02% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,075 $53.6K <0.01% +21 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 965 $48.6K <0.01% 0 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 947 $47.7K 0.04% +10 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 904 $45.6K 0.01% +386 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 878 $44.3K 0.02% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 800 $40.3K 0.03% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 767 $38.7K <0.01% -50 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 693 $36.5K 0.01% +530 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 713 $35.9K <0.01% -267 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 706 $35.6K 0.03% -81 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 606 $30.7K <0.01% +17 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 604 $30.4K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 587 $29.6K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 570 $28.7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 556 $28K 0.03% -121 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 542 $27K <0.01% -937 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 522 $26K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 513 $25.9K <0.01% +441 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 493 $24K <0.01% new 13F-HR Timeline