Ethic Inc. More: the full row for Ethic Inc. 7,298 $429K 0.01% +284 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 7,178 $422K 0.42% 13F-HR Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 7,126 $419K <0.01% new 13F-HR Timeline Group Henry James International Management In… More: the full row for Henry James International Management Inc. 7,102 $418K 0.15% -7 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 7,087 $417K <0.01% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,972 $410K 0.12% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 6,926 $407K <0.01% +114 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 6,865 $404K 0.03% +750 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,867 $404K 0.03% +129 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 6,831 $402K 0.11% -28 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,819 $401K 0.01% +1,352 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 6,599 $388K 0.02% -344 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 6,581 $387K 0.01% +390 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 6,527 $384K 0.01% +719 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6,525 $384K 0.01% -540 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 6,509 $383K 0.01% +2,006 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,506 $383K 0.01% -152 13F-HR Timeline Group West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,505 $383K 0.13% +1,906 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 6,470 $382K 0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,447 $379K 0.01% -351 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 6,432 $378K 0.01% -1,583 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 6,316 $378K 0.01% -3,528 13F-HR Timeline Integrated Quantitative Investments LLC More: the full row for Integrated Quantitative Investments LLC 6,300 $371K 0.18% 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 6,269 $369K 0.06% +10 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 6,226 $366K <0.01% -3,844 13F-HR Timeline BayBridge Capital Group, LLC More: the full row for BayBridge Capital Group, LLC 6,203 $365K 0.26% -998 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 6,178 $363K 0.23% +285 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 6,129 $360K 0.23% 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 6,100 $359K 0.06% -2,700 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 6,086 $358K <0.01% -495 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 6,079 $358K 0.03% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,079 $357K 0.02% +476 13F-HR Timeline Cravens & Co Advisors, LLC More: the full row for Cravens & Co Advisors, LLC 6,055 $356K 0.27% -6,602 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,012 $354K 0.02% -172 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 5,942 $349K 0.51% 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,900 $347K 0.26% -3,560 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,900 $347K 0.01% +2,875 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 5,815 $342K 0.01% new 13F-HR Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 5,805 $341K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,789 $339K 0.03% +729 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,729 $337K 0.01% +1,275 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,630 $331K 0.07% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 5,601 $329K 0.07% +91 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 5,598 $329K <0.01% +1 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 5,594 $329K <0.01% +2,331 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 5,580 $328K 0.35% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 5,539 $326K 0.16% +220 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,514 $324K 0.01% +2,209 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 5,500 $323K 0.17% -200 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 5,477 $322K 0.1% +1,275 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 5,352 $315K 0.19% +198 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,337 $314K 0.01% -216 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,261 $309K 0.1% -293 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,225 $307K 0.07% +280 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 5,225 $307K 0.06% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 5,222 $307K 0.1% -275 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 5,185 $305K 0.16% -926 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,010 $295K 0.01% +354 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 4,992 $294K <0.01% +1,425 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,986 $293K 0.01% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,946 $291K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 4,938 $290K 0.01% -381 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 4,690 $287K 0.12% +300 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,860 $286K 0.22% -429 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 4,810 $283K 0.06% -69 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,810 $283K 0.03% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,801 $282K 0.03% -900 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 4,715 $277K <0.01% -717 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 4,729 $277K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,702 $277K 0.01% -1,174 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 4,693 $276K 0.02% -408 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,683 $275K 0.01% -529 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 4,642 $273K +120 Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 4,638 $273K 0.17% -5 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,502 $272K 0.23% 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 4,593 $270K 0.22% 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,583 $270K 0.01% -292 13F-HR Timeline Tandem Financial, LLC More: the full row for Tandem Financial, LLC 4,542 $267K 0.28% 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,518 $266K 0.04% +76 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,113 $260K 0.02% -11 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,393 $258K 0.01% +118 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 4,348 $256K 7.28% new 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 4,317 $254K 0.08% -116 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 4,300 $253K 0.25% -100 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,286 $252K 0.01% -4,683 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 4,279 $252K 0.04% -2,803 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,273 $251K 0.01% -200 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,268 $251K 0.02% +122 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 4,252 $250K 0.01% 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 4,227 $249K 0.05% -311 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,206 $247K 0.1% 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,194 $247K 0.02% +655 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,126 $243K 0.15% +500 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,104 $241K 0.02% +116 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 4,056 $239K 0.02% -3,032 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,038 $237K 0.01% -1,237 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,012 $236K 0.01% -667 13F-HR Timeline Dodge & Cox More: the full row for Dodge & Cox 4,000 $235K <0.01% 0 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 4,000 $235K <0.01% new 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,950 $232K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,939 $232K 0.01% +957 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 3,939 $232K 0.08% -6,954 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Keel Point, LLC More: the full row for Keel Point, LLC 3,876 $228K 0.02% +342 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 3,602 $228K 0.02% -4,930 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,870 $228K 0.01% 13F-HR Timeline Group STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 3,849 $226K <0.01% -170 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,838 $226K 0.01% -423 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,795 $223K 0.04% -250 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,793 $223K 0.12% -1,337 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 3,745 $220K 0.06% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 3,737 $220K 0.02% new 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,728 $219K 0.01% -82 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 3,671 $218K 0.17% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,629 $213K <0.01% new 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 3,618 $213K 0.02% -19,369 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,616 $213K 0.07% +54 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 3,599 $212K 0.01% -299 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,588 $211K 0.01% -3,420 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 3,569 $210K <0.01% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,544 $208K 0.02% +556 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 3,543 $208K <0.01% -3,051 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 3,515 $207K 0.01% +12 13F-HR Timeline Group Ion Asset Management Ltd. More: the full row for Ion Asset Management Ltd. 3,500 $206K 0.01% -315 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,482 $205K 0.1% +657 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,451 $203K 0.01% +499 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 3,438 $202K <0.01% -3,844 13F-HR Timeline Group Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,411 $201K <0.01% 0 13F-HR Timeline Group DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 3,404 $200K 0.19% 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 3,400 $200K 0.03% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,349 $197K <0.01% +292 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,342 $197K <0.01% +375 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,245 $191K -455 Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,238 $190K 0.01% +948 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,210 $189K <0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,200 $188K 0.03% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 3,200 $188K 0.03% -332 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,011 $177K <0.01% +497 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,996 $176K <0.01% +651 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 3,000 $176K <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,970 $175K 0.01% -70 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,920 $172K <0.01% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,886 $170K 0.01% +163 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,792 $164K <0.01% -578 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 2,780 $163K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,558 $150K 0.01% -23 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,425 $143K 0.06% -600 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $141K 0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,311 $136K 0.01% -22 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,150 $126K 0.01% -10,334 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,098 $123K 0.01% -100 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,092 $123K <0.01% +1,250 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,078 $122K <0.01% -182 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,072 $122K 0.01% +280 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,000 $118K 0.05% +1,000 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 2,000 $118K 0.06% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 2,000 $118K 0.01% -2,165 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,960 $115K 0.01% -50 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,940 $114K <0.01% -200 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,908 $112K 0.01% +100 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,792 $110K <0.01% +578 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,861 $109K 0.01% +203 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,855 $109K 0.01% +169 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,850 $108K 0.06% +1,000 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,751 $103K 0.06% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,728 $102K 0.09% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,628 $95.7K 0.01% -27 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,620 $95.3K 0.01% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,620 $95.3K 0.05% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,608 $94.6K 0.04% -55 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,601 $94.2K 0.05% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,447 $93.9K <0.01% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,524 $89.6K 0.06% +54 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,500 $88.2K 0.03% 0 13F-HR Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,455 $86.8K 0.07% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,452 $85.4K 0.02% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 1,400 $82K 0.05% -700 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 1,375 $80.9K 0.01% new 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 1,373 $80.7K 0.04% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,324 $77.9K 0.01% -58 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,236 $72.7K 0.04% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,236 $72.7K 0.01% -622 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,207 $71K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,200 $70.6K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,199 $70.5K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,199 $70.5K <0.01% -91 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,205 $70.5K <0.01% 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,166 $68.6K 0.02% +871 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,113 $65.5K <0.01% +113 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,100 $64.7K <0.01% +280 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,072 $63K 0.02% +883 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,039 $61.1K <0.01% +120 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,037 $61K <0.01% +96 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,029 $60.5K 0.04% +272 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,000 $58.8K 0.04% +600 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,000 $58.8K 0.05% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 997 $58.6K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 956 $56.2K 0.01% -190 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 951 $55.9K 0.01% -3,000 13F-HR Timeline Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 894 $52.6K <0.01% -190 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 853 $50.1K 0.02% -86 13F-HR Timeline