New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 6,300 $829K 0.39% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 6,300 $829K 0.29% 0 13F-HR/A Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 6,300 $829K 0.01% -189 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 6,250 $822K 0.03% 0 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 6,236 $820K 0.18% +966 13F-HR Timeline Group WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 6,225 $819K 0.15% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,080 $800K 0.05% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 6,050 $796K 0.1% 0 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 6,000 $789K 0.53% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,955 $783K 0.11% -12,497 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,908 $777K 0.12% +235 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 5,901 $776K 0.73% +2,852 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 5,835 $768K 0.01% -924 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,770 $759K 0.02% +3,332 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 5,660 $745K 0.03% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,645 $743K 0.19% +6 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,637 $742K 0.03% +596 13F-HR Timeline Group FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 5,600 $737K 0.07% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,358 $727K 0.05% +1,648 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 5,474 $720K 0.06% +960 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 5,432 $715K 0.26% -48 13F-HR Timeline Citrine Capital LLC More: the full row for Citrine Capital LLC 5,412 $712K 0.38% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 5,295 $697K 0.15% 0 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 5,292 $696K 0.38% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,284 $695K 0.24% +1,934 13F-HR/A Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,215 $686K <0.01% +2,749 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 5,205 $685K 0.02% -1,900 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,199 $684K 0.05% +621 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 5,167 $680K 0.02% 0 13F-HR/A Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 5,152 $678K 2.81% +672 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,123 $674K 0.08% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,085 $669K 0.05% -8 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,078 $668K 0.01% +393 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,028 $661K 0.01% -17 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 5,006 $659K 0.07% 0 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,988 $656K 0.18% +400 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,985 $656K 0.01% -1,000 13F-HR/A Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 4,939 $650K 0.16% -114 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 4,891 $643K 0.04% -56,977 13F-HR Timeline Enterprise Bank & Trust Co More: the full row for Enterprise Bank & Trust Co 4,800 $631K 0.24% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 4,800 $631K <0.01% 0 13F-HR Timeline Group Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 4,773 $628K 0.01% +1,025 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,762 $627K 0.03% +1,513 13F-HR Timeline Group MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 4,749 $625K 0.05% -945 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,738 $623K 0.03% +107 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 4,654 $616K 0.36% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 4,638 $610K <0.01% 0 13F-HR Timeline Group Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,585 $603K 0.24% -100 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 3,350 $601K 0.02% -2,650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. R Squared Ltd More: the full row for R Squared Ltd 4,540 $597K 0.33% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,536 $597K 0.04% +694 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 4,474 $592K 0.03% +70 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,443 $584K <0.01% -196 13F-HR/A Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 4,412 $580K 0.01% +2,129 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 4,349 $572K 0.02% -54 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,345 $571K 0.01% -1,419 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 4,264 $561K 0.39% +79 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,258 $560K 0.09% +171 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 4,233 $557K <0.01% -96,371 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 4,228 $556K 0.02% -2,945 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,234 $556K 0.01% +3,055 13F-HR Timeline Group MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 4,180 $550K 0.44% 0 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 4,163 $549K 0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,169 $548K 0.01% -3,788 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 4,168 $548K 0.12% -173 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,161 $547K <0.01% +212 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,248 $546K 0.01% -546 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 4,040 $531K 0.25% -460 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 4,024 $529K 0.04% new 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 4,008 $527K 0.24% 0 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 4,000 $526K 0.36% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,995 $526K <0.01% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,943 $519K 0.51% +668 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,872 $509K 0.01% +281 13F-HR/A Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 3,872 $509K 0.08% +27 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,858 $508K 0.06% -349 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 3,842 $505K 0.12% 0 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 3,830 $504K 0.01% +675 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 3,858 $500K 0.01% -40 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 3,685 $497K 0.02% new 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,769 $496K 0.04% +99 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,755 $494K 0.32% -44 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,712 $488K 0.03% +179 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,627 $477K 0.12% new 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 3,614 $475K 0.12% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,596 $473K 0.01% +133 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,515 $462K 0.01% new 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 3,509 $462K 0.05% +7 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,432 $451K 0.01% +20 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,397 $447K 0.01% +750 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,397 $447K 0.01% -415 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 3,393 $446K 0.01% -246 13F-HR Timeline Group Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,362 $442K 0.1% -113 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 3,340 $439K 0.34% +844 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,333 $438K 0.09% -94 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,321 $437K 0.03% new 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 3,316 $436K 0.03% +292 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 3,315 $436K 0.05% -110 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 3,285 $432K 0.16% +17 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,273 $431K <0.01% -2,070 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,256 $430K 0.13% +16 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 3,253 $428K <0.01% +30 13F-HR Timeline Group Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 3,223 $424K 0.14% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,219 $423K 0.26% +777 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,207 $422K 0.01% -47,204 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 3,166 $416K 0.01% new 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,158 $415K 0.07% +1,162 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 3,130 $412K 0.01% 0 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,110 $409K 0.03% -80 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 3,108 $409K 0.31% new 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 3,106 $409K 0.05% 0 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,064 $403K 0.16% +361 13F-HR Timeline GQG Partners LLC More: the full row for GQG Partners LLC 3,059 $402K <0.01% 0 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,058 $402K <0.01% +155 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,051 $401K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,044 $400K <0.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 3,025 $398K 0.07% -281 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,000 $395K 0.02% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 3,000 $394K <0.01% 0 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,956 $389K 0.01% new 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,939 $387K 0.08% +139 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 2,936 $386K 0.05% -225 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,933 $386K <0.01% -4 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,923 $385K 0.05% -90 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,921 $384K 0.02% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 2,900 $381K 0.13% +5 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,899 $381K 0.14% +98 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,889 $380K 0.01% +178 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 2,868 $377K 0.08% -175 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 2,861 $376K 0.03% 0 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,829 $372K <0.01% 0 13F-HR/A Timeline Group Argent Trust Co More: the full row for Argent Trust Co 2,827 $372K 0.01% -337 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2,825 $372K 0.06% 0 13F-HR/A Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 2,821 $371K 0.14% 0 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 2,820 $371K 0.03% new 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 2,817 $371K 0.17% 0 13F-HR Timeline Shoker Investment Counsel, Inc. More: the full row for Shoker Investment Counsel, Inc. 2,803 $369K 0.12% -7 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,800 $368K 0.09% -978 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,758 $363K 0.03% +115 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 2,752 $363K 1.01% 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,748 $361K <0.01% +365 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,743 $361K 0.08% +4 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,731 $359K <0.01% +900 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 2,713 $357K <0.01% +297 13F-HR Timeline Group Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 2,685 $353K 0.03% +765 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 2,622 $345K 0.26% +8 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,614 $344K 0.43% -39 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,599 $342K 0.01% 0 13F-HR Timeline PRICE T ROWE ASSOCIATES INC /MD/ More: the full row for PRICE T ROWE ASSOCIATES INC /MD/ 2,590 $341K <0.01% -270 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,553 $336K <0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,541 $334K <0.01% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,536 $334K 0.3% -52 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,519 $331K 0.02% 0 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. 2,500 $329K 0.01% new 13F-HR Timeline Group J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,500 $329K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,500 $329K 0.05% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,495 $328K 0.02% -1,719 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,485 $327K 0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,478 $326K 0.05% new 13F-HR Timeline McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 2,472 $325K 0.53% -160 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 2,462 $324K 0.07% +126 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 2,455 $323K 0.01% -156 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 2,450 $322K 0.02% -50 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,449 $322K 0.03% +26 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,445 $322K 0.01% +101 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,423 $319K 0.04% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 2,422 $319K 0.05% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,412 $317K 0.01% 0 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,400 $316K 0.03% 0 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,384 $314K 0.11% new 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 2,321 $305K <0.01% new 13F-HR/A Timeline Group CERTUITY, LLC More: the full row for CERTUITY, LLC 2,307 $304K 0.03% +24 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,296 $302K 0.03% -40 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,266 $298K 0.01% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 2,265 $298K 0.02% 0 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 2,254 $297K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,203 $290K 0.01% +152 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 2,200 $289K 0.02% -230 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,186 $289K 0.01% +4 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 2,189 $288K 0.03% -20,854 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,158 $284K 0.03% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 2,153 $283K 0.06% +299 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 2,150 $283K <0.01% -394 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 2,148 $283K 0.01% -881 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 2,139 $281K 0.02% -1,438 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,134 $281K 0.07% 0 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,130 $280K 0.01% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,120 $279K 0.02% 0 13F-HR Timeline Phoenix Wealth Advisors More: the full row for Phoenix Wealth Advisors 2,121 $279K 0.12% -45 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 2,107 $277K 0.1% +10 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 2,106 $277K 0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,103 $277K <0.01% -5 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 2,100 $276K 0.25% 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,097 $276K 0.01% -77 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 2,091 $275K 0.12% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,088 $275K <0.01% +84 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,071 $272K <0.01% +220 13F-HR Timeline Sylvest Advisors, LLC More: the full row for Sylvest Advisors, LLC 2,070 $272K 0.16% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 2,041 $268K 0.05% +85 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,038 $268K <0.01% +173 13F-HR Timeline