LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 17,680 $3.03M 0.57% +9,200 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 17,223 $2.95M 0.09% +4,780 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 16,944 $2.9M 0.07% -1,051 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 16,732 $2.86M 0.01% +11,402 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 16,593 $2.84M <0.01% +1,416 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 16,378 $2.8M 0.86% +913 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 16,275 $2.79M 0.06% -8,737 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 16,201 $2.77M 0.07% +12,598 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 16,180 $2.77M 0.02% -14,945 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 16,036 $2.75M 0.03% -1,637 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,901 $2.72M 0.01% -7,188 13F-HR Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,086 $2.69M <0.01% -9,416 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 15,450 $2.65M 0.1% +3,945 13F-HR Timeline Select Equity Group, L.P. More: the full row for Select Equity Group, L.P. 15,393 $2.64M 0.01% new 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 15,335 $2.63M <0.01% +3,083 13F-HR Timeline CAPITAL FUND MANAGEMENT S.A. More: the full row for CAPITAL FUND MANAGEMENT S.A. 15,081 $2.58M 0.02% new 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,926 $2.58M 0.16% +6,876 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 15,071 $2.58M 0.01% +6,427 13F-HR Timeline Group Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 15,070 $2.58M 0.04% +783 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 14,868 $2.55M 0.61% new 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 14,810 $2.54M 0.02% -732 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 14,704 $2.52M 0.11% +4,816 13F-HR Timeline Capital World Investors More: the full row for Capital World Investors 14,877 $2.5M <0.01% -8,591 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14,495 $2.48M 0.01% +2,306 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 14,449 $2.47M 0.05% +2,418 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 14,340 $2.46M 0.6% +5,011 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 14,326 $2.45M 0.04% +3,196 13F-HR Timeline Group DARA CAPITAL US, INC. More: the full row for DARA CAPITAL US, INC. 14,304 $2.45M 2.32% +547 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 14,302 $2.45M -1,463 Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 14,030 $2.4M 0.02% +1,902 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 14,010 $2.4M 0.04% 0 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 13,654 $2.34M 0.13% -20,502 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 13,566 $2.32M <0.01% -53,469 13F-HR Timeline ABC ARBITRAGE SA in group ABC ARBITRAGE SA More: the full row for ABC ARBITRAGE SA 13,467 $2.31M 0.31% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 13,463 $2.31M <0.01% -407 13F-HR Timeline Group HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 13,410 $2.3M 0.12% -50 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 13,307 $2.28M 0.05% -188 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 13,122 $2.25M 0.08% +3,692 13F-HR Timeline PRIMECAP MANAGEMENT CO/CA/ More: the full row for PRIMECAP MANAGEMENT CO/CA/ 13,000 $2.23M <0.01% +2,000 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 12,843 $2.2M 0.03% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 12,826 $2.17M 0.02% +8,193 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 12,571 $2.15M 0.61% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 12,443 $2.13M 0.02% -1,094 13F-HR Timeline Group PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 12,400 $2.12M 0.5% -300 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 12,387 $2.12M 0.57% -6,607 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 12,373 $2.1M -6,613 Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 12,190 $2.09M 0.04% -3,711 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 12,178 $2.08M <0.01% 0 13F-HR Timeline Group PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 12,172 $2.08M 0.27% -1,252 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 12,165 $2.08M 0.12% +1,839 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 11,800 $2.02M 0.44% new 13F-HR Timeline Burkett Asset Management Ltd More: the full row for Burkett Asset Management Ltd 11,590 $1.98M 1.96% +567 13F-HR Timeline Ravenswood Partners LP More: the full row for Ravenswood Partners LP 11,394 $1.95M 0.72% +236 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 11,091 $1.9M 0.55% +128 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,950 $1.87M 0.01% -310 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 10,983 $1.87M 0.03% +8,938 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 10,913 $1.87M 0.03% +8,350 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,860 $1.86M 0.07% +4,109 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 10,768 $1.84M 0.01% new 13F-HR/A Timeline Cox Capital Mgt LLC More: the full row for Cox Capital Mgt LLC 10,764 $1.84M 1.22% -11,413 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 10,269 $1.76M 0.02% new 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 10,182 $1.74M 0.11% -31 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 9,970 $1.71M 0.07% +3,859 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 9,930 $1.7M 0.14% +8 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,709 $1.66M 0.23% -2 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 9,618 $1.65M 0.35% -20,276 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 9,557 $1.64M 0.18% +4,543 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 9,383 $1.61M 0.62% 13F-HR/A Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 9,370 $1.6M 0.01% +7,471 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 9,325 $1.6M 0.03% +161 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,272 $1.59M 0.02% +1,192 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 9,210 $1.58M 0.32% +204 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,145 $1.57M 0.03% +1,535 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,096 $1.56M 0.01% +917 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 9,060 $1.55M 0.09% -102 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 9,009 $1.54M 1.58% 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 8,983 $1.54M 0.02% +2,173 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,811 $1.51M 0.02% -1,225 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,620 $1.48M 0.01% +943 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 8,607 $1.47M 0.01% -490 13F-HR Timeline Permanens Capital L.P. More: the full row for Permanens Capital L.P. 8,494 $1.45M 0.19% +959 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,553 $1.44M 0.05% -700 13F-HR Timeline Cunning Capital Partners, LP More: the full row for Cunning Capital Partners, LP 8,407 $1.44M 0.73% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 8,325 $1.43M <0.01% -5,560 13F-HR Timeline Group Pacific Capital Partners Ltd More: the full row for Pacific Capital Partners Ltd 8,300 $1.42M 1.4% new 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 8,179 $1.4M 0.03% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 8,121 $1.39M 0.19% +330 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 8,120 $1.39M 0.05% new 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,039 $1.38M 0.04% -3,442 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 8,015 $1.37M 0.01% +4,911 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,993 $1.37M 0.01% +766 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,972 $1.36M 0.02% +531 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 8,103 $1.36M 0.9% +446 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 7,965 $1.36M 0.02% +515 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 7,892 $1.35M 0.01% +1,080 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 7,765 $1.33M 0.3% new 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,702 $1.32M 0.2% +1,722 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 7,293 $1.27M 0.2% -365 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 7,400 $1.27M 0.04% -750 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 7,375 $1.26M 0.32% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 7,252 $1.24M 0.04% -162 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 7,171 $1.23M +1,203 Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,101 $1.22M 0.02% +1,256 13F-HR/A Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,083 $1.21M 0.03% -1,406 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,019 $1.2M 0.01% +2,571 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 6,746 $1.15M 0.48% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 6,723 $1.15M 0.12% +694 13F-HR Timeline SALT Holding Corp. in group SALT Holding Corp. More: the full row for SALT Holding Corp. 6,632 $1.14M 0.7% +400 13F-HR Timeline Group Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 6,566 $1.12M 0.46% 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 6,452 $1.1M <0.01% +709 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 6,446 $1.1M 0.75% -499 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 6,297 $1.08M 0.27% -1,508 13F-HR Timeline Capital Research Global Investors in group Capital Research Global Inves… More: the full row for Capital Research Global Investors 6,388 $1.08M <0.01% -14,368 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,169 $1.06M 0.08% +2,938 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 6,159 $1.05M 0.46% +40 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 6,127 $1.05M 0.02% -1,050 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 6,092 $1.04M 0.63% -132 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,059 $1.04M 0.07% +59 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 5,824 $997K 0.25% +2,467 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 5,774 $989K 0.09% -112 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 5,741 $983K 0.19% +1,702 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 5,729 $981K <0.01% +144 13F-HR Timeline Group Sierra Legacy Group More: the full row for Sierra Legacy Group 5,718 $979K 0.75% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 5,680 $972K -1,656 Timeline Balentine LLC More: the full row for Balentine LLC 5,658 $969K 0.04% +2,708 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,623 $963K 0.05% -401 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,491 $940K 0.04% +109 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 5,475 $937K <0.01% +381 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 5,423 $928K 0.01% +144 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 5,384 $922K 0.09% -2,191 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,250 $899K 0.06% -239 13F-HR Timeline Henshaw Capital LLC More: the full row for Henshaw Capital LLC 5,162 $884K 0.03% +2,274 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 5,123 $878K 0.02% +12 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,071 $868K 0.01% +2,317 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,056 $866K 0.35% +211 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 4,974 $852K 0.11% -1,972 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,933 $845K <0.01% -128 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 4,916 $842K 0.61% +1,184 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 4,896 $838K 0.01% -3,348 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 4,832 $827K 0.1% +3,654 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,831 $827K <0.01% +515 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 4,787 $820K 0.09% +1,983 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 4,760 $815K 0.13% +1,301 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 4,728 $809K +2,164 Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,720 $808K 0.11% -1,933 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 4,719 $808K 0.01% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 4,665 $799K 0.01% -30 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 4,600 $788K 0.23% +600 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,516 $773K <0.01% +219 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 4,500 $770K 0.01% -240 13F-HR Timeline Group Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 4,434 $759K <0.01% +2,040 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 4,431 $759K 0.09% -8,982 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,429 $758K 0.05% -144 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,422 $757K 0.07% +1,722 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 4,358 $746K 0.03% -679 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,347 $744K <0.01% +218 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 4,313 $738K 0.15% +1 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 4,292 $735K 0.07% -1,632 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 4,225 $723K 0.4% +2,605 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,038 $716K 0.02% +1,638 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,165 $713K 0.06% -507 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,145 $712K 0.02% +1,251 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,113 $704K 0.05% +1,033 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,072 $697K 0.09% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 4,066 $696K 0.06% +315 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,040 $692K 0.02% -14,524 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 4,000 $685K <0.01% 0 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 3,978 $681K 0.25% +1,031 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,197 $675K 0.04% -281 13F-HR Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 3,933 $673K 0.06% 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,910 $669K 0.15% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,901 $668K 0.11% +179 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,893 $667K 0.04% +2,930 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,862 $661K 0.36% -395 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,842 $658K 0.02% new 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,794 $650K 0.01% -944 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 3,774 $646K 0.24% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,748 $642K 0.06% +975 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,743 $641K 0.01% -169 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,696 $633K 0.04% -546 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,691 $632K <0.01% +262 13F-HR Timeline Group Leith Wheeler Investment Counsel Ltd. 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