Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 20,228 $518K 0.01% +9,046 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 20,211 $517K 0.16% +1,010 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 20,000 $514K 0.06% -7,000 13F-HR/A Timeline Group FCA CORP /TX More: the full row for FCA CORP /TX 20,000 $512K 0.14% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 20,000 $512K 0.01% 0 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 19,531 $501K <0.01% +5,816 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 19,557 $501K 0.02% +3,448 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 19,468 $498K 0.01% -8,038 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 19,303 $494K 0.01% -82 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 19,299 $494K 0.01% +5,629 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 18,713 $479K 0.07% +82 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 18,682 $478K <0.01% -1,511 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 18,553 $475K 0.02% +57 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 18,500 $474K -101,090 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,087 $463K <0.01% +7,511 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 18,025 $461K 0.25% +575 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 17,977 $460K <0.01% -687 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 17,896 $458K 0.01% +3,521 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 17,862 $457K 0.03% -720 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 17,826 $456K 0.12% +9,590 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 18,097 $456K 0.03% +440 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 17,253 $442K 0.14% +326 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 17,236 $441K 0.17% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 16,801 $430K 0.02% +2,178 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 16,606 $425K <0.01% +2,450 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 16,500 $422K 0.11% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 16,337 $418K 0.08% -659 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 16,064 $411K 0.01% +812 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 15,925 $408K 0.3% +1,327 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 15,859 $406K 0.05% 13F-HR Timeline Wilkinson Global Asset Management LLC More: the full row for Wilkinson Global Asset Management LLC 15,730 $403K 0.03% +400 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 15,708 $402K 0.01% +909 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 15,613 $400K 0.03% +7,431 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 15,538 $398K <0.01% +2,313 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 15,525 $397K 0.05% +7,750 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 15,463 $396K 0.02% -68 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 15,085 $386K 0.08% -520 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 14,967 $383K <0.01% +1,592 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,902 $381K <0.01% -122 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 14,870 $381K 0.15% -104 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 14,845 $380K 0.03% -300 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,731 $377K <0.01% -231,256 13F-HR Timeline Group Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 14,722 $377K 0.03% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 14,694 $376K 0.16% +2,602 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,499 $376K 0.03% -247 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 14,520 $372K 0.06% 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,439 $371K 0.01% +4,738 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 14,440 $370K 0.03% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 14,400 $369K 0.01% +12,056 13F-HR/A Timeline Group ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 14,344 $367K <0.01% +703 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 14,341 $367K 0.01% +843 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 14,240 $365K 0.01% +1,175 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 13,779 $353K 0.02% -993 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 13,730 $351K 0.02% +385 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 13,715 $351K 0.01% +6,119 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13,659 $350K 0.08% -27 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 13,478 $345K +12,696 Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 13,492 $345K <0.01% -5,592 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 13,445 $344K 0.02% +445 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 13,445 $344K 0.01% -6,455 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 13,405 $343K <0.01% +7,064 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 13,405 $343K 0.21% 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 13,400 $343K 0.23% -1,288 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 13,365 $342K <0.01% +689 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 13,378 $342K 0.01% +3,922 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 13,355 $342K 0.13% -401 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 13,345 $342K 0.02% -15,076 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 13,240 $339K 0.28% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 13,190 $338K 0.13% -3,950 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,167 $337K 0.01% +1,285 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 13,110 $336K 0.01% +5,905 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 13,027 $333K 0.02% -62 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 12,986 $332K 0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 12,966 $332K <0.01% +4,032 13F-HR/A Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 12,963 $332K 0.06% +2,765 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 12,834 $329K 0.24% 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 12,615 $323K 0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 12,463 $319K 0.03% -97 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 12,377 $317K 0.01% +5,059 13F-HR Timeline Legacy Wealth Partners, LLC More: the full row for Legacy Wealth Partners, LLC 12,325 $316K 0.08% 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 12,264 $314K 0.08% +2,173 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 12,261 $314K 0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 12,249 $314K 0.05% -24,212 13F-HR/A Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 12,240 $313K 0.01% -380 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 12,190 $312K 0.02% -2,382 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,133 $311K 0.01% -26,997 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 12,118 $310K <0.01% -7,388 13F-HR Timeline Group Canopy Partners, LLC More: the full row for Canopy Partners, LLC 12,098 $310K 0.1% -213 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 12,096 $310K 0.05% +209 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 12,089 $309K 0.01% new 13F-HR Timeline Opes Wealth Management LLC More: the full row for Opes Wealth Management LLC 11,980 $307K 0.05% +15 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 11,870 $304K 0.02% +185 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11,844 $303K 0.01% -17,633 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 11,676 $299K <0.01% -3,779 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 11,655 $298K 0.07% +409 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 11,630 $298K 0.01% +2,953 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 11,615 $297K 0.03% -1,030 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 11,455 $293K 0.16% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 11,366 $291K 0.09% 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 11,295 $289K <0.01% +1,303 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,212 $287K 0.03% -203 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 11,180 $286K 0.01% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 11,144 $285K <0.01% +1,141 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 11,026 $282K <0.01% +2,532 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,989 $281K 0.07% -145 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 10,970 $281K 0.03% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 10,909 $279K 0.01% +88 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 10,788 $276K <0.01% -602 13F-HR/A Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,631 $272K 0.03% -257 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 10,596 $271K 0.02% +46 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 10,480 $268K 0.01% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 10,435 $267K 0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,393 $266K 0.01% +2,472 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 10,335 $265K 0.05% +152 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 10,252 $262K 0.02% -1,974 13F-HR/A Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 10,120 $259K 0.01% 0 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 10,111 $259K 0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 10,110 $259K 0.02% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 10,000 $256K 0.07% new 13F-HR Timeline BFI Infinity Ltd. More: the full row for BFI Infinity Ltd. 10,000 $256K 0.16% 0 13F-HR/A Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 9,992 $256K 0.01% -4,678 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 9,986 $256K 0.21% +344 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 9,986 $256K <0.01% -111,627 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 9,972 $255K 0.17% -3,075 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 9,943 $255K 0.27% -2,359 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,935 $254K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 9,920 $254K 0.03% -275 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,910 $254K <0.01% +1,637 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 9,902 $253K 0.04% -498 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,860 $252K 0.01% +802 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 9,844 $252K 0.05% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 9,800 $251K 0.01% +35 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 9,794 $251K <0.01% +431 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 9,732 $249K 0.13% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 9,654 $248K <0.01% -251 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,640 $247K 0.01% 0 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 9,454 $242K 0.08% +493 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,443 $242K 0.01% -323 13F-HR Timeline Disciplined Investors, L.L.C. More: the full row for Disciplined Investors, L.L.C. 9,375 $240K 0.16% 0 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 9,365 $240K <0.01% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 9,200 $236K 0.01% +783 13F-HR Timeline WEXFORD CAPITAL LP More: the full row for WEXFORD CAPITAL LP 9,162 $235K 0.06% new 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 9,153 $234K 0.13% +1,951 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 9,116 $233K 0.05% +1,983 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 9,073 $232K 0.06% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 9,060 $232K 0.02% +752 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,999 $230K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 8,925 $228K 0.01% +59 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 8,760 $224K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 8,748 $224K 0.01% +214 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,740 $224K 0.01% -158 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 8,702 $223K 0.09% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,533 $219K <0.01% +1,213 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,419 $216K <0.01% -525 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 8,380 $215K 0.04% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 8,274 $212K 0.15% +581 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8,240 $211K 0.04% +182 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 8,197 $210K 0.01% +963 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 8,181 $209K 0.01% +1,087 13F-HR Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 8,104 $207K <0.01% new 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,094 $207K <0.01% +219 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 7,950 $204K <0.01% +152 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 7,923 $203K 0.06% -10 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,886 $202K <0.01% +422 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 7,862 $201K 0.01% +581 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 7,830 $200K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,825 $200K 0.01% +7,710 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) 7,716 $198K <0.01% +3,229 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 7,317 $187K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 7,276 $186K 0.06% +4,511 13F-HR Timeline DekaBank Deutsche Girozentrale More: the full row for DekaBank Deutsche Girozentrale 2,012 $183K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,094 $182K <0.01% -964 13F-HR Timeline Group Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7,003 $179K 0.01% +6,664 13F-HR Timeline Group PALLADIEM, LLC More: the full row for PALLADIEM, LLC 6,825 $176K 0.17% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,827 $175K <0.01% +1,309 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 6,640 $170K 0.02% +780 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/ 6,337 $162K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,068 $155K <0.01% -228 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Grove Bank & Trust More: the full row for Grove Bank & Trust 6,028 $154K 0.02% -119 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,929 $152K <0.01% +1,861 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 5,500 $141K 0.01% 0 13F-HR Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5,406 $138K <0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 5,279 $135K 0.01% +25 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,950 $126K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,888 $125K 0.01% +11 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,645 $119K 0.01% +2,235 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4,558 $117K 0.04% +4,434 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 4,500 $115K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 4,500 $115K 0.06% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 4,494 $115K 0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 4,433 $113K 0.03% -456 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,341 $111K 0.01% +364 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,295 $110K <0.01% +77 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,287 $110K <0.01% +115 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,130 $106K <0.01% +18 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 4,103 $105K 0.07% +214 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,001 $102K <0.01% 13F-HR/A Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 4,000 $102K 0.03% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,684 $94.3K 0.01% +203 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,646 $93.3K 0.01% +192 13F-HR Timeline