Beacon Bank & Trust More: the full row for Beacon Bank & Trust 8,489 $3.16M 0.77% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 8,482 $3.16M 0.17% -1,283 13F-HR Timeline OSSIAM More: the full row for OSSIAM 8,416 $3.13M 0.04% -190 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 8,399 $3.13M 2.46% +55 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,396 $3.13M 0.07% +775 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 8,350 $3.11M 0.05% -18 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 8,343 $3.11M 0.1% +66 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 8,314 $3.09M 0.81% -2,143 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 8,303 $3.09M 1.97% +6,920 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,294 $3.09M 0.09% +542 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 8,276 $3.08M 0.25% +250 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 8,265 $3.08M 1.56% -290 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 8,250 $3.07M 0.1% +101 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 8,246 $3.07M 1.21% +2,150 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 8,210 $3.06M 0.21% -1,360 13F-HR Timeline Hunter Perkins Capital Management, LLC More: the full row for Hunter Perkins Capital Management, LLC 8,182 $3.05M 0.71% -223 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 8,190 $3.05M 0.36% -272 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 8,140 $3.03M 0.21% -1,205 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 8,131 $3.03M 0.98% +167 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 8,108 $3.02M 0.71% +263 13F-HR/A Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,096 $3.01M 0.3% -507 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,077 $3.01M 0.39% +451 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 8,034 $2.99M 0.65% 13F-HR Timeline Group Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 8,005 $2.98M 0.45% -7 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 7,996 $2.98M 0.46% +200 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 7,989 $2.97M 0.09% -63 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 7,968 $2.97M 1.02% +163 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,893 $2.94M 0.3% +659 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 7,875 $2.93M 0.04% -348 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,861 $2.93M 0.04% +442 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 7,819 $2.91M 0.28% +1,126 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,803 $2.9M 0.08% -27 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,717 $2.87M 0.1% +170 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 7,837 $2.86M 0.09% new 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,668 $2.85M 0.77% +30 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 7,625 $2.84M 0.2% +1,700 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 7,600 $2.84M 0.63% +16 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,569 $2.82M 0.06% +870 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 7,516 $2.8M 0.23% -179 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 7,514 $2.8M 0.1% +3,153 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 7,507 $2.79M 0.44% +43 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 7,489 $2.79M 0.06% +337 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 7,471 $2.78M 0.05% -140 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,438 $2.77M 0.02% -374 13F-HR Timeline Group L & S Advisors Inc More: the full row for L & S Advisors Inc 7,426 $2.76M 0.34% +527 13F-HR Timeline PGGM Investments More: the full row for PGGM Investments 7,407 $2.76M 0.04% 0 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,387 $2.75M 0.95% +387 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 7,323 $2.73M 1.43% +1 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,317 $2.72M 0.48% -243 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7,309 $2.72M 0.64% -283 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 7,188 $2.68M 1.78% +113 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,446 $2.66M 0.5% +4,864 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 7,026 $2.62M 2.49% -100 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 6,982 $2.6M 0.38% +189 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,948 $2.59M 0.56% +478 13F-HR Timeline RED CEDAR INVESTMENT MANAGEMENT, LLC More: the full row for RED CEDAR INVESTMENT MANAGEMENT, LLC 6,942 $2.58M 0.36% 0 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 6,935 $2.58M 0.88% +445 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,921 $2.58M 0.09% +117 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 6,924 $2.58M 0.05% +129 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 6,919 $2.58M 0.06% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6,876 $2.56M 0.74% +308 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 6,839 $2.55M 0.34% +245 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,799 $2.54M 0.06% +496 13F-HR Timeline Stillwater Wealth Management Group More: the full row for Stillwater Wealth Management Group 6,817 $2.54M 2.2% +298 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 6,817 $2.54M 0.25% -87 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 6,807 $2.53M 0.41% -164 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 6,806 $2.53M 0.53% +1,438 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 6,805 $2.53M 0.11% +216 13F-HR/A Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 6,747 $2.51M 0.09% -38 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 6,692 $2.49M 0.04% +429 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,667 $2.48M 0.01% -888 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 6,736 $2.48M 0.05% -246 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,625 $2.47M 0.1% -998 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,583 $2.45M 0.1% -190 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6,565 $2.44M 1.91% -30 13F-HR/A Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 6,550 $2.44M 0.33% 0 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 6,538 $2.43M 0.32% +485 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 6,497 $2.42M 0.03% new 13F-HR/A Timeline Apriem Advisors More: the full row for Apriem Advisors 6,496 $2.42M 0.28% -209 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,473 $2.41M 0.07% -958 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,443 $2.4M 1.76% +10 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 6,436 $2.4M 0.4% -283 13F-HR Timeline EFG Asset Management (North America) Co… More: the full row for EFG Asset Management (North America) Corp. 6,403 $2.38M 0.4% -1,994 13F-HR Timeline Quintet Private Bank (Europe) S.A. 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More: the full row for OAKWORTH CAPITAL, INC. 6,133 $2.28M 0.16% +29 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 6,116 $2.28M 0.21% -255 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,115 $2.28M 0.54% -2 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,106 $2.27M 0.03% +246 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 6,101 $2.27M 1.16% +74 13F-HR Timeline SECTORAL ASSET MANAGEMENT INC More: the full row for SECTORAL ASSET MANAGEMENT INC 6,100 $2.27M 1.77% -300 13F-HR Timeline MUFG SECURITIES AMERICAS INC. 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More: the full row for Equitable Holdings, Inc. 6,049 $2.25M 0.02% +914 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,036 $2.25M 0.02% -1,556 13F-HR/A Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,028 $2.24M 0.02% -1,551 13F-HR Timeline Group Impax Asset Management Group plc in group Impax Asset Management Group … More: the full row for Impax Asset Management Group plc 5,984 $2.23M 0.01% 0 13F-HR Timeline Group COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 6,074 $2.21M 0.15% +18 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5,905 $2.2M 1.23% -227 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 5,864 $2.18M 0.31% 0 13F-HR Timeline Group MONTANOVA CAPITAL, LLC More: the full row for MONTANOVA CAPITAL, LLC 5,860 $2.18M 0.09% +1,500 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 4,190 $2.18M 0.06% -4,103 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,855 $2.18M 0.01% -877 13F-HR Timeline Group V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,816 $2.17M 0.32% +17 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 5,810 $2.16M 0.75% +294 13F-HR Timeline Camarda Financial Advisors, LLC More: the full row for Camarda Financial Advisors, LLC 5,778 $2.15M 0.97% -7 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 5,739 $2.14M 0.5% -6 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,734 $2.13M 0.09% +1,651 13F-HR Timeline Group FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 5,710 $2.13M 0.01% +234 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,698 $2.12M 0.17% -230 13F-HR Timeline PPS&V ASSET MANAGEMENT CONSULTANTS, INC. More: the full row for PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,687 $2.12M 1.54% 0 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 5,675 $2.11M 0.68% 0 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 5,652 $2.1M 0.12% +112 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 5,626 $2.09M 0.01% -514 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 5,598 $2.08M 0.06% +276 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 5,581 $2.08M 1.58% +320 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,574 $2.07M 0.16% +785 13F-HR/A Timeline Sonora Investment Management Group, LLC More: the full row for Sonora Investment Management Group, LLC 5,532 $2.06M 0.16% +10 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 5,524 $2.06M 0.63% -75 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 5,500 $2.05M 0.02% +2,040 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 5,490 $2.04M 0.45% -1,874 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 5,490 $2.04M 0.09% 0 13F-HR Timeline William Howard & Co Financial Advisors … More: the full row for William Howard & Co Financial Advisors Inc 5,490 $2.04M 1.92% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 5,487 $2.04M 0.58% +1,357 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 5,486 $2.04M 0.93% -1,215 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,479 $2.04M 0.17% -360 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 5,440 $2.03M 0.49% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,429 $2.02M 0.06% +272 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,406 $2.01M 0.15% -258 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 5,390 $2.01M 0.29% +1,134 13F-HR Timeline BLI - Banque de Luxembourg Investments More: the full row for BLI - Banque de Luxembourg Investments 5,433 $1.98M 0.06% -500 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 5,190 $1.96M 0.23% -66 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 5,224 $1.94M 0.63% -123 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 5,223 $1.94M 0.05% +196 13F-HR Timeline PKO Investment Management Joint-Stock Co More: the full row for PKO Investment Management Joint-Stock Co 5,200 $1.94M 0.22% +2,200 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 5,133 $1.91M 0.23% +11 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 5,120 $1.91M 0.25% +372 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 5,058 $1.88M 0.93% -78 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 5,050 $1.88M 0.24% +63 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 5,027 $1.88M 0.04% -163 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 5,013 $1.87M 0.03% -324 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,003 $1.86M 0.03% -309 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 5,000 $1.86M 0.52% 0 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,990 $1.86M 0.41% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,984 $1.86M 0.13% +744 13F-HR Timeline Group FIGURE 8 INVESTMENT STRATEGIES LLC More: the full row for FIGURE 8 INVESTMENT STRATEGIES LLC 4,972 $1.85M 1.94% +224 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,953 $1.85M 0.05% -87 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,959 $1.85M 0.04% +1 13F-HR Timeline Group Americana Partners, LLC More: the full row for Americana Partners, LLC 4,957 $1.85M 0.07% -407 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 4,946 $1.84M 0.04% new 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. 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