CHOREO, LLC More: the full row for CHOREO, LLC 17,580 $1.47M 0.02% +172 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 17,563 $1.47M 0.03% -178,103 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 17,562 $1.47M 0.02% -4,314 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 17,450 $1.46M 0.7% -124 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 17,205 $1.44M 0.17% +9,346 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 17,134 $1.43M 0.01% -826 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,122 $1.43M 0.01% -262 13F-HR Timeline Group W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 17,092 $1.43M 0.81% +2,280 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 17,024 $1.42M 0.01% +99 13F-HR Timeline Group INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 16,816 $1.41M 0.04% +10,184 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,805 $1.4M 0.05% +786 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 16,700 $1.4M 0.03% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 16,663 $1.39M 0.03% -90 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16,709 $1.39M 0.02% -209 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 16,599 $1.39M 0.1% 0 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 16,435 $1.37M 0.05% -8,941 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 16,408 $1.37M 0.53% +921 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 16,360 $1.37M 0.5% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 16,292 $1.36M 0.05% -21 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,270 $1.36M 0.02% +221 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 16,261 $1.36M <0.01% +826 13F-HR Timeline Group KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 16,249 $1.36M 0.46% -289 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 16,240 $1.36M 0.13% -283 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 16,206 $1.35M 0.15% -804 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 16,170 $1.35M 0.12% -43 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independent Advisor Alliance More: the full row for Independent Advisor Alliance 16,164 $1.35M 0.03% +436 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,132 $1.35M 0.02% 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 16,114 $1.35M 0.28% +9,883 13F-HR Timeline Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 16,074 $1.34M 0.11% 0 13F-HR Timeline Triton Financial Group Inc More: the full row for Triton Financial Group Inc 15,997 $1.34M 0.77% new 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 15,244 $1.27M 0.04% +5,295 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 15,094 $1.26M 0.08% -14,125 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 14,992 $1.25M 0.15% +845 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 14,935 $1.25M 0.31% -214 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 14,888 $1.24M 0.02% -2,172 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 14,622 $1.22M 0.1% -587 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 14,616 $1.22M 0.02% -1,663 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 14,536 $1.22M 0.03% -1,449 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 14,506 $1.21M 0.05% +2,518 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 14,467 $1.21M 0.11% +626 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 14,457 $1.21M 0.01% -302 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 14,399 $1.2M 0.05% +437 13F-HR Timeline Pullen Investment Management, LLC More: the full row for Pullen Investment Management, LLC 14,348 $1.2M 0.56% +72 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 14,343 $1.2M 0.35% -399 13F-HR Timeline North Dakota State Investment Board More: the full row for North Dakota State Investment Board 14,252 $1.19M 0.05% +368 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 14,251 $1.19M 0.01% -4,529 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 14,182 $1.19M 0.02% -125 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,163 $1.18M 0.07% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 14,147 $1.18M 0.53% -460 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 14,120 $1.18M 0.02% -528 13F-HR Timeline ELEMENT CAPITAL MANAGEMENT LLC More: the full row for ELEMENT CAPITAL MANAGEMENT LLC 14,100 $1.18M 0.06% new 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 13,920 $1.16M 0.1% 0 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 13,807 $1.15M 0.26% -1,615 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 13,783 $1.15M 0.03% +2,788 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 13,773 $1.15M 0.07% -1,998 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 13,709 $1.15M 0.01% -1,062 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 13,700 $1.15M 0.04% -1,000 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 13,704 $1.15M 0.19% -404 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 13,330 $1.14M 0.75% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 13,555 $1.13M 0.02% -1,207 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 13,550 $1.13M 0.06% -450 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 13,442 $1.12M 0.02% -303 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,411 $1.12M 0.02% +987 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 13,405 $1.12M 0.01% +1,792 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 13,395 $1.12M 0.07% +2,260 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 13,376 $1.12M 0.29% +7,785 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 13,340 $1.11M 0.02% -2,209 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 13,321 $1.11M 0.01% -17,856 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 13,309 $1.11M 0.11% -550 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 13,139 $1.1M 0.01% -54 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 13,125 $1.1M 0.03% -4,448 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 13,070 $1.09M 0.02% +1,430 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 13,030 $1.09M 0.03% -272 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 12,930 $1.08M 0.04% +920 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 12,924 $1.08M 0.05% -276 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 12,894 $1.08M 0.01% -472 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,796 $1.07M 0.07% -9,371 13F-HR Timeline Group BCM ADVISORS, LLC More: the full row for BCM ADVISORS, LLC 12,857 $1.07M 0.21% 0 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 12,766 $1.07M 0.7% -278 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 12,624 $1.06M 0.01% -47,111 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 12,600 $1.05M 0.12% 0 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 12,582 $1.05M 0.54% -451 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,517 $1.05M 0.03% +516 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 12,442 $1.04M 0.01% +635 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 12,442 $1.04M 0.01% 0 13F-HR Timeline Group SECURIAN ASSET MANAGEMENT, INC More: the full row for SECURIAN ASSET MANAGEMENT, INC 12,660 $1.03M 0.04% -261 13F-HR Timeline OneAscent Financial Services LLC group of 3 filers holding More: the full row for OneAscent Financial Services LLC 12,283 $1.03M +5,331 Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 12,222 $1.02M 0.05% +1,162 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 12,179 $1.02M 0.01% +1,848 13F-HR Timeline Group Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 12,167 $1.02M 0.21% +3 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 12,165 $1.02M 0.05% +5,776 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 12,164 $1.02M 0.07% -144 13F-HR Timeline PORTLAND INVESTMENT COUNSEL INC. More: the full row for PORTLAND INVESTMENT COUNSEL INC. 12,125 $1.01M 0.28% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 12,096 $1.01M 0.01% -27 13F-HR Timeline Group DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 12,014 $1.01M 0.12% 0 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 12,038 $1.01M 0.89% +358 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 12,031 $1.01M 0.12% +4,766 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 12,010 $1M 0.08% +200 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 11,932 $997K 0.17% +735 13F-HR Timeline GHE, LLC More: the full row for GHE, LLC 11,927 $997K 0.38% -304 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 11,914 $996K 0.02% new 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 11,693 $977K 0.08% 13F-HR Timeline Group DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 11,660 $975K 0.17% +597 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 11,645 $973K 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,563 $966K 0.01% +59 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,536 $964K 0.24% +620 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 11,512 $962K 0.76% -926 13F-HR Timeline Constitution Capital LLC More: the full row for Constitution Capital LLC 11,462 $958K 0.49% -500 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,309 $952K 0.02% +294 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 11,366 $950K 0.09% +1,932 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 11,325 $947K 0.36% -372 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 11,327 $946K 0.11% +2,722 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 11,264 $942K 0.02% +4,947 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 11,258 $941K 0.03% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 11,248 $940K 0.1% -8,316 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 11,212 $937K 0.04% +206 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 11,153 $932K 0.11% -160 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,122 $930K 0.02% -1,019 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 11,100 $928K 0.02% 0 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11,077 $920K 0.05% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 10,949 $915K 0.03% +844 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 10,878 $909K 0.59% +1,735 13F-HR/A Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,873 $909K 0.01% -22,290 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 10,867 $908K 0.09% +4,005 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,864 $908K 0.01% +680 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 10,880 $907K 0.01% -253,095 13F-HR Timeline Group Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 10,850 $907K 0.07% +2,114 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 10,753 $899K 0.03% -177 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 10,752 $899K 0.19% -750 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 10,740 $898K 0.02% +432 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 10,712 $895K 0.36% -1,691 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 10,707 $895K <0.01% new 13F-HR Timeline Group A&I FINANCIAL SERVICES, LLC More: the full row for A&I FINANCIAL SERVICES, LLC 10,684 $893K 0.39% +1,276 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 10,657 $891K 0.43% -125 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 10,649 $890K 0.25% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 10,649 $890K 0.03% 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 10,576 $884K 0.01% +1,754 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 10,557 $882K 0.02% -39 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 10,500 $878K 0.2% -21,000 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,447 $873K 0.01% -4,173 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 10,397 $869K 0.1% 0 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 10,347 $864K 0.55% -300 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 10,328 $863K <0.01% -26 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 10,286 $860K 0.07% -14 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,279 $859K 0.37% -635 13F-HR Timeline Kintegral Advisory, LLC in group Kintegral Advisory, LLC More: the full row for Kintegral Advisory, LLC 10,276 $859K 0.07% 0 13F-HR Timeline Group InvesTrust More: the full row for InvesTrust 10,169 $850K 0.33% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 10,110 $845K 0.03% +870 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 10,089 $843K 0.14% +50 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 10,081 $843K 0.02% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 10,055 $840K 0.08% -622 13F-HR Timeline Group CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 10,344 $840K 0.43% +8 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 10,045 $840K 0.08% -309 13F-HR Timeline AR ASSET MANAGEMENT INC More: the full row for AR ASSET MANAGEMENT INC 10,000 $836K 0.15% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 9,939 $831K 0.33% +66 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 9,915 $829K 0.01% -743 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,907 $828K 0.01% -25 13F-HR/A Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 9,879 $826K 0.05% -1,344 13F-HR Timeline Odyssean, LLC More: the full row for Odyssean, LLC 9,875 $825K 0.13% +4,989 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 9,856 $824K 0.05% +1,969 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 9,815 $820K 0.04% -34,111 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 9,814 $820K 0.08% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 9,753 $815K 0.01% -1,108 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,706 $811K 0.02% +908 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 9,702 $811K 0.01% -811 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 9,664 $808K -3,458 Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,663 $808K 0.24% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 9,605 $803K 0.03% +862 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 9,600 $802K 0.07% 0 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 9,594 $802K 0.01% +197 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 9,567 $800K 0.17% -11 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 9,554 $799K 0.09% +235 13F-HR/A Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 9,515 $795K 0.03% +2,711 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 9,495 $794K 0.01% +77 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 9,482 $793K 0.17% -113 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 9,479 $792K 0.03% 0 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 9,445 $789K 0.03% -302 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 9,441 $789K 0.1% new 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 9,401 $786K 0.36% 0 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 9,392 $785K 0.75% +7 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 9,390 $785K 0.07% +3,747 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 9,389 $785K 0.01% -445 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 9,376 $784K 0.04% +4,256 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 9,368 $783K <0.01% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 9,339 $781K 0.01% +2,328 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 9,332 $780K 0.02% +225 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 9,320 $779K 0.27% +459 13F-HR Timeline Atom Investors LP More: the full row for Atom Investors LP 9,286 $776K 0.07% new 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 9,252 $773K 0.06% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 9,226 $771K 0.01% +336 13F-HR Timeline Group DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 9,197 $769K 0.02% +2,148 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 9,189 $768K 0.02% -622 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 9,200 $765K 0.14% +50 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,146 $764K 0.01% -1,867 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 9,140 $764K -3,662 Timeline OSSIAM More: the full row for OSSIAM 9,064 $758K 0.01% new 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,989 $751K 0.06% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 8,969 $750K 0.02% -133 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,964 $749K 0.43% +712 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) 8,939 $747K 0.02% -5,766 13F-HR Timeline Group