ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8,833 $663K 0.08% -675 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,831 $663K 0.01% +1,654 13F-HR Timeline Group Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,761 $657K 0.09% +5,261 13F-HR Timeline JAMISON PRIVATE WEALTH MANAGEMENT, INC. More: the full row for JAMISON PRIVATE WEALTH MANAGEMENT, INC. 8,751 $657K 0.1% +6 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 8,709 $654K 0.03% -63,686 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 8,700 $653K 0.06% 0 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 8,686 $652K 0.14% -1,559 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 8,666 $650K 0.02% -122 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 8,660 $650K 0.08% +1,409 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 8,655 $649K 0.06% -273 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8,709 $649K 0.02% +363 13F-HR Timeline Jain Global LLC More: the full row for Jain Global LLC 8,628 $647K 0.01% +4,361 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,593 $645K 0.03% 0 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 8,553 $642K 0.09% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 8,543 $641K 0.52% -114 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,542 $641K 0.01% -1,662 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 8,514 $639K 0.18% +256 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,505 $638K 0.01% -8 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 8,440 $633K 0.47% -400 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 8,417 $632K 0.03% -91 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 8,385 $629K 0.62% +1,761 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 8,898 $627K 0.02% +143 13F-HR Timeline BROWN CAPITAL MANAGEMENT LLC More: the full row for BROWN CAPITAL MANAGEMENT LLC 8,327 $625K 0.02% -1,978 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 8,310 $624K 0.13% -7,155 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 8,300 $623K 0.08% 0 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 8,292 $622K 0.15% +3,565 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 8,290 $622K 0.25% +242 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 8,275 $621K 0.1% 0 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 8,275 $621K <0.01% -35 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,222 $617K 0.16% +2 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 8,200 $615K 0.56% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 8,190 $615K 0.02% +51 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 8,157 $612K 0.01% +478 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 8,590 $609K 0.02% +1,161 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 8,098 $608K 0.07% +1,104 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 8,097 $608K 0.08% +189 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 8,072 $606K 0.03% +1,768 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 8,055 $604K 0.03% new 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,040 $603K 0.02% +3,078 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 8,025 $602K 0.28% -196 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,929 $595K 0.16% +188 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,916 $594K <0.01% +627 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 7,913 $594K 0.31% 0 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 7,908 $593K 0.11% -1,715 13F-HR/A Timeline Group Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 7,894 $592K 0.06% -856 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 7,827 $587K 0.03% -3,722 13F-HR Timeline Generation Capital Management LLC More: the full row for Generation Capital Management LLC 7,793 $585K 0.53% 0 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 7,785 $584K 0.09% +2,107 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 7,730 $580K 0.27% -47 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 7,650 $574K 0.23% +4,150 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,642 $573K 0.26% +3,873 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 7,614 $571K 0.02% -652 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 7,600 $570K 0.02% -900 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7,569 $570K 0.03% -218 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 7,615 $570K 0.06% +115 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 7,513 $567K <0.01% +5,079 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 7,542 $566K 0 Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 7,536 $566K 0.02% -121 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 7,534 $565K 0.47% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,489 $562K 0.01% -63 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 7,474 $561K 0.01% -1,500 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 7,468 $560K 0.2% 0 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,445 $559K 0.32% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 7,422 $557K 0.42% 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 7,380 $554K 0.21% 0 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 7,372 $553K 0.03% -78 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,330 $550K 0.03% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 7,304 $548K 0.23% 0 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 7,289 $547K 0.56% +1,194 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,231 $543K 0.06% -221 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 7,933 $539K 0.56% +757 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 7,161 $537K 0.06% +5,707 13F-HR Timeline Moloney Securities Asset Management, LLC More: the full row for Moloney Securities Asset Management, LLC 7,157 $537K 0.07% -5,551 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 7,234 $536K 0.02% -5,818 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 7,130 $535K 0.65% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 7,127 $535K 0.05% -190 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 7,107 $533K 0.49% +1,516 13F-HR/A Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 7,067 $530K 0.02% 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 7,065 $530K 0.5% +492 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 7,029 $527K 0.05% +402 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 7,004 $526K 0.1% -78 13F-HR/A Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 7,000 $525K 0.02% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 7,000 $525K 0.04% -516 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 6,933 $520K 0.22% -170 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 6,930 $520K 0.11% -2,602 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 6,839 $513K 0.08% +226 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,792 $510K 0.01% -1,009 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 6,786 $509K 0.02% +3,850 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 7,123 $508K 0.2% -352 13F-HR Timeline JCP Investment Management, LLC in group JCP Investment Management, LLC More: the full row for JCP Investment Management, LLC 6,750 $507K 0.31% +2,750 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 6,699 $503K 0.32% -27 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 6,696 $502K 0.02% +6,364 13F-HR Timeline Group Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 6,688 $502K 0.05% -507 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 6,664 $500K 0.12% -1,626 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 6,584 $494K 0.03% 0 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 6,565 $493K 0.1% +171 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 6,545 $491K 0.07% 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 6,539 $491K 0.23% +630 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 6,533 $490K 0.32% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 6,530 $490K 0.01% -1,760 13F-HR Timeline Group Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 6,511 $489K 0.18% +361 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 6,496 $487K 0.19% +264 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,487 $487K 0.01% -516 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,477 $486K 0.04% -1,881 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 6,438 $483K 0.25% -158 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,411 $481K 0.03% -31 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,405 $481K 0.01% -915 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,401 $480K 0.05% +50 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 6,400 $480K 1.86% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,372 $478K 0.02% -582 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 6,361 $477K 0.03% +186 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,356 $477K 0.04% -674 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 6,340 $476K 0.17% -40 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 6,328 $475K 0.22% +1,757 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 6,322 $474K 0.23% new 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 6,303 $473K 0.07% -430 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,271 $471K 0.03% +805 13F-HR Timeline MONTGOMERY INVESTMENT MANAGEMENT INC More: the full row for MONTGOMERY INVESTMENT MANAGEMENT INC 6,250 $469K 0.19% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,249 $469K 0.04% -744 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6,231 $468K 0.02% -317 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 6,224 $464K 0.13% -3,167 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 6,175 $463K 0.19% -49 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 6,160 $462K 0.04% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6,128 $461K 0.12% -194 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,107 $458K 0.05% +250 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 6,100 $458K 0.15% -321 13F-HR Timeline McElhenny Sheffield Capital Management,… More: the full row for McElhenny Sheffield Capital Management, LLC 6,087 $457K 0.17% -139 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 6,080 $456K 0.35% -35 13F-HR/A Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 6,055 $454K 0.05% -2,000 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 6,029 $452K 0.07% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 6,009 $451K 0.02% -228 13F-HR Timeline Group Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 6,000 $450K 0.02% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 5,992 $450K 0.04% -33 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 5,985 $449K 0.17% +166 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,952 $447K 0.13% +187 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 5,926 $445K 0.02% +259 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,914 $444K 0.01% -164 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,301 $444K 0.02% -632 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,902 $443K 0.01% +1,921 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 5,899 $443K <0.01% -63,236 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,894 $442K 0.08% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 5,875 $441K 0.07% +218 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,871 $441K 0.06% +632 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 5,865 $440K 0.12% -3,964 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 5,834 $438K 0.3% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 5,810 $436K 0.39% +4,075 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,767 $433K <0.01% +2,409 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 5,732 $430K 0.01% new 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 5,720 $429K 0.2% 0 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 5,716 $429K 0.13% 0 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 5,698 $428K 0.03% +91 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 5,655 $424K 0.03% -32 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 5,650 $424K 0.05% 0 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 5,579 $421K 0.16% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 5,600 $420K 0.13% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,599 $420K 0.02% +919 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 5,561 $417K 0.01% -473 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 5,560 $417K 0.28% -575 13F-HR Timeline Group Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,552 $417K 0.14% -50,011 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 5,550 $416K 0.14% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,502 $415K 0.01% +1,298 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 5,530 $415K 0.01% 0 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 5,500 $413K 1.08% -500 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,469 $410K 0.03% +210 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,467 $410K 0.18% 0 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 5,464 $410K 0.02% -32 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 5,427 $407K 0.02% -333 13F-HR/A Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 5,423 $407K 0.02% -15 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,582 $407K 0.03% +2,500 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 5,402 $405K 0.03% +2 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 5,370 $403K 0.09% -979 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 5,359 $402K 0.08% +3 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,352 $402K 0.01% +204 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,332 $401K 0.01% +23 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 5,332 $400K 0.03% +33 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5,321 $399K 0.07% -71 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 5,306 $398K <0.01% -214,304 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 5,297 $397K 0.03% +913 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5,250 $394K 0.04% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 5,250 $394K 0.14% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 5,242 $393K 0.22% +1,020 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 5,237 $393K 0.03% -376 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,459 $393K 0.08% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 5,195 $390K 0.02% +1,905 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,161 $387K <0.01% -11,101 13F-HR Timeline Group FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,142 $386K 0.01% -3,438 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 5,104 $383K 0.12% +59 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,099 $383K 0.01% -1,011 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 5,117 $379K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 5,026 $377K 0.02% -26,915 13F-HR Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 5,000 $375K 0.32% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 4,980 $374K 0.4% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 4,962 $372K 0.05% -150 13F-HR/A Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,951 $372K 0.03% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 4,950 $371K 0.01% +3 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 4,937 $370K 0.03% +20 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 4,937 $370K 0.03% +940 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 4,930 $370K 0.35% 0 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 4,927 $370K 0.09% +993 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,911 $369K 0.04% -46 13F-HR Timeline