Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 11,659 $2.56M 0.04% +4,492 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 11,459 $2.52M 0.42% +453 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 11,447 $2.51M 0.01% -1,805 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 11,264 $2.47M 0.17% +831 13F-HR Timeline SHAYNE & JACOBS, LLC More: the full row for SHAYNE & JACOBS, LLC 11,204 $2.46M 0.76% -290 13F-HR Timeline TODD ASSET MANAGEMENT LLC More: the full row for TODD ASSET MANAGEMENT LLC 11,160 $2.45M 0.05% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 11,046 $2.42M 0.25% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 11,674 $2.42M 0.06% 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 10,980 $2.41M 0.08% -208 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 10,890 $2.39M 0.05% new 13F-HR Timeline Group SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 10,860 $2.38M 1.2% -5 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 10,746 $2.36M 0.16% +543 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 10,732 $2.36M 0.04% +7,884 13F-HR Timeline TOKIO MARINE ASSET MANAGEMENT CO LTD in group TOKIO MARINE HOLDINGS, INC. More: the full row for TOKIO MARINE ASSET MANAGEMENT CO LTD 10,589 $2.32M 0.08% +699 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 10,370 $2.28M 0.04% +3,447 13F-HR Timeline Group Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 10,323 $2.27M 0.7% new 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 10,271 $2.25M 0.02% -46 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,177 $2.23M 0.03% -1,210 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 10,157 $2.23M 1.74% -682 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 10,127 $2.22M 0.1% -599 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 10,039 $2.2M 0.07% +85 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 10,038 $2.2M 0.05% -623 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 9,783 $2.15M 0.14% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 9,672 $2.12M <0.01% +471 13F-HR Timeline Group VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 9,664 $2.12M 0.07% -1,591 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 9,638 $2.12M 0.37% -602 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 9,445 $2.07M 0.32% +9,433 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 9,412 $2.07M 0.01% +480 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 9,412 $2.07M 0.12% -216 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 9,330 $2.05M 0.18% 0 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 9,265 $2.03M 0.02% -656 13F-HR Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 9,232 $2.03M 0.08% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 9,057 $1.99M 0.02% +7,252 13F-HR Timeline Group POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 8,979 $1.97M 0.72% +6,229 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 8,957 $1.97M 0.47% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 8,922 $1.96M 0.03% +6,147 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 8,616 $1.89M 0.03% +232 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,560 $1.88M 0.02% -3,350 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 8,473 $1.86M 0.03% +80 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 8,355 $1.83M 0.01% +1,149 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,335 $1.83M 0.01% +755 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 8,316 $1.83M 0.85% -7,182 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 8,303 $1.82M 0.02% -113 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 8,207 $1.8M 0.48% -153 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 8,146 $1.79M 0.28% new 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 8,138 $1.79M 0.03% +406 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 8,129 $1.78M 0.01% +1,193 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 8,113 $1.78M 0.02% +5,855 13F-HR Timeline BDF-GESTION More: the full row for BDF-GESTION 8,103 $1.78M 0.21% -1,687 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 7,968 $1.75M 0.11% +1,396 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,949 $1.75M 0.04% -4,164 13F-HR/A Timeline Wahed Invest LLC More: the full row for Wahed Invest LLC 7,917 $1.74M 0.24% -419 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,790 $1.71M 0.01% -971 13F-HR Timeline Group Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,787 $1.71M 0.42% -4,757 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 7,747 $1.7M 0.03% +27 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,600 $1.67M 0.02% -199 13F-HR Timeline Group TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 7,569 $1.66M 0.54% +545 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 7,566 $1.66M 0.13% +3 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 7,536 $1.65M 0.01% +77 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 7,521 $1.65M 0.02% -121,538 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,515 $1.65M 0.04% +206 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 7,466 $1.64M 0.04% +270 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 7,447 $1.63M 0.04% -18,348 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 7,311 $1.63M 0.05% +5,882 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,384 $1.62M 0.04% -186 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 7,361 $1.62M 0.08% -50 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 7,334 $1.61M 0.08% +713 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 7,237 $1.59M 0.03% -253 13F-HR/A Timeline AXS Investments LLC More: the full row for AXS Investments LLC 7,173 $1.57M 0.5% -231 13F-HR/A Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 7,100 $1.56M 0.05% +3,600 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 7,093 $1.56M 0.07% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,920 $1.52M <0.01% +1,549 13F-HR Timeline Group GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,891 $1.51M 0.01% +236 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 6,875 $1.51M 0.01% +1,746 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,871 $1.51M 0.19% -304 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 6,861 $1.51M 0.01% +2,967 13F-HR Timeline Group DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 6,855 $1.5M 0.87% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 6,837 $1.5M 0.03% -237 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 6,812 $1.5M 0.01% +29 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 6,802 $1.49M 0.07% +1,243 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 6,798 $1.49M 0.11% -31,495 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,719 $1.48M 0.03% -1 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 6,702 $1.47M 0.04% +209 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,619 $1.47M 0.01% -525 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 6,657 $1.46M 0.28% +281 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 6,657 $1.46M 0.01% +1,183 13F-HR/A Timeline Group LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 6,475 $1.42M 0.06% +3,849 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 6,458 $1.42M 0.08% +116 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 6,426 $1.41M 0.02% +2,181 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 6,404 $1.41M 0.52% -1,591 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 6,392 $1.4M 0.05% +107 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,323 $1.39M 0.26% -50 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,318 $1.39M 0.05% +880 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,312 $1.39M 0.1% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 6,311 $1.39M 0.01% -52 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 6,172 $1.36M 0.06% -177 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 6,122 $1.34M 0.15% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,106 $1.34M 0.03% +28 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 6,035 $1.32M 0.01% -23,711 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,029 $1.32M 0.07% +871 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 5,960 $1.31M 0.01% -370 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,950 $1.31M 0.25% -3,174 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 5,896 $1.29M 0.56% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 5,792 $1.27M 0.53% +144 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,771 $1.27M 0.02% -40 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 5,720 $1.26M 0.02% -52 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 5,707 $1.25M 0.07% +705 13F-HR Timeline Group NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 5,688 $1.25M 0.31% -20 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 5,656 $1.24M 0.03% +4,777 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,652 $1.24M 0.01% +21 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 5,605 $1.23M 0.05% +4,234 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 5,531 $1.21M 0.07% +1,164 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,525 $1.2M <0.01% +537 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 5,431 $1.19M 0.08% -232 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 5,400 $1.19M 0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,351 $1.17M 0.02% +3,002 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,331 $1.17M 0.5% new 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,319 $1.17M 0.01% +2,471 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 5,244 $1.15M 0.1% +2,722 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 5,243 $1.15M 0.08% -11,587 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 5,217 $1.15M 3.13% new 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 5,190 $1.14M 0.48% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 5,125 $1.13M 0.09% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,110 $1.12M <0.01% -18,174 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 5,045 $1.11M 0.04% +505 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 5,044 $1.11M 0.01% +206 13F-HR Timeline Hershey Financial Advisers, LLC More: the full row for Hershey Financial Advisers, LLC 4,949 $1.09M 0.93% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 4,944 $1.09M 0.05% +323 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,932 $1.08M 0.02% -582 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 4,919 $1.08M 0.03% -610 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 4,918 $1.08M 0.07% -59 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 4,886 $1.07M 0.56% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 4,764 $1.05M 0.11% +1,262 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 4,758 $1.04M 0.38% new 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 4,710 $1.03M 0.01% new 13F-HR Timeline Group CORNERCAP INVESTMENT COUNSEL INC More: the full row for CORNERCAP INVESTMENT COUNSEL INC 4,675 $1.03M 0.51% -75 13F-HR Timeline Banco de Sabadell, S.A More: the full row for Banco de Sabadell, S.A 4,596 $1.01M 0.67% -401 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 4,595 $1.01M 0.02% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,594 $1.01M 0.02% -7 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 4,582 $1.01M 0.3% -4,045 13F-HR Timeline DUFF & PHELPS INVESTMENT MANAGEMENT CO More: the full row for DUFF & PHELPS INVESTMENT MANAGEMENT CO 4,568 $1M 0.01% -2,580 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 4,539 $996K 0.15% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,539 $996K 0.04% +481 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 4,445 $976K 0.72% 0 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,444 $976K 0.08% new 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,399 $966K 0.54% -14 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,389 $964K 0.08% -2,610 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 4,312 $947K 0.53% -155 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 4,311 $946K 0.01% +300 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,291 $942K 0.01% -33 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,275 $939K 0.07% +3,952 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 4,179 $917K 0.01% +850 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 4,163 $914K 0.16% +1,709 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 4,156 $912K 0.01% +250 13F-HR Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 4,152 $912K <0.01% -15 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,796 $889K 0.01% +2,110 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 4,047 $888K 0.02% -27 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 4,028 $884K 0.07% +18 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,021 $883K 0.14% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 4,010 $880K 0.15% +900 13F-HR Timeline PEAK FINANCIAL ADVISORS LLC More: the full row for PEAK FINANCIAL ADVISORS LLC 3,952 $868K 0.42% +987 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,946 $866K 0.03% -20 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,931 $863K 0.12% -422 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,910 $858K 0.04% -69 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,868 $849K 0.02% -354 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 3,866 $849K 0.37% +514 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,840 $843K 0.06% -933 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 3,797 $834K 0.18% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,783 $830K 0.03% -925 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,771 $828K 0.02% +323 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,797 $827K 0.01% +241 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,723 $817K 0.01% +211 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 3,696 $811K 0.02% 0 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,691 $810K 0.03% +462 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,657 $803K 0.13% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,635 $798K 0.38% +402 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,635 $798K 0.05% +1,334 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,632 $797K 0.06% +283 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,592 $789K 0.2% -2,286 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,590 $788K 0.24% -1,221 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,584 $787K 0.01% +531 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 3,565 $783K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,566 $783K 0.09% -252 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 3,539 $777K 0.01% -343 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,511 $771K 0.01% +52 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,470 $762K <0.01% +127 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,462 $760K 0.05% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,444 $756K 0.34% -171 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 3,442 $756K 0.02% +888 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3,425 $752K 0.03% +3,414 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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