COOKE & BIELER LP More: the full row for COOKE & BIELER LP 4,180 $843K 0.01% -80 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,172 $841K 0.02% -28 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 4,170 $841K 0.16% +670 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 4,126 $832K 0.01% +182 13F-HR Timeline SIH Partners, LLLP in group SIH Partners, LLLP More: the full row for SIH Partners, LLLP 4,098 $826K 0.03% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,091 $825K 0.04% -396 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,077 $821K <0.01% new 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 4,058 $818K 0.31% -254 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,993 $805K 0.41% +10 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 4,001 $795K 0.02% +1,807 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 3,943 $795K 0.05% -27 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,932 $793K 0.01% +1,029 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 3,912 $789K 0.05% -1,084 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,911 $788K 0.01% -404 13F-HR Timeline MAVERICK CAPITAL LTD More: the full row for MAVERICK CAPITAL LTD 3,851 $776K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,816 $769K <0.01% -224 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,797 $766K <0.01% +345 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 3,848 $763K 0.01% 0 13F-HR Timeline Port Capital LLC More: the full row for Port Capital LLC 3,733 $753K 0.03% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,728 $752K 0.04% +81 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,703 $747K 0.5% +501 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,701 $746K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 3,664 $739K 0.02% new 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,660 $738K 0.12% 0 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,657 $737K 0.11% 0 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,632 $732K 0.4% +1,091 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,615 $729K 0.26% +260 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 3,610 $728K 0.14% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,598 $725K <0.01% +653 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 3,564 $719K 0.12% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,551 $716K 0.57% +96 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,547 $715K <0.01% -234 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3,516 $709K 0.01% -87 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 3,511 $708K 0.01% -1,668 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,494 $704K 0.01% +291 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,487 $703K 0.05% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,465 $699K 0.01% +315 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,435 $693K 0.01% -75 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,434 $692K 0.06% -160 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 3,430 $692K 0.54% -500 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,428 $691K 0.01% -10 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,420 $689K 0.07% +111 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 3,419 $689K 0.17% +335 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,413 $688K 0.01% +593 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 3,412 $688K 0.01% -176 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,404 $686K 0.01% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,363 $678K 0.02% +79 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,349 $675K 0.01% +74 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,347 $675K 0.26% 0 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 3,216 $672K 0.04% 0 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 3,302 $666K 0.11% new 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,295 $664K 0.04% -41 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 3,070 $664K 0.1% new 13F-HR Timeline CAMBIAR INVESTORS LLC More: the full row for CAMBIAR INVESTORS LLC 3,290 $663K 0.03% -313 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,270 $659K 0.05% -623 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 3,263 $658K 0.01% -735 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 3,256 $657K 0.45% +259 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 3,252 $656K <0.01% +623 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,245 $654K 0.02% +780 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 3,235 $652K 0.04% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,192 $644K 0.01% -384 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,188 $643K 0.01% -746 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,170 $639K 0.1% +980 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 3,149 $635K 0.19% -80 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,140 $633K 0.06% +1,529 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 3,152 $632K 0.43% +636 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,130 $631K 0.04% +44 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 3,086 $622K <0.01% -2,298 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 3,030 $619K 0.01% -594 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,060 $617K -824 Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,017 $608K 0.07% +170 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 2,996 $604K 0.01% +538 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 2,993 $603K 0.46% +729 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 2,992 $603K 0.4% +58 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,974 $600K 0.57% +43 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,971 $599K 0.01% -43 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,958 $596K 0.04% -146 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,933 $591K <0.01% -204 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 2,927 $590K <0.01% +199 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,923 $589K 0.09% -160 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 2,923 $589K +1,160 Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,914 $587K 0.02% +273 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,909 $586K <0.01% -1 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 2,902 $585K 0.35% -10 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,894 $583K 0.02% 0 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 2,892 $583K 0.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,790 $580K 0.01% -2 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,863 $568K 0.02% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,814 $567K 0.01% +95 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,799 $564K 0.15% -266 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,776 $560K 0.02% +177 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,772 $559K 0.03% -457 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,764 $557K 0.06% +199 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 2,759 $556K 0.01% -4,781 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2,741 $553K 0.1% -16 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,740 $552K 0.3% +607 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,703 $545K 0.02% -85 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,697 $544K 0.09% +300 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 2,689 $542K 0.03% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,685 $541K 0.01% -29 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,683 $541K 0.02% -841 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,681 $541K 0.12% -225 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,674 $539K 0.03% -17 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 2,666 $537K 0.3% -2,207 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,658 $536K 0.03% -656 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,658 $536K 0.03% -443 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,624 $529K 0.11% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,619 $528K 0.01% -368 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,593 $523K 0.01% +1,217 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,580 $520K 0.06% -234 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,566 $517K 0.02% -210 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,553 $515K 0.03% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,548 $514K 0.03% -2 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,548 $514K 0.05% -150 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 2,535 $511K 0.05% new 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 2,524 $509K 0.01% +630 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,509 $506K 0.01% -1,967 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,500 $504K 0.11% 0 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,491 $502K 0.03% -323 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 2,479 $500K 0.13% +8 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 2,470 $498K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,464 $497K 0.04% +414 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,461 $496K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,436 $491K 0.02% -694 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 2,436 $491K 0.2% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,417 $487K 0.01% -25 13F-HR/A Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,402 $484K 0.07% +669 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 2,392 $482K 0.26% -4 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,390 $482K 0.01% +1,138 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 2,375 $479K 0.04% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,333 $470K 0.01% +25 13F-HR Timeline WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 2,306 $465K <0.01% new 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,295 $463K 0.03% -383 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,294 $463K 0.01% +182 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 2,294 $462K 0.07% -761 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,278 $459K 0.01% -58 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First County Bank /CT/ More: the full row for First County Bank /CT/ 2,272 $458K 0.22% +84 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,229 $449K 0.05% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,226 $449K 0.01% +624 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 2,209 $445K 0.09% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 2,200 $443K 0.1% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,196 $443K 0.08% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,185 $440K 0.02% -159 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,175 $439K 0.01% -11 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,172 $438K 0.02% 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,150 $433K 0.02% new 13F-HR Timeline Asset Advisory Group, Inc. More: the full row for Asset Advisory Group, Inc. 2,146 $433K 0.19% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,134 $430K <0.01% -23 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,130 $429K 0.04% -379 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,126 $429K 0.06% +182 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,125 $428K <0.01% -139 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,107 $425K 0.02% -497 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,102 $424K 0.06% -461 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 2,100 $423K 0.09% 0 13F-HR Timeline Science & Technology Partners, L.P. More: the full row for Science & Technology Partners, L.P. 2,094 $422K 0.07% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,092 $422K 0.01% -81 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,074 $418K 0.01% +247 13F-HR/A Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,063 $416K 0.02% -44 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,059 $415K 0.08% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,056 $415K 0.06% +23 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,051 $413K 0.02% 0 13F-HR Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 2,023 $408K 0.29% -170 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,011 $405K 0.02% +6 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,999 $403K <0.01% +129 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 1,993 $402K 0.01% +20 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,990 $401K 0.01% -4 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,988 $401K 0.01% -2,480 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 1,983 $400K 0.02% +159 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,991 $399K 0.01% -9 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 1,955 $394K 0.01% +279 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,955 $394K <0.01% -3 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,949 $393K 0.02% -18 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,942 $392K 0.02% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,864 $390K 0.02% -119 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,924 $388K 0.15% -4 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,919 $387K 0.02% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 1,919 $387K 0.13% -5 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,914 $386K 0.06% +7 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 1,913 $386K 0.06% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,904 $384K 0.07% -63 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,897 $382K 0.02% +3 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,890 $381K 0.01% -8 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 1,884 $380K 0.25% 0 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,881 $379K <0.01% +233 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,879 $379K 0.21% 0 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,872 $377K 0.1% -120 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 1,871 $377K 0.15% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 1,871 $377K 0.15% +307 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,865 $376K 0.09% -29 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,862 $375K <0.01% +184 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,886 $372K 0.43% -25 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,843 $372K 0.01% +305 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,840 $371K 0.05% -261 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,837 $370K 0.02% -3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,835 $370K 0.02% +120 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,835 $370K 0.01% +1 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,811 $365K 0.11% -209 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 1,792 $361K 0.08% -5 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,771 $357K 0.01% -106 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,761 $355K 0.01% +69 13F-HR Timeline