Compound Planning, Inc. More: the full row for Compound Planning, Inc. 17,120 $743K 0.04% +1,444 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 17,116 $743K 0.02% -280 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 17,100 $742K 0.13% +1,500 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 17,074 $741K 0.35% +154 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 17,002 $738K 0.12% +62 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 16,836 $730K 0.08% -533 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 16,817 $730K 0.09% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 16,799 $729K 0.04% +6,570 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 16,752 $727K 0.2% -573 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 16,722 $725K 0.58% +84 13F-HR Timeline GABELLI FUNDS LLC in group GAMCO Investors (Gabelli) More: the full row for GABELLI FUNDS LLC 16,700 $724K 0.01% -300 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 16,600 $720K 0.1% 0 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 16,592 $720K 0.02% +189 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 16,778 $718K 0.31% 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 16,500 $716K 0.02% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,328 $708K 0.36% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 16,288 $707K 0.15% -300 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 16,278 $706K 0.06% +1,302 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 16,269 $706K 0.05% -553 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 16,261 $705K 0.13% -478 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. 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More: the full row for Fee-Only Financial Planning, L.C. 15,886 $689K 0.45% -1,260 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 15,849 $688K 0.16% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 15,824 $686K 0.09% +750 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 15,873 $686K 0.01% +2,465 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 15,805 $686K 0.1% -1,110 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 15,792 $685K 0.02% +344 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 15,787 $685K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 15,675 $680K 0.01% -3,795 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 15,641 $679K 0.02% -751 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 15,634 $678K 0.21% 0 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 15,564 $675K 0.04% new 13F-HR Timeline Group Callan Family Office, LLC More: the full row for Callan Family Office, LLC 15,488 $672K 0.04% new 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 15,453 $670K 0.38% -400 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 15,368 $667K 0.09% 0 13F-HR Timeline Fullerton Fund Management Co Ltd. More: the full row for Fullerton Fund Management Co Ltd. 15,298 $664K 0.02% new 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 15,287 $663K 0.31% +266 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 15,286 $663K 0.15% +2,551 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 15,240 $661K 0.01% -592 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 15,201 $659K 0.05% +2,151 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 15,339 $656K 4.09% +4 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 15,101 $655K 0.35% +520 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 15,075 $654K 0.11% -335 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 14,973 $650K <0.01% -1,974 13F-HR Timeline Group EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 14,912 $647K 0.02% +136 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 14,855 $644K 0.01% -5 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 14,846 $644K 0.02% -34,585 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,841 $644K 0.08% -6,279 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 14,731 $639K 0.03% +7,194 13F-HR Timeline COMMUNITY TRUST & INVESTMENT CO More: the full row for COMMUNITY TRUST & INVESTMENT CO 14,721 $639K 0.04% -4,950 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 14,676 $637K 0.09% -500 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 14,659 $636K 0.32% +49 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,633 $635K 0.01% +5,085 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 14,631 $635K <0.01% -4 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 14,629 $635K 0.04% -756 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 14,624 $634K 0.57% 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,590 $633K 0.05% -1,954 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,585 $633K 0.36% -100 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 14,562 $632K 0.13% 0 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 14,539 $631K 0.15% new 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 14,535 $631K 0.7% 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,504 $629K 0.06% +1,334 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 14,500 $629K 0.02% +4,500 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,489 $629K 0.17% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 14,485 $628K 0.02% -15 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 14,421 $626K 0.04% +499 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 14,416 $625K 0.05% -2,323 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 14,402 $625K 0.04% -352 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 14,376 $624K 0.02% -2,167 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 14,316 $620K <0.01% +7,197 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 14,246 $618K 0.01% -173 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 14,226 $617K 0.24% +152 13F-HR Timeline CAXTON ASSOCIATES LP More: the full row for CAXTON ASSOCIATES LP 14,144 $614K 0.02% -10,916 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 14,128 $613K 0.33% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 14,108 $612K 0.01% -1,123 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 14,099 $612K 0.06% +8,748 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 14,090 $611K 0.07% -600 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 14,081 $611K 0.02% +437 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 14,061 $610K 0.04% -2,107 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 14,033 $609K 0.09% +126 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 14,024 $608K 0.06% -3,128 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 14,024 $608K 0.25% 0 13F-HR Timeline Group Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 13,990 $607K 0.19% +528 13F-HR Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 13,361 $606K 0.24% +1,862 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 13,952 $605K 0.06% -26 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 13,925 $604K 0.31% -2,095 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 13,824 $600K 0.05% -1,067 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 13,717 $595K 0.06% -131 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 13,699 $594K 0.01% +600 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 13,693 $594K 0.01% 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 13,680 $593K 0.12% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 13,691 $593K 0.1% -150 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 13,658 $593K <0.01% -1,481 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 13,599 $590K 0.01% 0 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 13,520 $586K 0.22% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 13,500 $586K 0.04% +7,300 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 13,482 $585K 0.02% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 13,475 $585K 0.01% +4,487 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 13,409 $582K 0.16% 0 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 13,353 $579K 0.23% -1,197 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,301 $577K 0.02% -129,286 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 13,276 $576K 0.01% +5,650 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 13,123 $569K 0.17% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 13,117 $569K 0.02% +7,918 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 13,023 $565K 0.04% +7,814 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 13,011 $564K 0.12% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 13,006 $564K 0.04% +424 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 13,000 $564K 0.04% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 12,963 $562K 0.02% +112 13F-HR/A Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 12,959 $562K 0.05% +150 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 12,950 $562K 0.01% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 12,904 $560K 0.05% +4,456 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 12,884 $559K 0.05% +3,050 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 12,524 $557K 0.03% -10,009 13F-HR Timeline Sabal Trust CO More: the full row for Sabal Trust CO 12,833 $557K 0.03% new 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 12,790 $555K 0.02% +757 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 12,721 $554K 0.04% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 12,730 $552K 0.25% 0 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 12,712 $551K 0.11% -692 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,659 $549K 0.17% -1,106 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 12,603 $547K 0.01% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 12,540 $544K 0.16% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 12,535 $544K 0.28% -1,000 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 12,535 $544K 0.41% 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 12,526 $543K 0.04% +409 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12,515 $543K 0.04% +366 13F-HR Timeline Group WESTWOOD HOLDINGS GROUP INC in group WESTWOOD HOLDINGS GROUP INC More: the full row for WESTWOOD HOLDINGS GROUP INC 12,491 $542K <0.01% -1,335 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,293 $533K 0.11% -846 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 12,248 $531K 0.02% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 12,218 $530K 0.12% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 12,348 $528K 0.03% +1,978 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 12,124 $526K 0.12% +260 13F-HR Timeline Good Life Advisors, LLC More: the full row for Good Life Advisors, LLC 12,018 $521K 0.04% -741 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 12,000 $521K 0.41% 0 13F-HR Timeline Fourthstone LLC More: the full row for Fourthstone LLC 12,000 $521K 0.1% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 11,970 $519K 0.21% -931 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 11,955 $519K 0.2% +1,040 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 11,952 $518K 0.01% -840 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 11,883 $515K 0.13% -1,018 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 11,775 $511K 0.02% +800 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 11,673 $506K 0.07% +3,093 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,659 $506K 0.2% 0 13F-HR/A Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 11,642 $505K 0.16% -24,425 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 11,633 $505K 0.17% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 11,541 $501K 0.05% -599 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 11,531 $500K 0.22% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 11,508 $499K 0.03% -39 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,475 $498K 0.02% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 11,443 $496K <0.01% -313 13F-HR Timeline Group ADAPT WEALTH ADVISORS, LLC More: the full row for ADAPT WEALTH ADVISORS, LLC 11,435 $496K 0.24% +3,385 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,422 $495K 0.01% -5,512 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 10,836 $487K 0.01% +1,661 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 11,166 $484K 0.03% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 11,129 $483K 0.14% -60 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 11,120 $482K 0.05% -1,009 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 11,114 $482K 0.46% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,111 $482K 0.03% -360 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 11,103 $482K 0.03% -359 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11,083 $481K 0.12% -711 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 11,047 $479K 0.07% +682 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 11,043 $479K 0.02% -21,736 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 11,003 $477K 0.01% -38 13F-HR Timeline FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 10,957 $475K 0.03% +1,200 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9,958 $475K 0.46% 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 10,904 $473K 0.01% -173 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10,903 $473K 0.01% -2,627 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,851 $471K 0.01% 0 13F-HR Timeline Group Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,826 $470K 0.03% -32,651 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,825 $470K 0.04% +225 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 10,824 $470K 0.06% +6,070 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 10,803 $469K 0.27% +27 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10,693 $464K 0.06% +1,211 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,620 $461K 0.02% +11 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 10,585 $459K 0.01% +13 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,584 $459K 0.03% +473 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,565 $458K 0.13% +39 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 10,508 $456K 0.18% -270 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 10,477 $454K 0.05% +321 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 10,445 $453K 0.01% +46 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 10,354 $449K 0.3% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,320 $448K 0.03% +2,055 13F-HR Timeline Group W.G. 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