Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 16,297 $749K 0.07% -13,497 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 16,262 $748K 0.05% +156 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 16,254 $747K 0.33% -74 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 16,106 $740K 0.02% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 16,073 $739K 0.04% +23 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 16,065 $739K 0.01% -332 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 16,052 $738K 0.01% -486 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 16,024 $737K 0.02% +755 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 15,767 $736K 0.01% +9,912 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 16,018 $736K 0.17% +398 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 16,015 $736K 0.04% -990 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,968 $734K 0.12% +8,021 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 15,849 $729K 0.13% -4 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 15,837 $728K 0.3% -113 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,817 $727K 0.03% +4,499 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 15,739 $724K 0.12% -338 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 15,676 $721K 0.05% +1,191 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 15,635 $719K 0.01% -198 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 15,634 $719K 0.19% 0 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 15,588 $717K 0.08% -484 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 15,572 $716K 0.04% -92 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15,290 $714K 0.05% -1,543 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 15,497 $712K 0.25% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 15,489 $712K 0.44% -81 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 15,430 $709K 0.6% +630 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 15,421 $709K 0.09% +248 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 15,414 $709K 2.59% +1,750 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15,395 $708K 0.03% +7 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 15,339 $705K 0.24% +390 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 15,257 $701K 0.56% -4,854 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 15,188 $698K 0.05% -2,886 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 15,152 $697K 0.1% -53,229 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 15,132 $696K 0.01% +8,266 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 15,098 $694K 0.18% -511 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 15,081 $693K 0.55% +7,767 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 15,000 $690K 0.02% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 14,993 $689K 0.02% -168 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 14,964 $688K <0.01% +1,487 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,914 $686K 0.02% 0 13F-HR Timeline CTC Alternative Strategies, Ltd. More: the full row for CTC Alternative Strategies, Ltd. 14,905 $685K 1.56% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 13,509 $684K 0.04% +17 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 13,873 $684K 0.02% -1,404 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 14,862 $683K 0.15% -263 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 14,802 $680K <0.01% +224 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 14,787 $680K 0.19% -2,910 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 14,758 $678K 0.05% +3 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 14,749 $678K 0.06% -1,998 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,747 $678K 0.05% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 14,747 $678K 0.4% +477 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 14,737 $677K 0.03% -185 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 14,730 $677K 0.02% +472 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 14,687 $675K 0.15% -26 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 14,659 $674K 0.25% +211 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 14,641 $673K 0.03% -1,607 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,611 $672K 0.02% +1,324 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 14,492 $666K 0.22% -105 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 14,400 $662K 0.02% 0 13F-HR Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 14,380 $661K 0.18% -54 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 14,368 $660K 0.35% +457 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 14,332 $659K 0.45% +358 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 14,227 $654K 0.3% +9,533 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 14,165 $651K 0.06% +4,636 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 14,145 $650K 0.3% +1,945 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 14,135 $650K 0.04% +2,269 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 14,025 $645K 0.16% -583 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 14,021 $645K 0.15% +1,120 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 13,950 $641K 0.02% -4,152 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 13,895 $639K 0.15% +415 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 13,891 $639K 0.03% +262 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 13,843 $636K 0.03% -1,510 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 13,838 $636K 0.04% +1,997 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 13,818 $635K 0.12% +3,800 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 13,798 $634K 0.08% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 13,742 $632K 0.13% +2,853 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 13,717 $631K 0.06% -351 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 13,689 $629K 0.09% +38 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 13,686 $629K 0.03% -1,529 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 13,618 $626K 0.05% +3,564 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 13,578 $623K 0.02% +12,302 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 13,533 $622K 0.2% -1,784 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 13,520 $622K 0.2% 0 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 13,506 $621K 0.37% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 13,503 $621K 0.1% -917 13F-HR Timeline Eastover Investment Advisors LLC More: the full row for Eastover Investment Advisors LLC 13,481 $620K 0.27% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 13,480 $620K 0.14% -1,117 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 13,412 $617K 0.13% 0 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 13,408 $616K 0.26% +509 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 13,394 $616K 0.03% +336 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 13,772 $615K 0.01% -118 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 13,340 $613K 0.07% -484 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 13,321 $612K 0.05% -190 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 13,314 $612K 0.04% -406 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 13,285 $611K 0.13% +2,099 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 13,168 $605K 0.12% +2,340 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 13,153 $605K 0.23% -1,475 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 13,143 $604K 0.03% -2,685 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 13,123 $603K 0.02% -150 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 13,043 $600K 0.04% -31 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 12,998 $598K 0.02% -2,745 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 12,995 $597K 0.02% -24,519 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 12,953 $595K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 12,950 $593K 0.19% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 12,892 $593K 0.02% +84 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,334 $589K 0.02% -6,346 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 12,800 $588K 0.05% 0 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 12,751 $586K 0.09% +122 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 12,701 $584K 0.39% -154 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 12,612 $580K 0.04% +1,203 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 12,560 $577K 0.13% 0 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 12,515 $575K 0.17% -380 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12,491 $574K 0.06% -1,505 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 12,487 $574K 0.02% +603 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 12,448 $572K 0.08% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 12,434 $572K 0.02% -1,068 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 12,393 $570K 0.03% -437 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 12,309 $566K 0.26% -146 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 12,299 $565K 0.41% +107 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 12,299 $565K 0.01% -505 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 12,178 $560K 0.05% +7,844 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 12,174 $560K 0.01% +1,637 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 12,530 $559K 0.01% 0 13F-HR Timeline Group Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 12,118 $557K 0.05% +78 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12,097 $556K 0.03% +477 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 12,087 $556K 0.02% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 12,065 $555K 0.02% -35,382 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 12,057 $554K 0.01% -4,280 13F-HR Timeline Group EJF Capital LP More: the full row for EJF Capital LP 11,997 $552K 0.39% -811 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 11,976 $551K 0.07% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11,906 $547K 0.01% +69 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,879 $546K 0.08% -565 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 11,858 $545K 0.01% -28 13F-HR Timeline Group FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 11,843 $544K 0.18% -1,000 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 11,807 $543K 0.01% -3,870 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 11,695 $538K 0.01% -165 13F-HR Timeline Group FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 11,665 $536K <0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 11,664 $536K 0.02% +875 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 11,662 $536K 0.11% 0 13F-HR Timeline Sculati Wealth Management, LLC More: the full row for Sculati Wealth Management, LLC 11,659 $536K 0.2% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,650 $536K <0.01% +641 13F-HR Timeline First Financial Group Corp More: the full row for First Financial Group Corp 11,641 $535K 0.44% -304 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 11,622 $534K 0.39% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,622 $534K 0.05% -396 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 11,598 $533K 0.38% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 11,530 $530K 0.26% +261 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 11,511 $529K 0.01% +2,891 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,505 $529K 0.04% +1,809 13F-HR Timeline Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 11,503 $529K 0.11% -1,008 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 11,415 $525K 0.03% -428 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 10,503 $520K 0.12% -3,586 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 11,310 $520K 0.14% -850 13F-HR Timeline Austin Asset Management Co Inc More: the full row for Austin Asset Management Co Inc 11,309 $520K 0.09% new 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 11,304 $520K 0.05% new 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 11,241 $517K 0.24% -57 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 11,172 $514K 0.36% +58 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 11,095 $510K 0.03% -1,640 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 10,359 $510K 0.05% +50 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11,083 $509K 0.11% 0 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 11,082 $509K 0.07% +122 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 11,066 $509K <0.01% -5,158 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,046 $508K 0.01% -2,856 13F-HR Timeline Group DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 11,028 $507K 0.21% -9,930 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 11,011 $506K 0.03% -169 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 10,943 $503K <0.01% -2,475 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 10,914 $502K 0.04% +196 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 10,881 $500K 0.02% +641 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 10,880 $500K 0.07% -854 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 10,856 $499K 0.08% +453 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 63,415 $497K 0.13% +56,139 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 10,349 $493K 0.01% -8 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 10,723 $493K 0.01% -1,155 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 10,701 $492K 0.44% -62 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 10,653 $490K 0.02% +295 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 10,628 $489K 0.05% +2,492 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 10,618 $488K 0.02% -1,013 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 10,585 $487K 0.04% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 9,485 $483K 0.01% +1,090 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 10,509 $483K 0.26% -4,086 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,488 $482K 0.1% -275 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,459 $481K 0.03% +1,996 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 10,318 $474K 0.14% 0 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 472,388 $472K 1.13% +442,267 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 10,257 $472K 0.06% +663 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 10,285 $471K 0.26% +21 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 10,255 $471K 0.02% +439 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 10,368 $470K 0.06% -475 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 10,208 $469K 0.14% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,190 $468K 0.05% +2,370 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 9,250 $468K 0.07% +76 13F-HR Timeline Mason & Associates, LLC More: the full row for Mason & Associates, LLC 10,142 $466K 0.11% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 10,112 $465K 0.15% +57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 10,080 $463K 0.33% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 10,070 $463K 0.03% +1,295 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 10,046 $462K 0.03% -723 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 10,017 $460K 0.01% -361 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 10,007 $460K 0.14% 0 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 9,353 $459K 0.01% -2,821 13F-HR Timeline WILKINS INVESTMENT COUNSEL INC More: the full row for WILKINS INVESTMENT COUNSEL INC 9,975 $459K 0.07% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 9,951 $457K 0.09% +362 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 9,946 $457K 0.01% -91 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,932 $457K 0.15% +3,817 13F-HR Timeline