EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,216 $535K 0.01% +4,266 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,195 $533K 0.08% -602 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,179 $532K 0.32% -213 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,156 $529K 0.01% +14 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,079 $521K <0.01% +197 13F-HR/A Timeline Group BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 5,067 $520K 0.18% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 5,048 $519K <0.01% -18,074 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 4,959 $509K 0.03% +3,243 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,935 $507K 0.01% +35 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,919 $505K 0.19% -49 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 4,889 $502K 0.02% +2,595 13F-HR Timeline PRAXIS INVESTMENT MANAGEMENT INC More: the full row for PRAXIS INVESTMENT MANAGEMENT INC 4,850 $498K 0.03% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,766 $493K 0.02% +780 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 4,801 $493K 0.01% -425 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,772 $490K 0.02% +1,038 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 4,752 $488K 0.31% -583 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,718 $484K 0.01% -26 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 4,700 $482K 0.06% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,681 $480K 0.26% 0 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,670 $479K <0.01% new 13F-HR Timeline Group Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,607 $473K 0.13% +3 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 4,600 $472K 0.02% +199 13F-HR Timeline Aurora Investment Counsel More: the full row for Aurora Investment Counsel 4,557 $468K 0.24% -28 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,532 $465K 0.18% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 4,527 $465K 0.16% -56 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,500 $462K 0.02% -27,059 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,489 $461K 0.04% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 4,451 $457K 0.03% -1,251 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,450 $457K 0.09% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,440 $456K 0.03% -95 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,403 $452K <0.01% -4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,366 $451K 0.01% -780 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,390 $451K 0.02% +1,952 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,376 $449K 0.01% -3 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 4,353 $447K 0.01% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,351 $447K <0.01% -235 13F-HR/A Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 4,341 $446K 0.05% +509 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) 4,334 $445K 0.01% -6,861 13F-HR Timeline Group Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 4,326 $444K 0.02% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,310 $442K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,304 $442K 0.01% +3,153 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 4,289 $440K 0.01% -540 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 4,257 $437K 0.06% -494 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,214 $433K 0.11% -2,314 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 4,205 $432K 0.01% +3,549 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 4,189 $430K 0.04% 0 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,172 $428K 0.02% +239 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,142 $425K 0.03% +1,870 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 4,082 $423K 0.01% +458 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4,079 $419K 0.15% +501 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 4,074 $418K 0.01% +66 13F-HR Timeline STOREBRAND ASSET MANAGEMENT AS More: the full row for STOREBRAND ASSET MANAGEMENT AS 4,069 $418K <0.01% +3,259 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,044 $415K 0.01% +435 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 4,035 $414K 0.12% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 4,034 $414K 0.17% +12 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 4,020 $413K 0.04% -291 13F-HR Timeline BAMCO INC /NY/ in group Baron Capital More: the full row for BAMCO INC /NY/ 4,000 $411K <0.01% 0 13F-HR Timeline Group Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 4,000 $411K 0.02% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,988 $409K 0.01% -55 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3,987 $409K 0.07% new 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 3,908 $407K new Timeline US Asset Management LLC More: the full row for US Asset Management LLC 3,948 $405K 0.33% 0 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,922 $403K 0.01% -19 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 3,916 $402K 0.04% -625 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,879 $398K 0.02% +123 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,848 $395K 0.01% +99 13F-HR/A Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,805 $391K 0.03% +103 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,791 $389K 0.01% -325 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 3,784 $388K <0.01% new 13F-HR Timeline Group WBH ADVISORY INC More: the full row for WBH ADVISORY INC 3,778 $388K 0.03% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 3,769 $387K 0.04% +802 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 3,768 $387K 0.05% new 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,757 $386K 0.22% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 3,754 $385K 0.04% -277 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 3,740 $384K 0.05% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,724 $382K <0.01% +1 13F-HR Timeline Group ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 3,710 $381K 0.21% 0 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 3,705 $380K 0.01% +52 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 3,750 $379K <0.01% 0 13F-HR Timeline Group River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 3,661 $376K 0.04% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 3,655 $375K 0.03% +30 13F-HR/A Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 3,645 $374K 0.01% -2,431 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,496 $374K 0.04% new 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 3,572 $367K 0.01% +480 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 3,364 $362K 0.01% 13F-HR Timeline Midwest Financial Group LLC More: the full row for Midwest Financial Group LLC 3,490 $358K 0.17% +175 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,452 $354K 0.02% -217 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,430 $352K 0.01% +81 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,410 $350K 0.2% -255 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 3,405 $349K 0.05% 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,403 $349K 0.06% new 13F-HR Timeline S-Bank Fund Management Ltd More: the full row for S-Bank Fund Management Ltd 3,387 $348K 0.05% -44 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 3,385 $347K 0.06% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,323 $341K 0.01% +124 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 3,312 $340K 0.1% -519 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,298 $339K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 3,281 $337K 0.23% 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,254 $334K 0.03% +948 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,181 $334K 0.01% +444 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 3,247 $333K 0.02% +2 13F-HR/A Timeline Heritage Trust Co More: the full row for Heritage Trust Co 3,235 $332K 0.04% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 3,235 $332K <0.01% +965 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,226 $331K 0.12% -37 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,220 $331K 0.03% -1,114 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,214 $330K 0.06% +225 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,200 $328K 0.05% +750 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,177 $326K 0.05% -14,035 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 3,163 $325K 0.01% -113 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 3,159 $324K 0.22% -100 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,146 $323K 0.07% -575 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,141 $322K 0.09% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,139 $322K 0.01% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,103 $318K 0.07% +2,083 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,100 $318K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,093 $317K 0.01% -2,009 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 3,060 $314K 0.1% -234 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,050 $313K 0.01% -488 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,037 $312K 0.01% +67 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 3,031 $311K 0.11% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 3,027 $311K 0.13% +199 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,022 $310K 0.02% +305 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,934 $310K 0.01% +30 13F-HR/A Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 3,000 $308K 0.05% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,992 $307K 0.01% -245 13F-HR Timeline Saratoga Research & Investment Manageme… More: the full row for Saratoga Research & Investment Management 2,986 $306K 0.02% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,981 $306K 0.01% +715 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,973 $305K 0.01% -2 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,967 $304K 0.1% new 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 2,928 $301K 0.04% +479 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 2,914 $299K 0.07% +100 13F-HR Timeline Group VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,900 $298K 0.16% new 13F-HR/A Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,899 $298K 0.08% +2,860 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,898 $297K 0.01% +434 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 2,897 $297K 0.04% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,895 $297K 0.01% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 2,889 $297K 0.14% new 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,886 $296K 0.09% -38 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,834 $291K 0.08% -48 13F-HR/A Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 2,834 $291K 0.09% +210 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2,833 $291K 0.03% +3 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,818 $289K 0.15% -48 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,810 $288K 0.01% -500 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2,798 $287K 0.02% -1,538 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,792 $287K 0.02% +10 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,788 $286K 0.22% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,778 $285K 0.04% +157 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,780 $285K 0.01% +1,524 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 2,776 $285K 0.05% +89 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,760 $283K 0.03% -194 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,728 $280K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 2,720 $279K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 2,633 $278K 0.1% -827 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 2,705 $278K 0.01% -40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,699 $277K 0.02% +55 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,698 $277K 0.01% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,673 $274K 0.02% +202 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,673 $274K <0.01% 0 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 2,663 $273K 0.1% -235 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,638 $271K 0.13% +131 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,635 $270K 0.02% new 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 2,598 $269K 0.01% -2,040 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,620 $269K 0.02% new 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 2,610 $268K 0.13% -790 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 2,610 $268K 0.26% -80 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,600 $267K 0.02% 0 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,597 $267K 0.04% +214 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,587 $266K 0.07% +10 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 2,580 $265K 0.03% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,579 $265K <0.01% +111 13F-HR Timeline Group Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,568 $264K 0.02% 0 13F-HR Timeline TL Private Wealth More: the full row for TL Private Wealth 2,500 $263K 0.11% 0 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 2,562 $263K 0.08% -99 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,500 $257K <0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,490 $256K 0.05% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,448 $251K 0.01% +28 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 2,445 $251K 0.06% -900 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,430 $251K 0.05% +24 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,366 $250K 0.01% +137 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,415 $248K 0.04% 0 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 2,412 $248K 0.05% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 2,375 $244K <0.01% 0 13F-HR Timeline Group Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,356 $242K 0.04% +90 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 2,329 $239K 0.04% 0 13F-HR Timeline Coordinated Financial Services, Inc. More: the full row for Coordinated Financial Services, Inc. 2,325 $239K 0.15% +50 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,319 $238K 0.03% +155 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,303 $236K 0.02% -25 13F-HR Timeline Group BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,300 $236K 0.13% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,292 $235K <0.01% -1,374 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,281 $234K 0.01% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,270 $233K 0.01% +196 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,253 $231K 0.01% -500 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,251 $231K <0.01% +63 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,249 $231K 0.01% +102 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,239 $230K 0.02% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 2,229 $229K 0.01% -93 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,240 $228K 0.08% -260 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,204 $226K <0.01% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,200 $226K 0.07% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (IRELAND) Ltd More: the full row for IQ EQ FUND MANAGEMENT (IRELAND) Ltd 2,190 $225K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 2,179 $224K 0.12% -44 13F-HR Timeline