FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,334 $862K 0.05% -33 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,326 $859K 0.15% -16 13F-HR Timeline Group Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 2,315 $855K 0.01% -412 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,312 $854K 0.01% +258 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,300 $849K 0.02% +148 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 2,297 $848K 0.47% -55 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,288 $845K 0.2% +275 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,110 $843K <0.01% -73 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 2,270 $838K 0.11% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,270 $838K 0.08% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2,261 $835K 0.34% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,236 $826K 0.02% +16 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,229 $823K 0.15% +24 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,218 $819K 0.01% +59 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,215 $818K 0.33% -63 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 2,200 $813K 0.94% 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 2,189 $809K 0.03% +42 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,187 $808K 0.07% +6 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,163 $802K 0.56% +125 13F-HR Timeline OSSIAM More: the full row for OSSIAM 2,161 $798K 0.01% +413 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,148 $793K 0.03% -5 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 2,133 $788K 0.23% +8 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,131 $787K 0.01% -16 13F-HR/A Timeline Group FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 2,123 $784K 0.01% -319 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,123 $784K 0.1% +873 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,120 $783K 0.1% +34 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,146 $780K 0.09% -119 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,154 $778K 0.32% -87 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,100 $776K 0.05% -715 13F-HR Timeline Crestline Management, L.P. More: the full row for Crestline Management, L.P. 2,100 $776K 0.03% new 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 2,091 $772K 0.09% -38 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 2,082 $769K 0.05% -345 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,066 $763K 0.11% -373 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 2,054 $759K 0.01% +684 13F-HR/A Timeline Group JB Capital LLC More: the full row for JB Capital LLC 2,044 $755K 0.04% -16 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 2,044 $755K 0.29% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,037 $752K 0.02% +227 13F-HR Timeline Group Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,028 $749K 0.03% +7 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,922 $747K 0.02% +243 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,017 $745K 0.02% +57 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,006 $741K 0.05% new 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 2,000 $739K 0.59% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,996 $737K 0.01% -121 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 1,992 $736K 0.01% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,990 $735K 0.02% -203 13F-HR/A Timeline ODDO BHF ASSET MANAGEMENT SAS More: the full row for ODDO BHF ASSET MANAGEMENT SAS 1,974 $729K 0.04% +342 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jain Global LLC More: the full row for Jain Global LLC 1,966 $726K 0.02% 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,965 $726K 0.04% -10 13F-HR Timeline EVEXIA WEALTH LLC More: the full row for EVEXIA WEALTH LLC 2,022 $720K 0.24% -186 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,945 $718K 0.06% -49 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,938 $716K 0.1% -361 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,924 $711K 0.04% +1,415 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,918 $708K <0.01% -20 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 1,907 $704K 0.11% +65 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 1,903 $703K <0.01% 0 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,892 $699K 0.06% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,888 $697K 0.13% -1 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,881 $695K 0.13% +908 13F-HR Timeline S&CO INC More: the full row for S&CO INC 1,880 $694K 0.05% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 1,878 $694K 0.12% 0 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,876 $693K 0.21% -34 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 1,866 $689K 0.18% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,862 $688K 0.04% -18 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,859 $687K 0.11% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,857 $686K 0.21% +118 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,856 $686K 0.02% +133 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,853 $684K 0.22% -16 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,850 $683K 0.03% new 13F-HR Timeline Silverberg Bernstein Capital Management… More: the full row for Silverberg Bernstein Capital Management LLC 1,850 $683K 0.6% 0 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,847 $682K 0.16% +547 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,843 $681K 0.16% +68 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,841 $680K 0.01% +100 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,832 $677K 0.02% +147 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,827 $675K 0.02% -138 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,814 $670K 0.01% -20 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,801 $665K 0.06% +101 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 1,793 $662K 0.05% -19 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,790 $661K 0.03% +59 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 1,786 $660K 0.03% -110 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 1,781 $658K 0.05% -207 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,781 $658K 0.03% +76 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,768 $653K 0.07% -143 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 1,763 $651K 0.43% +47 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,762 $651K 0.12% new 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 1,759 $650K <0.01% -1,800 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 1,750 $646K 0.07% +27 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 1,750 $646K 0.12% 0 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 1,750 $646K 0.22% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,741 $643K 0.02% -57 13F-HR Timeline Group Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 1,725 $637K 0.02% 0 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 1,722 $636K 0.14% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,719 $635K 0.4% +178 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,674 $631K 0.63% +62 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,698 $627K 0.04% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,689 $624K 0.04% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,672 $618K 0.36% -119 13F-HR Timeline First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 1,647 $608K 0.01% +3 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,646 $608K 0.04% -122 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,637 $607K 0.06% +625 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,632 $603K 0.12% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,628 $601K 0.12% +83 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,625 $600K 0.09% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,619 $598K 0.03% +459 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,624 $598K 0.01% -1,147 13F-HR Timeline Group D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 1,619 $598K 0.19% -24 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,617 $597K 0.35% +3 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,616 $597K 0.33% -2 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,611 $595K 0.01% -1,099 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,611 $595K 0.46% -120 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,611 $595K 0.31% 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 1,602 $592K 0.32% +113 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,598 $590K 0.04% +98 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 1,587 $586K 0.06% +86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,586 $586K 0.22% -185 13F-HR Timeline IAM Advisory, LLC More: the full row for IAM Advisory, LLC 1,580 $584K 0.15% +4 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 1,576 $582K 0.02% +368 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,569 $580K 0.02% +131 13F-HR/A Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,567 $579K 0.16% +718 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,555 $574K 0.04% -46 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,552 $573K 0.4% 0 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 1,505 $567K 0.03% +501 13F-HR Timeline Group BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 1,532 $566K 0.01% +1 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 1,525 $565K 0.28% -3 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,528 $564K 0.06% -25 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,517 $560K 0.01% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,506 $556K 0.17% 0 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 1,506 $556K 0.22% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,505 $556K 0.06% 0 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 1,500 $554K 0.02% 0 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,500 $554K 0.14% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 1,499 $554K 0.21% -126 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 1,498 $553K 0.41% new 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,493 $551K 0.01% -114 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,490 $550K 0.03% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,486 $549K 0.05% +233 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,471 $543K <0.01% -453 13F-HR Timeline Group Argent Trust Co More: the full row for Argent Trust Co 1,462 $540K 0.02% +103 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,458 $539K 0.04% +1,303 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,457 $538K 0.11% -867 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,455 $537K 0.13% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,453 $537K 0.1% +791 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,450 $536K 0.02% -804 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,447 $534K 0.16% +84 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,445 $534K 0.01% +922 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,427 $527K 0.09% -199 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,427 $527K 0.01% new 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,427 $527K 0.22% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,414 $522K 0.04% -75 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,413 $522K 0.09% -200 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 1,410 $521K 0.09% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,408 $520K 0.03% +61 13F-HR Timeline Group United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,400 $517K 0.02% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,400 $517K 0.2% 0 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 1,394 $515K <0.01% 0 13F-HR Timeline Group Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,394 $515K 0.15% new 13F-HR/A Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 1,388 $513K 0.08% 0 13F-HR Timeline High Probability Advisors, LLC More: the full row for High Probability Advisors, LLC 1,360 $502K 0.09% 0 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 1,357 $501K 0.03% +4 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 1,355 $500K 0.19% -2 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,355 $500K 0.04% -7 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,354 $500K 0.11% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,353 $500K 0.07% +3 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,351 $499K <0.01% +401 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,350 $499K 0.05% 0 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 1,350 $499K 0.21% -1,135 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 1,342 $496K 0.34% +2 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,341 $495K 0.05% +215 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,333 $495K 0.01% +473 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,339 $495K 0.05% -10 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 1,332 $492K 0.13% -1,982 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,330 $491K 0.02% +38 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,327 $490K 0.24% +2 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,326 $490K 0.07% +2 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,324 $489K 0.03% +147 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 1,323 $489K 0.15% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,316 $486K 0.01% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,314 $485K 0.05% -80 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 1,307 $483K 0.1% new 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,305 $482K 0.03% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,301 $481K 0.19% +745 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,301 $481K 0.01% +763 13F-HR Timeline Group Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 1,297 $479K <0.01% -9 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,297 $479K 0.02% +123 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 1,297 $479K 0.01% +71 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,287 $475K <0.01% +165 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 1,284 $474K 0.04% -30 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,284 $474K 0.11% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 1,280 $473K 0.1% +688 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,277 $472K <0.01% -7 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,270 $469K 0.01% +369 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 1,265 $467K 0.12% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,256 $464K 0.04% -9 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,253 $463K 0.1% -72 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,251 $462K 0.1% +11 13F-HR/A Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 1,245 $461K 0.26% +134 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 1,244 $460K 0.22% +2 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,243 $459K 0.23% 0 13F-HR Timeline Harrington Investments, INC More: the full row for Harrington Investments, INC 1,233 $455K 0.25% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,230 $454K 0.09% new 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 1,228 $453K 0.23% +6 13F-HR Timeline