COOPERMAN LEON G More: the full row for COOPERMAN LEON G 24,693 $1.57M 0.06% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 24,537 $1.56M 0.04% -196 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 24,454 $1.55M 0.17% -5,693 13F-HR Timeline Tolleson Wealth Management, Inc. in group Tolleson Wealth Management, I… More: the full row for Tolleson Wealth Management, Inc. 24,301 $1.54M 0.32% -119 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 23,492 $1.49M 0.02% -6,151 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 23,605 $1.48M 1.32% 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 23,000 $1.46M 0.15% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 22,762 $1.44M 0.02% -18,088 13F-HR Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 22,450 $1.43M 0.16% 0 13F-HR Timeline F&V Capital Management, LLC More: the full row for F&V Capital Management, LLC 22,427 $1.42M 0.37% -130 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 22,400 $1.42M 0.17% -800 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 22,117 $1.4M 0.1% +248 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 21,700 $1.38M 0.01% +1,182 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 21,579 $1.37M <0.01% +17,967 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 20,935 $1.33M <0.01% -4,875 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 20,828 $1.32M 0.04% -309 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 20,492 $1.3M 0.01% -1,921 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 20,237 $1.28M 0.06% +17,346 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 19,723 $1.25M 0.62% -400 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,006 $1.21M 0.05% +2,297 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 18,993 $1.21M 0.03% -1,496 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 18,893 $1.2M 0.01% +7,389 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 18,712 $1.19M 0.01% -18,187 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 18,699 $1.19M <0.01% +12,468 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 18,680 $1.19M 0.01% -14,820 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 18,209 $1.16M 0.06% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 18,118 $1.15M 0.2% -14 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 17,882 $1.13M 0.02% +6,706 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 17,758 $1.13M <0.01% -129 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 17,653 $1.12M <0.01% +1,455 13F-HR Timeline Group Custos Family Office, LLC More: the full row for Custos Family Office, LLC 17,546 $1.11M 0.39% +197 13F-HR Timeline Unconventional Investor, LLC More: the full row for Unconventional Investor, LLC 17,522 $1.11M 0.67% +170 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 17,439 $1.11M 0.1% -416 13F-HR Timeline RiverGlades Family Offices LLC More: the full row for RiverGlades Family Offices LLC 17,437 $1.11M 0.79% -240 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 17,362 $1.1M 0.33% -117 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 17,129 $1.09M 0.68% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 17,025 $1.08M 0.05% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,902 $1.07M 0.01% -6,611 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 16,835 $1.07M 0.01% 0 13F-HR Timeline Group Roger Wittlin Investment Advisory, LLC More: the full row for Roger Wittlin Investment Advisory, LLC 16,768 $1.06M 0.6% -3,986 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 16,765 $1.06M 0.1% +911 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 16,647 $1.06M 0.11% +132 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 16,643 $1.06M 0.23% -5,530 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 15,940 $1.01M 0.28% -865 13F-HR Timeline Allied Investment Advisors, LLC More: the full row for Allied Investment Advisors, LLC 15,932 $1.01M 0.2% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 15,367 $975K 0.58% -36 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 15,300 $971K 0.04% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 15,290 $970K 0.01% +591 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 15,113 $959K <0.01% +4,703 13F-HR Timeline Group AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 14,748 $947K 0.67% -213 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 14,796 $939K 0.37% -1,689 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 14,776 $936K 0.1% -526 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 14,728 $935K 0.01% -197 13F-HR Timeline Group Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 14,639 $929K 0.03% -1,347 13F-HR Timeline Group Rothschild & Co Wealth Management UK Ltd More: the full row for Rothschild & Co Wealth Management UK Ltd 14,489 $920K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 14,189 $901K 0.01% +14 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 14,057 $892K 0.42% +533 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 13,943 $885K 0.05% +49 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 13,929 $884K <0.01% -27,544 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 13,860 $880K <0.01% -747 13F-HR/A Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 13,710 $870K 0.07% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 13,640 $866K 0.23% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 13,638 $866K <0.01% +2,947 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 13,551 $860K 1.09% -255 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 13,465 $855K 0.01% +9,701 13F-HR/A Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 13,605 $840K 0.01% 13F-HR/A Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13,223 $839K 0.11% +5 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 12,895 $818K 0.3% +165 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 12,830 $814K 0.43% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 12,727 $808K 0.14% -2,345 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 12,606 $800K 0.17% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,563 $797K 0.03% +2,144 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 12,359 $784K 0.01% -283 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 12,360 $784K 0.17% +1,500 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 12,250 $778K 0.14% -545 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 12,248 $777K 0.1% -102 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 12,223 $776K 0.02% -934,425 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 12,006 $762K 0.1% -616 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 12,000 $762K 0.21% 0 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 11,899 $755K 0.17% +132 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 11,784 $748K 0.01% -1,571 13F-HR Timeline TAP Consulting, LLC More: the full row for TAP Consulting, LLC 11,564 $734K 0.15% -23,152 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 11,503 $730K 0.02% -27,781 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 11,385 $723K 0.05% 0 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 11,136 $707K 0.07% -379 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 11,134 $707K <0.01% -204 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 11,018 $699K 0.02% -72 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 10,883 $691K 0.02% +4 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 10,833 $688K 0.02% -509 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,804 $686K 0.02% +730 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,629 $675K <0.01% +108 13F-HR Timeline Group Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 10,598 $673K 0.01% -1,583 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 10,565 $671K 0.01% +87 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 10,503 $667K <0.01% -6,571 13F-HR Timeline Conservest Capital Advisors, Inc. More: the full row for Conservest Capital Advisors, Inc. 10,491 $666K 0.07% +2,240 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 10,393 $660K <0.01% +2,553 13F-HR Timeline Group Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 10,256 $651K 1.75% 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,123 $643K 0.5% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 10,118 $642K 0.1% -216 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 10,000 $635K 0.43% 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 9,862 $626K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 9,840 $625K 0.01% -4,064 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 9,803 $622K 0.04% +1,378 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 9,718 $617K 0.37% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,654 $613K 0.04% +3,993 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 9,604 $610K 0.04% +3 13F-HR Timeline Group Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 9,603 $610K 0.1% -209 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 9,584 $608K <0.01% +54 13F-HR Timeline Group Zurich Insurance Group Ltd/FI in group Zurich Insurance Group Ltd/FI More: the full row for Zurich Insurance Group Ltd/FI 9,470 $607K <0.01% new 13F-HR Timeline Group Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 9,350 $594K 0.04% -8,175 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 9,232 $586K 0.87% 13F-HR/A Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 9,207 $584K 0.4% -944 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 9,166 $582K 0.12% +7,566 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 9,126 $579K 0.38% 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 8,901 $565K 0.02% +2 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 8,861 $562K 0.05% +99 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 8,815 $560K <0.01% -19,555 13F-HR/A Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 8,808 $559K 0.38% -47 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 8,769 $557K 0.11% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 8,755 $556K <0.01% -4,030 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 8,714 $553K 0.1% -511 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,618 $547K 0.05% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 8,574 $544K 0.02% +961 13F-HR/A Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 8,561 $543K 0.08% -19,813 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 8,552 $543K 0.01% +184 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 8,499 $539K 0.04% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 8,478 $538K <0.01% +1,153 13F-HR/A Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 8,416 $534K 0.23% 0 13F-HR/A Timeline BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 8,405 $533K 0.08% 0 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 8,299 $527K 0.05% +76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8,250 $525K <0.01% +438 13F-HR/A Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 8,104 $514K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 8,061 $512K 0.09% +699 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 7,775 $498K <0.01% +1,497 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 7,810 $496K 0.28% 0 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,788 $494K 0.04% -65 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 7,781 $494K 0.04% 0 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 7,646 $485K 0.05% +315 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 7,640 $485K 0.11% -100 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 7,555 $480K 0.06% -100 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 7,436 $472K 0.36% 13F-HR/A Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 7,293 $463K 0.01% -2,508 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,196 $457K <0.01% -19,408 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,198 $457K <0.01% +2,217 13F-HR Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 7,077 $449K 0.05% -341 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 6,995 $444K 0.01% -186 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 6,945 $441K <0.01% -440 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 6,910 $439K 0.42% 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 6,877 $436K 0.13% -488 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 6,273 $435K 0.22% 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 6,811 $432K 0.01% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 6,712 $426K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 6,690 $425K 0.01% -660 13F-HR Timeline Group Allie Family Office LLC More: the full row for Allie Family Office LLC 6,671 $423K 0.24% 0 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,668 $423K 0.16% 13F-HR Timeline Arizona PSPRS Trust More: the full row for Arizona PSPRS Trust 6,616 $420K 0.01% new 13F-HR/A Timeline Coastwise Capital Group, LLC More: the full row for Coastwise Capital Group, LLC 6,560 $416K 0.33% +3,082 13F-HR Timeline PARTNERS CAPITAL INVESTMENT GROUP, LLP More: the full row for PARTNERS CAPITAL INVESTMENT GROUP, LLP 6,533 $415K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6,509 $413K <0.01% 0 13F-HR Timeline Group Narwhal Capital Management More: the full row for Narwhal Capital Management 6,400 $406K 0.04% 0 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 6,271 $398K 0.08% +725 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 6,245 $396K 0.05% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 6,225 $395K 0.01% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 6,176 $392K 0.19% +601 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 6,165 $391K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,131 $387K 0.03% new 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 6,052 $384K 0.27% +2 13F-HR Timeline UNIONVIEW, LLC More: the full row for UNIONVIEW, LLC 6,040 $383K 0.28% +50 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,033 $383K 0.01% -415 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,007 $381K 0.01% +76 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,667 $376K 0.02% -210 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,864 $372K <0.01% -1,000 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 5,835 $370K 0.02% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 5,677 $360K 0.03% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 5,657 $359K 0.16% +11 13F-HR Timeline Life Planning Partners, Inc More: the full row for Life Planning Partners, Inc 5,622 $357K 0.33% 0 13F-HR/A Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 5,567 $353K 0.32% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,516 $350K 0.08% -364 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,477 $348K <0.01% +2,334 13F-HR Timeline Group Janney Capital Management LLC More: the full row for Janney Capital Management LLC 5,365 $341K 0.02% -308 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,372 $341K 0.01% +1,672 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,359 $340K 0.02% -1,449 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 5,303 $337K 0.03% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,277 $335K 0.02% +58 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,220 $331K <0.01% +1,408 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,139 $326K 0.33% +232 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 5,100 $324K <0.01% -11,700 13F-HR Timeline Group KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,063 $321K 0.01% -838 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 5,017 $318K 0.01% -75 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 5,013 $318K 0.03% +1 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,933 $313K 0.01% +1,000 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4,898 $310K 0.09% 0 13F-HR Timeline Compound Planning, Inc. 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