Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 38,525 $3.52M 0.26% +126 13F-HR Timeline Richmond Brothers, Inc. More: the full row for Richmond Brothers, Inc. 38,458 $3.52M 2.22% -362 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 39,163 $3.49M 0.41% -1,688 13F-HR Timeline Group Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 38,000 $3.47M 0.44% 0 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 37,941 $3.47M 0.33% -609 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 37,768 $3.45M 2.51% -324 13F-HR Timeline Intergy Private Wealth, LLC More: the full row for Intergy Private Wealth, LLC 37,649 $3.44M 1.08% +2,095 13F-HR Timeline Sterling Wealth Management, Inc. More: the full row for Sterling Wealth Management, Inc. 37,498 $3.43M 1.04% -4,333 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 37,433 $3.42M 1.28% +5,438 13F-HR Timeline Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 37,400 $3.42M 0.85% +3,942 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 38,295 $3.42M 1.02% +15,394 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 37,238 $3.4M 0.24% +3,390 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 37,199 $3.4M 0.51% +4,874 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 37,180 $3.4M 1.31% +746 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 37,174 $3.4M 0.07% +13,403 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 37,118 $3.39M 0.1% +105 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 37,071 $3.39M 0.13% +498 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 37,116 $3.38M 0.02% +7,650 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 36,705 $3.36M 0.1% -2,093 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 36,693 $3.35M 0.06% -2,105 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 36,274 $3.32M 0.42% -245 13F-HR Timeline ENCOMPASS WEALTH ADVISORS, LLC More: the full row for ENCOMPASS WEALTH ADVISORS, LLC 36,260 $3.31M 1.13% +655 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 36,226 $3.31M 0.13% -92 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 36,077 $3.3M 1.01% +25,673 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 35,965 $3.29M 0.4% -16,789 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 35,883 $3.28M 0.07% +6,009 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 36,300 $3.28M 0.12% +2,009 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 35,782 $3.27M 0.85% -4,982 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 35,760 $3.27M 0.37% -868 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 35,747 $3.27M 0.11% -3,800 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 35,685 $3.26M 2.1% +1,010 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 35,608 $3.26M 0.34% +2,827 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 35,602 $3.25M 1.09% +238 13F-HR Timeline Asset Management Group, Inc. More: the full row for Asset Management Group, Inc. 35,458 $3.24M 0.53% -4,067 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 35,373 $3.23M 0.97% +713 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 35,154 $3.21M 0.6% +2,705 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 35,079 $3.21M 0.31% +25,621 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 34,936 $3.19M 0.07% +63 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 34,933 $3.19M 0.08% +3,790 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 34,568 $3.16M 0.1% +765 13F-HR Timeline ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 34,252 $3.13M 0.35% -11,932 13F-HR Timeline ArchPoint Investors More: the full row for ArchPoint Investors 34,136 $3.12M 0.86% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 33,995 $3.11M 0.2% +7,311 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 33,859 $3.1M 0.94% +76 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 33,624 $3.07M 0.09% +3,329 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 33,583 $3.07M 0.13% -408 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 33,566 $3.07M <0.01% -61,712 13F-HR Timeline Group Creekside Partners More: the full row for Creekside Partners 33,387 $3.05M 1.34% +181 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 33,320 $3.05M 1.76% +4,167 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 33,154 $3.03M 0.04% -1,308 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 33,056 $3.02M 1.35% +20,293 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 32,991 $3.02M 0.1% +2,024 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 32,724 $2.99M 0.18% +1,862 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 32,668 $2.99M 0.25% -656 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 32,591 $2.98M 0.63% +696 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 32,054 $2.93M 0.04% -5,433 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 32,025 $2.93M 0.06% -12,047 13F-HR Timeline TORNO CAPITAL, LLC More: the full row for TORNO CAPITAL, LLC 32,000 $2.93M 0.39% +22,000 13F-HR/A Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 31,842 $2.91M 1.8% +1,300 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 31,796 $2.91M 0.05% +8,672 13F-HR Timeline Thrive Capital Management, LLC More: the full row for Thrive Capital Management, LLC 31,704 $2.9M 0.75% -24,697 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 31,628 $2.89M 0.09% +597 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 31,597 $2.89M 0.59% +1,076 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 31,500 $2.88M 0.06% +21 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 31,327 $2.86M 0.06% +2,468 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 31,198 $2.85M 0.09% +9,508 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 31,176 $2.85M 0.03% -379 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 30,992 $2.83M 0.89% -1,304 13F-HR Timeline SEAMOUNT FINANCIAL GROUP INC More: the full row for SEAMOUNT FINANCIAL GROUP INC 30,966 $2.83M 1.34% +1,455 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 30,784 $2.81M 0.32% -396 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 30,269 $2.77M 0.03% -15,458 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 30,211 $2.76M 0.84% -220 13F-HR Timeline Sensible Financial Planning & Managemen… More: the full row for Sensible Financial Planning & Management, LLC. 29,990 $2.74M 0.5% -1,107 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 29,891 $2.73M 0.08% +1,018 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 29,854 $2.73M 1.49% +8 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 29,783 $2.72M 0.77% -13,103 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 29,531 $2.7M 0.06% +1,588 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 28,926 $2.64M 0.68% -710 13F-HR Timeline Index Fund Advisors, Inc. More: the full row for Index Fund Advisors, Inc. 28,907 $2.64M 0.13% +20,102 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 28,784 $2.63M 2.56% +245 13F-HR Timeline Broadview Financial Management, LLC More: the full row for Broadview Financial Management, LLC 28,740 $2.63M 1.77% -1,517 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 28,729 $2.63M 0.61% +463 13F-HR Timeline Johnson Wealth Management, LLC More: the full row for Johnson Wealth Management, LLC 28,638 $2.62M 1.44% 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 28,609 $2.62M 0.18% 0 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 28,385 $2.59M 0.01% +67 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 28,352 $2.59M 0.02% -405 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 28,195 $2.58M 0.41% +587 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 28,190 $2.58M 0.15% +25,000 13F-HR Timeline Obsido Oy More: the full row for Obsido Oy 28,160 $2.57M 1.71% +2,484 13F-HR Timeline Unison Advisors LLC More: the full row for Unison Advisors LLC 28,053 $2.56M 0.23% -334 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 28,049 $2.56M 0.04% +246 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 27,967 $2.56M 0.03% +13,517 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 27,885 $2.55M 1.39% +1,036 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 28,595 $2.55M +1,530 Timeline Independence Asset Advisors, LLC More: the full row for Independence Asset Advisors, LLC 27,685 $2.53M 1.07% -2,864 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 27,507 $2.51M 2.1% +1,256 13F-HR Timeline CORRADO ADVISORS, LLC More: the full row for CORRADO ADVISORS, LLC 27,305 $2.5M 1.34% +1,804 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 27,299 $2.5M 0.08% +2,768 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 27,250 $2.49M 0.56% -7,773 13F-HR Timeline Colorado Capital Management, Inc. More: the full row for Colorado Capital Management, Inc. 27,234 $2.49M 0.96% -812 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 27,145 $2.48M 1.36% -1,642 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 27,581 $2.46M 0.04% +272 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 26,918 $2.46M 1.17% -1,641 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 26,803 $2.45M 0.57% -3,415 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 26,704 $2.44M 0.01% +8,490 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 26,647 $2.44M 0.15% +3,849 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 26,450 $2.42M 0.54% +431 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 26,445 $2.42M 0.05% -2,608 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 26,440 $2.42M 0.05% +1,044 13F-HR Timeline Group Axos Invest Inc. More: the full row for Axos Invest Inc. 26,425 $2.42M 1.81% +325 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 26,345 $2.41M 0.47% -3,568 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 26,279 $2.4M 0.18% -846 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 26,255 $2.4M 0.65% +146 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 26,225 $2.4M 0.12% -475 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 26,118 $2.39M 0.28% +183 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 26,010 $2.38M 1.28% +1,263 13F-HR Timeline Scott & Selber, Inc. More: the full row for Scott & Selber, Inc. 25,945 $2.37M 0.6% +1,043 13F-HR/A Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 25,738 $2.35M 0.81% +1,551 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 25,714 $2.35M 1.07% -8,421 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 25,706 $2.35M 0.07% +1,199 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 25,677 $2.35M 0.26% +472 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 25,555 $2.34M 0.33% +119 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 25,512 $2.33M 0.98% -117 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 25,332 $2.32M 0.1% -524 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 25,331 $2.32M 0.11% -7,395 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 25,301 $2.31M 0.01% -1,772 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 25,252 $2.31M 0.01% -2,422 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 25,221 $2.31M 0.02% -616 13F-HR Timeline Group Truepoint, Inc. More: the full row for Truepoint, Inc. 25,112 $2.3M 0.05% +1,934 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 24,902 $2.28M 0.01% -271 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 24,776 $2.27M 0.82% +865 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 24,674 $2.26M 0.03% -5,017 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 24,665 $2.25M 0.24% +158 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 24,600 $2.25M 0.01% +21,000 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 24,599 $2.25M 1.42% +747 13F-HR Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 24,586 $2.25M 0.24% +1,532 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 24,588 $2.25M 0.29% -424 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 24,554 $2.24M 0.14% +2,530 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 24,378 $2.23M 0.01% -3,586 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 24,176 $2.21M 0.05% +2,227 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 24,070 $2.2M 0.04% +1,611 13F-HR/A Timeline Cabana LLC More: the full row for Cabana LLC 23,740 $2.17M 13.28% -1,840 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 23,708 $2.17M 0.12% -4,493 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 23,507 $2.15M 0.86% +25 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 23,454 $2.14M 0.07% +241 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 23,388 $2.14M 0.69% +1,044 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 23,369 $2.14M 1.75% -89 13F-HR Timeline Group M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 23,361 $2.14M 0.45% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 23,303 $2.13M 1.13% 13F-HR Timeline Fund Evaluation Group, LLC More: the full row for Fund Evaluation Group, LLC 23,275 $2.13M 0.08% +6 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 23,250 $2.13M 0.01% +1,829 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 23,234 $2.12M 0.82% -25,049 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 23,133 $2.11M 0.08% +20,606 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 22,982 $2.1M 0.09% +110 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 22,956 $2.1M 0.2% -3,586 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 22,904 $2.09M 0.57% +6,582 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 22,826 $2.09M 0.05% -1,102 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 22,597 $2.07M 0.12% +10,891 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 22,593 $2.07M 0.03% -582 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 22,585 $2.06M 0.07% +595 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 22,524 $2.06M 0.64% +1,263 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 22,447 $2.05M 0.09% -1,160 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 22,724 $2.03M 0.11% -3,114 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 22,186 $2.03M 0.08% +258 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 22,183 $2.03M 0.75% -483 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 22,175 $2.03M 0.14% -27,512 13F-HR Timeline Aquire Wealth Advisors, LLC More: the full row for Aquire Wealth Advisors, LLC 22,041 $2.02M 0.5% -431 13F-HR Timeline Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 22,026 $2.01M 0.67% -1,948 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 22,234 $2.01M 0.33% -5,222 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 21,900 $2M 0.21% 0 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 21,872 $2M 0.04% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 21,682 $1.98M 0.01% -729 13F-HR/A Timeline Group PENOBSCOT WEALTH MANAGEMENT More: the full row for PENOBSCOT WEALTH MANAGEMENT 21,647 $1.98M 0.64% +2,021 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 21,441 $1.96M 1.69% +119 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 21,363 $1.95M 1.43% +15,949 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 21,295 $1.95M 0.17% +1,655 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 21,150 $1.93M 0.24% +589 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 21,273 $1.92M 0.05% +16 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 20,910 $1.91M 0.12% +27 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 20,864 $1.91M 0.16% +2,479 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 20,860 $1.91M 0.43% -2,047 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,806 $1.9M 0.01% -5,223 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. 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