Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 513,907 $23.3M 3.86% +16,470 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 511,641 $23.2M 3.73% -112,773 13F-HR Timeline Group GFS Advisors, LLC More: the full row for GFS Advisors, LLC 510,657 $23.1M 4.64% +52,726 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 507,328 $23M 1.31% -32,428 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 511,526 $23M 0.66% +127,016 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 503,373 $22.8M 0.93% -10,618 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 503,304 $22.8M 3.1% +20,491 13F-HR Timeline Chandler Asset Management, Inc. More: the full row for Chandler Asset Management, Inc. 502,685 $22.8M 4.29% +3,805 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 499,757 $22.6M 2.42% -6,008 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 496,050 $22.5M 0.67% +4,054 13F-HR Timeline Group BAILARD, INC. More: the full row for BAILARD, INC. 495,020 $22.4M 0.58% -5,005 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 493,785 $22.3M 2.91% +8,086 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 491,998 $22.3M 0.23% +33,047 13F-HR Timeline Group Allianz SE group of 2 filers holding More: the full row for Allianz SE 473,604 $21.4M +132,105 Timeline MERIDIAN MANAGEMENT CO More: the full row for MERIDIAN MANAGEMENT CO 471,433 $21.3M 6.61% -48,286 13F-HR/A Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 470,487 $21.3M 1.58% +16,400 13F-HR Timeline Ally Financial Inc. in group Ally Financial Inc. More: the full row for Ally Financial Inc. 470,000 $21.3M 2.39% 0 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 466,495 $21.1M 1.16% -4,826 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 464,953 $21M 2.14% +8,421 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 464,378 $21M 4.69% +176,717 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 455,049 $20.6M 0.25% -3,639 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 454,684 $20.6M 3.98% -15,709 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 450,720 $20.4M 0.23% +9,061 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 450,714 $20.4M 2.98% +10,335 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 449,320 $20.3M 6.34% +5,346 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 447,396 $20.2M 3.16% +2,505 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 446,504 $20.2M 12.02% +9,782 13F-HR Timeline Jordan Park Group LLC More: the full row for Jordan Park Group LLC 445,808 $20.2M 1.47% -28,068 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 442,522 $20M 2.52% -9,312 13F-HR Timeline Sumitomo Mitsui DS Asset Management Com… in group SUMITOMO MITSUI FINANCIAL GRO… More: the full row for Sumitomo Mitsui DS Asset Management Company, Ltd 440,280 $19.9M 0.2% +136,542 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 439,410 $19.9M 2.25% +9,589 13F-HR Timeline Stratos Wealth Partners, LTD. group of 3 filers holding More: the full row for Stratos Wealth Partners, LTD. 434,444 $19.7M -29,842 Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 434,112 $19.6M 0.38% -3,102,695 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 433,653 $19.6M 0.89% -16,045 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 429,011 $19.4M 2.06% +44,586 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 426,865 $19.3M 0.35% -3,476 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 426,020 $19.3M 2.01% -1,568 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 422,101 $19.1M 0.23% +12,727 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 421,837 $19.1M 0.07% +123,087 13F-HR Timeline Group Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 419,854 $19M 2.06% +385,818 13F-HR/A Timeline Group Frontier Asset Management, LLC More: the full row for Frontier Asset Management, LLC 413,937 $18.7M 5.44% -69,569 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 407,072 $18.4M 0.3% +743 13F-HR Timeline Group Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 404,845 $18.3M 3.29% +87,048 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 402,435 $18.2M 0.01% +17,548 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 397,637 $18M 0.14% -101,487 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 392,822 $17.8M 1.12% +8,674 13F-HR Timeline O'Dell Group, LLC More: the full row for O'Dell Group, LLC 388,875 $17.6M 4.56% +14,643 13F-HR Timeline Kopp Family Office, LLC More: the full row for Kopp Family Office, LLC 387,515 $17.5M 12.12% -9,900 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 387,500 $17.5M 0.09% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 385,199 $17.4M 0.23% -2,079 13F-HR Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 385,188 $17.4M 0.42% +45,040 13F-HR Timeline Group OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 384,552 $17.4M 0.46% +11,016 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 382,349 $17.3M 2.73% +7,354 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 381,639 $17.3M 1.22% +16,016 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 380,730 $17.2M 0.34% -74,947 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 378,263 $17.1M 0.43% +2,166 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 377,809 $17.1M +46,178 Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 381,690 $17M +2,638 Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 374,401 $16.9M 4.1% -7,048 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 373,740 $16.9M 1.9% -7,326 13F-HR Timeline CANTOR FITZGERALD INVESTMENT ADVISORS L… in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 372,884 $16.9M 1.23% +31,703 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 372,828 $16.9M 1.16% +11,864 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 371,166 $16.8M 0.25% +24,745 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 375,513 $16.8M 1.36% +368,633 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 368,552 $16.7M 0.62% +240 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 363,503 $16.5M 0.01% -6,691 13F-HR Timeline Group FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 360,974 $16.3M 3.67% +64,143 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 360,251 $16.3M 6.19% -2,925 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 358,798 $16.2M 0.04% -1,074 13F-HR Timeline Custos Family Office, LLC More: the full row for Custos Family Office, LLC 357,243 $16.2M 5.73% +3,582 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 361,661 $16.1M 0.01% +46,628 13F-HR Timeline Group Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 355,278 $16.1M -5,388 Timeline Boston Standard Wealth Management, LLC More: the full row for Boston Standard Wealth Management, LLC 366,716 $16M 3.53% -26,954 13F-HR Timeline F/m Investments LLC More: the full row for F/m Investments LLC 353,285 $16M 0.64% -3,883 13F-HR Timeline Marotta Asset Management More: the full row for Marotta Asset Management 334,056 $16M 3.14% +3,513 13F-HR Timeline Payne Capital Management, LLC More: the full row for Payne Capital Management, LLC 351,115 $15.9M 6.77% +24,336 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 349,227 $15.8M 9.54% -14,382 13F-HR Timeline Whitcomb & Hess, Inc. More: the full row for Whitcomb & Hess, Inc. 349,226 $15.8M 4.79% +4,451 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 344,282 $15.6M 2.74% +12,628 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 343,016 $15.5M 1.15% +42,437 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 342,538 $15.5M 4.39% +32,603 13F-HR Timeline GP Brinson Investments LLC More: the full row for GP Brinson Investments LLC 340,315 $15.4M 6.75% -20,950 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 338,794 $15.3M 2.98% +14,015 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 338,384 $15.3M 3.55% -73,953 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 333,471 $15.1M 0.11% +2,308 13F-HR Timeline NATIXIS ADVISORS, LLC in group Natixis Investment Managers More: the full row for NATIXIS ADVISORS, LLC 331,465 $15M 0.03% +7,057 13F-HR Timeline Group Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 329,016 $14.9M 0.89% -3,149 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 323,691 $14.7M 0.76% -95,708 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 322,960 $14.6M 1.34% +5,671 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 322,642 $14.6M 0.55% +4,680 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 319,944 $14.5M 0.42% -1,060 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 319,203 $14.4M 6.95% +16,083 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 318,390 $14.4M 0.15% +7,596 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 308,893 $14.4M 0.03% -268,798 13F-HR/A Timeline Group Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 316,863 $14.3M 3.5% +9,839 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 315,060 $14.3M 1.68% +7,734 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 313,076 $14.2M 0.92% -11,752 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 313,048 $14.2M 0.2% +21,844 13F-HR Timeline Group Partners in Financial Planning More: the full row for Partners in Financial Planning 312,440 $14.1M 2.84% +13,484 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 312,849 $14.1M 5.46% +11,926 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 311,078 $14.1M 1.33% -82 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 307,770 $13.9M 0.15% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 306,635 $13.9M 0.04% -85,929 13F-HR Timeline Group MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 306,500 $13.9M 1.45% +62,428 13F-HR Timeline Group Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 305,603 $13.8M 3.99% +7,701 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 304,456 $13.8M 1.43% +11,456 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 302,533 $13.7M 5.06% +2,753 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 302,249 $13.7M 0.02% +3,705 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 301,061 $13.6M 1.86% +202,831 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 300,852 $13.6M 0.38% +45,115 13F-HR Timeline Strategic Financial Planning, Inc. More: the full row for Strategic Financial Planning, Inc. 300,929 $13.6M 9.39% +3,658 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 299,579 $13.6M 0.45% new 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 298,000 $13.5M 1.75% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 297,809 $13.5M 0.22% -21,791 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 296,429 $13.4M 0.82% +75,662 13F-HR Timeline SCHWERIN BOYLE CAPITAL MANAGEMENT INC More: the full row for SCHWERIN BOYLE CAPITAL MANAGEMENT INC 296,020 $13.4M 1.38% 0 13F-HR Timeline MARTIN & CO INC /TN/ More: the full row for MARTIN & CO INC /TN/ 295,598 $13.4M 2.58% -160 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 295,441 $13.4M 3.38% -6,270 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 294,200 $13.3M 0.54% +10,488 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 294,027 $13.3M 0.74% +13,180 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 293,133 $13.3M 1.78% +9,186 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 287,987 $13M 5.64% -21,438 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 286,549 $13M 1.16% -18,411 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 286,315 $13M 6.75% +4,078 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 281,659 $12.7M 5.28% +4,355 13F-HR Timeline WestHill Financial Advisors, Inc. More: the full row for WestHill Financial Advisors, Inc. 281,165 $12.7M 2.91% +12,271 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 281,000 $12.7M 2.11% -1,357 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 278,535 $12.6M 0.45% -6,756 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 276,274 $12.5M 0.99% +5,040 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 276,800 $12.5M 0.32% +22,747 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 276,761 $12.5M 2.94% +4,991 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 276,116 $12.5M 0.28% +2,996 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 279,610 $12.5M 0.45% -3,085 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 273,352 $12.4M 3.82% +19,389 13F-HR Timeline OKABENA INVESTMENT SERVICES INC More: the full row for OKABENA INVESTMENT SERVICES INC 272,264 $12.3M 3.1% +93,732 13F-HR Timeline Stash Investments, LLC More: the full row for Stash Investments, LLC 266,503 $12.1M 6.46% +8,729 13F-HR Timeline Prime Buchholz LLC More: the full row for Prime Buchholz LLC 264,098 $12M 4.18% +11 13F-HR Timeline Aperture Investors, LLC More: the full row for Aperture Investors, LLC 263,332 $11.9M 1.81% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 263,183 $11.9M 6.12% -2,148 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 261,661 $11.8M 3.8% +17,142 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 260,606 $11.8M 2.5% +658 13F-HR Timeline Rochester Wealth Strategies, LLC More: the full row for Rochester Wealth Strategies, LLC 260,188 $11.8M 9.35% 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 259,796 $11.8M 2.91% +19,771 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 259,505 $11.7M 3.17% +162,311 13F-HR Timeline Windward Private Wealth Management Inc. More: the full row for Windward Private Wealth Management Inc. 257,856 $11.7M 4.55% +4,051 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 181,022 $11.5M 2.21% +119,668 13F-HR Timeline COMMON FUND FOR NONPROFIT ORGANIZATIONS in group COMMON FUND FOR NONPROFIT ORG… More: the full row for COMMON FUND FOR NONPROFIT ORGANIZATIONS 251,476 $11.4M 1.27% +231,767 13F-HR Timeline Group OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 250,953 $11.4M 1.85% +9,712 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 250,907 $11.3M 5.93% +13,075 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 248,588 $11.3M 0.38% +18,324 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 247,561 $11.2M 0.29% +26,529 13F-HR Timeline Group NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 246,708 $11.2M 0.85% +56,102 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 246,594 $11.2M 0.08% -30,051 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 244,009 $11M 3.76% -5,017 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 242,999 $11M 0.58% +5,127 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 241,914 $10.9M 0.08% -19,200 13F-HR Timeline Group Mittelman Wealth Management More: the full row for Mittelman Wealth Management 241,365 $10.9M 9.86% -131 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 241,175 $10.9M 0.09% -3,713 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 240,765 $10.9M 0.74% +12,805 13F-HR Timeline Copperwynd Financial, LLC More: the full row for Copperwynd Financial, LLC 236,476 $10.7M 2.95% new 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 235,987 $10.7M 1.96% -224,538 13F-HR Timeline Group HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 235,948 $10.7M 3.58% +8,172 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 234,081 $10.6M 2.41% +10,527 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 234,077 $10.6M 0.91% +94,050 13F-HR Timeline Blue Edge Capital, LLC More: the full row for Blue Edge Capital, LLC 232,674 $10.5M 1.69% +10,283 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 231,245 $10.5M 5.84% +10,155 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 230,416 $10.4M 5.89% -1,861 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 229,902 $10.4M 0.78% -4,073 13F-HR Timeline Group Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 228,190 $10.3M 0.87% -6,879 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 227,140 $10.3M 0.26% -45,478 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 227,310 $10.3M 0.1% +10,827 13F-HR Timeline DORVAL Corp More: the full row for DORVAL Corp 225,614 $10.1M 4.06% +3,027 13F-HR Timeline Arcadia Wealth Management, LLC More: the full row for Arcadia Wealth Management, LLC 222,205 $10.1M 4.96% +29,377 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 222,030 $10M 0.14% +8,554 13F-HR Timeline Group Trust Co More: the full row for Trust Co 221,163 $10M 1.19% -858,490 13F-HR Timeline RPTC Inc. More: the full row for RPTC Inc. 220,778 $9.99M 2.01% -73,618 13F-HR Timeline MainStreet Investment Advisors LLC More: the full row for MainStreet Investment Advisors LLC 220,006 $9.96M 1.45% -3,151 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 218,566 $9.89M 1.16% +13,786 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 218,172 $9.87M 2.83% +41,674 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 217,530 $9.85M 0.46% +1,127 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 216,917 $9.82M 0.79% +25,817 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 216,416 $9.79M 0.88% +30,306 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 216,135 $9.78M 0.37% +22,956 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 215,258 $9.74M 0.94% +11,751 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 215,101 $9.74M 0.78% +3,366 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 214,976 $9.73M 0.16% -7,274 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 214,892 $9.73M 0.51% +7,240 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 243,206 $9.7M 1.15% +15,094 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 213,911 $9.68M 0.19% -1,026 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 213,508 $9.66M 0.15% -17,485 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 213,461 $9.66M 0.64% +56,094 13F-HR Timeline Group Wela Strategies, Inc. More: the full row for Wela Strategies, Inc. 213,323 $9.66M 4.08% +4,365 13F-HR Timeline Idaho Trust Co More: the full row for Idaho Trust Co 209,466 $9.48M 3.86% +28,543 13F-HR Timeline Cliffwater LLC More: the full row for Cliffwater LLC 209,303 $9.47M 2.48% 0 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 207,988 $9.41M 0.65% -3,630 13F-HR Timeline Bishop & Co Investment Management, LLC More: the full row for Bishop & Co Investment Management, LLC 206,485 $9.35M 3.62% -33,189 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 205,550 $9.3M 1.44% -4,079 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 204,764 $9.27M 1.2% +8,798 13F-HR Timeline Group BlueSky Wealth Advisors, LLC More: the full row for BlueSky Wealth Advisors, LLC 204,113 $9.24M 1.43% +21,924 13F-HR Timeline Hurlow Wealth Management Group, Inc. 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