EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 16,171 $1.18M 0.01% -2,186 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 16,113 $1.17M 0.06% -2,701 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 16,085 $1.17M <0.01% 0 13F-HR Timeline Group Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 16,013 $1.17M 0.17% +451 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 15,883 $1.16M 0.14% 0 13F-HR Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 15,738 $1.15M 0.75% -193 13F-HR Timeline McBroom & Associates, LLC More: the full row for McBroom & Associates, LLC 15,623 $1.14M 0.63% +1,502 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 15,488 $1.13M 0.04% -188 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 15,384 $1.12M 0.72% -407 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 15,264 $1.11M 0.59% +1,224 13F-HR Timeline PROMETHIUM ADVISORS,LLC More: the full row for PROMETHIUM ADVISORS,LLC 15,250 $1.11M 0.57% +1,375 13F-HR Timeline Ayrshire Capital Management LLC More: the full row for Ayrshire Capital Management LLC 15,236 $1.11M 0.57% +335 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 15,148 $1.1M 0.19% +884 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 15,128 $1.1M 0.08% -707 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 15,000 $1.09M 0.06% 0 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 14,967 $1.09M 0.09% -269 13F-HR Timeline CNB Bank More: the full row for CNB Bank 14,937 $1.09M 0.46% -195 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 14,935 $1.09M 0.02% -1,933 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 14,853 $1.08M 0.02% -456 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 14,833 $1.08M 0.03% -9,259 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 14,814 $1.08M 0.02% -1,259 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 14,837 $1.08M 0.03% -560 13F-HR Timeline Group Bridgelight Financial Advisors, Inc. More: the full row for Bridgelight Financial Advisors, Inc. 14,686 $1.07M 0.91% +431 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 14,584 $1.06M 0.03% -2,159 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 14,528 $1.06M 0.05% +908 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 14,440 $1.05M 0.05% new 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 14,436 $1.05M 0.07% +9,026 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 14,434 $1.05M 0.1% -775 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 14,233 $1.04M 0.03% +1,772 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 14,172 $1.03M 0.27% -26,186 13F-HR Timeline Presima Securities ULC More: the full row for Presima Securities ULC 14,092 $1.03M 0.58% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 14,084 $1.03M 0.02% +1,701 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 14,059 $1.02M 0.03% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 14,056 $1.02M 0.02% +1,410 13F-HR/A Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 14,018 $1.02M 0.61% -1,078 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 14,037 $1.02M 0.03% +571 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 14,000 $1.02M 0.03% +10,230 13F-HR Timeline Caldwell Investment Management Ltd. More: the full row for Caldwell Investment Management Ltd. 14,000 $1.02M 0.4% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 13,941 $1.01M 0.02% +1,926 13F-HR/A Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,889 $1.01M 0.01% +596 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 13,834 $1.01M 0.06% -14,703 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 13,821 $1.01M 0.21% -250 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13,817 $1.01M 0.01% -891 13F-HR Timeline Amova Asset Management Americas, Inc. in group Amova Asset Management Americ… More: the full row for Amova Asset Management Americas, Inc. 13,824 $1.01M 0.01% +2,905 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 13,784 $1M 0.1% -1,472 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 13,625 $992K 0.55% -4 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 13,537 $985K 0.16% +6,785 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 13,451 $979K 0.78% -33 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 13,415 $976K 0.12% +1,004 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 13,410 $976K 0.2% +3,473 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 13,337 $971K 0.1% +3 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 13,317 $969K 0.06% -1,480 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 13,286 $967K 0.2% +197 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 13,272 $966K 0.01% +133 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 13,239 $964K 0.18% +3,000 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 13,209 $961K 0.07% -14 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 13,200 $961K 0.05% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 13,154 $957K 0.03% -1,000 13F-HR Timeline Group Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 13,144 $957K 0.07% +2,716 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 13,103 $954K 0.02% -1,213 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 13,084 $952K 0.19% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 13,078 $952K 0.05% +518 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 13,017 $947K 0.06% -626 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 12,900 $939K 0.56% -3,470 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,891 $938K 0.01% -491 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 12,471 $932K 0.03% +4,198 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 12,792 $931K 0.05% +67 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 12,772 $929K 0.07% +9,125 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 12,705 $925K 0.22% -200 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 12,700 $924K 0.5% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 12,652 $921K 0.08% -2,001 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 12,438 $905K 0.05% +8,897 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 12,420 $904K 0.29% -1,390 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 12,388 $902K 0.14% +73 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 12,359 $899K 0.71% 0 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 12,335 $898K 0.89% +564 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 12,314 $896K 0.31% -64 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 12,302 $895K 0.02% -1,159 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 12,294 $895K 0.2% +335 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 12,292 $895K 0.03% -1,805 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 12,274 $893K 0 Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 12,249 $891K 0.01% -2,327 13F-HR Timeline Group BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 12,232 $890K 0.06% +1,131 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,188 $887K 0.03% +420 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 12,229 $886K 0.01% -249 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 12,174 $886K 0.7% +726 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,135 $883K <0.01% +447 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 12,106 $881K 0.02% -6,479 13F-HR Timeline Group Addis & Hill, Inc More: the full row for Addis & Hill, Inc 11,978 $872K 0.53% -223 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 11,896 $866K 0.94% -326 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 11,889 $865K 0.12% 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 11,831 $861K 0.04% -42,291 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 11,809 $859K 0.03% -707 13F-HR Timeline Group PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 11,787 $858K 0.05% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 11,724 $853K 0.13% +58 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 11,720 $853K 0.19% +408 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 11,709 $852K 0.38% -3,707 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 11,701 $852K 0.18% -4,048 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 11,693 $851K 0.04% -782 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,682 $850K 0.19% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 11,624 $846K 0.13% -124 13F-HR Timeline Group Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 11,581 $843K 0.12% -239 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 11,581 $843K 0.55% +29 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 11,546 $840K 0.01% -12,693 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,530 $839K 0.04% -157 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,495 $837K 0.05% +1 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 11,454 $834K 0.12% -1,449 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 11,378 $828K 0.22% +9,804 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 11,342 $825K 0.02% +349 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 11,335 $825K 0.09% -190 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 11,334 $825K 0.76% +290 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 11,306 $823K 0.03% -126 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 11,302 $823K 0.01% -15,533 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 11,293 $822K 0.1% +869 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 11,288 $822K 0.06% -52 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 11,230 $817K 0.27% -170 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 11,180 $814K -7,810 Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 11,152 $812K 0.02% +427 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 11,129 $810K 0.1% +649 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 11,089 $807K 0.69% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 11,102 $799K 0.02% -1,048 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 10,887 $792K 0.39% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 10,864 $791K 0.08% +5,885 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 10,841 $789K 0.14% +56 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 10,825 $788K 0.02% +4,055 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 10,665 $776K 0.04% +389 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 10,605 $772K 0.37% 0 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 10,572 $769K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 10,509 $765K 0.02% +563 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 10,456 $761K 0.02% -768 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 10,455 $761K 0.3% -1,728 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 10,446 $760K 0.16% 0 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 10,435 $759K 0.1% -199 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 10,390 $756K 0.03% +256 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 10,382 $756K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,374 $755K 0.01% -8 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 10,372 $755K 0.04% -865 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 10,365 $754K 0.09% +190 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 10,325 $751K 0.1% 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 10,319 $751K <0.01% 0 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10,296 $749K 0.3% -405 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 10,302 $748K 0.02% new 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 10,271 $748K 0.6% -92 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 10,215 $743K 0.03% 0 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 10,140 $738K 0.13% +3,500 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 10,130 $737K 0.07% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 10,119 $736K 0.02% +152 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 10,111 $736K 0.05% +413 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 10,063 $732K 0.01% +1,198 13F-HR Timeline Group Harbor Advisors LLC More: the full row for Harbor Advisors LLC 10,000 $728K 0.11% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,996 $728K 0.02% -155 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 9,979 $726K 0.04% -1,131 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 9,966 $725K 0.27% +414 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 9,830 $715K 0.37% +255 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 9,780 $712K 0.01% 0 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 9,758 $710K 0.01% -7 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 9,691 $705K 0.05% -195 13F-HR Timeline Oasis Advisors, LLC More: the full row for Oasis Advisors, LLC 9,660 $703K 0.14% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 9,621 $700K 0.38% -235 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,555 $695K 0.02% +846 13F-HR Timeline TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 9,546 $695K 0.09% -236 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 9,501 $692K 0.05% +880 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 9,458 $688K 0.09% -2,448 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 9,436 $687K 0.15% +118 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 9,434 $687K 0.07% +100 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 9,538 $685K 0.01% +531 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 9,379 $683K 0.05% +331 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 9,373 $682K 0.07% +65 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 9,357 $681K 0.02% +1,077 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 9,339 $680K 0.04% +52 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 9,335 $679K 0.23% -440 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 9,329 $679K 0.06% +3,776 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 9,208 $670K 0.08% -2,522 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 9,208 $670K 0.03% +183 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 9,201 $670K 0.13% +5,500 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 9,195 $666K 0.12% new 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 9,116 $663K 0.1% +6 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 9,091 $662K 0.08% +691 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,023 $657K 0.27% -548 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,022 $657K 0.02% -1,658 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 8,980 $654K 0.01% -610 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 8,974 $653K 0.38% +11 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 8,810 $652K 0.39% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 8,909 $648K 0.02% +494 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 8,878 $646K 0.27% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8,861 $645K 0.03% +3,602 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 8,839 $643K 0.17% -315 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,819 $642K 0.07% +79 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 8,804 $641K 0.13% -192 13F-HR Timeline Nitor Capital Management LLC More: the full row for Nitor Capital Management LLC 8,785 $639K 0.49% -2,205 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 8,748 $637K 0.01% -1,283 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 8,705 $634K 0.01% +1,689 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 8,685 $632K 0.08% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 8,680 $632K 0.1% +3,310 13F-HR Timeline Koshinski Asset Management, Inc. 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