ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 4,425 $572K 0.07% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,397 $569K 0.03% -242 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,925 $568K 0.01% +934 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 4,370 $565K 0.02% -31 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,364 $565K 0.04% -223 13F-HR Timeline Group LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 4,357 $564K 0.2% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,380 $562K <0.01% +345 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,337 $561K 0.18% -9 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 4,326 $559K 0.07% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 4,282 $554K 0.01% 0 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 4,264 $552K 0.01% +875 13F-HR Timeline Saiph Capital, LLC More: the full row for Saiph Capital, LLC 4,260 $551K 0.21% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,217 $546K 0.01% -1,316 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 4,210 $545K 0.03% -68 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 4,206 $544K 0.01% +20 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 4,199 $543K 0.08% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 4,187 $542K 0.27% -405 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,183 $541K 0.03% -58 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,174 $540K 0.1% -2,198 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 4,170 $539K 0.02% +85 13F-HR/A Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,089 $529K 0.03% -87 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 4,082 $528K 0.09% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 4,057 $525K 0.04% new 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 4,045 $523K 0.39% -1,050 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,038 $522K 0.07% -5,641 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 4,034 $522K 0.03% +650 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,026 $521K 0.02% +71 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,026 $521K <0.01% -132 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,997 $517K 0.11% -86 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,998 $517K 0.03% +1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 3,955 $512K <0.01% -196 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 3,933 $509K 0.29% +62 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 3,901 $505K 0.05% -10 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,801 $492K 0.09% +79 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,789 $490K 0.01% +988 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,766 $487K 0.01% +1,553 13F-HR Timeline Group KKM Financial LLC More: the full row for KKM Financial LLC 3,737 $483K 0.17% -407 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,727 $481K 0.02% -1,851 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,707 $480K 0.01% +1,000 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 3,702 $479K <0.01% -16 13F-HR Timeline Group FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 3,671 $475K <0.01% 0 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,658 $473K 0.01% +1,001 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 3,636 $470K 0.11% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,583 $464K 0.04% -14 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,579 $463K 0.03% +4 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 3,575 $463K 0.09% 0 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,569 $461K 0.01% -634 13F-HR Timeline Group R Squared Ltd More: the full row for R Squared Ltd 3,545 $459K 0.25% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,543 $458K 0.17% +63 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,528 $456K 0.01% -21 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 3,524 $456K 0.01% -126 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 3,505 $453K 0.14% -653 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,492 $452K 0.03% +1 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 3,459 $447K 0.02% -136 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,459 $447K 0.08% -142 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,411 $441K 0.03% +547 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 3,400 $440K 0.03% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,381 $437K 0.02% +94 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,368 $436K 0.03% +125 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,363 $435K 0.03% +353 13F-HR/A Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,337 $432K 0.13% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 3,333 $431K 0.01% -1,024 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 3,320 $430K <0.01% -5,738 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,250 $420K 0.03% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,248 $420K <0.01% new 13F-HR Timeline Group PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 3,222 $417K 0.03% -20 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,222 $417K 0.02% new 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,182 $412K 0.01% -221 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,170 $410K 0.01% +58 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,163 $409K 0.12% +7 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,145 $407K 0.09% +2 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,157 $405K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,120 $404K 0.04% +31 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 3,100 $401K 0.03% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 3,092 $400K 0.05% +700 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 3,084 $399K <0.01% +216 13F-HR Timeline Group Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,080 $398K <0.01% -1,651 13F-HR/A Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,023 $391K 0.21% -9 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,011 $390K 0.02% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 3,004 $389K 0.19% +4 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,002 $388K <0.01% +86 13F-HR Timeline Group Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,000 $388K 0.25% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,000 $388K 0.08% 0 13F-HR Timeline Group Blossom Wealth Management More: the full row for Blossom Wealth Management 2,990 $387K 0.69% +122 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 2,964 $383K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 2,955 $382K 0.14% -17 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,877 $381K 0.01% +126 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,940 $380K 0.03% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 2,918 $378K <0.01% new 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,903 $375K 0.02% +119 13F-HR Timeline Steadtrust LLC More: the full row for Steadtrust LLC 2,902 $375K 0.29% 13F-HR/A Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 2,892 $374K 0.05% -34,560 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,887 $373K 0.14% 0 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 2,894 $373K <0.01% +432 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,885 $373K 0.01% +348 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,876 $372K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,872 $371K <0.01% -227 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,835 $367K <0.01% -7,339 13F-HR Timeline Group AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 2,826 $366K 0.12% new 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 2,800 $362K 0.09% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,782 $360K <0.01% -81 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,777 $359K 0.05% -191 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 2,759 $357K 0.01% -52 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,744 $355K 0.17% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,742 $355K +365 Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,736 $354K 0.01% +273 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 2,733 $354K 0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,697 $349K 0.04% -786 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,696 $349K 0.08% +1,333 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,660 $344K 0.05% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,650 $343K 0.14% 0 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 2,643 $342K 0.26% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,613 $338K <0.01% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 2,605 $337K 0.02% 0 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,590 $335K <0.01% -36 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 2,580 $334K 0.05% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,574 $333K 0.02% -441 13F-HR Timeline Group Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 2,595 $333K 0.01% new 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 2,558 $331K 0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,555 $331K 0.01% -320 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 2,477 $320K 0.05% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,472 $320K 0.05% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 2,455 $318K 0.07% new 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 2,455 $318K 0.01% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,420 $313K <0.01% -719 13F-HR Timeline Group MARTIN CURRIE LTD More: the full row for MARTIN CURRIE LTD 2,395 $310K 0.01% -6,732 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,375 $308K 0.05% -38 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,353 $304K 0.02% +41 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,349 $304K 0.03% +403 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,342 $303K 0.05% +1 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,332 $302K 0.02% -69 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,330 $301K 0.1% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 2,305 $298K 0.06% -35 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,279 $295K 0.15% +547 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,274 $294K 0.01% -4,815 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,270 $294K 0.1% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,251 $291K <0.01% +183 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,220 $287K 0.07% +34 13F-HR/A Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,175 $286K 0.01% -173 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,206 $285K 0.24% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,204 $285K 0.03% +232 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 2,200 $285K 0.03% 0 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,197 $284K 0.03% -494 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 2,195 $284K 0.14% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 2,182 $282K 0.01% -40 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,180 $282K 0.01% +168 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 2,162 $280K 0.15% +1 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,130 $276K 0.02% -528 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,100 $275K 0.18% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,126 $275K 0.02% -110 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,122 $275K 0.01% +67 13F-HR/A Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,088 $270K 0.09% new 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,067 $267K <0.01% -43 13F-HR Timeline Group Versor Investments LP More: the full row for Versor Investments LP 2,060 $266K 0.05% -2,614 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,051 $265K +1,948 Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,020 $261K 0.03% -468 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,016 $261K 0.37% new 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,013 $260K 0.06% +52 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,007 $260K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,004 $259K 0.01% +207 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,000 $259K 0.02% -1,064 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,000 $259K 0.15% -20 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,990 $257K 0.12% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,984 $257K 0.01% -119 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,965 $254K <0.01% new 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 1,946 $252K 0.12% -31 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,943 $251K 0.02% +3 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,930 $250K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,930 $250K 0.01% +5 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,921 $249K 0.02% +54 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,920 $248K 0.04% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,907 $247K 0.03% -2 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,900 $246K 0.04% -1,800 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 1,898 $246K 0.01% -25 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,897 $245K 0.05% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,896 $245K <0.01% +50 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 1,870 $245K 0.14% -46 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,693 $243K 0.02% new 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 1,843 $243K 0.05% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,877 $243K 0.07% +1 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,874 $242K 0.05% +29 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 1,868 $242K 0.01% +108 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 1,855 $240K 0.02% +55 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,853 $240K 0.01% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,851 $239K 0.01% -1,020 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 1,848 $239K 0.43% -20 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,842 $238K 0.01% -17 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 1,840 $238K 0.08% +2 13F-HR Timeline Seneca Financial Advisors LLC More: the full row for Seneca Financial Advisors LLC 1,828 $236K 0.09% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 1,826 $236K <0.01% -1,267,511 13F-HR Timeline Group Weil Company, Inc. More: the full row for Weil Company, Inc. 1,786 $231K 0.06% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,781 $230K 0.03% -138 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,769 $229K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,766 $228K 0.03% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,753 $227K 0.06% +248 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 1,746 $226K <0.01% -10 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,740 $225K <0.01% new 13F-HR Timeline Group MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,732 $224K 0.01% -33 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 1,727 $223K 0.12% new 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 1,721 $223K 0.02% new 13F-HR Timeline