RB Capital Management, LLC More: the full row for RB Capital Management, LLC 9,654 $1.3M 0.3% -535 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 9,614 $1.29M 0.17% -307 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI⦠More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 9,588 $1.29M 0.01% -1,585 13F-HR Timeline Group Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 9,579 $1.29M 0.12% -981 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 10,163 $1.28M 0.01% +2,833 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 9,544 $1.28M 0.19% -190 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 9,539 $1.28M 0.05% 0 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 9,467 $1.27M 0.1% -45 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,402 $1.26M 0.04% +2,266 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 9,263 $1.24M <0.01% +2,963 13F-HR Timeline Group Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 9,255 $1.24M 0.02% -382 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,137 $1.23M 0.06% -297 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,106 $1.22M 0.03% -20 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 9,101 $1.22M 0.04% +321 13F-HR Timeline Group GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 9,073 $1.22M 0.14% -815 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 8,842 $1.19M 0.03% +113 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 8,733 $1.17M 0.37% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 8,675 $1.16M 0.04% +810 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 8,662 $1.16M 0.34% 0 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 8,656 $1.16M 0.01% -27,146 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 8,600 $1.15M 0.02% +32 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 8,592 $1.15M 0.25% 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,576 $1.15M 0.02% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 8,547 $1.15M <0.01% +2,813 13F-HR Timeline Group MOKAN Wealth Management Inc. More: the full row for MOKAN Wealth Management Inc. 8,550 $1.15M 0.73% 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 8,441 $1.13M 0.03% new 13F-HR Timeline Group Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 8,435 $1.13M +484 Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 8,371 $1.12M 0.02% -260 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 8,359 $1.12M <0.01% -113,072 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 8,325 $1.12M 0.02% 0 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 8,306 $1.11M 0.01% -396 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 8,206 $1.1M 0.2% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 8,194 $1.1M 0.02% -67 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T⦠More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 8,125 $1.09M 0.11% -387 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 8,108 $1.09M 0.11% -3 13F-HR Timeline Group Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 8,062 $1.08M 0.19% -675 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 8,039 $1.08M 0.02% -2,010 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 7,965 $1.07M 0.09% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 7,940 $1.07M 0.02% -3,749 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,968 $1.06M 0.28% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 7,895 $1.06M 0.07% +6 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 7,887 $1.06M 0.03% -5,393 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 7,872 $1.06M 0.01% -118 13F-HR Timeline Group BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 7,861 $1.05M 0.03% +583 13F-HR/A Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 7,787 $1.04M 0.59% 0 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 7,738 $1.04M 0.02% +512 13F-HR Timeline Group PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 7,657 $1.03M 0.06% -121 13F-HR Timeline Group NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 7,602 $1.02M 0.05% -167 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 7,565 $1.01M 0.37% -228 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 7,501 $1.01M 0.78% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,500 $1.01M 0.07% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management⦠More: the full row for Laird Norton Wetherby Wealth Management, LLC 7,481 $1M 0.05% -355 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 7,438 $998K 0.27% 0 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,392 $992K 0.06% +203 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,370 $989K 0.02% 0 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO⦠More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,310 $981K 0.2% -783 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 7,300 $979K 0.17% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 7,206 $967K 0.02% +4 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 7,180 $963K 0.01% +176 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,146 $959K 0.03% +4,932 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor⦠More: the full row for Concurrent Investment Advisors, LLC 7,110 $954K 0.03% -157 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 7,098 $952K 0.02% -215 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 7,067 $948K 0.1% +349 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,959 $934K 0.16% -297 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,935 $931K 0.02% -177 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 6,935 $930K 0.03% +1,302 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 6,928 $929K 0.04% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 6,899 $926K 0.12% -1,193 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 6,821 $915K 0.07% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,807 $913K 0.04% +186 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 6,780 $910K 0.01% -3,219 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,760 $907K 0.06% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 6,756 $906K 0.02% -162 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 6,681 $896K <0.01% 0 13F-HR Timeline Group Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 6,649 $892K 0.38% new 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 6,633 $890K 0.14% +3,220 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,605 $886K 0.01% +71 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 6,560 $880K 0.61% 0 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 6,510 $873K 0.1% -4,200 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 6,495 $871K 0.56% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,489 $871K 0.04% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 6,442 $864K 0.03% +112 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 6,435 $863K 0.06% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 6,400 $859K 0.08% 0 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 6,212 $833K 0.01% +334 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,163 $827K 0.01% +249 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 6,147 $825K 0.15% +36 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6,136 $823K 0.01% +14 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN⦠More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 6,097 $818K 0.01% 0 13F-HR/A Timeline Group MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 6,070 $814K 0.03% 0 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 6,057 $813K 0.05% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,017 $807K 0.03% 0 13F-HR Timeline Wellington Shields Capital Management, ⦠in group Wellington Shields Capital Ma⦠More: the full row for Wellington Shields Capital Management, LLC 6,012 $807K 0.14% 0 13F-HR Timeline Group Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 6,000 $805K 0.19% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,976 $802K 0.04% 0 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 5,964 $800K 0.32% 0 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 5,937 $796K 0.4% +596 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 5,902 $792K 0.05% +97 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 5,900 $792K 0.2% +6 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,888 $790K 0.01% +32 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5,887 $790K 0.16% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 5,878 $785K 0.02% +4,328 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,850 $785K 0.01% +368 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,807 $779K 0.02% +179 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 6,049 $779K +267 Timeline CARY STREET PARTNERS ASSET MANAGEMENT L⦠group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 5,740 $770K +381 Timeline Ethic Inc. More: the full row for Ethic Inc. 5,691 $764K 0.02% -1,432 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 5,665 $760K <0.01% -7,749 13F-HR Timeline Group AustralianSuper Pty Ltd More: the full row for AustralianSuper Pty Ltd 5,635 $756K <0.01% +2,071 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 5,616 $753K 0.18% +1,169 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 5,604 $752K 0.09% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5,536 $743K 0.06% -465 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 5,518 $740K <0.01% +2,287 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 5,508 $739K 0.02% +2,239 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,496 $737K 0.03% -105 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 5,049 $725K 0.8% 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 5,372 $721K 0.02% +42 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5,363 $720K 0.11% +2,902 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 5,336 $716K 0.3% 0 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 5,330 $715K 0.07% -3 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,292 $710K 0.05% -763 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 5,267 $707K 0.01% -226 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,201 $699K 0.19% +2,401 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 5,206 $698K 0.19% -15 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,⦠More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 5,197 $697K 0.01% +4,160 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 5,190 $696K 0.04% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 5,168 $693K 0.06% +1,735 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp ⦠More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 5,124 $693K 0.02% -4,016 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 5,115 $686K 0.04% -5 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 5,112 $686K 0.01% -622 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 5,105 $685K 0.08% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 5,100 $684K 0.01% +4,950 13F-HR Timeline Group Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,379 $683K 0.04% -1 13F-HR Timeline CAISSE DES DEPOTS ET CONSIGNATIONS More: the full row for CAISSE DES DEPOTS ET CONSIGNATIONS 5,088 $683K 0.03% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 5,084 $682K 0.03% +157 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 5,055 $678K 0.3% 0 13F-HR Timeline HUTNER CAPITAL MANAGEMENT INC More: the full row for HUTNER CAPITAL MANAGEMENT INC 5,048 $677K 0.33% +15 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,044 $677K 0.02% -2 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 5,020 $673K 0.03% -190 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 5,011 $672K 0.02% +150 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 4,987 $669K 0.01% +325 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,959 $665K 0.01% +597 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 4,947 $661K 0.03% -193 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 4,905 $658K 0.31% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,892 $656K 0.03% -100 13F-HR Timeline Azimuth Capital Investment Management L⦠More: the full row for Azimuth Capital Investment Management LLC 4,880 $655K 0.03% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,851 $651K 0.14% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,835 $649K 0.02% -150 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,831 $649K 0.01% +799 13F-HR Timeline Group TAURUS ASSET MANAGEMENT, LLC More: the full row for TAURUS ASSET MANAGEMENT, LLC 4,805 $645K 0.06% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,796 $643K 0.02% +54 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 4,789 $643K 0.13% +23 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,763 $639K <0.01% -295,777 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 4,749 $637K 0.01% -1,386 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,738 $636K 0.01% +1,177 13F-HR/A Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 4,732 $635K 0.01% +867 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,725 $634K 0.01% +266 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,689 $629K 0.03% -195 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 4,668 $626K 0.03% -114 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,605 $618K 0.01% -601 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,589 $616K 0.32% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,526 $614K 0.02% +555 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,579 $614K 0.08% -1,196 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 4,563 $612K 0.01% +3 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 4,536 $609K 0.22% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 4,473 $600K 0.01% -60 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,455 $598K 0.04% -63 13F-HR Timeline Group CORNERSTONE ADVISORS ASSET MANAGEMENT, ⦠More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 4,450 $597K 0.13% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 4,423 $593K 0.13% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,422 $593K 0.05% +372 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 4,338 $582K 0.11% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,335 $582K 0.1% -2 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 4,327 $581K 0.01% +1,006 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,323 $580K 0.02% -201 13F-HR/A Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 4,320 $580K 0.14% 0 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,267 $572K 0.04% -56 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 4,255 $571K 0.04% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,253 $571K 0.06% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 4,246 $570K 0.08% -305 13F-HR Timeline Woodline Partners LP More: the full row for Woodline Partners LP 4,207 $564K <0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,157 $558K 0.01% +200 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 4,143 $556K 0.23% -5 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 4,120 $553K 0.07% 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 4,110 $551K 0.04% +280 13F-HR Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,103 $551K 0.02% -514 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 4,092 $549K 0.12% -2,235 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 4,077 $547K 0.04% -3,891 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 4,058 $544K 0.17% +49 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,028 $540K 0.06% +19 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 4,018 $539K <0.01% -12,014 13F-HR Timeline Group DELTA CAPITAL MANAGEMENT LLC More: the full row for DELTA CAPITAL MANAGEMENT LLC 4,000 $537K 0.31% 0 13F-HR Timeline Scott & Selber, Inc. 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