M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 46,594 $2.24M 0.01% -71 13F-HR Timeline Group NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 45,900 $2.21M -21,235 Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 45,733 $2.2M 0.21% -1,873 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 44,587 $2.15M <0.01% +4,548 13F-HR Timeline Group Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 44,175 $2.13M 1.69% -229 13F-HR Timeline Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 43,750 $2.11M <0.01% 0 13F-HR Timeline CALIFORNIA STATE TEACHERS RETIREMENT SY… More: the full row for CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43,166 $2.08M <0.01% -33,158 13F-HR/A Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 42,020 $2.02M 1% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 40,927 $1.97M 0.01% -258 13F-HR Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 40,822 $1.97M 0.07% -6,586 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 40,684 $1.96M 0.02% -4,603 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 40,244 $1.94M <0.01% +607 13F-HR/A Timeline Group TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 39,316 $1.89M <0.01% 0 13F-HR/A Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 38,304 $1.85M <0.01% -238 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 38,025 $1.83M 0.03% -119 13F-HR Timeline VOYA INVESTMENT MANAGEMENT LLC in group VOYA INVESTMENT MANAGEMENT LLC More: the full row for VOYA INVESTMENT MANAGEMENT LLC 36,657 $1.77M <0.01% +4,817 13F-HR/A Timeline Group Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 36,625 $1.76M 0.75% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 36,118 $1.74M 0.02% +24,274 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 36,118 $1.74M 0.02% +24,274 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 36,036 $1.74M 0.06% 0 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 8,080 $1.71M 0.17% +8,045 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 35,299 $1.69M 0.36% -1,218 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 34,324 $1.65M 0.03% new 13F-HR Timeline Group Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 34,237 $1.65M 0.77% -202 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 34,177 $1.65M 0.59% -134 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 33,689 $1.62M 0.01% +2,635 13F-HR Timeline Morningstar Investment Services LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Services LLC 33,265 $1.6M 0.15% -377,065 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 31,821 $1.53M <0.01% +9,155 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 31,600 $1.52M 0.27% new 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 31,286 $1.51M <0.01% +8,016 13F-HR Timeline Group Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 30,847 $1.49M 0.52% +100 13F-HR Timeline RIVER GLOBAL INVESTORS LLP More: the full row for RIVER GLOBAL INVESTORS LLP 30,552 $1.47M 0.29% -22,804 13F-HR Timeline Burgundy Asset Management Ltd. More: the full row for Burgundy Asset Management Ltd. 29,727 $1.43M 0.01% -8,316 13F-HR Timeline OCONNOR, A Distinct Business Unit of UB… More: the full row for OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 28,900 $1.39M 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 28,649 $1.38M <0.01% +7,258 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 25,417 $1.35M <0.01% +410 13F-HR Timeline E. Ohman J:or Asset Management AB More: the full row for E. Ohman J:or Asset Management AB 27,500 $1.32M 0.03% -6,600 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 26,823 $1.29M -271,021 Timeline Van Berkom & Associates Inc. More: the full row for Van Berkom & Associates Inc. 26,750 $1.29M 0.04% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 26,365 $1.27M 0.32% -10,924 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 25,997 $1.25M <0.01% +3,491 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 25,846 $1.25M 0.01% -37 13F-HR/A Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 25,814 $1.24M 0.49% -141 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 25,614 $1.22M 0.01% -2,383 13F-HR Timeline CLOVERFIELDS CAPITAL GROUP, LP More: the full row for CLOVERFIELDS CAPITAL GROUP, LP 25,185 $1.21M 0.39% +1,715 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 24,859 $1.2M <0.01% +874 13F-HR Timeline Group Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 24,398 $1.18M 0.78% -276 13F-HR Timeline Ashoka WhiteOak Capital Pte Ltd More: the full row for Ashoka WhiteOak Capital Pte Ltd 24,170 $1.16M 0.64% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 24,158 $1.16M 1.26% -3,183 13F-HR Timeline Fernwood Investment Management, LLC More: the full row for Fernwood Investment Management, LLC 23,450 $1.13M 0.39% -320 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 23,316 $1.12M <0.01% +4,445 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 23,400 $1.12M 0.02% 13F-HR Timeline Group TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 23,176 $1.12M 0.01% +5,136 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 23,081 $1.11M 0.01% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 23,074 $1.11M 0.01% +273 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 22,660 $1.09M 0.01% -2,910 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 22,084 $1.06M 0.01% -1,608 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 21,724 $1.05M 0.58% 0 13F-HR Timeline Group Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 21,180 $1.02M 0.01% -14,124 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 21,125 $1.02M 0.02% -50,349 13F-HR Timeline Group Ethic Inc. More: the full row for Ethic Inc. 20,854 $1M 0.02% +4,225 13F-HR Timeline Kestra Advisory Services, LLC group of 3 filers holding More: the full row for Kestra Advisory Services, LLC 20,269 $976K +4,282 Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 19,950 $961K 0.16% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 19,752 $951K 0.53% +3,567 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 19,300 $930K 0.34% new 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 19,132 $922K 0.01% -11 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 19,030 $917K 0.01% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 19,000 $915K 0.05% -550 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 19,000 $915K 0.14% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 18,628 $897K 0.02% -1,082 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 18,480 $890K 0.05% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 18,204 $877K 0.01% +90 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 18,130 $873K 0.69% +828 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 18,000 $867K 0.27% new 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 17,779 $856K 0.01% new 13F-HR Timeline IFM Investors Pty Ltd More: the full row for IFM Investors Pty Ltd 17,333 $835K 0.01% -6,565 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 17,106 $824K 0.02% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 16,798 $809K 0.09% new 13F-HR Timeline Group SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 16,762 $807K 0.04% +18 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 16,458 $793K 0.01% +749 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 16,393 $790K 0.18% -3,299 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 16,321 $786K 0.05% +1 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 16,298 $785K <0.01% +1,008 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 16,265 $783K 0.01% +2 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 16,178 $779K 0.03% +9,590 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,034 $772K 0.01% +3,868 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 15,732 $758K <0.01% +924 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 15,484 $746K <0.01% -3,044 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 15,478 $746K 0.06% new 13F-HR Timeline Group OAK RIDGE INVESTMENTS LLC More: the full row for OAK RIDGE INVESTMENTS LLC 15,372 $740K 0.06% +149 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 14,994 $722K 0.1% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 14,992 $722K 0.35% -376 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 14,544 $701K 0.04% +538 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 14,525 $700K 0.09% -5,300 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 14,201 $684K 0.02% -2,110 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 14,171 $683K 0.01% +163 13F-HR/A Timeline DJE Kapital AG More: the full row for DJE Kapital AG 14,200 $682K 0.02% 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 14,075 $678K 0.01% +4,040 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 14,054 $677K 0.01% +309 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 13,940 $671K 0.01% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 13,887 $669K <0.01% +3,979 13F-HR Timeline Group AMF Tjanstepension AB More: the full row for AMF Tjanstepension AB 13,810 $665K <0.01% +4,506 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 13,641 $657K <0.01% -87 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 13,564 $653K 0.03% +6,247 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 13,527 $652K 0.03% -48,218 13F-HR Timeline Group Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 13,409 $646K <0.01% -2,453 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 13,377 $644K 0.02% new 13F-HR/A Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 13,300 $641K 0.06% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 12,848 $619K 0.01% +2,939 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 12,795 $616K 0.02% new 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 12,654 $610K 0.05% -7 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 12,497 $602K 0.01% -162 13F-HR/A Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 12,305 $593K 0.12% -890 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 12,088 $582K 0.15% 0 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 12,061 $581K -1,644 Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 11,836 $570K <0.01% -722 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 11,713 $564K 0.03% -700 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 11,468 $552K 0.04% 0 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 11,394 $549K <0.01% -2,499 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 11,244 $542K 0.04% -945 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,953 $528K 0.01% +2 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 10,755 $518K <0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 10,655 $514K 0.01% -10,325 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,511 $506K <0.01% +1,959 13F-HR Timeline Group BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 10,400 $501K <0.01% new 13F-HR Timeline Group HAP Trading, LLC More: the full row for HAP Trading, LLC 10,386 $500K 0.17% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 10,361 $499K <0.01% -171 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,327 $497K <0.01% +344 13F-HR Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 10,291 $496K 0.01% +1,423 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 10,205 $492K 0.06% 0 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 10,086 $486K 0.21% -771 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 10,080 $486K 0.03% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 10,060 $485K 0.01% -178 13F-HR Timeline Group FIRST TRUST ADVISORS LP in group FIRST TRUST ADVISORS LP More: the full row for FIRST TRUST ADVISORS LP 9,854 $475K <0.01% new 13F-HR Timeline Group Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 9,750 $470K <0.01% +1,125 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 9,743 $469K 0.07% -525 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 9,731 $469K 0.03% +636 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 9,686 $467K <0.01% +3,393 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 10,336 $465K 0.05% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 9,604 $463K <0.01% +1,604 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 9,516 $458K 0.01% +56 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 9,411 $453K 0.01% -380 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,297 $448K 0.1% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,020 $434K 0.03% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 8,896 $429K <0.01% -6,891 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 8,853 $426K 0.12% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8,718 $420K <0.01% -1,900 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 8,628 $416K 0.01% -3,369 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 8,579 $413K 0.01% -13,405 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 8,535 $411K 0.03% +331 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 8,471 $408K <0.01% -284 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 8,287 $399K 0.04% +9 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 8,226 $396K <0.01% -501 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 8,202 $395K 0.2% new 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 8,158 $393K 0.03% -230 13F-HR Timeline Group Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 8,146 $392K 0.13% 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 8,037 $387K <0.01% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 8,000 $385K 0.04% 0 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 7,969 $384K 0.02% +557 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 7,897 $380K 0.01% +164 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7,926 $380K 0.1% 0 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 7,857 $378K 0.01% +2,200 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 7,847 $378K 0.24% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 7,746 $373K 0.03% -2,802 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,677 $370K 0.05% -637 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 8,205 $368K <0.01% +1,609 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 7,650 $368K 0.08% -740 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 7,549 $364K <0.01% +4,306 13F-HR/A Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 7,501 $361K <0.01% -319 13F-HR Timeline Group YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 7,455 $359K <0.01% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 7,407 $357K 0.05% +59 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 7,289 $351K 0.06% -401 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 7,258 $350K <0.01% -856 13F-HR Timeline Group Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 7,264 $350K 0.09% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 7,248 $349K <0.01% +160 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 7,227 $348K 0.02% +17 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 7,882 $341K 0.01% +149 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 6,980 $336K 0.03% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 6,895 $332K 0.06% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,829 $329K 0.01% 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 6,755 $325K 0.03% new 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 6,750 $325K 0.03% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,694 $322K 0.01% -74 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 6,676 $322K 0.01% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,630 $320K 0.01% -343 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 6,633 $320K 0.03% +96 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 6,623 $319K 0.01% +892 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 6,615 $319K 0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. 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