TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,892 $383K 0.02% +343 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,889 $382K 0.04% +1 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,850 $377K 0.12% +150 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 2,811 $372K 0.12% +209 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,765 $366K 0.01% -758 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,759 $365K 0.01% -34 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 2,736 $362K 0.32% new 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,724 $360K 0.04% -684 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,710 $359K 0.06% +28 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,679 $355K <0.01% -1,230 13F-HR Timeline Group First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 2,655 $351K 0.14% -5,575 13F-HR Timeline Norman Fields, Gottscho Capital Managem… More: the full row for Norman Fields, Gottscho Capital Management, LLC 2,645 $350K 0.12% -225 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,642 $350K 0.04% new 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 2,629 $348K 0.06% new 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 2,616 $346K 0.1% -100 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,598 $344K 0.01% +320 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,589 $343K 0.02% +1,115 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,586 $342K 0.01% +1,840 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,581 $342K 0.1% -331 13F-HR Timeline DLK Investment Management, LLC More: the full row for DLK Investment Management, LLC 2,571 $340K 0.13% 0 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,540 $336K 0.27% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 2,534 $335K 0.09% -1,556 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 2,500 $331K 0.08% -300 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,498 $331K 0.02% -739 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,497 $330K 0.01% -169 13F-HR Timeline Vested Financial Planning, LLC More: the full row for Vested Financial Planning, LLC 2,496 $330K 0.29% +325 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,485 $329K <0.01% -297 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,475 $328K 0.27% -147 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,476 $328K <0.01% -867 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,473 $327K <0.01% -308 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,437 $322K 0.01% +390 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,418 $320K <0.01% -14,818 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 2,416 $320K 0.05% -698 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,398 $317K 0.01% +99 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,395 $317K 0.01% +486 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 2,395 $317K 0.14% 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,363 $313K 0.23% new 13F-HR Timeline Meiji Yasuda Life Insurance Co group of 2 filers holding More: the full row for Meiji Yasuda Life Insurance Co 2,363 $313K -11,505 Timeline FORTE CAPITAL LLC /ADV More: the full row for FORTE CAPITAL LLC /ADV 2,356 $312K 0.03% -520 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 2,344 $310K 0.11% 0 13F-HR Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 2,350 $308K 0.11% +5 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 2,312 $306K 0.06% +367 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 2,305 $305K 0.01% -1,801 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 2,298 $304K 0.25% -26 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 2,293 $303K 0.1% -1,013 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 2,288 $303K 0.15% +136 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,271 $301K 0.02% -11 13F-HR Timeline PATHWAY CAPITAL MANAGEMENT, LP More: the full row for PATHWAY CAPITAL MANAGEMENT, LP 2,266 $300K 0.33% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,266 $300K 0.02% -30 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,263 $299K 0.04% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,259 $299K <0.01% new 13F-HR Timeline Group Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 2,253 $298K 0.07% new 13F-HR Timeline Counterpoint Mutual Funds LLC More: the full row for Counterpoint Mutual Funds LLC 2,246 $297K 0.03% -496 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,240 $296K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,239 $296K <0.01% +235 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,170 $296K 0.01% -3,668 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,216 $293K 0.02% +25 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,197 $291K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,193 $290K 0.03% +811 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,189 $290K 0.14% -98 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,183 $289K <0.01% -675 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,181 $289K 0.08% -505 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 2,104 $288K 0.06% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,166 $287K 0.05% -517 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,139 $283K 0.02% +155 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,101 $278K 0.02% +26 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,076 $275K 0.03% -471 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 2,068 $274K 0.05% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,059 $273K 0.01% new 13F-HR/A Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,050 $271K 0.02% -1,387 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,048 $271K 0.01% +367 13F-HR/A Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 2,041 $270K 0.03% +76 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 2,035 $269K 0.13% +278 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,028 $268K 0.21% -86 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,954 $259K 0.01% -69 13F-HR Timeline Group Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 1,947 $258K 0.17% new 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,925 $255K 0.16% new 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 1,785 $249K 0.2% -2,317 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,875 $248K 0.01% -29 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,867 $247K 0.08% new 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,862 $246K 0.03% -2,113 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,862 $246K 0.03% +48 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 1,861 $246K 0.08% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 1,857 $246K 0.06% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,854 $245K 0.06% +27 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 1,841 $244K 0.15% -475 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 1,831 $242K 0.05% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 1,822 $241K 0.18% -3,667 13F-HR Timeline PURE PORTFOLIOS HOLDINGS LLC More: the full row for PURE PORTFOLIOS HOLDINGS LLC 1,808 $239K 0.08% -533 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,806 $239K 0.05% 0 13F-HR Timeline Stelac Advisory Services LLC More: the full row for Stelac Advisory Services LLC 1,803 $239K 0.09% +23 13F-HR Timeline PAR CAPITAL MANAGEMENT INC More: the full row for PAR CAPITAL MANAGEMENT INC 1,800 $238K 0.01% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,797 $238K 0.05% new 13F-HR Timeline CAP Partners, LLC More: the full row for CAP Partners, LLC 1,795 $238K 0.15% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,792 $237K 0.02% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,786 $236K <0.01% +112 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,778 $235K 0.01% -22,025 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,774 $235K 0.04% -2,448 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,769 $234K 0.06% +135 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 1,765 $234K 0.14% 0 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,754 $232K 0.05% -1,812 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,750 $232K <0.01% 0 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 1,739 $230K <0.01% -5,097 13F-HR/A Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,740 $230K 0.03% new 13F-HR Timeline Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 1,737 $230K 0.15% -3,135 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,729 $229K 0.01% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 1,690 $229K 0.08% -346 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,715 $227K 0.01% -5 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 1,715 $227K 0.01% new 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,714 $227K 0.01% -185 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,704 $226K 0.01% -3,683 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,701 $225K 0.01% -37 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,700 $225K 0.07% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,697 $225K 0.02% new 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 1,636 $224K 0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,672 $221K 0.01% +1,099 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,669 $221K 0.1% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,652 $219K 0.01% -24 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 1,647 $218K 0.02% new 13F-HR Timeline Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,640 $217K 0.02% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 1,622 $215K 0.11% -205 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,620 $214K 0.01% -1,233 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,609 $213K 0.01% -396 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 1,596 $211K 0.02% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,583 $209K 0.05% +59 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,635 $209K 0.02% new 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 1,571 $208K 0.01% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,564 $207K <0.01% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,560 $206K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,551 $205K 0.02% 0 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 1,535 $203K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 1,534 $203K 0.19% 0 13F-HR Timeline Summa Corp. More: the full row for Summa Corp. 1,532 $203K 0.11% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,530 $202K 0.06% new 13F-HR/A Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,529 $202K 0.02% new 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,529 $202K 0.01% -335 13F-HR Timeline Legacy PCG, LLC More: the full row for Legacy PCG, LLC 1,520 $201K 0.13% new 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 1,513 $200K 0.06% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,472 $195K 0.02% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,449 $192K 0.01% new 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 1,400 $188K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,415 $187K <0.01% +215 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,364 $181K <0.01% +797 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,344 $178K 0.01% +171 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,275 $169K 0.01% new 13F-HR/A Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 792 $166K 0.01% -140 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,250 $165K 0.09% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,235 $163K 0.01% -1 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,198 $159K +285 Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,194 $158K 0.07% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,188 $157K 0.08% +688 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,150 $156K 0.1% +20 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,175 $156K <0.01% +1,000 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 1,172 $155K 0.01% +707 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,146 $152K 0.11% new 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 1,132 $150K 0.15% -178 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,230 $150K 0.05% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,124 $149K 0.11% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,098 $145K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,070 $144K 0.01% -519 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,080 $143K 0.1% -42 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,070 $142K 0.04% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 1,057 $140K 0.04% -49,128 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,040 $138K <0.01% +131 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,036 $137K 0.02% 0 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $132K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 992 $131K 0.01% +47 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 958 $127K 0.05% +50 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 910 $120K 0.18% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 909 $120K <0.01% -473 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 893 $118K 0.07% +7 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 878 $116K 0.05% +499 13F-HR/A Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 789 $107K <0.01% -255 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 753 $99.7K 0.01% +150 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 729 $98.7K 0.02% 0 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 735 $97.3K <0.01% -1 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 862 $97.2K <0.01% -27,972 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 715 $94.6K 0.01% -322 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 714 $94K <0.01% +20 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 677 $89.6K <0.01% -142 13F-HR/A Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 666 $88.1K +596 Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 659 $87.2K 0.05% -768 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 663 $86.2K 0.02% -24 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 647 $85.6K 0.07% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 641 $84.8K 0.01% new 13F-HR/A Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 636 $84.2K <0.01% -2 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 613 $81.1K <0.01% -125 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 611 $80.9K 0.07% -5 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 608 $80.5K <0.01% +507 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 594 $78.6K 0.03% -694 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 591 $78K 0.01% -3 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 588 $77.8K <0.01% +338 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 570 $75.4K 0.01% +18 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 560 $74.1K 0.05% +100 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 517 $68.4K <0.01% -24 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 504 $66.8K <0.01% +101 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 483 $63.9K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 461 $61K 0.01% +57 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 511 $61K 0.05% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 449 $59.6K 0.01% +49 13F-HR Timeline