Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,419 $712K 0.01% new 13F-HR Timeline Group Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,407 $709K 0.16% +157 13F-HR Timeline 111 Capital More: the full row for 111 Capital 3,403 $708K 0.15% -726 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 3,385 $705K 0.01% -174 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 3,371 $702K 0.02% -1,007 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 3,370 $701K 0.03% -3,467 13F-HR Timeline PITCAIRN CO group of 2 filers holding More: the full row for PITCAIRN CO 3,355 $698K -1,795 Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,328 $692K 0.17% +198 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,322 $691K 0.01% +739 13F-HR Timeline Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 3,300 $687K 0.03% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 3,298 $686K 0.13% +681 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,296 $686K 0.07% +36 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 3,287 $684K 0.11% 0 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,283 $683K 0.13% -252 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,259 $678K 0.1% -25 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 3,252 $677K 0.04% +212 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,251 $677K 0.07% +761 13F-HR/A Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,251 $677K 0.06% -1,997 13F-HR Timeline Veratis Advisors, Inc. More: the full row for Veratis Advisors, Inc. 3,212 $676K 0.54% 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 3,234 $673K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,228 $672K 0.01% -6 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 3,225 $671K 0.28% -50 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,224 $671K 0.07% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,216 $669K 0.02% +50 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,204 $667K 0.02% +1,439 13F-HR Timeline Versor Investments LP More: the full row for Versor Investments LP 3,200 $666K 0.1% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,197 $665K 0.04% +39 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,178 $662K 0.57% +117 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,174 $661K 0.29% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,159 $661K 0.01% +196 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,162 $658K 0.01% +121 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 3,147 $655K 0.02% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,121 $650K 0.05% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,120 $650K 0.02% -56 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,103 $646K 0.14% -1,486 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,074 $640K 0.04% +21 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 3,071 $639K 0.06% -98 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,070 $639K 0.17% +1 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 3,060 $637K 0.05% +1,130 13F-HR Timeline Guilbault Capital LLC More: the full row for Guilbault Capital LLC 3,030 $631K 0.71% 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 3,008 $626K 0.54% 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 3,000 $624K 0.08% 0 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 3,000 $624K 0.02% 0 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 2,998 $624K 0.04% -161 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,989 $622K 0.55% new 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 2,983 $621K 0.04% -1,263 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,965 $617K 0.25% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,958 $616K 0.04% -66 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 2,945 $613K 0.03% -44,341 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,942 $612K 0.04% -115 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 2,940 $612K 0.43% -35 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 2,929 $610K 0.06% +170 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,913 $606K 0.01% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,887 $601K 0.4% -18 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,887 $601K 0.08% +356 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,883 $600K 0.05% -29 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 2,877 $599K 0.09% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 2,864 $596K 0.45% -30 13F-HR Timeline Prepared Retirement Institute LLC More: the full row for Prepared Retirement Institute LLC 2,847 $593K 0.3% 0 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 2,817 $589K 0.24% -2 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,830 $589K 0.01% +805 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,823 $588K 0.17% -5 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 2,806 $584K 0.39% -153 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 2,792 $584K 0.03% 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,800 $583K 0.03% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,795 $582K 0.07% -698 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,786 $580K 0.01% +103 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 2,785 $580K 0.19% +2 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 3,052 $579K 0.05% 0 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 2,780 $579K 0.16% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,778 $578K 0.04% 0 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 2,774 $577K 0.06% +125 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,773 $577K 0.37% -5 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,771 $577K 0.03% +118 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,771 $577K 0.03% -199 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,767 $576K 0.07% -201 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 2,750 $572K 0.16% +35 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,756 $572K 0.03% +1,283 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,739 $570K 0.03% -161 13F-HR Timeline Wealth Intelligence, LLC More: the full row for Wealth Intelligence, LLC 2,737 $570K 0.28% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,726 $567K 0.02% -753 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 2,904 $567K 0.05% 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 2,722 $567K 0.11% -88 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,695 $561K 0.01% -295 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 2,683 $558K 0.2% +140 13F-HR Timeline AIFG Consultants Ltd. More: the full row for AIFG Consultants Ltd. 2,656 $553K 0.95% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,626 $547K 0.07% +205 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,624 $546K 0.2% +131 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,619 $545K 0.16% -106 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,618 $545K 0.03% -526 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,614 $544K 0.02% -177 13F-HR Timeline AFG FIDUCIARY SERVICES LIMITED PARTNERS… More: the full row for AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 2,668 $544K 0.34% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,612 $544K 0.06% -14 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,611 $543K 0.23% -38 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,609 $543K 0.17% +58 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,603 $542K 0.02% +100 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,602 $542K 0.02% -104 13F-HR Timeline Group Dodge & Cox More: the full row for Dodge & Cox 2,595 $540K <0.01% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,581 $537K <0.01% -149 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,575 $536K 0.11% 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 2,571 $535K 0.12% 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,567 $534K 0.03% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,565 $533K 0.08% 0 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 2,556 $532K 0.11% -2 13F-HR Timeline Harbour Wealth Management Group, Inc. More: the full row for Harbour Wealth Management Group, Inc. 2,555 $532K 0.42% 13F-HR Timeline Beck Bode, LLC More: the full row for Beck Bode, LLC 2,546 $530K 0.09% -373 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,539 $528K 0.01% -60 13F-HR Timeline Pursuit Wealth Management LLC More: the full row for Pursuit Wealth Management LLC 2,530 $527K 0.45% 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,523 $525K 0.02% -71 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,528 $525K 0.01% +3 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 2,515 $523K 0.01% new 13F-HR/A Timeline Group Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 2,511 $523K 0.02% -487 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,508 $522K 0.03% +22 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,508 $522K 0.05% new 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,504 $521K 0.03% -47 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,486 $520K 0.01% +74 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 2,491 $519K 0.04% -250 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 2,474 $515K 0.08% +1,315 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,461 $515K 0.26% 0 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 2,470 $514K 0.03% 0 13F-HR Timeline BANYAN CAPITAL MANAGEMENT, INC. More: the full row for BANYAN CAPITAL MANAGEMENT, INC. 2,454 $511K 0.22% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,453 $511K 0.01% -2,081 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,452 $510K 0.01% +494 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,448 $510K 0.16% 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 2,446 $509K 0.27% 0 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 2,442 $508K 0.21% -267 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 2,433 $507K 0.37% +895 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,422 $504K 0.03% +381 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 2,421 $504K 0.37% +9 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,417 $503K 0.04% 0 13F-HR Timeline CHARTIST INC /CA/ More: the full row for CHARTIST INC /CA/ 2,408 $501K 0.34% -7 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,399 $499K 0.08% +104 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,385 $497K 0.35% +11 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,376 $495K 0.32% 0 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 2,369 $493K 0.03% +197 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,364 $492K 0.01% -197 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 2,364 $492K 0.11% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 2,363 $492K 0.34% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 2,350 $489K 0.03% +307 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,349 $489K 0.01% +105 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 2,345 $488K 0.02% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,354 $485K 0.11% +864 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 2,330 $485K 0.01% -34 13F-HR Timeline Unifi Asset Management LP More: the full row for Unifi Asset Management LP 2,326 $484K 0.53% 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 2,325 $484K 0.52% 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 2,308 $483K 0.01% +70 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 2,316 $482K 0.03% +70 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 2,315 $482K 0.11% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,301 $479K 0.05% +211 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,293 $477K 0.07% +14 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,286 $476K 0.07% +1 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 2,278 $474K 0.1% 0 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 2,270 $473K 0.24% +32 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 2,265 $471K 0.17% +26 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,264 $471K 0.02% +175 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,259 $470K 0.14% new 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,247 $470K 0.02% +1 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,252 $469K 0.05% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,249 $468K 0.03% -2,072 13F-HR Timeline Group BEDDOW CAPITAL MANAGEMENT INC More: the full row for BEDDOW CAPITAL MANAGEMENT INC 2,250 $468K 0.18% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 2,246 $467K 0.05% -200 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,241 $466K 0.03% +6 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,224 $463K 0.03% -347 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,200 $458K 0.11% 0 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 2,200 $458K 0.12% +100 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,186 $455K 0.02% +16 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,180 $454K 0.01% -60 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 2,180 $454K 0.05% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,180 $454K 0.05% -144 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,172 $452K 0.03% -102 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,170 $452K <0.01% -1,356 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 2,279 $447K 0.02% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,143 $446K 0.01% +3 13F-HR/A Timeline Group CNB Bank More: the full row for CNB Bank 2,127 $443K 0.18% -182 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,119 $441K 0.03% +1,045 13F-HR Timeline BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 2,110 $439K 0.01% 0 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 2,098 $437K 0.27% 13F-HR Timeline VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 2,098 $437K 0.04% -53 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,086 $436K 0.31% -300 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,095 $436K 0.1% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,094 $436K 0.11% +279 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,079 $433K 0.08% -39 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 2,073 $431K 0.01% +1 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 2,072 $431K 0.02% -52 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 2,066 $430K 0.15% -154 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,173 $430K 0.03% -207 13F-HR Timeline Group BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 2,062 $429K 0.02% +144 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 2,061 $429K 0.03% +6 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 2,056 $428K 0.1% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 2,048 $426K 0.01% new 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 2,045 $426K 0.02% -26 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 2,043 $425K 0.15% 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,040 $425K 0.07% +20 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 2,035 $424K 0.05% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 2,029 $422K 0.04% +842 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,024 $421K 0.02% +84 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,020 $420K 0.04% +6 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,000 $416K 0.18% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 2,000 $416K 0.08% 0 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 2,000 $416K 0.04% 0 13F-HR Timeline