ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 1,029 $449K 0.08% -135 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 1,011 $449K 0.31% -1,355 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 1,010 $449K 0.16% -4 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,001 $445K 0.31% +15 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 1,000 $444K 0.19% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 960 $443K 0.03% 0 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 991 $440K 0.01% 0 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 991 $440K 0.01% -12,368 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 988 $439K 0.04% -4 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 924 $439K 0.03% -73 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 985 $438K 0.09% -50 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 979 $435K 0.02% -44 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 978 $434K 0.02% -124 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 972 $432K 0.01% +44 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 969 $431K 0.17% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 968 $430K 1.46% -18 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 965 $429K 0.09% +2 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 965 $429K 0.02% -824 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 964 $428K 0.03% -9 13F-HR Timeline Entruity Wealth, LLC More: the full row for Entruity Wealth, LLC 960 $427K 0.29% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 957 $425K <0.01% -289 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 956 $425K 0.01% +5 13F-HR Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 950 $422K 0.06% +425 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 946 $420K 0.01% +509 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 938 $417K 0.11% +1 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 935 $416K 0.27% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 932 $414K 0.02% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 926 $412K 0.01% +1 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 921 $409K 0.02% +63 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 916 $407K 0.11% +8 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 913 $406K 0.03% -3,358 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 910 $404K 0.12% -1,722 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 868 $404K 0.01% +14 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 910 $404K 0.18% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 908 $404K 0.03% 0 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 901 $400K 0.12% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 898 $399K 0.02% -6 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 898 $399K 0.03% +33 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 896 $398K 0.05% -1,819 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 893 $397K 0.02% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 893 $397K 0.17% +75 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 890 $396K 0.01% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 889 $394K 0.04% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 884 $393K <0.01% +37 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 880 $391K 0.06% -53 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 877 $390K 0.04% -1 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 876 $389K 0.01% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 867 $385K 0.26% +115 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 877 $385K 0.02% -601 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 864 $384K 0.03% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 861 $383K <0.01% +140 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 861 $383K 0.01% -840 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 858 $381K 0.13% -21 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 883 $380K <0.01% -28 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 855 $380K 0.04% +24 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 856 $380K 0.37% new 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 851 $378K 0.02% new 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 847 $376K 0.17% +195 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 846 $376K 0.04% -91 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 846 $376K 0.03% -1,349 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 845 $376K <0.01% +43 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 844 $375K 0.01% new 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 844 $375K 0.01% +92 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 820 $374K 0.01% +54 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 841 $374K 0.19% +249 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 840 $373K 0.05% 0 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 837 $372K 0.01% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 836 $372K 0.08% -5 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 833 $370K 0.01% -323 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 826 $367K 0.04% -18 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 823 $366K 0.03% -2 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 822 $365K 0.02% +393 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 764 $365K 0.08% -61 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 821 $365K 0.03% 0 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 819 $364K 0.04% 0 13F-HR Timeline Cairn Investment Group, Inc. More: the full row for Cairn Investment Group, Inc. 814 $362K 0.18% 0 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 814 $362K <0.01% +48 13F-HR Timeline Group BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 806 $358K 0.01% +382 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 803 $357K 0.02% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 803 $357K 0.02% +111 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 800 $356K 0.15% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 797 $354K 0.01% +20 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 795 $353K 0.45% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 790 $353K 0.01% +475 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 787 $350K 0.01% +345 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 787 $350K 0.01% -179 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 736 $349K 0.02% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 784 $348K 0.03% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 777 $345K 0.16% -89 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 775 $344K 0.02% -78 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 772 $343K 0.14% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 771 $343K 0.14% -703 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 765 $340K 0.02% -22 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 762 $339K 0.13% -43 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 757 $336K 0.06% -163 13F-HR Timeline Index Technologies Group LLC More: the full row for Index Technologies Group LLC 757 $336K 0.37% -14 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 756 $336K 0.02% +251 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 753 $334K <0.01% +6 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 750 $333K 0.09% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 748 $333K 0.08% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 746 $332K 0.23% 0 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 742 $330K 0.02% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 739 $328K 0.17% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 736 $327K 0.05% -11 13F-HR Timeline Busey Bank More: the full row for Busey Bank 734 $326K 0.01% -38 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 734 $326K 0.06% -66 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 728 $324K 0.04% -30 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 728 $324K 0.01% -3 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 727 $323K 0.06% -79 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 723 $321K 0.05% +160 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 722 $321K 0.04% +94 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 720 $320K 0.01% +240 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 720 $320K 0.08% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 710 $316K 0.01% -7 13F-HR/A Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 705 $313K 0.21% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 688 $312K 0.02% -54 13F-HR/A Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 698 $310K 0.08% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 691 $307K 0.02% -15 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 686 $305K 0.17% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 684 $304K 0.02% 0 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 638 $303K 0.13% -150 13F-HR Timeline American Trust More: the full row for American Trust 682 $303K 0.03% new 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 681 $303K 0.01% -83 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 678 $301K 0.01% -126 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 676 $300K 0.01% -13 13F-HR Timeline Group Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 674 $300K 0.11% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 673 $299K 0.03% +2 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 672 $299K 0.01% 0 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 667 $296K 0.06% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 666 $296K 0.02% +449 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 658 $292K 0.08% +76 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC group of 2 filers holding More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 657 $292K -5,446 Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 656 $292K <0.01% -1,473 13F-HR Timeline Group CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 652 $290K 0.02% +159 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 651 $289K 0.08% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 650 $289K 0.06% -47 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 646 $287K 0.02% +25 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 646 $287K 0.01% +27 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 643 $286K <0.01% -2 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 642 $285K 0.03% -1 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 677 $285K 0.04% -10 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 600 $282K 0.01% new 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 630 $280K 0.04% -187 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 629 $280K 0.08% new 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 640 $279K 0.01% +230 13F-HR Timeline Group MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 627 $278K 0.02% +22 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 626 $278K 0.09% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 625 $278K 0.11% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 625 $278K 0.13% 0 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 588 $278K 0.14% -38 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 623 $277K 0.09% 0 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 623 $277K 0.15% 0 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 622 $276K 0.21% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 619 $275K 0.01% +71 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 617 $274K 0.01% -106 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 614 $273K 0.02% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 612 $272K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 606 $269K 0.05% -85 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 605 $269K 0.03% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 603 $268K 0.17% 0 13F-HR Timeline OFS Enterprise LLC More: the full row for OFS Enterprise LLC 603 $268K 0.08% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 603 $268K <0.01% -120 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 601 $267K 0.02% -56 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 600 $267K <0.01% -17 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 600 $267K 0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $267K 0.06% 0 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 600 $267K 0.03% 0 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 599 $266K 0.04% new 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 555 $265K 0.08% -385 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 596 $265K 0.08% 0 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 593 $264K 0.01% +66 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 593 $264K 0.01% new 13F-HR Timeline WASHINGTON CAPITAL MANAGEMENT, INC More: the full row for WASHINGTON CAPITAL MANAGEMENT, INC 586 $260K 0.22% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 563 $260K 0.11% -8 13F-HR Timeline Fairvoy Private Wealth, LLC More: the full row for Fairvoy Private Wealth, LLC 583 $259K 0.06% -29 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 582 $259K 0.05% +94 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 582 $258K 0.02% +35 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 580 $258K 0.03% +100 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 580 $258K 0.08% -35 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 579 $257K 0.01% -32 13F-HR Timeline AUA CAPITAL MANAGEMENT, LLC More: the full row for AUA CAPITAL MANAGEMENT, LLC 577 $256K 0.13% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 572 $254K 0.07% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 568 $252K 0.03% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 567 $252K 0.07% -75 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 567 $252K 0.05% -720 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 565 $251K 0.01% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 563 $250K 0.09% -3 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 561 $249K <0.01% -1,150 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 560 $249K 0.04% -1 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 559 $248K 0.03% -7 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 558 $248K 0.01% -137 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 522 $248K 0.03% -19 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 555 $247K <0.01% -17 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 553 $246K 0.03% new 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 553 $246K 0.08% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 553 $246K 0.03% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 552 $245K 0.06% 0 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 551 $245K 0.07% 0 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 551 $245K 0.1% -7 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 551 $245K 0.13% +2 13F-HR Timeline