Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 521 $277K 0.07% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 521 $277K 0.02% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 521 $277K 0.02% -549 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 520 $277K 0.02% -769 13F-HR Timeline River Wealth Advisors LLC More: the full row for River Wealth Advisors LLC 519 $276K 0.04% -101 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 518 $276K 0.01% new 13F-HR Timeline Group Abel Hall, LLC More: the full row for Abel Hall, LLC 517 $275K 0.18% +21 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 514 $274K 0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 514 $274K 0.02% +15 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 513 $273K 0.01% -3 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 510 $273K 0.01% +89 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 512 $272K 0.08% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 511 $272K 0.07% +25 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 510 $272K 0.02% +43 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 576 $271K 0.09% +19 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 505 $269K 0.05% 0 13F-HR Timeline Oldfather Financial Services, LLC More: the full row for Oldfather Financial Services, LLC 503 $268K 0.1% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 501 $267K 0.01% -2 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 500 $266K 0.03% -5 13F-HR Timeline Group Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 500 $266K 0.03% new 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 500 $266K <0.01% -250 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 500 $266K 0.16% -100 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 499 $266K 0.13% -25 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 499 $266K 0.25% 13F-HR/A Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 497 $265K 0.1% -16 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 496 $264K 0.01% +16 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 493 $263K 0.04% new 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 490 $261K 0.39% 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 488 $260K 0.02% 0 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 486 $259K 0.01% -183 13F-HR Timeline Caisse de depot et placement du Quebec More: the full row for Caisse de depot et placement du Quebec 485 $258K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 485 $258K 0.02% +8 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 486 $258K 0.09% -17 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 482 $257K 0.08% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 481 $256K 0.03% +1 13F-HR Timeline CONFLUENCE INVESTMENT MANAGEMENT LLC More: the full row for CONFLUENCE INVESTMENT MANAGEMENT LLC 480 $256K <0.01% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 480 $256K 0.01% 0 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 478 $255K 0.05% +1 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 478 $255K 0.02% -24 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 478 $255K 0.12% +50 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 476 $254K 0.14% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 475 $253K 0.03% +7 13F-HR/A Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 472 $251K 0.02% -13 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 470 $250K 0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 470 $250K 0.14% 0 13F-HR Timeline Group TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 469 $250K 0.02% 0 13F-HR Timeline Horan Securities, Inc. More: the full row for Horan Securities, Inc. 469 $250K 0.09% 0 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 465 $248K <0.01% -9 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 463 $247K 0.02% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 461 $245K 0.08% +2 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 460 $245K 0.01% +7 13F-HR Timeline Group Bordeaux Wealth Advisors LLC More: the full row for Bordeaux Wealth Advisors LLC 460 $245K 0.04% +5 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 458 $244K 0.04% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 457 $243K 0.02% -127 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 456 $243K 0.11% -15 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 455 $242K 0.05% +1 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 452 $241K 0.01% +4 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 451 $240K 0.04% -13 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 450 $240K 0.07% -4 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 450 $240K 0.15% 0 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 450 $240K 0.01% +8 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 449 $239K 0.02% 0 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 447 $238K 0.01% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 445 $237K 0.04% -3 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 443 $236K 0.01% new 13F-HR Timeline MARATHON CAPITAL MANAGEMENT More: the full row for MARATHON CAPITAL MANAGEMENT 440 $234K 0.06% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 439 $234K 0.07% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 439 $234K 0.05% 13F-HR Timeline CROBAN More: the full row for CROBAN 438 $233K 0.23% 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 437 $233K 0.01% +5 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 435 $232K 0.04% +27 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 433 $231K 0.04% 0 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 432 $230K 0.01% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 431 $230K 0.04% -73 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 430 $229K 0.06% +2 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 430 $229K 0.61% 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 429 $228K <0.01% new 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 428 $228K 0.01% new 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 428 $228K 0.12% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 426 $227K 0.06% new 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 425 $226K 0.05% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 421 $224K 0.01% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 421 $224K 0.01% new 13F-HR Timeline MACROVIEW INVESTMENT MANAGEMENT LLC More: the full row for MACROVIEW INVESTMENT MANAGEMENT LLC 420 $224K 0.23% 0 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 418 $223K 0.17% new 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 416 $221K 0.07% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 415 $221K 0.03% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 415 $221K 0.14% -4 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 412 $219K 0.02% +37 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 412 $219K <0.01% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 409 $218K 0.06% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 408 $217K 0.11% new 13F-HR Timeline Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 406 $216K 0.02% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 402 $214K <0.01% new 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 402 $214K 0.05% -285 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 401 $214K 0.12% 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 400 $213K <0.01% -7,313 13F-HR Timeline Group ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 400 $213K 0.04% 0 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 400 $213K 0.06% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 400 $213K 0.04% new 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 400 $213K 0.04% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 398 $212K 0.01% -96 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 398 $212K 0.11% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 396 $211K 0.16% 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 394 $210K 0.03% -221 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 393 $209K -44 Timeline Riverview Trust Co More: the full row for Riverview Trust Co 392 $209K 0.19% 0 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 391 $208K 0.01% new 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 390 $208K 0.1% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 389 $207K 0.02% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 386 $206K 0.14% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 385 $205K 0.02% new 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 384 $204K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 384 $204K 0.1% -63 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 383 $204K 0.01% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 383 $204K 0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 376 $201K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 371 $198K 0.03% -46 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 362 $193K 0.02% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 361 $192K 0.07% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 359 $191K 0.02% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 348 $185K 0.01% -6 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 341 $182K 0.07% -5 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 337 $180K 0.06% +200 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 336 $179K 0.03% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 336 $179K 0.11% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 330 $176K 0.12% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 317 $169K 0.1% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 312 $166K 0.01% -11 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 307 $163K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 305 $162K 0.06% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 290 $154K 0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 290 $154K 0.01% 0 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 286 $152K 0.02% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 283 $151K 0.25% 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 278 $148K 0.01% new 13F-HR/A Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 276 $147K 0.01% -4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 273 $145K 0.08% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 271 $144K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 270 $144K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 265 $141K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 262 $140K 0.03% +1 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 261 $139K 0.06% 0 13F-HR/A Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 261 $139K 0.02% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 261 $139K 0.01% 0 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 258 $137K 0.01% -175 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 257 $137K 0.01% +3 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 252 $134K 0.04% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 251 $134K 0.05% -14 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 247 $132K 0.03% +2 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 234 $125K <0.01% +1 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 232 $124K 0.08% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 220 $117K 0.09% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 211 $112K 0.04% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 205 $109K 0.02% new 13F-HR Timeline MOTCO More: the full row for MOTCO 205 $109K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 200 $106K 0.01% -80 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 196 $104K 0.01% +2 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 195 $104K 0.02% -17 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 193 $103K 0.07% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 191 $102K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 187 $99.6K 0.01% -5,810 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 186 $99K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 185 $98.5K 0.06% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 176 $93.7K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 172 $91.6K 0.03% +4 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 170 $90.5K 0.01% -865 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 168 $89.4K 0.01% +62 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 165 $88K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 165 $87.9K <0.01% -64 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 165 $87.9K 0.07% 13F-HR Timeline TOBAM More: the full row for TOBAM 159 $85K 0.03% -14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 159 $84.7K 0.01% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 159 $84.7K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 159 $84.7K 0.03% 0 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 156 $82.8K <0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 155 $82.5K 0.02% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 153 $81.5K 0.01% -23 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 153 $81.5K 0.03% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 152 $80.9K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 150 $79.9K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 148 $78.8K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 146 $77.7K 0.02% +28 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 144 $76.7K <0.01% +119 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 143 $76.1K 0.02% +101 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 138 $73.5K 0.02% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 138 $73.5K 0.03% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 138 $73K 0.03% -60 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 137 $72.9K 0.01% -57 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 135 $71.9K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 133 $70.8K <0.01% +2 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 129 $68.7K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 125 $67.9K 0.03% 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 126 $67.1K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 119 $63.4K 0.03% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 112 $59.6K <0.01% -15 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 111 $59.1K 0.04% -20 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 110 $58.6K 0.02% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 108 $57.5K 0.03% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 105 $55.9K 0.01% -33 13F-HR Timeline