Wedmont Private Capital More: the full row for Wedmont Private Capital 1,990 $539K 0.02% +150 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 1,974 $538K 0.08% +6 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 1,971 $538K 0.49% 0 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 1,969 $537K 0.42% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,969 $537K 0.42% -189 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 1,965 $536K 0.07% 0 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 1,961 $535K 0.2% +230 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 1,959 $534K 0.1% -39 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,949 $532K 0.08% -2,027 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 1,919 $523K 0.14% +109 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 1,915 $522K 0.13% new 13F-HR Timeline Mystic Asset Management, Inc. 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More: the full row for WEST PACES ADVISORS INC. 1,884 $514K 0.1% -257 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,876 $512K 0.02% +180 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,877 $512K 0.06% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,875 $511K 0.12% -100 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 1,875 $511K 0.24% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,874 $511K 0.06% +1,873 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 1,875 $511K 0.04% 0 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,873 $511K 0.29% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 1,867 $509K 0.01% -4,826 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,861 $508K 0.11% -653 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,860 $507K 0.04% -20 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,859 $507K 0.17% -76 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,841 $502K 0.44% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,831 $499K 0.08% -4 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 1,830 $499K 0.12% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,829 $499K 0.03% -41 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,823 $497K 0.03% +1 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 1,815 $495K 0.06% 0 13F-HR Timeline Abbot Financial Management, Inc. 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More: the full row for New England Research & Management, Inc. 1,775 $484K 0.22% -250 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,772 $483K 0.07% -166 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 1,769 $482K 0.15% +40 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,768 $482K 0.07% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,768 $482K 0.1% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 1,764 $481K 0.46% -98 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,763 $481K 0.02% -100 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 1,759 $480K 0.14% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,747 $477K -972 Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,745 $476K 0.02% +187 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 1,741 $475K 0.65% 0 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 1,739 $474K 0.16% -109 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,735 $473K 0.06% -1,201 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 1,724 $470K 0.15% +204 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,723 $470K 0.01% +87 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,716 $468K 0.01% -3,391 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,714 $467K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,711 $467K 0.07% new 13F-HR Timeline TANDEM CAPITAL MANAGEMENT CORP /ADV More: the full row for TANDEM CAPITAL MANAGEMENT CORP /ADV 1,710 $466K 0.22% +400 13F-HR Timeline OAKWORTH CAPITAL, INC. 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Empirical Wealth Management 1,616 $441K 0.01% +437 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 1,614 $440K 0.08% -200 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 1,613 $440K 0.07% 0 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,610 $439K 0.13% -681 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 1,600 $436K 0.01% +38 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,599 $436K 0.02% +7 13F-HR Timeline Group Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,581 $431K 0.11% -1,159 13F-HR Timeline iA Global Asset Management Inc. 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Riley Wealth Advisors, Inc. 1,496 $408K 0.02% -652 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 1,486 $405K 0.29% +51 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 1,480 $404K 0.01% -1,178 13F-HR Timeline Group LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 1,476 $403K 0.14% 0 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 1,476 $402K 0.07% new 13F-HR Timeline CONNING INC. in group CONNING INC. 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More: the full row for CULLEN INVESTMENT GROUP, LTD. 1,457 $396K 0.05% -192 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,450 $395K 0.03% 0 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 1,450 $395K 0.09% -3 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 1,449 $395K 0.16% -267 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,444 $394K 0.2% +31 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 1,441 $393K 0.14% -14 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 1,437 $392K 0.12% -41 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,435 $391K 0.23% 0 13F-HR Timeline Vista Cima Wealth Management LLC More: the full row for Vista Cima Wealth Management LLC 1,431 $390K 0.33% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,430 $390K 0.03% -230 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,429 $390K 0.18% +8 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 1,427 $389K 0.05% +7 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 1,427 $389K 0.06% new 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,425 $389K 0.23% -10 13F-HR Timeline Stuart Chaussee & Associates, Inc. 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More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,381 $377K 0.12% +9 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 1,380 $376K 0.07% 0 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,383 $375K 0.05% +107 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,372 $374K 0.04% +7 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 1,370 $374K 0.02% -11 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,359 $371K 0.14% +6 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,353 $369K 0.06% -42 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 1,343 $366K 0.08% +19 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,344 $366K 0.03% +246 13F-HR/A Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,340 $365K 0.25% +26 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,333 $364K 0.02% -36 13F-HR/A Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,328 $363K 0.11% -3,641 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,333 $361K 0.07% 0 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 1,318 $359K 0.11% -798 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 1,314 $358K 0.01% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 1,314 $358K 0.11% +1 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 1,305 $356K 0.1% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,303 $355K 0.07% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 1,301 $355K 0.01% +143 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,300 $355K 0.16% -300 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,298 $354K 0.17% -99 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,294 $353K 0.03% +514 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,294 $353K 0.02% +76 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,294 $353K 0.08% -185 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,286 $351K 0.02% -49 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 1,287 $351K 0.09% -209 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,358 $351K 0.19% +33 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 1,285 $350K 0.21% 0 13F-HR Timeline Group Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 1,280 $349K 0.2% -19 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,286 $348K 0.01% -80 13F-HR Timeline Vision Capital Management, Inc. More: the full row for Vision Capital Management, Inc. 1,275 $348K 0.04% 0 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 1,272 $347K 0.02% -27 13F-HR Timeline Group First Command Advisory Services, Inc. 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