BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,046 $202K 0.04% new 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,040 $201K 0.02% new 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 2,037 $201K 0.03% new 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 2,034 $201K 0.04% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 2,232 $201K 0.01% new 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 2,027 $200K 0.04% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,016 $199K <0.01% -588 13F-HR Timeline Group Peterson Wealth Services More: the full row for Peterson Wealth Services 2,010 $198K 0.05% +2 13F-HR Timeline TOBAM More: the full row for TOBAM 1,984 $196K 0.08% -1,213 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,916 $189K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,875 $185K 0.01% -11 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,827 $180K 0.07% -170 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,818 $180K 0.01% -52 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,721 $170K 0.01% -194 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,716 $169K 0.03% +134 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,655 $163K <0.01% +50 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,648 $163K 0.01% -58 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,644 $162K 0.02% +28 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,610 $159K 0.08% -246 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 1,600 $158K 0.13% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,595 $158K 0.02% +80 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,592 $157K 0.02% -12 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,532 $151K 0.03% +40 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,341 $150K 0.05% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,452 $143K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,431 $141K 0.01% +55 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,411 $139K 0.03% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,387 $137K 0.02% +279 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,384 $137K 0.05% 0 13F-HR Timeline Group North Capital, Inc. More: the full row for North Capital, Inc. 1,365 $135K 0.12% -235 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 1,572 $132K <0.01% +551 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,334 $132K 0.01% +934 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,300 $128K 0.09% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,202 $119K 0.01% +1 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,200 $118K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,200 $118K 0.02% -34 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,200 $118K 0.12% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,201 $118K <0.01% -147,161 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,165 $115K 0.04% +27 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,146 $113K <0.01% +98 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,137 $112K 0.09% -97 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,095 $108K 0.02% -400 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 1,087 $107K 9.79% -8,667 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,052 $104K 0.01% -103 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,011 $99.8K 0.06% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,000 $99K 0.05% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $98.8K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 997 $97.4K 0.04% -49 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 970 $96K <0.01% -354 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 971 $95.9K 0.01% +441 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 966 $95.4K 0.03% +766 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 960 $94.8K 0.01% -312 13F-HR Timeline Quarry LP More: the full row for Quarry LP 906 $89.5K 0.02% +169 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 891 $88K 0.07% -54 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 848 $83.7K 0.03% +72 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 832 $82.2K <0.01% -659 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 825 $81.5K 0.04% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 814 $80.4K 0.03% -161 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 811 $80.2K 0.03% -198 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 810 $80K 0.05% -75 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 797 $78.7K 0.01% +352 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 740 $73.1K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 736 $72.7K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 726 $71.7K 0.01% +365 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 723 $71.4K 0.04% +686 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 716 $70.8K <0.01% +3 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 657 $64.9K 0.01% -8 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 648 $64K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 632 $62.4K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 619 $61K 0.04% -56 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 617 $60.1K 0.01% +557 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 591 $58.4K 0.01% +95 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 585 $58K 0.01% -86 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 572 $56.5K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 561 $55.4K <0.01% +7 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 513 $50.7K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 500 $49.4K 0.02% 0 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 499 $49.3K 0.07% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 496 $49K 0.02% +56 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 480 $47.4K 0.01% -300 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 456 $45K 0.02% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 460 $45K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 451 $44.5K 0.01% +17 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 434 $43K <0.01% -68 13F-HR Timeline Group LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 430 $43K 0.01% 13F-HR/A Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 422 $41.7K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 376 $41.2K 0.01% +3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 397 $39.2K 0.01% +75 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 387 $38.2K <0.01% +18 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 383 $37.8K 0.02% +1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 376 $37.2K 0.03% +110 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 373 $36.9K 0.02% +1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 366 $36.1K 0.01% +82 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 357 $35.3K 0.01% 13F-HR Timeline Bares Capital Management, Inc. More: the full row for Bares Capital Management, Inc. 353 $34.9K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 350 $34.6K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 313 $33.3K 0.02% +49 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 305 $32.9K 0.01% -10 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 333 $32K 0.01% +78 13F-HR/A Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 320 $31.6K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 310 $30.6K 0.04% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 310 $30.6K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 300 $29.6K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 284 $28.1K <0.01% -119 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 272 $26.9K 0.03% +79 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 268 $26.5K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 261 $25.8K 0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 252 $24.9K 0.01% +168 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 252 $24.9K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 248 $24.5K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 248 $24.5K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 242 $24K 0.01% -167 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 240 $23.7K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 220 $21.7K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 218 $21.5K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 211 $20.8K 0.01% -96 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 207 $20.4K 0.01% +49 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 197 $19.5K 0.01% +106 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 191 $18.9K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 190 $18.8K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 190 $18.8K 0.03% -10 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 181 $17.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 178 $17.6K <0.01% +142 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 174 $17.2K <0.01% -232 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 172 $17K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 172 $17K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 172 $17K 0.01% 0 13F-HR Timeline Group Traub Capital Management LLC More: the full row for Traub Capital Management LLC 170 $16.8K 0.02% 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 168 $16.6K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 162 $16K 0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 156 $15.4K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 216 $15K <0.01% -1 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 150 $14.8K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 148 $14.7K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 13,697 $13.7K <0.01% +1,276 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 137 $13.5K 0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 135 $13.3K <0.01% +39 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 132 $13K <0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 133 $13K <0.01% -4 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 130 $12.8K 0.01% +85 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 128 $12.6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 129 $12.6K 0.01% +120 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 125 $12.4K <0.01% +10 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 120 $11.8K <0.01% +100 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 120 $11.8K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 116 $11.5K <0.01% 0 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 116 $11.5K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 112 $11K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 111 $11K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 109 $10.8K <0.01% +27 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 109 $10.8K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 103 $10.2K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 103 $10.2K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 102 $10.1K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $9.89K <0.01% 0 13F-HR/A Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 98 $9.68K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 97 $9.58K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 97 $9.58K <0.01% +74 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 92 $9.13K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 92 $9.09K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 90 $9K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 90 $8.89K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 90 $8.89K 0.01% -296 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 88 $8.69K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 86 $8.49K 0.01% +18 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 85 $8.39K <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 84 $8.29K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $8.1K <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 80 $7.9K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 75 $7.41K 0.01% -31 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $7.21K <0.01% +4 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 69 $6.81K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 64 $6.32K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 63 $6.22K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 60 $5.92K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 60 $5.92K <0.01% +8 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 48 $4.74K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 48 $4.74K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 42 $4.15K <0.01% 0 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 40 $3.95K 0.01% -4,260 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $3.86K <0.01% +24 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 35 $3.47K <0.01% new 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 35 $3.46K <0.01% +5 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 35 $3.46K <0.01% +19 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 34 $3.36K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 33 $3.22K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $3.16K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 30 $2.96K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 30 $2.96K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 30 $2.96K <0.01% -22 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 29 $2.86K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 28 $2.77K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 28 $2.77K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $2.77K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 28 $2.74K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 26 $2.57K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 24 $2.4K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 23 $2.27K <0.01% +3 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 20 $1.98K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 20 $1.98K <0.01% 0 13F-HR Timeline