LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 3,796 $560K 0.39% -30 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,785 $558K 0.1% -100 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 3,780 $558K 0.18% new 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,763 $555K 0.06% -363 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,750 $553K 0.19% 0 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,747 $553K 0.19% -27 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 3,741 $552K 0.02% +2,310 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,739 $552K 0.04% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,738 $551K 0.01% -283 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,707 $547K 0.03% +3,319 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,701 $546K 0.02% 0 13F-HR/A Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,692 $545K 0.03% -563 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,724 $544K <0.01% +539 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 3,687 $544K 0.25% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,677 $542K 0.02% -279 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,670 $541K 0.01% -1,316 13F-HR/A Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,652 $538K 0.04% +1,943 13F-HR Timeline Group AGP FRANKLIN, LLC More: the full row for AGP FRANKLIN, LLC 3,654 $537K 0.33% new 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,661 $534K 0.05% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,615 $533K 0.06% +34 13F-HR/A Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,547 $523K 0.01% +31 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,547 $523K 0.04% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,545 $523K 0.02% +157 13F-HR Timeline Group Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,532 $521K <0.01% -22 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,525 $520K 0.27% 0 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,500 $516K 0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,477 $513K 0.17% +25 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 3,450 $509K 0.06% +573 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 3,437 $507K 0.38% +11 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 3,405 $502K 0.25% -100 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 3,337 $492K 0.04% -18 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,334 $492K 0.05% +52 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,333 $492K 0.42% -23 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,332 $492K 0.01% -721 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,321 $490K 0.01% +167 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,305 $488K 0.32% -700 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,284 $484K 0.24% +53 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,265 $482K 0.03% +226 13F-HR Timeline Group HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 3,260 $481K 0.22% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,242 $478K <0.01% -337 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,232 $477K 0.24% +11 13F-HR/A Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,229 $476K 0.18% -702 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 3,227 $476K 0.23% -449 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,221 $475K 0.19% +43 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 3,178 $469K 0.11% -1,995 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,173 $468K 0.07% -384 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 3,148 $464K 0.08% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,127 $461K 0.02% -264 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,160 $461K 0.03% +175 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 3,096 $457K 0.16% new 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 3,000 $443K 0.02% -13,800 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,994 $442K 0.46% -19 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 3,000 $441K 0.06% new 13F-HR Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,984 $440K 0.09% new 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,961 $437K 0.17% +955 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,948 $435K 0.03% +3 13F-HR Timeline ClearBridge Investments Ltd More: the full row for ClearBridge Investments Ltd 2,945 $434K 0.01% -241 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,938 $434K 0.01% -398 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,889 $426K 0.14% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 2,862 $422K 0.08% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 2,799 $413K 0.09% -391 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 2,795 $412K 0.07% +70 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 2,799 $410K 0.01% +134 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,780 $410K 0.16% +15 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,773 $409K 0.08% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,767 $408K 0.01% -5,591 13F-HR/A Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 2,764 $408K 0.01% -19 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 2,768 $407K 0.01% +1,363 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,745 $405K 0.1% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,735 $403K 0.32% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,690 $399K 0.01% -242 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,693 $397K 0.04% +1 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,689 $397K 0.08% +357 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,674 $394K <0.01% -3,604 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,673 $394K <0.01% -709 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 2,668 $394K 0.07% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,631 $388K 0.02% +168 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,630 $388K 0.03% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,612 $385K 0.19% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,598 $383K 0.05% -249 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,569 $379K 0.07% -29 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,567 $379K 0.01% +479 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 2,560 $378K 0.04% -370 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,556 $377K 0.03% -902 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,545 $375K 0.04% -365 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,519 $372K 0.33% -25 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 2,510 $370K 0.02% -485 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,502 $369K 0.02% +139 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,500 $369K 0.01% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,500 $369K 0.05% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 2,470 $364K 0.05% +326 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,469 $364K 0.37% +24 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,451 $362K 0.05% +107 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,424 $358K 0.11% -455 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,422 $357K <0.01% -213 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,419 $357K 0.01% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,418 $357K 0.18% +604 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,406 $355K 0.01% -2,649 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 2,400 $354K 0.98% new 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,398 $354K 0.03% -319 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,394 $353K <0.01% -486 13F-HR/A Timeline Group Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,393 $353K 0.54% -572 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,378 $351K 0.01% +150 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,358 $348K 0.03% +396 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,356 $348K 0.01% +9 13F-HR Timeline ALLSTATE CORP in group ALLSTATE CORP More: the full row for ALLSTATE CORP 2,344 $346K 0.01% -3,585 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,325 $343K 0.04% 0 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 2,323 $343K <0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,318 $342K 0.01% -31 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,326 $342K 0.01% +724 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,301 $339K 0.01% +1 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,296 $339K 0.02% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,288 $338K 0.04% +431 13F-HR Timeline Algorithmic Investment Models, LLC More: the full row for Algorithmic Investment Models, LLC 2,280 $336K 0.25% new 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,268 $336K 0.05% -50 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,270 $335K 0.05% +13 13F-HR Timeline MBB PUBLIC MARKETS I LLC More: the full row for MBB PUBLIC MARKETS I LLC 2,255 $333K 0.04% new 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,248 $332K 0.04% -238 13F-HR Timeline Group BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,222 $328K 0.07% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,204 $325K 0.02% -912 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,197 $324K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,194 $324K 0.14% +4 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,193 $324K 0.03% new 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 2,190 $323K 0.65% +420 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,185 $322K 0.05% +1 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 2,176 $321K 0.02% -370 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,162 $319K 0.03% 0 13F-HR/A Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 2,161 $319K 0.02% -88 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,157 $318K 0.01% +3 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,138 $315K 0.02% -68 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,128 $314K 0.04% +55 13F-HR Timeline Group HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,128 $314K 0.01% +4 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,125 $313K 0.01% +3 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,115 $312K 0.05% +98 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,115 $312K 0.02% -1,079 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,110 $311K 0.16% +231 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 2,091 $309K 0.04% new 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,147 $309K 0.01% +15 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 2,092 $309K 0.08% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,086 $308K 0.14% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,082 $307K <0.01% +38 13F-HR Timeline Group SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,076 $306K 0.01% -1,513 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,072 $306K 0.05% -61 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,070 $305K <0.01% new 13F-HR Timeline Group CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,070 $305K 0.25% +61 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,063 $304K 0.08% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,060 $304K 0.01% -18 13F-HR Timeline Group INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 2,060 $304K <0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 2,054 $303K 0.29% 0 13F-HR Timeline Green Alpha Advisors, LLC More: the full row for Green Alpha Advisors, LLC 2,052 $303K 0.32% -2,522 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,050 $302K 0.06% +200 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,040 $301K 0.69% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 2,020 $298K 0.16% -69 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 2,014 $297K 0.06% -4,980 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,000 $295K 0.09% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $295K 0.04% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,000 $295K 0.08% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,997 $295K 0.01% +37 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,988 $293K 0.01% -1,275 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,956 $289K <0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,955 $288K 0.04% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,952 $288K 0.01% -13 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,955 $288K 0.05% -40 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 1,944 $287K 0.02% +251 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,924 $284K 0.02% 0 13F-HR Timeline Gouws Capital LLC More: the full row for Gouws Capital LLC 1,916 $283K 0.18% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,908 $282K 0.01% -28 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,877 $277K 0.02% -1,491 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,875 $277K 0.06% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,875 $277K 0.04% new 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,858 $274K 0.02% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,854 $274K 0.06% +68 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,830 $270K 0.07% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,826 $269K 0.01% -110 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,826 $269K <0.01% +156 13F-HR Timeline Group MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,767 $261K 0.05% -129 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 1,770 $259K 0.05% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,740 $257K 0.02% -2,315 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,736 $256K 0.01% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,734 $256K 0.05% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,734 $256K <0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,730 $255K <0.01% 0 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 1,726 $255K <0.01% +82 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 1,726 $255K <0.01% new 13F-HR Timeline Group XML Financial, LLC More: the full row for XML Financial, LLC 1,726 $255K 0.02% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,720 $254K 0.15% -10 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,704 $251K 0.04% new 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,701 $251K 0.01% -359 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,700 $251K <0.01% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,700 $251K 0.09% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,694 $250K 0.02% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 1,682 $248K 0.02% -20 13F-HR Timeline Group Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 1,679 $248K 0.07% -3 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,678 $248K 0.03% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,675 $247K 0.01% -552 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,660 $245K 0.18% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,652 $244K 0.01% -110 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,660 $243K 0.01% -5,097 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,642 $242K <0.01% new 13F-HR Timeline Group COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,641 $242K 0.01% new 13F-HR Timeline