Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 4,215 $587K <0.01% +9 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 4,256 $583K 0.01% -4,829 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,168 $580K 0.02% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 4,138 $576K <0.01% +20 13F-HR/A Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 4,102 $571K 0.05% +16 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 4,070 $567K <0.01% +567 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,055 $564K 0.01% -5 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 4,044 $563K 0.28% +75 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,038 $562K 0.03% -174 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 4,006 $558K 0.1% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 3,995 $556K 0.06% -640 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 3,968 $552K 0.01% +575 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,964 $552K 0.06% +654 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 3,942 $549K 0.31% -1,585 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,900 $543K 0.29% 0 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,883 $540K 0.05% +217 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,867 $538K 0.03% +13 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 3,864 $538K 0.23% +212 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,837 $534K 0.19% +495 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 3,834 $534K 0.02% +23 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 3,772 $525K 0.16% +25 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 3,767 $524K 0.15% new 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,758 $523K 0.02% -158 13F-HR Timeline Sagefield Capital LP in group Sagefield Capital LP More: the full row for Sagefield Capital LP 3,754 $523K 0.06% +265 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 3,750 $522K 0.15% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,739 $520K 0.03% 0 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 3,734 $520K 0.01% +3,160 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 3,712 $517K 0.05% -155 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 3,687 $513K 0.04% new 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 3,681 $512K 0.15% +1,236 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,663 $510K 0.03% new 13F-HR Timeline ALETHEA CAPITAL MANAGEMENT, LLC More: the full row for ALETHEA CAPITAL MANAGEMENT, LLC 3,648 $508K 0.33% new 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 3,640 $507K 0.19% -200 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 3,601 $501K 0.23% 0 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 3,595 $500K 0.36% -1 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,586 $499K 0.01% +87 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,577 $498K 0.02% +49 13F-HR Timeline Group BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 3,547 $494K 0.03% 0 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 3,525 $491K 0.22% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,486 $485K 0.13% 0 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 3,507 $481K 0.02% +1,040 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 3,422 $476K 0.08% +754 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 3,408 $474K 0.28% -218 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,402 $474K <0.01% +48 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,395 $473K <0.01% new 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 3,387 $471K 0.06% +275 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 3,381 $471K 0.01% +1,675 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,357 $467K 0.01% -145 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,332 $464K <0.01% -12,923 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,332 $464K 0.01% +1,170 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 3,328 $463K 0.03% -82 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,326 $463K 0.04% +3 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,275 $456K 0.02% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,271 $455K 0.01% +204 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,263 $454K 0.1% -231 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,256 $453K 0.18% +12 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 3,836 $451K 0.03% +189 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 3,225 $449K 0.26% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 3,199 $445K 0.05% -89 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 3,183 $443K 0.13% -46 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,179 $442K 0.09% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,166 $441K 0.02% +47 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,160 $440K 0.07% -625 13F-HR Timeline Brevan Howard Capital Management LP in group Brevan Howard Capital Managem… More: the full row for Brevan Howard Capital Management LP 3,159 $440K 0.01% -6,702 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,077 $428K 0.12% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,072 $428K 0.22% new 13F-HR Timeline ABNER HERRMAN & BROCK LLC More: the full row for ABNER HERRMAN & BROCK LLC 3,000 $418K 0.04% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,000 $418K 0.03% +62 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,038 $416K 0.01% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,981 $415K 0.01% +12 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,963 $412K 0.01% +371 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,853 $404K 0.05% +976 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,893 $403K 0.02% +56 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 2,893 $403K 0.01% +654 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,885 $402K 0.09% -91 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,876 $400K 0.02% -75 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,858 $398K 0.03% -524 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,824 $393K 0.02% -1,300 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 2,799 $390K 0.01% +1,297 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,787 $388K 0.01% -103 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,764 $385K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENT MANAGEMENT LLC More: the full row for HARBOUR INVESTMENT MANAGEMENT LLC 2,760 $384K 0.17% -500 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,753 $383K 0.01% -24 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,745 $382K 0.08% 0 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 2,730 $380K 0.18% -150 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 2,652 $378K 0.01% +233 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,689 $374K 0.02% -215 13F-HR Timeline Group SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,673 $372K 0.06% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,662 $371K 0.02% +1 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,628 $366K <0.01% +607 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,614 $364K 0.21% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 2,597 $362K 0.07% -16 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 2,557 $356K 0.15% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 2,523 $351K 0.02% -1,038 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 2,518 $350K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,500 $348K 0.01% 0 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 2,500 $348K 0.04% -22 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 2,479 $345K 0.11% -2,232 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,451 $341K 0.04% 0 13F-HR/A Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,449 $341K 0.11% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 2,444 $340K 0.27% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 2,441 $340K 0.02% +21 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,435 $339K <0.01% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,407 $335K 0.01% +564 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 2,398 $334K 0.02% 0 13F-HR/A Timeline Group Rossmore Private Capital More: the full row for Rossmore Private Capital 2,395 $333K 0.04% 0 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 2,393 $333K 0.45% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,374 $330K 0.01% +773 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,368 $330K <0.01% -140 13F-HR/A Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 2,367 $329K 0.06% 0 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,340 $326K 0.09% -80 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,328 $324K 0.05% -172 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,326 $324K <0.01% -271 13F-HR Timeline Group ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,325 $324K 0.04% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2,506 $322K 0.06% +7 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 2,291 $319K 0.01% -38 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,280 $317K 0.01% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 2,272 $316K 0.03% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 2,269 $316K 0.03% +13 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2,268 $315K 0.04% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,255 $314K <0.01% -388 13F-HR/A Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,250 $313K 0.06% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 2,250 $313K 0.02% -270 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 2,244 $312K 0.03% +215 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,237 $311K 0.01% new 13F-HR Timeline Group Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,231 $311K 0.02% +391 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,227 $310K -1,761 Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,225 $310K 0.01% -92 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 2,192 $309K 0.03% +2 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 2,220 $309K 0.06% 0 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,198 $306K 0.05% +13 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,167 $302K 0.1% -31 13F-HR Timeline ARROWSTREET CAPITAL, LIMITED PARTNERSHIP in group ARROWSTREET CAPITAL, LIMITED … More: the full row for ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2,150 $299K <0.01% new 13F-HR Timeline Group Blossom Wealth Management More: the full row for Blossom Wealth Management 2,135 $297K 0.48% +65 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,129 $296K 0.02% +14 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,125 $296K 0.01% 0 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,121 $295K 0.01% +309 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,150 $295K <0.01% 0 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,093 $291K 0.2% +11 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,089 $291K 0.01% +166 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,088 $291K 0.04% -76 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,087 $290K 0.02% +1,882 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 2,075 $289K 0.09% -3,482 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,067 $283K 0.02% +999 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,034 $283K 0.02% +356 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,024 $282K 0.11% 0 13F-HR Timeline HMV Wealth Advisors, LLC More: the full row for HMV Wealth Advisors, LLC 2,021 $281K 0.15% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,008 $279K 0.01% -8 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 2,000 $278K 0.07% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $278K 0.03% 0 13F-HR Timeline St. Clair Advisors, LLC More: the full row for St. Clair Advisors, LLC 2,000 $278K 0.07% 0 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,993 $277K 0.12% -28 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,962 $273K 0.04% -59 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,959 $273K 0.09% +1,663 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,903 $271K 0.01% new 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 1,934 $269K 0.05% +170 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,920 $267K 0.01% -1,349 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,919 $267K <0.01% -500 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,920 $267K 0.04% 0 13F-HR Timeline Group Gouws Capital LLC More: the full row for Gouws Capital LLC 1,916 $267K 0.15% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,914 $266K 0.03% -837 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 1,875 $261K 0.04% 0 13F-HR Timeline Group Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 1,875 $261K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,874 $261K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,863 $259K 0.01% -169 13F-HR Timeline GWN SECURITIES INC. More: the full row for GWN SECURITIES INC. 1,831 $255K 0.06% +5 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,831 $255K 0.01% -268 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,830 $255K 0.06% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,795 $253K 0.01% +168 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1,808 $252K <0.01% new 13F-HR Timeline Group 111 Capital More: the full row for 111 Capital 1,796 $250K 0.05% new 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 1,788 $249K 0.02% +100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,787 $249K 0.02% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,779 $248K 0.04% -19 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,760 $245K 0.13% new 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 1,754 $244K 0.2% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,747 $243K 0.01% +95 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,747 $243K 0.04% new 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,731 $241K 0.1% -441 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,730 $241K <0.01% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,728 $241K 0.01% -190 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,723 $240K <0.01% -107 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,720 $239K 0.13% 0 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 1,700 $237K 0.07% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,695 $236K 0.03% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,694 $236K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,691 $235K 0.02% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 1,685 $235K 0.01% -600 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 1,678 $234K 0.04% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,675 $233K 0.01% 0 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,669 $232K 0.04% -6 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 1,668 $232K 0.14% -3,483 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,667 $232K 0.01% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,660 $231K 0.01% +29 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,660 $231K 0.15% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,659 $231K 0.02% +40 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 1,655 $230K <0.01% -510 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,648 $229K <0.01% -52 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,645 $229K 0.03% +104 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,644 $229K 0.01% new 13F-HR Timeline