AE Wealth Management LLC More: the full row for AE Wealth Management LLC 17,348 $1.45M 0.01% -395 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 17,271 $1.45M 0.5% +488 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 17,201 $1.44M 0.03% +4,010 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 17,177 $1.44M 0.1% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 17,066 $1.43M 0.05% -200 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 16,999 $1.43M 0.04% -113,001 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 16,788 $1.41M 0.79% +460 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 16,936 $1.4M 0.06% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 16,692 $1.4M 0.11% +2,168 13F-HR/A Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 16,590 $1.39M 0.9% new 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 16,589 $1.39M 0.02% +478 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16,584 $1.39M 0.02% +3 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 16,452 $1.38M 0.07% -247 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 16,431 $1.38M 0.87% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 16,430 $1.38M 0.31% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 16,354 $1.37M 0.13% +30 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 16,352 $1.37M 0.28% -1,600 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 16,018 $1.34M 0.03% +5,818 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 15,864 $1.33M 0.01% +71 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 15,856 $1.33M 0.05% +1,289 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 15,852 $1.33M 0.1% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 15,836 $1.33M 0.03% +1,428 13F-HR Timeline Arjuna Capital More: the full row for Arjuna Capital 15,826 $1.33M 0.37% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 15,809 $1.33M 0.05% -112 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 15,735 $1.32M 0.04% +10,709 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 15,628 $1.31M 0.28% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 15,551 $1.3M 0.16% -184 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 15,506 $1.3M 0.03% +756 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 15,493 $1.3M 0.04% +14,293 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 15,427 $1.29M 0.07% -45 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 15,386 $1.27M 0.02% -489 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 15,149 $1.27M 0.77% +441 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 15,118 $1.27M 0.04% -848 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 14,974 $1.26M 0.08% -500 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 14,930 $1.25M 0.23% +1,550 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 14,879 $1.25M 0.15% +9,879 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 14,857 $1.25M 0.34% -1,978 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14,852 $1.25M 0.06% +5,676 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 14,850 $1.25M 0.01% +110 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 14,834 $1.24M 0.14% +2,781 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 14,765 $1.24M 0.1% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 14,732 $1.24M 0.08% +3,114 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 14,626 $1.23M 0.04% +4,822 13F-HR Timeline Ellevest, Inc. 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Riley Wealth Advisors, Inc. 14,493 $1.22M 0.04% +3,790 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 14,422 $1.21M 0.02% -96 13F-HR Timeline Meriwether Wealth & Planning, LLC More: the full row for Meriwether Wealth & Planning, LLC 14,345 $1.2M 0.79% +1,530 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 14,324 $1.2M 0.13% -484 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 14,306 $1.2M 0.02% -115,485 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 14,289 $1.2M 0.11% -15,487 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 14,200 $1.19M 0.2% +6,500 13F-HR Timeline Capitolis Liquid Global Markets LLC in group CAPITOLIS LIQUID GLOBAL MARKE… More: the full row for Capitolis Liquid Global Markets LLC 14,200 $1.19M 0.01% -4,400 13F-HR Timeline Group MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 14,170 $1.19M 0.14% +2,125 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 14,145 $1.19M 0.64% +11,496 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 14,109 $1.18M 0.04% +858 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 14,087 $1.18M 0.03% +792 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 14,010 $1.18M 0.46% +1,433 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 13,962 $1.17M 0.87% +289 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 13,827 $1.16M 0.01% +251 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,654 $1.15M 0.14% -237 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 13,825 $1.14M 0.04% -17,858 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 13,600 $1.14M 0.18% -200 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 13,619 $1.14M 0.02% +59 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 13,609 $1.14M 0.08% 0 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 13,538 $1.14M 0.01% -56 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 13,533 $1.14M 0.67% -817 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 13,343 $1.12M 1.76% -11,611 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 13,300 $1.12M 0.01% -126,743 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 13,296 $1.12M 0.02% +6,262 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 13,293 $1.11M 0.04% -16,322 13F-HR Timeline CenterBook Partners LP More: the full row for CenterBook Partners LP 13,093 $1.1M 0.07% -2,383 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 13,000 $1.09M 0.61% -59,400 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 12,917 $1.08M 0.73% -150 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 12,908 $1.08M 0.09% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,821 $1.08M 0.02% +142 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 12,749 $1.07M 0.08% +9,429 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 12,730 $1.07M 0.48% -182 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 12,707 $1.07M 0.08% +8 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 12,699 $1.07M 0.05% -1,847 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 12,654 $1.06M 0.32% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 12,654 $1.06M 0.01% -215 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12,655 $1.06M 0.02% +7,403 13F-HR Timeline Group Independent Advisor Alliance More: the full row for Independent Advisor Alliance 12,623 $1.06M 0.03% +1,136 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 12,589 $1.06M 0.02% +139 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 12,512 $1.05M 0.14% +5,103 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 12,504 $1.05M 0.02% +138 13F-HR/A Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 12,447 $1.04M 0.01% -556 13F-HR Timeline Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 12,440 $1.04M 0.3% -390 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 12,392 $1.04M 0.03% +1,148 13F-HR Timeline Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 12,337 $1.03M 0.46% new 13F-HR Timeline AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 12,223 $1.03M 0.83% +1,012 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 12,177 $1.02M 0.04% -895 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12,168 $1.02M 0.1% +176 13F-HR Timeline Group HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 12,064 $1.01M 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 12,025 $1.01M 0.05% +3,762 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 12,014 $1.01M 0.09% +12,003 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 11,944 $1M 0.46% +194 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 11,917 $999K 0.26% -18 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 11,886 $997K 0.04% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 11,863 $995K 0.4% -163 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 11,844 $993K 0.13% 0 13F-HR Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 11,825 $992K 0.44% -348 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 11,825 $992K 0.03% -198 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,753 $986K 0.2% -56 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 11,666 $978K 0.12% +557 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 11,646 $977K 0.27% -119 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 11,642 $976K 0.03% +249 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 11,567 $970K 0.05% -100 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 11,518 $966K 0.04% -3,695 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 11,500 $964K 0.27% 0 13F-HR Timeline Goodwin Investment Advisory More: the full row for Goodwin Investment Advisory 11,344 $951K 1.48% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 11,305 $948K 0.43% -581 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 11,272 $945K 0.06% -413 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 11,245 $943K 0.12% +769 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 11,180 $938K 0.01% -2,166 13F-HR Timeline Group Graypoint LLC More: the full row for Graypoint LLC 11,009 $923K 0.06% +3,869 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 10,987 $921K <0.01% +1,051 13F-HR/A Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 10,976 $921K 0.1% +240 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 10,941 $918K 0.06% +3,741 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 10,826 $908K 0.44% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 10,554 $907K 0.25% -579 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 10,798 $906K 0.1% -949 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 11,650 $906K 0.06% -1,789 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,815 $902K 0.12% +4,033 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 10,653 $896K 0.71% -4,060 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 10,663 $894K 0.25% -280 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 10,649 $893K 0.07% 0 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 10,635 $892K 0.13% -6,412 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 10,609 $890K 0.03% -1,336 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 10,604 $889K 0.13% +655 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 10,559 $886K 0.01% +154 13F-HR Timeline Group Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 10,507 $881K 0.02% +364 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 10,495 $880K 0.34% -953 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 10,490 $880K 0.06% -25 13F-HR Timeline Group ING GROEP NV More: the full row for ING GROEP NV 10,312 $865K 0.01% +2,563 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 10,287 $863K 0.49% +325 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10,253 $860K 0.02% +2,186 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 10,200 $855K 0.98% new 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 10,200 $855K 1.26% 0 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 10,150 $851K 0.18% -350 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10,150 $850K 0.33% +99 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 10,094 $847K 0.02% -18 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 10,094 $847K 0.03% -731 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 10,000 $839K 0.29% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 9,928 $833K <0.01% -2,124 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 9,882 $829K 0.32% -276 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 9,852 $826K 0.49% -3,168 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 9,835 $825K 0.02% +794 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 9,826 $824K 0.36% +283 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 9,763 $819K 0.09% -90 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 9,625 $807K 0.05% +463 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 9,603 $805K 0.05% -344 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 9,600 $805K 0.03% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 9,595 $805K 0.21% -88 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 9,502 $797K <0.01% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 9,274 $778K 0.05% -6,947 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 9,265 $777K 0.03% +489 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 9,217 $773K 0.4% new 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 9,209 $772K 0.09% +515 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 9,176 $770K 0.16% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 9,130 $766K 0.01% -849 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 9,104 $764K 0.08% -539 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 9,075 $761K 0.43% -2,523 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 9,034 $758K 0.01% +40 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 9,000 $755K 0.04% new 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 9,000 $755K 0.06% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 8,952 $750K 0.02% +4,213 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 9,365 $750K 0.04% +1,806 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 8,923 $748K 0.07% -140 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 8,892 $746K 0.13% +4,965 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 8,875 $744K 0.01% +19 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 8,841 $741K 0.16% -1,110 13F-HR Timeline Banque de Luxembourg S.A. 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