OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,631 $435K 0.21% +220 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,630 $435K 0.02% +236 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 1,626 $434K +809 Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,624 $433K 0.03% -560 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 1,623 $433K 0.31% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,609 $429K 0.17% -66 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 1,598 $426K 0.02% +34 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 1,592 $425K 0.03% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,566 $425K <0.01% 0 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,592 $425K 0.05% -152 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,587 $423K 0.13% +2 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 1,581 $422K 0.01% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 1,578 $421K 0.12% -30 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,560 $416K <0.01% -2,540 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,549 $413K 0.04% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,540 $411K 0.01% 0 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 1,540 $411K 0.09% 0 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 1,538 $410K 0.07% new 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 1,525 $407K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 1,525 $407K 0.31% -255 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 1,524 $407K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,514 $404K 0.04% +647 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,511 $403K 0.02% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 1,510 $403K 0.01% -94 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,510 $403K <0.01% -663 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 1,365 $402K 0.05% -1,710 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,517 $401K 0.04% -523 13F-HR Timeline DENALI ADVISORS LLC More: the full row for DENALI ADVISORS LLC 1,500 $400K 0.04% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 1,495 $399K 0.02% -83 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,490 $397K 0.02% +431 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,488 $397K 0.05% +418 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,478 $394K 0.06% -163 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,474 $393K 0.21% -354 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,473 $393K 0.16% +11 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,472 $393K 0.03% -990 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,469 $392K <0.01% +30 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,466 $391K 0.04% +191 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 1,464 $391K 0.02% 0 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 1,457 $389K 0.05% -6 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,455 $388K <0.01% +616 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,392 $388K 0.18% +90 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,453 $388K 0.02% +21 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 1,451 $387K 0.11% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,446 $386K 0.05% +31 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 1,437 $383K 0.02% +366 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,312 $378K 0.01% +173 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,415 $377K 0.01% -51 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,414 $377K 0.09% +343 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,412 $377K 0.09% -72 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,361 $377K 0.04% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,343 $374K 0.03% new 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,400 $373K 0.01% +200 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 1,397 $373K <0.01% -2,584 13F-HR Timeline Group T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 1,393 $372K <0.01% -1,815 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 1,394 $372K 0.02% -26 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,392 $371K 0.13% 0 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,389 $371K 0.01% +516 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,377 $367K 0.18% -20 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 1,375 $367K 0.05% +400 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,363 $364K 0.07% -1,154 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,363 $364K 0.04% -365 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,363 $364K 0.02% +369 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 1,319 $364K 0.02% +171 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,362 $363K 0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,358 $362K 0.05% -186 13F-HR Timeline Group INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,355 $361K 0.09% -1,770 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,352 $361K <0.01% -209 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,348 $360K 0.01% -35 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 1,348 $359K 0.02% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 1,342 $358K 0.02% +130 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,342 $358K 0.08% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,339 $357K 0.03% -467 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,331 $355K 0.04% +156 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 1,325 $353K 0.01% +15 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,322 $353K 0.01% -135 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,319 $352K 0.02% -80 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 1,313 $350K 0.23% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,312 $350K 0.15% -146 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 1,309 $349K 0.09% +193 13F-HR Timeline Karras Company, Inc. More: the full row for Karras Company, Inc. 1,308 $349K 0.35% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,307 $349K 0.02% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,305 $348K 0.02% -26 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 1,301 $347K 0.01% +35 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,298 $346K 0.06% +1 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,256 $346K 0.26% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,294 $345K 0.03% new 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,228 $342K 0.01% +205 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,283 $342K 0.02% +125 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,281 $342K 0.05% new 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 1,280 $341K 0.23% -135 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,275 $340K 0.04% +460 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,274 $340K <0.01% +167 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,270 $339K 0.09% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 1,261 $336K 0.05% 0 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,260 $336K 0.06% new 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 1,252 $334K <0.01% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,244 $332K 0.08% -13 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,241 $331K 0.02% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,240 $331K 0.05% +180 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 1,236 $330K 0.25% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,232 $329K 0.03% +209 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 1,224 $327K 0.02% +125 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,218 $325K 0.05% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,214 $324K 0.06% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,214 $324K 0.01% new 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,212 $323K 0.01% -288 13F-HR Timeline Phocas Financial Corp. More: the full row for Phocas Financial Corp. 1,210 $323K 0.05% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,207 $322K 0.01% -143 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,204 $321K 0.02% -288 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,203 $321K 0.12% 13F-HR/A Timeline JBF Capital, Inc. More: the full row for JBF Capital, Inc. 1,200 $320K 0.05% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,200 $320K 0.19% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,195 $319K 0.01% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,195 $319K <0.01% -78 13F-HR Timeline Group Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,187 $317K 0.22% 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 1,180 $315K 0.11% -9 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,178 $314K 0.01% +81 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,175 $313K 0.01% -11 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,174 $313K 0.02% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,172 $312K 0.12% -22 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,170 $312K 0.03% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,169 $312K 0.02% +65 13F-HR Timeline RFG Holdings, Inc. More: the full row for RFG Holdings, Inc. 1,166 $311K 0.08% +7 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 1,166 $311K 0.15% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,157 $311K 0.02% -98 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,160 $309K 0.04% -19 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,145 $305K <0.01% -925 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,106 $305K 0.03% -57 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 1,134 $303K 0.05% +71 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,131 $302K 0.06% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,126 $300K 0.1% -190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 1,122 $299K 0.03% +72 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,119 $298K 0.05% new 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,112 $297K 0.07% +312 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 1,113 $297K 0.05% 0 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,103 $294K 0.12% new 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,093 $292K 0.07% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 1,092 $291K 0.03% 0 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 1,125 $290K 0.04% +150 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,080 $288K 0.02% -141 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 1,081 $288K 0.14% -3 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,078 $288K 0.02% -90 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,074 $287K 0.13% +41 13F-HR/A Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 1,074 $286K 0.18% -316 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,065 $284K 0.02% -1,150 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,031 $284K 0.04% +31 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,061 $283K 0.02% +76 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 1,050 $280K 0.04% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,044 $278K 0.1% 0 13F-HR Timeline Group Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,039 $277K 0.05% -225 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,033 $276K 0.16% new 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 1,030 $275K 0.03% +1 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,012 $270K 0.02% -56 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,006 $268K 0.04% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,007 $268K 0.08% new 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,004 $268K 0.01% -113 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 1,004 $268K 0.04% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,001 $267K 0.02% +4 13F-HR Timeline HUNTER ASSOCIATES INVESTMENT MANAGEMENT… More: the full row for HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 1,003 $267K 0.04% -24 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,000 $267K 0.81% new 13F-HR Timeline Highland Financial Advisors, LLC More: the full row for Highland Financial Advisors, LLC 1,000 $267K 0.07% +4 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 997 $266K 0.06% -20 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 994 $265K 0.07% +75 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 993 $265K 0.02% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 993 $265K 0.03% +155 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 992 $265K 0.01% +30 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 989 $264K 0.01% -4 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 987 $263K 0.04% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 986 $263K 0.04% +105 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 985 $263K 0.01% -124 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 985 $263K 0.02% +61 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 984 $262K 0.02% -484 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 983 $262K 0.02% -25 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 979 $261K 0.04% +43 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 976 $260K 0.07% 0 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 975 $260K 0.06% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 974 $260K 0.03% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 971 $259K 0.01% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 970 $259K 0.02% 0 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 968 $258K 0.04% new 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 963 $257K 0.1% +134 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 961 $256K <0.01% -71 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 869 $256K 0.02% -3 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 958 $256K 0.02% -172 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 956 $255K 0.39% +19 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 955 $255K 0.08% -228 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,300 $254K 0.12% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 947 $253K 0.03% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 945 $252K 0.09% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 944 $252K 0.02% -264 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 940 $251K 0.03% +80 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 933 $249K 0.06% 0 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 932 $249K <0.01% -610 13F-HR Timeline City State Bank More: the full row for City State Bank 932 $249K 0.06% 0 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 926 $247K 0.01% +51 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 923 $246K 0.07% 0 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 920 $245K 0.02% +10 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 920 $245K 0.02% +600 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 920 $245K 0.05% +59 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 918 $245K 0.02% 0 13F-HR Timeline