Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,737 $262K 0.11% +42 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,736 $262K 0.05% -521 13F-HR Timeline Group SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,727 $261K 0.03% +12 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 1,726 $260K 0.01% +307 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,712 $258K 0.07% 0 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 1,708 $258K 0.31% -2,598 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,700 $256K 0.12% -200 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,675 $253K 0.16% -150 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 1,663 $251K 0.12% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,659 $250K <0.01% +348 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 1,648 $249K 0.03% 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 1,482 $249K 0.07% -48 13F-HR Timeline Motley Fool Asset Management LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Asset Management LLC 1,644 $248K 0.01% +118 13F-HR Timeline Group Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,630 $246K 0.01% -7 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 1,625 $245K 0.02% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,625 $245K 0.02% 0 13F-HR Timeline Group Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 1,620 $244K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,613 $243K 0.02% -30 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 1,606 $242K 0.07% +270 13F-HR Timeline Group Severin Investments, LLC More: the full row for Severin Investments, LLC 1,605 $242K 0.24% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,601 $242K 0.01% 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 1,600 $241K 0.05% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,600 $241K 0.17% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,590 $240K <0.01% +285 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 1,438 $238K 0.03% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,577 $238K 0.02% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,573 $237K 0.01% -272 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,558 $235K <0.01% +400 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 1,548 $234K <0.01% 0 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 1,547 $233K 0.01% +100 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 1,480 $230K 0.02% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,523 $229K 0.01% +12 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,506 $227K 0.13% 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,460 $227K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,499 $226K 0.03% -202 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,488 $224K 0.05% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,488 $224K 0.01% -4 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 1,460 $221K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,448 $218K 0.02% +4 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,441 $217K 0.16% 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,435 $216K 0.01% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,429 $216K 0.03% +10 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 1,428 $215K 0.02% -41 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,427 $215K 0.02% -300 13F-HR Timeline Group Scharf Investments, LLC More: the full row for Scharf Investments, LLC 1,413 $213K 0.01% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,412 $213K <0.01% 0 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,400 $211K 0.02% 0 13F-HR Timeline EHP Funds Inc. More: the full row for EHP Funds Inc. 1,400 $211K 0.22% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 1,398 $211K 0.21% +28 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,392 $210K 0.1% +1 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 1,379 $208K 0.02% new 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 1,363 $206K 0.08% 0 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 1,362 $205K <0.01% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 1,360 $205K 0.04% -59 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,356 $205K 0.01% +3 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,354 $204K <0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,352 $204K 0.01% new 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,350 $204K 0.06% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 1,337 $204K 0.01% +95 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,349 $204K 0.01% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 1,341 $202K <0.01% -525 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 1,339 $202K 0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 1,333 $201K <0.01% -11 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,315 $198K 0.06% +68 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,305 $197K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,300 $196K 0.05% +125 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,293 $195K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,245 $187K 0.03% -1,020 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,233 $186K <0.01% +862 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 1,205 $182K 0.04% +826 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,200 $181K 0.01% +2 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,195 $180K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,155 $174K 0.04% 0 13F-HR Timeline MEMBERS CAPITAL ADVISORS INC More: the full row for MEMBERS CAPITAL ADVISORS INC 1,140 $172K 0.15% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,139 $172K 0.01% +84 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,105 $167K 0.01% +1,037 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,089 $164K 0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,088 $164K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,053 $159K 0.02% +75 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,048 $159K <0.01% +38 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,037 $156K <0.01% +43 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,009 $152K 0.03% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,000 $151K <0.01% 0 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 950 $143K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 910 $137K <0.01% -482 13F-HR/A Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 860 $130K 0.06% -321 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 842 $127K 0.01% +89 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 764 $115K <0.01% +72 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 761 $115K 0.01% +10 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 752 $113K 0.06% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 742 $112K 0.01% +110 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 723 $109K 0.07% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 705 $106K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 667 $101K 0.01% +75 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 615 $92.8K <0.01% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 608 $92K 0.01% -15 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 602 $90.8K <0.01% +2 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 600 $90.5K 0.04% 0 13F-HR Timeline CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 600 $90.5K <0.01% -62,700 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 600 $90.5K 0.1% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 600 $90.5K 0.1% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 555 $83.7K <0.01% +173 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 510 $76.9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 506 $76.3K 0.01% +33 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 500 $75.4K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 485 $73.1K <0.01% +285 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 484 $73K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 474 $71.5K <0.01% -30 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 427 $71.1K <0.01% +30 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 456 $69K 0.03% -74 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 453 $68.3K 0.03% -46 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 450 $67.9K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 430 $64.9K 0.01% -60 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alaska Permanent Fund Corp More: the full row for Alaska Permanent Fund Corp 414 $62.5K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 400 $60.3K 0.01% -42 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 390 $58.9K 0.03% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 376 $56.7K 0.04% -12 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 362 $55K 0.02% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 360 $54.3K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 349 $52.6K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 337 $50.8K 0.01% +2 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 332 $50.1K 0.07% +2 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 328 $49.5K 0.02% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 323 $48.8K <0.01% +11 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 300 $45.3K <0.01% 0 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 300 $45K 0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 275 $44.9K 0.03% new 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 295 $44.5K 0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 283 $42K <0.01% +274 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 277 $41.7K 0.02% -113 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 273 $41K 0.01% +26 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 251 $37.9K 0.02% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 251 $37.9K 0.01% +194 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 250 $37.7K <0.01% -184 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 248 $37.4K 0.03% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 239 $36.1K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 231 $34.8K <0.01% +11 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 230 $34.7K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 221 $33.4K 0.03% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 204 $30.8K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 200 $30.2K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $30.2K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 194 $29.3K <0.01% +9 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 192 $29K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 189 $28.5K 0.05% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 183 $27.6K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 180 $27.2K 0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 178 $26.9K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 177 $26.7K <0.01% -6 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 176 $26.6K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 168 $25.3K <0.01% +35 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 160 $24.1K <0.01% -70 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 160 $24K 0.02% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 157 $23.7K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 148 $22.3K 0.02% 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 142 $21.4K <0.01% +8 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 132 $20K <0.01% +5 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 131 $19.8K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 118 $19K 0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 116 $17.5K 0.01% +22 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 115 $17.3K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 113 $17.1K <0.01% 0 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 112 $16.9K 0.01% +7 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 111 $16.8K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 110 $16.6K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 110 $16.6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 109 $16.4K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 108 $16.3K <0.01% +21 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 107 $16.2K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 107 $16.1K 0.01% -24 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 103 $15.5K <0.01% +13 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $15.1K 0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 100 $15K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 88 $14.4K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 80 $12.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 86 $12K <0.01% +3 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 77 $12K <0.01% +3 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 75 $11.3K <0.01% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 75 $11.3K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 73 $11K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 72 $10.9K <0.01% +7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 72 $10.9K <0.01% +12 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 72 $10.9K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 70 $10.6K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 70 $10.6K <0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 70 $10.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 67 $10.1K <0.01% -35 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 67 $10.1K 0.02% +17 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 67 $10.1K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 65 $9.81K <0.01% +6 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 64 $9.66K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 64 $9.65K <0.01% +29 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 61 $9.2K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 59 $8.95K <0.01% +9 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 59 $8.9K <0.01% -8 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 57 $8.61K <0.01% -238 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 56 $8.45K <0.01% 0 13F-HR/A Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 51 $8.32K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 55 $8.3K <0.01% +5 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 54 $8.15K <0.01% 0 13F-HR Timeline