IFP Advisors, Inc More: the full row for IFP Advisors, Inc 7,640 $1.51M 0.04% +887 13F-HR/A Timeline First National Trust Co More: the full row for First National Trust Co 7,612 $1.51M 0.05% -8,107 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,610 $1.51M 0.01% +2,936 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 7,574 $1.5M 0.01% -88,494 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 7,569 $1.5M 0.44% -6,001 13F-HR Timeline Teewinot Capital Advisers, L.L.C. More: the full row for Teewinot Capital Advisers, L.L.C. 7,550 $1.5M 0.12% +3,935 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 7,536 $1.49M 0.03% +318 13F-HR/A Timeline Bank of Marin More: the full row for Bank of Marin 7,524 $1.49M 1.05% +613 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,458 $1.48M 0.04% -628 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,456 $1.48M 0.45% +397 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 7,451 $1.48M 0.06% +483 13F-HR Timeline BankPlus Trust Department group of 2 filers holding More: the full row for BankPlus Trust Department 7,450 $1.48M +1,951 Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 7,439 $1.47M 0.17% +3,395 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,439 $1.47M 0.04% +51 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 7,434 $1.47M 0.16% -10 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 7,434 $1.47M 0.04% -1,776 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 7,415 $1.47M 0.1% 0 13F-HR Timeline FISHMAN JAY A LTD/MI More: the full row for FISHMAN JAY A LTD/MI 7,410 $1.47M 0.13% -2,050 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 7,396 $1.47M 0.25% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 7,392 $1.47M 0.27% +3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7,388 $1.46M 0.39% +28 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 7,346 $1.46M 0.11% +28 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 7,315 $1.45M 0.03% +107 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 7,303 $1.45M 0.33% +210 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 7,302 $1.45M 0.03% -111 13F-HR Timeline Group Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 7,266 $1.44M 0.52% +125 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 7,207 $1.43M 0.02% -4,252 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 7,147 $1.42M 0.18% -930 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 7,140 $1.42M 0.07% -5,110 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 7,050 $1.4M 1.27% +225 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,036 $1.39M 0.32% +423 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Norway Savings Bank More: the full row for Norway Savings Bank 7,014 $1.39M 0.67% -31 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 6,976 $1.38M 0.09% -1,108 13F-HR Timeline Group BANK OF STOCKTON More: the full row for BANK OF STOCKTON 6,936 $1.38M 0.39% -397 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 6,897 $1.37M 0.07% -5 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,834 $1.35M 0.03% +18 13F-HR Timeline EDGEWOOD MANAGEMENT LLC More: the full row for EDGEWOOD MANAGEMENT LLC 6,767 $1.34M <0.01% 0 13F-HR Timeline Grantham, Mayo, Van Otterloo & Co. LLC More: the full row for Grantham, Mayo, Van Otterloo & Co. LLC 6,765 $1.34M <0.01% +681 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 6,751 $1.34M 0.04% -204 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 6,720 $1.33M 0.07% new 13F-HR Timeline Group INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 6,700 $1.33M 0.04% new 13F-HR Timeline Group Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,291 $1.33M 0.09% +43 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 6,659 $1.32M 0.18% -7,845 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,656 $1.32M 0.04% +2 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,621 $1.31M 0.01% +1,522 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 6,605 $1.31M 0.03% +1,962 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,594 $1.31M 0.02% +537 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 6,592 $1.31M 0.46% +20 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6,585 $1.31M 0.17% -291 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 6,564 $1.3M 0.2% +251 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 6,541 $1.3M 0.13% -29,009 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 6,494 $1.29M 0.04% -391 13F-HR Timeline DEERFIELD MANAGEMENT COMPANY, L.P. in group DEERFIELD MANAGEMENT COMPANY,… More: the full row for DEERFIELD MANAGEMENT COMPANY, L.P. 6,421 $1.27M 0.02% +6,253 13F-HR Timeline Group BECK MACK & OLIVER LLC More: the full row for BECK MACK & OLIVER LLC 6,395 $1.27M 0.02% 0 13F-HR Timeline ORSER CAPITAL MANAGEMENT, LLC More: the full row for ORSER CAPITAL MANAGEMENT, LLC 6,372 $1.26M 0.66% 0 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 6,302 $1.25M 0.24% -276 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,294 $1.25M 0.44% -20 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,278 $1.25M 0.59% -387 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,257 $1.24M 0.18% 0 13F-HR Timeline Group Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 6,190 $1.23M 0.08% -1,848 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 6,188 $1.23M 0.06% -180 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 6,140 $1.22M 0.03% -315 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,138 $1.22M 0.07% +1,303 13F-HR Timeline CPA Asset Management Group, LLC More: the full row for CPA Asset Management Group, LLC 6,062 $1.2M 0.46% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,041 $1.2M 0.16% -249 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 6,027 $1.19M 0.02% -7,311 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 6,027 $1.19M 0.05% -7,860 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 6,016 $1.19M 0.1% -1,475 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 6,008 $1.19M 0.41% +1,646 13F-HR Timeline Sierra Legacy Group More: the full row for Sierra Legacy Group 6,005 $1.19M 0.88% +500 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,000 $1.19M 0.04% -82 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 6,000 $1.19M 0.08% +1,000 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 5,986 $1.19M 0.17% +93 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,985 $1.19M 0.1% +636 13F-HR Timeline Group SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 5,978 $1.19M 0.02% +3,653 13F-HR Timeline Family Legacy, Inc. More: the full row for Family Legacy, Inc. 5,959 $1.18M 0.36% +10 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 5,934 $1.18M 0.13% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,929 $1.18M 0.02% -786 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 5,912 $1.17M 0.84% +314 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 5,896 $1.17M 0.02% +501 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 5,888 $1.17M 0.03% -171 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 5,871 $1.16M 0.42% +471 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 5,864 $1.16M 0.09% +36 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 5,785 $1.15M 0.2% -12,572 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 5,770 $1.14M 0.2% 0 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 5,756 $1.14M 0.27% new 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 5,725 $1.14M 0.16% +15 13F-HR Timeline iSAM Funds (UK) Ltd in group iSAM Funds (UK) Ltd More: the full row for iSAM Funds (UK) Ltd 5,712 $1.13M 0.23% +2,885 13F-HR Timeline Group ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,680 $1.13M 0.13% -5,124 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 5,652 $1.12M 0.26% -385 13F-HR Timeline NJ State Employees Deferred Compensatio… More: the full row for NJ State Employees Deferred Compensation Plan 5,640 $1.12M 0.12% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,626 $1.12M 0.04% -505 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,624 $1.12M 0.02% +71 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 5,616 $1.11M 0.19% -301 13F-HR Timeline Group Ratan Capital Management LP More: the full row for Ratan Capital Management LP 5,600 $1.11M 0.6% 0 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 5,599 $1.11M 0.1% +69 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,598 $1.11M 0.07% +5,036 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 5,593 $1.11M 0.35% -38 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,553 $1.1M 0.03% +279 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 5,517 $1.09M 0.76% +2 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 5,513 $1.09M 0.61% +161 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 5,492 $1.09M 0.59% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 5,476 $1.09M 0.12% -257 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 5,470 $1.08M 0.43% -271 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 5,447 $1.08M 0.37% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 5,428 $1.08M 0.22% -1,322 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 5,387 $1.07M 0.06% +154 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 5,377 $1.07M 0.43% -12 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 5,324 $1.06M 0.36% +608 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 4,991 $1.06M 0.04% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 5,337 $1.06M 0.27% -175 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,313 $1.05M 0.04% +981 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 5,307 $1.05M 0.04% -500 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,304 $1.05M 0.04% +218 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 5,300 $1.05M 0.15% 0 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 5,295 $1.05M 1.07% -174 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,288 $1.05M 0.03% -1,601 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 5,286 $1.05M 0.23% -26 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 5,262 $1.04M 0.09% +965 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 5,259 $1.04M 0.06% 0 13F-HR/A Timeline Group Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 5,259 $1.04M <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Madison Wealth Partners, Inc More: the full row for Madison Wealth Partners, Inc 5,246 $1.04M 0.21% 0 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 5,236 $1.04M 0.56% +1,252 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 5,232 $1.04M 0.29% +286 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 5,220 $1.03M 0.38% new 13F-HR Timeline Hudson Value Partners, LLC More: the full row for Hudson Value Partners, LLC 5,210 $1.03M 0.32% +1,575 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 5,205 $1.03M 0.03% -1,630 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 5,193 $1.03M 0.43% -175 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,159 $1.02M 0.04% +2,676 13F-HR Timeline Riverwater Partners LLC More: the full row for Riverwater Partners LLC 5,156 $1.02M 0.42% +498 13F-HR Timeline AM INVESTMENT STRATEGIES LLC More: the full row for AM INVESTMENT STRATEGIES LLC 5,126 $1.02M 0.22% 0 13F-HR Timeline Kensington Investment Counsel, LLC More: the full row for Kensington Investment Counsel, LLC 5,117 $1.01M 0.41% -121 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 5,106 $1.01M 0.34% -112 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 5,081 $1.01M 0.04% -67 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 5,060 $1M 0.07% -944 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 5,023 $996K 0.01% +91 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,013 $994K 0.03% +104 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 5,007 $992K 0.14% new 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 5,006 $992K 0.13% -168 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 4,995 $992K 0.02% +1,075 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 5,000 $991K 0.06% -176 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,958 $983K 0.02% -40 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 4,950 $983K 0.07% +4,852 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,956 $983K 0.81% -24 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 4,955 $982K 0.78% -500 13F-HR Timeline WESTFIELD CAPITAL MANAGEMENT CO LP More: the full row for WESTFIELD CAPITAL MANAGEMENT CO LP 4,953 $982K <0.01% -11,157 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 4,910 $973K 0.3% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,883 $971K 0.06% +167 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 4,889 $969K 0.28% -1,246 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,886 $969K 0.27% +121 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 4,812 $954K 0.9% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 4,731 $938K 0.46% -1,284 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 4,700 $932K 0.16% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 4,686 $929K 0.21% +410 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,685 $929K 0.02% -47 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,680 $928K 0.04% +2,291 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 4,671 $926K 0.48% -335 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4,671 $926K 0.39% +428 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,669 $926K 0.44% +511 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 4,656 $924K 0.01% +660 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 4,645 $921K 0.21% -165 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,636 $919K 0.06% -103 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,614 $915K 0.08% -4,317 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 4,597 $911K 0.03% -50 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 4,566 $905K 0.25% -354 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,556 $903K 0.03% -215 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 4,539 $900K 0.02% +80 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 4,535 $899K 0.14% 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 4,521 $896K 0.28% 0 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 4,373 $896K 0.37% new 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 4,511 $894K 0.04% -45 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,498 $892K 0.06% +1,410 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,498 $892K 0.06% +291 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 4,497 $892K 0.01% -387 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,494 $891K 0.08% -311 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 4,492 $891K 0.28% +135 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 4,474 $887K 0.18% 0 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,455 $883K 0.03% -187 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,445 $881K 0.06% +1,003 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 4,443 $881K 0.46% -13 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 4,183 $880K 0.1% +56 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,416 $876K 0.17% +150 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4,395 $871K 0.15% -49 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 4,395 $871K 0.27% +74 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 4,390 $870K 0.23% -5 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,069 $870K 0.31% +807 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 4,373 $867K 0.02% -56 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 4,348 $862K 0.4% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 4,327 $859K 0.69% +941 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,332 $859K 0.05% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,303 $853K 0.73% +101 13F-HR Timeline Financial Security Advisor, Inc. 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