TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 2,396 $499K 0.04% -53 13F-HR Timeline BARLOW WEALTH PARTNERS, LLC More: the full row for BARLOW WEALTH PARTNERS, LLC 2,270 $497K 0.06% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 2,373 $495K 0.08% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 2,369 $494K 0.01% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,367 $493K 0.05% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,360 $492K 0.01% +74 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 2,358 $492K 0.11% +1,158 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 2,354 $491K 0.06% -22 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 2,328 $485K 0.02% new 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 2,325 $485K 0.2% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2,319 $483K 0.13% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,130 $482K 0.01% -20 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,300 $479K 0.01% -206 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,352 $477K 0.08% -3,285 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 2,288 $477K 0.2% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 2,270 $473K <0.01% +109 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 2,264 $472K 0.01% +188 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 2,247 $468K <0.01% 0 13F-HR Timeline Group Goelzer Investment Management, Inc. More: the full row for Goelzer Investment Management, Inc. 2,244 $468K 0.02% +1,016 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,231 $465K 0.11% +2 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,141 $463K 0.01% +147 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 2,205 $460K 0.18% 13F-HR/A Timeline CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 2,186 $456K 0.04% 13F-HR Timeline Group Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 2,181 $455K 0.14% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,180 $454K 0.01% +24 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,176 $454K 0.01% -162 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 2,174 $453K 0.01% -151 13F-HR/A Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,169 $452K 0.14% +89 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,168 $452K 0.01% -5,182 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2,142 $446K <0.01% -337 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 2,134 $445K 0.07% +7 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,128 $444K 0.06% 0 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,127 $443K 0.01% -268 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,125 $443K 0.01% -1,094 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,121 $442K 0.02% 0 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 2,094 $436K 0.31% -324 13F-HR Timeline Wagner Wealth Management, Corp More: the full row for Wagner Wealth Management, Corp 2,087 $435K 0.39% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,915 $433K 0.03% +227 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,073 $432K 0.11% -149 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,070 $431K <0.01% +40 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 1,988 $431K 0.01% +213 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,202 $430K 0.01% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 2,043 $426K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,041 $426K 0.13% +2 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,033 $424K 0.05% 0 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,009 $419K 0.01% -490 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 1,990 $415K 0.03% -1,375 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,977 $412K 0.02% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 2,345 $412K 0.13% +1,111 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,973 $411K 0.01% +222 13F-HR/A Timeline Group Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 1,957 $408K 0.03% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 1,950 $406K 0.09% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,913 $399K 0.02% -70 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,901 $396K 0.01% +16 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,899 $396K 0.02% +24 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 1,896 $395K 0.02% -125 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,895 $395K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 1,888 $393K 0.11% +4 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 1,887 $393K 0.1% new 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 1,866 $389K <0.01% +329 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,847 $385K 0.01% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,842 $384K 0.08% 0 13F-HR Timeline Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 1,834 $382K 0.05% 0 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 1,825 $380K <0.01% 0 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 1,820 $379K 0.17% -15 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,812 $378K 0.14% 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 1,805 $376K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,802 $376K 0.01% +1,622 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,789 $373K 0.03% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,768 $369K 0.11% -85 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 1,750 $365K 0.11% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,792 $363K 0.01% +78 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 1,742 $363K 0.03% new 13F-HR Timeline Group NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 1,763 $362K 0.01% -457 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,729 $360K <0.01% +706 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 1,708 $356K 0.04% 0 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,699 $354K 0.18% +164 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 1,683 $351K 0.03% -2,609 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 1,680 $350K 0.34% +1 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 1,672 $349K 0.03% +106 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,664 $347K 0.01% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,653 $344K 0.01% +95 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,650 $344K 0.08% -63 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,649 $344K 0.03% +167 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,646 $343K 0.12% -100 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 1,641 $342K 0.02% -3 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,640 $342K 0.07% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,639 $342K 0.02% +173 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 1,635 $341K 0.18% -80 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,631 $340K <0.01% +404 13F-HR Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,620 $338K 0.03% 0 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 1,611 $336K 0.03% +105 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,610 $336K 0.11% +3 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,610 $336K 0.04% +45 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 1,605 $335K 0.14% +9 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,599 $333K 0.02% +61 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,585 $330K <0.01% 0 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,578 $329K <0.01% -334 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,584 $329K <0.01% 0 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 1,572 $328K 0.06% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,563 $326K 0.05% +40 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,486 $323K 0.03% -50 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 1,529 $319K 0.01% -1 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 1,516 $316K 0.01% new 13F-HR Timeline Group PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 1,511 $315K 0.2% 0 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 1,506 $314K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,503 $313K <0.01% -199 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,502 $313K 0.02% -227 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,500 $313K 0.02% -384 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 1,494 $311K 0.03% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,488 $310K 0.02% -136 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 1,479 $308K 0.02% +89 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 1,473 $307K <0.01% -15,421 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 1,473 $307K 0.01% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 1,450 $302K 0.04% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 1,446 $301K 0.01% +73 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 1,442 $301K 0.05% new 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 1,402 $301K 0.15% -54 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 1,439 $300K 0.16% -148 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,424 $297K 0.01% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,410 $294K 0.04% +23 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 1,406 $293K 0.03% -118 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,405 $293K <0.01% +14 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,394 $291K 0.06% +182 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 1,394 $290K <0.01% +30 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 1,381 $288K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,375 $287K 0.03% 0 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,370 $286K 0.01% -25 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,367 $285K <0.01% -400 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $285K 0.12% 0 13F-HR Timeline Amount filed as zero, left out of ratios. AMG National Trust Bank More: the full row for AMG National Trust Bank 1,361 $284K 0.01% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,358 $283K 0.02% -743 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,357 $283K <0.01% +293 13F-HR Timeline Group Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,355 $282K 0.04% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,351 $282K 0.01% -13 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,350 $281K 0.01% 0 13F-HR Timeline Group Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,345 $280K 0.03% 0 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 1,343 $280K 0.03% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,341 $280K 0.01% -2,025 13F-HR Timeline Group Cornerstone Capital, Inc. More: the full row for Cornerstone Capital, Inc. 1,340 $279K 0.03% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,328 $277K 0.01% -52 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 1,329 $277K 0.01% +4 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,322 $275K <0.01% -1,467 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,317 $275K 0.03% +4 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 1,309 $273K 0.1% -150 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,308 $273K <0.01% -423 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 1,307 $272K 0.02% +56 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,305 $272K 0.01% +195 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1,303 $272K 0.04% new 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 1,300 $271K 0.25% +1,200 13F-HR Timeline Freedom Day Solutions, LLC More: the full row for Freedom Day Solutions, LLC 1,295 $270K 0.07% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,292 $269K 0.01% -5,405 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 1,292 $269K 0.18% -1,449 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,275 $266K 0.04% 0 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,271 $265K 0.01% -400 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 1,270 $265K 0.02% +2 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,269 $265K 0.01% +31 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,250 $261K 0.08% 0 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,249 $260K 0.03% -6 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,242 $259K 0.05% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,235 $257K 0.01% +25 13F-HR Timeline Group GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 1,231 $257K 0.12% 0 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,227 $256K 0.04% -46 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,226 $256K <0.01% +1 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,224 $255K 0.01% -454 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,222 $255K 0.05% new 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,214 $253K 0.04% -50 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,213 $253K 0.04% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,212 $253K 0.06% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 1,208 $252K 0.01% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,198 $250K <0.01% -31 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 1,193 $249K 0.03% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,192 $248K 0.02% -108 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,186 $247K 0.01% -215 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,179 $246K 0.06% 0 13F-HR Timeline Winthrop Partners - WNY, LLC More: the full row for Winthrop Partners - WNY, LLC 1,178 $246K 0.13% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,177 $245K 0.01% +137 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 1,170 $244K 0.17% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 1,168 $243K 0.01% 0 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 1,155 $241K 0.11% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 1,149 $239K 0.04% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 1,144 $239K 0.05% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 1,143 $238K 0.03% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,140 $238K 0.07% 0 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,136 $237K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,128 $235K 0.01% +34 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,124 $234K 0.02% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 1,120 $233K 0.03% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 1,115 $232K 0.01% -470 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,115 $232K 0.01% -268 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,110 $231K 0.05% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,103 $230K <0.01% new 13F-HR Timeline ALPINE WOODS CAPITAL INVESTORS, LLC in group ALPINE WOODS CAPITAL INVESTOR… More: the full row for ALPINE WOODS CAPITAL INVESTORS, LLC 1,100 $229K 0.06% 0 13F-HR Timeline Group BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 1,100 $229K 0.15% -300 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,095 $228K 0.03% -14 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 1,094 $228K 0.09% new 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 1,093 $228K 0.05% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,092 $228K <0.01% 0 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,085 $226K 0.08% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,080 $225K 0.08% 0 13F-HR Timeline