Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 6,134 $547K 0.01% +556 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 6,120 $546K 0.2% -300 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,105 $545K 0.04% -253 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,883 $543K 0.01% +553 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 6,011 $536K 0.01% +1,662 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 6,002 $536K 0.06% 0 13F-HR Timeline Huber Capital Management LLC More: the full row for Huber Capital Management LLC 6,000 $535K 0.11% -2,939 13F-HR Timeline Brendel Financial Advisors LLC More: the full row for Brendel Financial Advisors LLC 5,997 $535K 0.32% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 5,987 $534K 0.02% +70 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5,965 $532K 0.23% +257 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 5,844 $530K <0.01% +823 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,921 $528K 0.01% +347 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,892 $526K 0.05% +19 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,887 $525K 0.01% -617 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 5,874 $524K 0.01% -5,195 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 5,869 $524K 0.24% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 5,813 $519K 0.03% +139 13F-HR/A Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 5,805 $518K 0.17% 0 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 5,788 $516K 0.01% +1,532 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 5,595 $516K 0.01% -138 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 5,778 $516K 0.08% +10 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. 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More: the full row for CTC Alternative Strategies, Ltd. 5,619 $501K 0.65% new 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 5,600 $500K 0.12% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 5,566 $497K 0.07% -331 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 5,533 $494K 0.13% 0 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 5,504 $491K 0.01% +1,947 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 5,472 $488K 0.2% +3,274 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 5,452 $486K 0.45% 0 13F-HR Timeline Wernau Asset Management Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 5,237 $467K 0.03% -5 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,217 $466K 0.03% -4 13F-HR Timeline Koa Wealth Management, LLC More: the full row for Koa Wealth Management, LLC 5,200 $464K 0.38% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 5,194 $463K 0.39% +115 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,241 $462K 0.01% +18 13F-HR Timeline Group SIGNET FINANCIAL MANAGEMENT, LLC More: the full row for SIGNET FINANCIAL MANAGEMENT, LLC 5,172 $462K 0.06% +36 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,174 $461K 0.03% +1,958 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,158 $460K 0.06% +7 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,169 $460K 0.04% -548,377 13F-HR Timeline MUFG SECURITIES AMERICAS INC. More: the full row for MUFG SECURITIES AMERICAS INC. 5,114 $456K 0.06% 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 5,112 $456K 0.01% -437 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 5,101 $455K <0.01% +169 13F-HR Timeline Group Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,091 $454K 0.01% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 5,072 $453K 0.01% -89 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,050 $451K 0.02% +45 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,048 $450K 0.02% -365 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 5,002 $446K 0.02% +920 13F-HR Timeline Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 5,000 $446K 0.03% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,940 $441K 0.01% +1,525 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 4,932 $440K 0.08% -1,159 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,930 $440K 0.03% +165 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 4,928 $440K 0.47% 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 4,914 $438K 0.05% 0 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 4,909 $438K 0.08% -188 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 4,890 $436K 0.39% 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,863 $434K 0.01% +220 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,862 $434K 0.05% +462 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,832 $431K 0.05% -524 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,822 $430K 0.07% -54 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,793 $428K 0.02% +4,121 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,769 $426K 0.01% +64 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 4,730 $422K 0.01% -14 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 4,720 $421K 0.04% -91 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 4,713 $420K <0.01% +50 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,709 $420K 0.03% +348 13F-HR Timeline Group Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 4,700 $419K 0.05% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 4,691 $419K 0.15% +452 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,669 $417K 0.34% 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,659 $416K 0.02% +311 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 4,619 $412K 0.1% new 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,585 $409K 0.01% +390 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,555 $406K 0.03% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 4,534 $405K 0.03% +800 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,533 $404K 0.09% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 4,525 $404K 0.1% 0 13F-HR Timeline Center For Asset Management LLC More: the full row for Center For Asset Management LLC 4,523 $404K 0.26% +81 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,500 $402K 0.26% -275 13F-HR Timeline West Tower Group, LLC More: the full row for West Tower Group, LLC 4,500 $402K 0.89% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 4,500 $402K 0.18% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,399 $399K 0.03% +7 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 4,456 $398K 0.1% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 4,448 $397K 0.14% new 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 4,432 $395K 0.15% +2 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 4,400 $392K 0.07% 0 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 4,393 $392K 0.09% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4,375 $390K 0.07% new 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 4,352 $388K 0.02% -398 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,335 $387K 0.03% -247 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,313 $385K 0.16% 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 4,302 $384K 0.06% 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 4,300 $384K 0.24% 0 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 4,295 $383K 0.2% +132 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 4,271 $381K 0.1% +487 13F-HR Timeline 111 Capital More: the full row for 111 Capital 4,266 $381K 0.08% 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,253 $379K 0.01% -68 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 4,236 $378K 0.03% 0 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 4,222 $377K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,174 $372K 0.01% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 4,122 $368K 0.13% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 4,119 $368K 0.21% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,119 $368K 0.01% -1,136 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,102 $366K 0.12% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 4,075 $364K 0.02% 0 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 4,070 $363K 0.04% +930 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 4,030 $360K 0.03% -360 13F-HR Timeline Hurlow Wealth Management Group, Inc. More: the full row for Hurlow Wealth Management Group, Inc. 4,010 $358K 0.11% 0 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 4,000 $357K 0.05% +173 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 4,000 $357K 0.2% 0 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,950 $352K 0.06% +690 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 3,890 $347K 0.02% -1,212 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 3,863 $345K <0.01% -349 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,850 $344K 0.03% -288 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,846 $343K 0.01% 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 3,838 $342K 0.01% +9 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 3,829 $342K 0.15% 0 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 3,829 $342K 0.01% +144 13F-HR/A Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 3,803 $339K 0.01% +320 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,797 $339K 0.02% +15 13F-HR Timeline Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 3,774 $337K 0.23% +34 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,766 $336K 0.09% -105 13F-HR Timeline SATOVSKY ASSET MANAGEMENT LLC More: the full row for SATOVSKY ASSET MANAGEMENT LLC 3,758 $335K 0.08% -206 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 3,753 $335K 0.07% 0 13F-HR Timeline Fiera Capital Corp in group Fiera Capital Corp More: the full row for Fiera Capital Corp 3,751 $335K <0.01% -800 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,745 $334K 0.01% +660 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,733 $333K 0.15% +983 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,724 $332K 0.09% 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,721 $332K 0.05% +441 13F-HR/A Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,709 $331K <0.01% +132 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 3,706 $330K 0.03% +15 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 3,707 $330K 0.01% 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 3,681 $328K <0.01% -50 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 3,647 $325K 0.21% +24 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,640 $325K 0.02% 0 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,612 $322K <0.01% 0 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 3,608 $322K 0.12% +452 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,600 $321K 0.24% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,596 $321K <0.01% -19 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 3,576 $319K 0.03% +287 13F-HR/A Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 3,545 $316K 0.06% 0 13F-HR Timeline Group Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,537 $316K 0.05% +46 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,525 $315K 0.03% +760 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,489 $311K 0.01% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,480 $311K 0.01% +8 13F-HR Timeline Campbell Wealth Management More: the full row for Campbell Wealth Management 3,479 $310K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,467 $309K 0.03% -288 13F-HR Timeline SARD WEALTH MANAGEMENT GROUP, LLC More: the full row for SARD WEALTH MANAGEMENT GROUP, LLC 3,455 $308K 0.21% 0 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 3,430 $306K 0.04% 0 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 3,418 $305K 0.1% -150 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 3,417 $305K 0.02% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,415 $305K 0.02% new 13F-HR Timeline ROANOKE ASSET MANAGEMENT CORP/ NY More: the full row for ROANOKE ASSET MANAGEMENT CORP/ NY 3,410 $304K 0.1% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,405 $304K 0.01% +545 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 3,400 $303K 0.06% -100 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,400 $303K 0.03% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,389 $302K 0.01% +945 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,368 $301K 0.17% +7 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,360 $300K 0.23% 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,358 $300K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,327 $297K <0.01% -1,368 13F-HR/A Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 3,322 $296K 0.02% -73 13F-HR/A Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,320 $296K 0.1% 0 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,314 $296K 0.11% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,300 $294K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 3,296 $294K 0.03% -235 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,275 $292K 0.01% -29 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,268 $292K 0.02% +1 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,267 $292K 0.16% -98 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,250 $290K 0.14% -157 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,250 $290K 0.22% 0 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 3,213 $287K 0.1% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,196 $285K 0.02% -561 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,179 $284K 0.37% 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,173 $283K 0.01% +12 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 3,160 $282K 0.2% +25 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,157 $282K 0.14% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,151 $281K 0.07% -1 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,146 $281K 0.05% +28 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,143 $280K 0.07% -144 13F-HR Timeline TFG Advisers LLC More: the full row for TFG Advisers LLC 3,142 $280K 0.1% -38 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3,134 $280K 0.05% +9 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,131 $279K 0.01% -1,123 13F-HR Timeline