United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 5,650 $236K 0.02% +626 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,649 $236K 0.01% -2,613 13F-HR/A Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 5,328 $235K 0.1% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 5,609 $235K 0.02% 0 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 5,587 $234K 0.04% +94 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,566 $233K 0.02% +63 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 5,548 $232K 0.03% -380 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 5,448 $232K 0.01% -143 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 5,500 $231K 0.06% 0 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 5,508 $230K 0.05% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 5,502 $230K 0.01% new 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,498 $230K 0.02% new 13F-HR Timeline Group KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 5,489 $230K 0.02% -84 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 5,579 $229K 0.02% new 13F-HR Timeline Group One Capital Management, LLC More: the full row for One Capital Management, LLC 5,468 $229K 0.01% 0 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 5,420 $227K 0.16% -600 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 5,409 $226K 0.08% -227 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 5,391 $225K 0.01% -790 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 5,380 $225K 0.01% -329 13F-HR Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 5,366 $224K 0.22% +74 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 5,345 $224K 0.05% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,335 $223K 0.05% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 5,323 $223K 0.03% new 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,311 $222K 0.13% +310 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,279 $221K 0.02% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 5,251 $220K 0.22% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5,238 $219K 0.02% -900 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5,201 $218K 0.04% -306 13F-HR Timeline Group Thomasville National Bank More: the full row for Thomasville National Bank 5,201 $218K 0.02% -3,122 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,196 $217K 0.04% -668 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,191 $217K 0.06% -187 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 5,184 $217K 0.04% +76 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 5,138 $215K 0.09% +556 13F-HR Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 5,127 $214K 0.02% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,121 $214K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,116 $214K 0.04% +198 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 5,100 $213K 0.03% 0 13F-HR Timeline Moors & Cabot, Inc. 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More: the full row for CENTAURUS FINANCIAL, INC. 5,004 $209K 0.01% +371 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 5,000 $209K 0.02% 0 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,998 $209K 0.01% +18 13F-HR Timeline TRUEFG, LLC More: the full row for TRUEFG, LLC 4,987 $209K 0.07% +331 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 4,972 $208K 0.02% +84 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4,969 $208K 0.05% 0 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 4,967 $208K 0.11% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,967 $208K 0.04% +27 13F-HR Timeline Group GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 4,954 $207K 0.07% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 4,947 $207K 0.04% 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 4,942 $207K 0.1% 0 13F-HR Timeline Smith & Howard Wealth Management, LLC More: the full row for Smith & Howard Wealth Management, LLC 4,938 $207K 0.06% +400 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 4,936 $206K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,916 $206K <0.01% +545 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 4,909 $205K 0.13% 0 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,899 $205K <0.01% new 13F-HR Timeline Marion Wealth Management More: the full row for Marion Wealth Management 4,877 $204K 0.05% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 4,834 $204K 0.05% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,872 $204K 0.01% new 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 4,860 $203K <0.01% 0 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 4,858 $203K 0.07% -726 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,851 $203K 0.02% +1 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 4,820 $202K 0.13% new 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 4,810 $201K 0.6% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 4,800 $201K 0.01% -50 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 4,726 $198K 0.03% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4,603 $192K 0.08% +7 13F-HR Timeline Twele Capital Management, Inc. More: the full row for Twele Capital Management, Inc. 4,550 $190K 0.04% +50 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 4,480 $187K 0.17% 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 4,392 $184K 0.04% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 4,291 $179K 0.01% new 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 4,199 $176K 0.09% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 4,130 $173K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,079 $171K 0.01% +447 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 3,997 $167K 0.1% +1 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,940 $165K <0.01% +1,503 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,925 $164K 0.11% -529 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,830 $160K 0.03% -670 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,740 $156K 0.01% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 3,740 $156K 0.02% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3,601 $151K 0.06% 0 13F-HR/A Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 3,550 $148K <0.01% 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,470 $145K 0.04% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 3,434 $144K 0.13% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 3,386 $142K 0.13% 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 3,287 $137K 0.03% +10 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3,323 $137K 0.12% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 3,264 $137K 0.05% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 3,195 $134K 0.05% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3,104 $130K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,080 $129K 0.05% -55 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 3,078 $129K <0.01% 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,950 $123K 0.02% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 2,830 $118K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,820 $118K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 2,802 $117K 0.04% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,704 $116K 0.05% 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 2,720 $114K 0.01% +1,306 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,720 $114K 0.09% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,712 $113K 0.05% +302 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,689 $112K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,679 $112K 0.01% +122 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 2,663 $111K 0.05% +102 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,652 $111K 0.02% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,640 $110K 0.03% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 2,634 $110K 0.04% +47 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2,623 $110K 0.03% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 2,619 $110K 0.03% +14 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 2,595 $109K 0.04% +527 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,435 $102K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 2,425 $101K 0.01% -463 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 2,191 $100K 0.09% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 2,370 $99.1K 0.02% +952 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 2,348 $98K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,330 $97.4K 0.03% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,303 $96.3K <0.01% 0 13F-HR Timeline Group Ameliora Wealth Management Ltd. 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More: the full row for Runnymede Capital Advisors, Inc. 1,217 $50.9K 0.04% 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,191 $49.8K <0.01% -1,104,109 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,175 $49.1K 0.02% +225 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,169 $48.9K 0.01% 0 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,169 $48.9K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,146 $47.9K 0.01% +19 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,142 $47.8K 0.03% +51 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,096 $45.8K 0.02% 0 13F-HR Timeline Group Bray Capital Advisors More: the full row for Bray Capital Advisors 1,080 $45.2K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,050 $44.3K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. 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