Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 4,691 $347K 0.03% -336 13F-HR Timeline M&G PLC in group M&G PLC More: the full row for M&G PLC 4,622 $342K <0.01% -4,153 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,607 $341K 0.02% +15 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,586 $339K <0.01% -913 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 4,561 $339K 0.02% 0 13F-HR Timeline FINANCIAL COUNSELORS INC More: the full row for FINANCIAL COUNSELORS INC 4,574 $339K <0.01% +98 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,527 $335K 0.01% -1,489 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,527 $335K 0.19% +57 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 4,500 $333K 0.1% 0 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 4,495 $333K 0.21% -633 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 4,479 $332K <0.01% -1,056 13F-HR Timeline AVALON CAPITAL MANAGEMENT More: the full row for AVALON CAPITAL MANAGEMENT 4,479 $332K 0.11% -235 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,440 $329K 0.01% -303 13F-HR Timeline Group Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 4,532 $328K 0.37% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,386 $325K 0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,367 $323K 0.02% +136 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,364 $323K 0.01% 0 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 4,353 $322K 0.02% +334 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 4,307 $319K 0.03% +7 13F-HR/A Timeline RW Investment Management LLC More: the full row for RW Investment Management LLC 4,304 $319K 0.04% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,280 $317K 0.01% -241 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 4,210 $312K 0.27% -1,840 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 4,198 $311K 0.03% +4 13F-HR/A Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 4,196 $311K 0.03% +478 13F-HR Timeline Roberts Capital Advisors, LLC More: the full row for Roberts Capital Advisors, LLC 4,192 $310K 0.26% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,159 $308K 0.02% -361 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,139 $307K 0.02% +700 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,131 $306K 0.03% -11 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,100 $304K 0.01% +51 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 4,100 $304K 0.01% -120 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 4,098 $303K 0.13% new 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 3,927 $299K 0.07% -98 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 4,032 $298K 0.09% -56 13F-HR Timeline SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 4,020 $298K 0.04% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 4,005 $296K <0.01% +207 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 4,000 $296K 0.19% 0 13F-HR Timeline JFG Wealth Management, LLC More: the full row for JFG Wealth Management, LLC 3,984 $295K 0.07% new 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 3,981 $295K 0.06% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,968 $294K 0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 3,937 $291K 0.03% -173 13F-HR Timeline Group MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 3,926 $291K 0.04% -1,125 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,906 $289K 0.02% +134 13F-HR Timeline Hedges Asset Management LLC More: the full row for Hedges Asset Management LLC 3,900 $289K 0.19% 0 13F-HR Timeline FAGAN ASSOCIATES, INC. More: the full row for FAGAN ASSOCIATES, INC. 3,892 $288K 0.05% -580 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,864 $286K 0.01% -268 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,849 $285K <0.01% -1,484 13F-HR Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,847 $285K 0.04% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,825 $283K 0.01% -1,625 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 3,963 $283K 0.03% -580 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 4,047 $283K 0.01% -75 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,807 $282K 0.04% -467 13F-HR Timeline Winthrop Advisory Group LLC More: the full row for Winthrop Advisory Group LLC 3,801 $281K 0.03% 0 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 3,795 $281K 0.21% -90 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 3,745 $277K 0.09% 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 3,710 $275K 0.01% -802 13F-HR Timeline Oak Asset Management, LLC More: the full row for Oak Asset Management, LLC 3,699 $274K 0.1% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 3,693 $273K 0.13% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,692 $273K <0.01% +231 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 3,661 $271K 0.01% +552 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 3,621 $268K 0.01% 0 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,606 $267K 0.01% 0 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,589 $266K 0.11% +354 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,587 $266K 0.01% new 13F-HR/A Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 3,575 $265K 0.02% -58 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 3,546 $263K 0.04% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,532 $261K 0.01% -218 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,716 $260K 0.01% -110 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,505 $259K 0.01% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 3,502 $259K 0.01% -164 13F-HR Timeline Buffington Mohr McNeal More: the full row for Buffington Mohr McNeal 3,500 $259K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 3,500 $259K 0.02% 0 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,473 $257K 0.01% -6,450 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,470 $257K 0.09% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,465 $257K <0.01% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,462 $256K 0.05% -1,260 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,452 $256K 0.13% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,441 $255K 0.03% +510 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 3,439 $255K 0.04% -1,091 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,434 $254K 0.06% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 3,417 $253K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,415 $253K 0.01% -976 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,403 $252K 0.01% -186 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 3,395 $251K 0.02% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,382 $250K 0.02% +250 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,369 $249K 0.01% new 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 3,350 $248K 0.04% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 3,331 $247K 0.01% new 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 3,324 $246K 0.04% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 3,317 $246K 0.14% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 3,300 $244K 0.07% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,283 $243K 0.01% -486 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 3,226 $239K 0.11% +84 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 3,213 $238K 0.11% 0 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 3,199 $237K 0.23% 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 3,149 $233K 0.04% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 3,143 $233K 0.03% -46 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,132 $232K 0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 3,128 $232K 0.01% +109 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 3,128 $232K 0.03% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,120 $231K <0.01% 0 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,120 $231K 0.19% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,101 $230K 0.01% -930 13F-HR Timeline Group Platform Technology Partners More: the full row for Platform Technology Partners 3,090 $229K 0.07% -48 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,305 $228K <0.01% -32 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 3,046 $225K 0.01% -500 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 3,025 $224K 0.01% new 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 3,016 $223K 0.16% -796 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,012 $223K 0.02% +18 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,003 $222K 0.11% new 13F-HR Timeline FARALLON CAPITAL MANAGEMENT, L.L.C. More: the full row for FARALLON CAPITAL MANAGEMENT, L.L.C. 3,000 $222K <0.01% new 13F-HR Timeline Empire Financial Management Company, LLC More: the full row for Empire Financial Management Company, LLC 3,000 $222K 0.07% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3,000 $222K 0.1% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 2,974 $220K <0.01% new 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 2,965 $219K 0.16% -180 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,946 $218K 0.03% -1,374 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,942 $218K 0.06% 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 2,941 $218K 0.04% new 13F-HR Timeline Group IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 2,904 $215K 0.11% new 13F-HR Timeline Valued Retirements, Inc. More: the full row for Valued Retirements, Inc. 2,894 $214K 0.29% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,887 $214K 0.02% -798 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,874 $213K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,873 $213K 0.01% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 2,870 $212K 0.01% new 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,857 $211K 0.01% -646 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,816 $208K 0.01% new 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 2,810 $208K 0.16% new 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,800 $207K 0.06% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,799 $207K 0.02% -470 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,789 $206K 0.01% new 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 2,779 $206K 0.05% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,775 $205K 0.02% 13F-HR Timeline Rockline Wealth Management, LLC More: the full row for Rockline Wealth Management, LLC 2,772 $205K 0.05% new 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 2,763 $205K 0.05% new 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,755 $204K 0.01% new 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 2,748 $203K 0.01% -656 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,745 $203K 0.02% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 2,704 $203K 0.01% 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 2,738 $203K 0.01% new 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,730 $202K 0.06% new 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 2,720 $201K 0.09% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,715 $201K 0.01% new 13F-HR Timeline Group Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,705 $200K <0.01% new 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 2,704 $200K 0.02% new 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 2,704 $200K <0.01% new 13F-HR Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 2,707 $200K 0.13% new 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,700 $200K 0.26% new 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,691 $199K 0.13% -49 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,683 $199K 0.01% +2,442 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,669 $198K 0.04% -140 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 2,640 $195K 0.02% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,614 $194K 0.01% -140 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,613 $193K 0.02% -75 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,581 $191K 0.23% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,574 $191K 0.03% -798 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 2,550 $189K 0.03% +960 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,545 $188K <0.01% -8 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 2,505 $185K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,450 $181K 0.06% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,445 $181K 0.02% -398 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 2,384 $176K 0.15% +177 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,312 $171K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,282 $169K 0.03% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,276 $168K 0.08% -371 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,248 $166K 0.04% -260 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,137 $158K <0.01% -1,209 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,129 $158K 0.01% +11 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,111 $156K <0.01% -516 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,978 $146K 0.08% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,935 $143K 0.02% +1,087 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 1,929 $143K 0.02% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,920 $142K 0.11% 0 13F-HR/A Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,897 $140K <0.01% +751 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,862 $138K 0.01% -11,273 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,824 $136K 0.07% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,795 $133K <0.01% -1,286 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,751 $130K 0.06% +539 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,713 $127K 0.03% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,702 $126K 0.01% +724 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,689 $125K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,648 $122K 0.03% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,647 $122K 0.08% +195 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,553 $115K 0.02% +786 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,546 $113K <0.01% +1,495 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,524 $113K 0.05% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,500 $111K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,491 $110K 0.01% -341 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,490 $110K 0.03% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,486 $110K <0.01% -182 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,479 $109K 0.01% -36 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,440 $107K <0.01% -41 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,434 $106K 0.06% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,356 $100K 0.08% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,329 $98.4K <0.01% -992 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,320 $97.7K 0.08% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,314 $97.3K <0.01% 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,306 $96.7K 0.01% 0 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,302 $96.7K 0.08% +30 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,304 $96.5K 0.01% +282 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,300 $96.2K 0.06% +300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,297 $96K 0.01% +205 13F-HR Timeline