Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,397 $733K 0.67% new 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 4,350 $733K 0.44% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 4,390 $732K 0.43% 0 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,379 $730K 0.05% -335 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,353 $726K 0.07% -44 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 4,351 $726K 0.14% +1,685 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,331 $722K 0.06% +456 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 4,328 $722K 0.03% -360 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,325 $721K 0.08% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 4,302 $718K 0.06% +384 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 4,300 $717K 0.26% -461 13F-HR/A Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 4,299 $717K 0.53% -79 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 4,286 $715K 0.04% +1 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 4,281 $714K 0.01% -115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,267 $713K 0.03% +612 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 4,272 $712K 0.22% +9 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 4,250 $709K 0.49% -50 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,247 $708K 0.03% +25 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 4,243 $708K 0.03% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 4,240 $707K 0.03% new 13F-HR Timeline INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 4,239 $707K 0.14% 0 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 4,223 $704K 0.02% -97 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,222 $704K 0.23% -200 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 4,212 $703K 0.07% +980 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,197 $700K 0.02% -19 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 4,181 $697K 0.08% 0 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 4,162 $694K 0.28% +1,446 13F-HR Timeline Carroll Investors, Inc More: the full row for Carroll Investors, Inc 4,137 $693K 0.39% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,147 $692K 0.05% +157 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4,136 $690K 0.03% -82 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 4,128 $689K 0.03% -7,453 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,121 $687K 0.39% 0 13F-HR/A Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 4,112 $686K 0.02% -393 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,106 $685K 0.04% +671 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 4,088 $682K 0.01% +296 13F-HR Timeline Group Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 4,085 $681K 0.41% -352 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 4,079 $680K 0.03% +167 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,063 $678K 0.15% new 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,062 $678K 0.04% -23 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 4,061 $677K 0.15% +15 13F-HR/A Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,059 $677K 0.01% -465 13F-HR Timeline Group Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 4,056 $677K 0.42% +1 13F-HR Timeline Bell & Brown Wealth Advisors, LLC More: the full row for Bell & Brown Wealth Advisors, LLC 4,053 $676K 0.25% +175 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 4,051 $676K 0.42% +3 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 4,049 $675K 0.04% +329 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 4,045 $675K 0.04% -50 13F-HR Timeline Group Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 4,041 $674K 0.07% +108 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 4,040 $674K 0.41% -230 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 4,024 $671K 0.61% 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,007 $668K 0.07% new 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 4,003 $668K 0.03% +3 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Snider Financial Group More: the full row for Snider Financial Group 3,995 $666K 0.21% +926 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,991 $666K 0.13% +1,219 13F-HR Timeline ARTHUR M. COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 3,965 $661K 0.12% +210 13F-HR Timeline Boit C F David More: the full row for Boit C F David 3,936 $656K 0.27% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,925 $655K 0.06% +30 13F-HR Timeline HTG Investment Advisors, Inc. More: the full row for HTG Investment Advisors, Inc. 3,907 $652K 0.3% 0 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 3,883 $648K 0.04% +512 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,876 $646K 0.1% -1,463 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,873 $646K 0.11% 0 13F-HR Timeline KDT Advisors, LLC More: the full row for KDT Advisors, LLC 3,870 $646K 0.95% 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 3,866 $645K 0.34% -951 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,859 $645K 0.04% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 3,864 $645K 0.49% 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 3,859 $644K 0.19% -11 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 3,857 $643K 0.02% +413 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,857 $643K 0.17% -59 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 3,849 $642K 0.12% -125 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,816 $642K 0.06% -1,108 13F-HR Timeline CHEMUNG CANAL TRUST CO More: the full row for CHEMUNG CANAL TRUST CO 3,831 $639K 0.13% 0 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 3,815 $636K 0.07% -25 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,803 $634K 0.05% -262 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,781 $631K 0.1% +374 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,776 $630K 0.09% -1,019 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 3,750 $625K 0.01% 0 13F-HR Timeline Group VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 3,733 $623K 0.45% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,732 $622K 0.05% +11 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 3,724 $622K 0.05% -188 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 3,722 $621K 0.05% +67 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 3,717 $620K 0.13% 0 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,714 $619K 0.27% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,713 $619K 0.04% -10,341 13F-HR Timeline Ervin Investment Management, LLC More: the full row for Ervin Investment Management, LLC 3,709 $619K 0.4% +745 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 3,691 $616K 0.18% -248 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 3,689 $615K 0.12% -68 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 3,685 $615K 0.91% 13F-HR/A Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,679 $614K 0.04% +701 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 3,678 $613K 0.24% +183 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,654 $609K 0.05% +13 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,644 $608K 0.02% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 3,644 $608K 0.04% -140 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3,639 $607K 0.03% -124 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 3,633 $606K 0.16% 0 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,628 $605K 0.23% -438 13F-HR Timeline THOMPSON SIEGEL & WALMSLEY LLC More: the full row for THOMPSON SIEGEL & WALMSLEY LLC 3,627 $605K 0.01% 0 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 3,625 $605K 0.04% +150 13F-HR Timeline Group Crew Capital Management, Ltd More: the full row for Crew Capital Management, Ltd 3,605 $601K 0.5% 0 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 3,603 $601K 0.2% +135 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 3,599 $600K 0.45% +445 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,584 $598K 0.01% +290 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,575 $596K 0.03% -42 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,571 $596K 0.09% 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,570 $595K 0.16% +97 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 3,569 $595K 0.38% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 3,563 $594K 0.02% +3,248 13F-HR Timeline Group North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 3,547 $592K 0.6% 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,533 $590K 0.02% 0 13F-HR Timeline Prosperity Wealth Management, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Wealth Management, Inc. 3,537 $590K 0.24% new 13F-HR Timeline Group Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,535 $590K 0.05% +391 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 3,532 $589K 0.06% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,528 $588K 0.06% +2,253 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,521 $587K 0.05% +437 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 3,510 $585K 0.08% -41 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,464 $582K 0.01% 13F-HR Timeline Group Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 3,491 $582K 0.05% +90 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 3,484 $581K 0.14% +730 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,471 $579K 0.15% -50 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 3,463 $578K 0.16% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 3,429 $572K 0.09% 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,416 $570K 0.05% +105 13F-HR Timeline Group Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 3,393 $566K 0.11% 0 13F-HR Timeline Cresta Advisors, Ltd. More: the full row for Cresta Advisors, Ltd. 3,000 $566K 0.3% 0 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 3,387 $565K 0.14% 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,384 $564K 0.01% +123 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,382 $564K 0.12% -654 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,380 $564K 0.05% -3 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,378 $563K 0.22% +66 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 3,370 $562K 0.53% 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 3,357 $560K 0.45% 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 3,357 $560K 0.08% -87 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,522 $560K 0.07% 0 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,355 $560K 0.05% +2,083 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,348 $558K 0.01% +316 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3,346 $558K 0.08% -36 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 3,346 $558K 0.2% +1,471 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 3,334 $557K 0.02% +351 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 3,339 $557K 0.07% -74 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 3,333 $556K 0.38% -300 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,332 $556K 0.04% +189 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,327 $555K 0.05% +1,276 13F-HR/A Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,316 $553K 0.02% +612 13F-HR Timeline Group PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 3,308 $552K 0.1% +259 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,306 $551K 0.01% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,296 $551K 0.17% -74 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,299 $550K 0.07% +560 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 3,200 $550K 0.12% -20 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 3,290 $549K 0.14% -487 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,280 $547K 0.05% +187 13F-HR Timeline Group Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 3,273 $546K 0.04% 0 13F-HR Timeline DSG Capital Advisors, LLC More: the full row for DSG Capital Advisors, LLC 3,273 $546K 0.1% 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 3,267 $545K 0.18% new 13F-HR Timeline Veltria Advisors Corp. More: the full row for Veltria Advisors Corp. 3,262 $544K 0.23% +232 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 3,261 $544K 0.12% -4,073 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 3,261 $544K 0.17% -1,064 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,241 $541K 0.31% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,242 $541K 0.11% 0 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 3,228 $538K 0.13% +1,404 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,222 $538K 0.07% +6 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,219 $537K 0.15% -42 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,209 $535K 0.08% +195 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 3,207 $535K 0.26% +21 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 3,202 $534K 0.02% -534 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,193 $533K 0.37% -6 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 3,192 $532K 0.04% -12 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 3,187 $532K 0.14% +418 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,184 $531K 0.05% -372 13F-HR Timeline Group Harbor Group, Inc. More: the full row for Harbor Group, Inc. 3,174 $529K 0.12% +1 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 3,151 $526K 0.04% -345 13F-HR Timeline Private Portfolio Partners LLC More: the full row for Private Portfolio Partners LLC 3,149 $525K 0.1% -3 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,146 $525K 0.11% -245 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 3,142 $524K 0.11% +4 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,136 $523K 0.21% +137 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 3,120 $520K 0.3% -3 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 3,119 $520K <0.01% +229 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 3,118 $520K <0.01% -3,974 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,120 $520K 0.08% +121 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3,113 $519K 0.17% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 3,111 $519K 0.06% +1,183 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 3,109 $519K 0.23% -65 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 3,099 $517K 0.07% -2,057 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 3,096 $516K 0.02% -7 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 3,096 $516K 0.17% +1,240 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 3,093 $516K 0.14% -28 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 3,090 $515K 0.29% +2 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,087 $515K 0.04% +728 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,086 $515K 0.03% +10 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,083 $514K 0.03% -5,361 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 3,042 $507K 0.07% +416 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,041 $507K 0.05% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,033 $506K 0.06% +1,453 13F-HR Timeline Exchange Bank More: the full row for Exchange Bank 3,032 $506K 0.41% +138 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,030 $506K 0.03% +62 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 3,015 $503K 0.05% +504 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,012 $502K 0.04% -1,157 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3,008 $502K 0.11% 0 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,003 $501K 0.17% -714 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 2,996 $500K 0.28% -182 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 2,989 $499K 0.07% +50 13F-HR Timeline Trust Co of Kansas More: the full row for Trust Co of Kansas 2,986 $498K 0.24% -101 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 2,982 $497K 0.4% 0 13F-HR Timeline