WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 5,151 $6.05M 1.08% -151 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) 5,106 $6M 0.15% +3,148 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 5,097 $5.99M 0.38% -562 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 5,090 $5.98M 0.11% -512 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,088 $5.98M 2.53% -26 13F-HR Timeline TB Alternative Assets Ltd. More: the full row for TB Alternative Assets Ltd. 5,085 $5.97M 0.96% new 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 5,542 $5.96M 0.15% +416 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 5,050 $5.93M 3.23% -900 13F-HR Timeline Tribune Investment Group LP More: the full row for Tribune Investment Group LP 5,050 $5.93M 4.01% -1,260 13F-HR Timeline CACTI ASSET MANAGEMENT LLC More: the full row for CACTI ASSET MANAGEMENT LLC 5,020 $5.9M 0.3% 0 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 4,998 $5.87M 0.48% -5 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,983 $5.85M 0.15% +33 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 4,967 $5.84M 1.68% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,949 $5.81M 0.07% +527 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 4,933 $5.8M 0.81% +479 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,926 $5.79M 0.23% +245 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 4,919 $5.78M 0.22% +2,056 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,907 $5.77M 0.15% +1,876 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 4,904 $5.76M 0.5% +752 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 4,900 $5.76M 0.56% -682 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,884 $5.74M 0.19% +513 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 4,883 $5.74M 0.08% -605 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 4,861 $5.71M 0.08% +683 13F-HR/A Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,825 $5.67M 2.65% +5 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 4,823 $5.67M 4.21% -878 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 4,783 $5.62M 0.32% -65 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,769 $5.6M 0.52% new 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 4,732 $5.56M 0.29% -421 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,676 $5.49M 0.12% +523 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 4,675 $5.49M 0.76% -330 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 4,675 $5.49M 0.52% +274 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 4,669 $5.49M 0.39% 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 4,645 $5.46M 2.2% -36 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 4,644 $5.46M 0.05% -30,584 13F-HR Timeline Group Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,624 $5.43M 0.06% +395 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 4,623 $5.43M 1.18% -62 13F-HR Timeline Spahn Wealth & Retirement LLC More: the full row for Spahn Wealth & Retirement LLC 4,621 $5.43M 3.49% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 4,598 $5.4M 0.72% +2,452 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 4,563 $5.36M 0.06% -86 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 4,530 $5.32M 2.49% +1,192 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 4,520 $5.31M 0.01% new 13F-HR Timeline Twin Peaks Capital Ltd More: the full row for Twin Peaks Capital Ltd 4,513 $5.3M 3.66% -5,487 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,460 $5.24M 0.11% -163 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 4,454 $5.23M 0.16% +19 13F-HR Timeline Kampmann Melissa S. More: the full row for Kampmann Melissa S. 4,437 $5.21M 3.94% -13 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 4,431 $5.21M 0.11% +143 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,085 $5.18M 0.1% +371 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 4,401 $5.17M 0.57% -2,481 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 4,400 $5.17M 0.02% +876 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 4,680 $5.16M 0.17% 0 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 4,386 $5.15M 0.34% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 4,384 $5.15M 0.08% +163 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,197 $5.14M 0.1% +4,882 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,350 $5.11M 0.42% +186 13F-HR Timeline Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 4,298 $5.05M 3.13% -455 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 4,288 $5.04M 0.2% +805 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,286 $5.04M 0.14% +6 13F-HR/A Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,282 $5.03M 0.25% -488 13F-HR Timeline WoodTrust Financial Corp in group WoodTrust Financial Corp More: the full row for WoodTrust Financial Corp 4,259 $5M 0.59% +3 13F-HR Timeline Group Broderick Brian C More: the full row for Broderick Brian C 4,254 $5M 0.77% +182 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 4,230 $4.97M 0.95% new 13F-HR Timeline O'Neil Global Advisors, Inc. More: the full row for O'Neil Global Advisors, Inc. 4,212 $4.95M 1.11% +3,806 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,196 $4.93M 0.24% +812 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,192 $4.93M 0.16% +1,069 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 4,182 $4.91M 0.76% +999 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,175 $4.91M 0.24% +104 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,170 $4.9M 0.33% +9 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,154 $4.88M 0.33% +99 13F-HR Timeline GAM Holding AG in group GAM Holding AG More: the full row for GAM Holding AG 4,144 $4.87M 0.37% +974 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 4,141 $4.87M 1.05% -1,766 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4,388 $4.84M 0.16% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 4,116 $4.84M 1.16% -175 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,107 $4.83M 0.18% +1,172 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 4,067 $4.78M 0.14% +1,955 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,066 $4.78M 0.5% +3,348 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,042 $4.75M 1.06% -60 13F-HR Timeline TABLEAUX LLC More: the full row for TABLEAUX LLC 4,018 $4.72M 1.99% -110 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 4,000 $4.7M 0.14% +55 13F-HR Timeline Yarbrough Capital, LLC More: the full row for Yarbrough Capital, LLC 3,997 $4.7M 0.14% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 3,995 $4.7M 2.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,959 $4.65M 0.28% +2,742 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 3,949 $4.64M 0.54% 0 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 3,929 $4.62M 0.86% +22 13F-HR Timeline Williamson Legacy Group, LLC More: the full row for Williamson Legacy Group, LLC 3,895 $4.58M 2.27% +19 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 3,893 $4.57M 1.68% +33 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,892 $4.57M 0.45% +1,282 13F-HR Timeline Liontrust Investment Partners LLP More: the full row for Liontrust Investment Partners LLP 3,851 $4.52M 0.07% -25,420 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,851 $4.52M 0.18% -2,223 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 3,830 $4.5M 0.3% +350 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 3,830 $4.5M 0.27% -72 13F-HR Timeline Group FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,827 $4.5M 0.92% +2,361 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,812 $4.48M 2.2% -718 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,796 $4.46M 0.45% +475 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,777 $4.44M 0.04% -64 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3,761 $4.42M 0.09% +125 13F-HR Timeline Group GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,748 $4.4M 0.23% +2 13F-HR Timeline Totem Point Management, LLC More: the full row for Totem Point Management, LLC 3,740 $4.39M 2.69% +3,025 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 3,732 $4.38M 0.46% -31 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 3,729 $4.38M 0.06% +28 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 3,726 $4.38M 0.83% +3,134 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 3,719 $4.37M 0.61% -105 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,718 $4.37M 0.21% -312 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,710 $4.36M 0.23% +224 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 3,707 $4.36M 0.52% -25 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 3,706 $4.35M -86 Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,704 $4.35M 0.05% -7,513 13F-HR/A Timeline Group TWIN CAPITAL MANAGEMENT INC More: the full row for TWIN CAPITAL MANAGEMENT INC 3,703 $4.35M 0.47% -15 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 3,700 $4.35M 1.57% +168 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 3,697 $4.34M 1.2% +31 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 3,684 $4.33M -176 Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,684 $4.33M 0.05% +517 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,670 $4.31M 0.39% -435 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 3,667 $4.31M 1.34% +1,545 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,657 $4.3M 1.84% +168 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,646 $4.28M 0.12% +740 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,640 $4.28M 0.08% -60 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 3,622 $4.26M 1.13% -1,023 13F-HR Timeline Integrated Financial Solutions, Inc. More: the full row for Integrated Financial Solutions, Inc. 3,620 $4.25M 2.3% +3,270 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 3,624 $4.23M 0.13% +555 13F-HR Timeline Group Consolidated Investment Group LLC More: the full row for Consolidated Investment Group LLC 3,600 $4.23M 0.37% +2,100 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 3,596 $4.22M 0.03% +51 13F-HR Timeline Group INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 3,591 $4.22M 0.33% +3,090 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 3,579 $4.2M 2.43% +190 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,577 $4.2M 0.06% +103 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,573 $4.2M 0.19% +189 13F-HR Timeline Group Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 3,569 $4.19M 1.55% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,562 $4.18M 0.21% -96 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 3,555 $4.18M 0.42% +49 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 3,555 $4.18M 0.18% +236 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 3,553 $4.17M 0.09% new 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 3,552 $4.17M 2.28% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 3,550 $4.17M 0.88% +2,249 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 3,540 $4.16M 0.9% +2,035 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 3,536 $4.15M 1.36% +8 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,526 $4.14M 0.51% new 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 3,523 $4.14M 1.08% +27 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,511 $4.13M 0.37% +2,060 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,511 $4.12M 0.23% +1,458 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,511 $4.12M 0.13% +848 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,495 $4.11M 0.82% 0 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 3,495 $4.11M 1.26% -243 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,475 $4.08M 0.08% +218 13F-HR Timeline Draper Asset Management, LLC More: the full row for Draper Asset Management, LLC 3,470 $4.08M 2.06% -1,446 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 3,469 $4.08M 3.49% 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 3,468 $4.07M 2.08% -535 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,470 $4.07M 0.42% -3,762 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,462 $4.07M 0.17% +72 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,452 $4.06M 0.4% -49 13F-HR Timeline Rithm Capital Corp. More: the full row for Rithm Capital Corp. 3,450 $4.05M 4.98% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 3,448 $4.05M 0.07% +14 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,434 $4.03M 0.05% +577 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,432 $4.03M 0.49% +551 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 3,428 $4.03M 0.64% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,371 $3.96M 0.21% -431 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,352 $3.94M 0.65% +164 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,340 $3.92M 0.06% +186 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 8,504 $3.92M 0.12% +3,167 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,336 $3.92M 0.05% +277 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 3,306 $3.88M 0.15% +607 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,302 $3.88M 0.04% +389 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,287 $3.86M 0.14% +644 13F-HR Timeline NEXT CENTURY GROWTH INVESTORS LLC More: the full row for NEXT CENTURY GROWTH INVESTORS LLC 3,276 $3.85M 0.2% -2,426 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 3,273 $3.85M 0.33% +586 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 3,270 $3.84M 0.32% -69 13F-HR Timeline Group Main Management ETF Advisors, LLC in group Main Management ETF Advisors,… More: the full row for Main Management ETF Advisors, LLC 3,246 $3.81M 0.12% -714 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,242 $3.81M 0.13% -164 13F-HR Timeline Group AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 3,217 $3.78M 0.33% +2,896 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,212 $3.77M 0.41% +19 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 3,203 $3.76M 0.06% -504 13F-HR Timeline JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 3,197 $3.76M 0.46% -76 13F-HR Timeline Left Brain Wealth Management, LLC More: the full row for Left Brain Wealth Management, LLC 3,191 $3.75M 1.13% new 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,189 $3.75M 0.28% +73 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,155 $3.71M 0.12% +571 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,150 $3.7M 0.04% +227 13F-HR Timeline Taylor Frigon Capital Management LLC More: the full row for Taylor Frigon Capital Management LLC 3,147 $3.7M 1.73% -511 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,138 $3.69M 0.18% -1,391 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 3,133 $3.68M 0.32% +239 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,116 $3.66M 0.42% +331 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 3,115 $3.66M 0.79% -32 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,112 $3.66M 0.54% -81 13F-HR Timeline Elite Wealth Management, Inc. 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