FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 3,840 $981K 0.21% +482 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,837 $980K 0.12% -498 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 3,827 $978K 0.05% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,818 $975K 0.35% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,817 $975K 0.07% -43,070 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,816 $975K 0.08% +483 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 6,143 $974K 0.05% +1,380 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 3,809 $973K 0.11% new 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,806 $972K 0.01% +447 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 3,803 $971K 0.15% +568 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 3,800 $971K 0.13% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 3,800 $971K 0.78% -200 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,798 $970K 0.06% +649 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 3,796 $970K 0.26% -26 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 3,776 $965K 0.24% -1,788 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,773 $964K 0.18% -4,432 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,604 $963K 0.05% +59 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 3,780 $963K 0.04% +198 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 5,009 $961K 0.45% -35 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,763 $961K 0.05% -76 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 5,184 $961K 0.02% +1,760 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 3,760 $961K 0.13% -49 13F-HR Timeline First Growth Capital LLC More: the full row for First Growth Capital LLC 3,757 $960K 0.73% -50 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 3,747 $957K 0.14% +11 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 3,746 $957K 0.29% -2,675 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 3,740 $955K 0.18% -1,343 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,739 $955K 0.13% -470 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,734 $954K 0.17% 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 3,733 $954K 0.08% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 3,725 $951K 0.01% -20,709 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 3,722 $951K 0.13% +115 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,720 $950K 0.04% +734 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 3,717 $949K 0.11% +39 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 3,712 $948K 0.21% +428 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 3,709 $947K 0.44% -587 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 3,700 $945K 0.08% -1,200 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 3,699 $945K 0.3% -1 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 3,691 $943K 0.39% +976 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 3,688 $942K 0.02% -1,189 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 3,686 $941K 0.04% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,686 $941K 0.04% +20 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 3,680 $940K 0.15% +3 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,670 $938K 0.24% 0 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,667 $937K 0.34% +38 13F-HR Timeline Drum Hill Capital, LLC More: the full row for Drum Hill Capital, LLC 3,667 $937K 0.96% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,661 $935K 0.02% -68 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 3,660 $935K 0.08% +104 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,655 $934K 0.4% -2,845 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 3,635 $928K 0.04% +58 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 3,615 $923K 0.26% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,609 $922K 0.1% +1,216 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 3,603 $920K 0.06% +1,190 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 3,601 $920K 0.14% -30 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 3,596 $918K 0.09% +1,041 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 3,583 $915K 0.12% +38 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 3,569 $912K 0.17% +70 13F-HR Timeline Ridgepath Capital Management LLC More: the full row for Ridgepath Capital Management LLC 3,568 $911K 0.4% +2 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,560 $909K 0.01% +78 13F-HR Timeline Group VISTA CAPITAL PARTNERS, INC. More: the full row for VISTA CAPITAL PARTNERS, INC. 3,551 $907K 0.08% +184 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,548 $906K 1.01% +424 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 3,539 $904K 0.25% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 3,527 $901K 0.17% +92 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,525 $900K 0.07% -267 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 3,506 $896K 0.2% -710 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 3,505 $895K 0.03% +143 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,500 $894K 0.03% -1,500 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,491 $892K 0.02% -3,028 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 3,494 $892K 0.3% -576 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 3,485 $890K 0.28% -100 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,482 $889K 0.02% +13 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 3,482 $889K 0.22% +809 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,481 $889K 0.06% -161 13F-HR Timeline Seascape Capital Management More: the full row for Seascape Capital Management 3,481 $889K 0.21% -18 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 3,480 $889K 0.05% +1,125 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 3,479 $889K 0.06% +78 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,474 $887K 0.08% +258 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 3,452 $882K 0.79% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,449 $881K 0.18% +495 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 3,447 $880K 0.05% +22 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,439 $879K 0.27% -273 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,434 $877K 0.06% -143 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 3,428 $876K 0.14% +998 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 3,425 $875K 0.59% +345 13F-HR Timeline Poehling Capital Management, INC. More: the full row for Poehling Capital Management, INC. 3,424 $875K 0.19% new 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 3,422 $874K 0.05% +165 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,413 $872K 0.03% 0 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,401 $869K 0.11% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3,386 $865K 0.05% +153 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,383 $864K 0.05% -4,854 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 4,198 $860K 0.51% +310 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 3,365 $860K 0.6% 0 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,361 $859K 0.08% new 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 3,353 $857K 0.34% -105 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,352 $856K 0.28% -305 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,349 $855K 0.05% +475 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 3,337 $852K 0.1% +135 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 3,337 $852K 0.12% +228 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,329 $850K 0.1% +871 13F-HR Timeline Bright Futures Wealth Management, LLC. More: the full row for Bright Futures Wealth Management, LLC. 3,326 $850K 0.55% 0 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,324 $849K 0.05% +104 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 4,632 $848K 0.2% +2,392 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 3,310 $845K 0.02% +309 13F-HR Timeline KEYWISE CAPITAL MANAGEMENT (HK) Ltd More: the full row for KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3,300 $843K 0.12% new 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 3,300 $843K 1.14% new 13F-HR Timeline SANDLER CAPITAL MANAGEMENT More: the full row for SANDLER CAPITAL MANAGEMENT 3,299 $843K 0.5% -16,671 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 3,297 $842K 0.39% +424 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 3,291 $841K 0.39% -25 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 3,289 $840K 0.49% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 3,285 $839K 0.35% -193 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 3,282 $838K 0.05% -300 13F-HR Timeline Group Values Added Financial LLC More: the full row for Values Added Financial LLC 3,282 $838K 0.3% +12 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 3,273 $836K 0.23% new 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 3,263 $833K 0.01% +1,314 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 3,260 $833K 0.04% +846 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 3,253 $831K 0.11% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 3,247 $829K 0.02% +1,375 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 3,246 $829K 0.26% -17 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 3,240 $828K 0.5% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,238 $827K 0.06% -231 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 3,237 $827K 0.49% 0 13F-HR Timeline BRISTOL JOHN W & CO INC /NY/ More: the full row for BRISTOL JOHN W & CO INC /NY/ 3,229 $825K 0.01% 0 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,220 $822K 0.08% -1,640 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,201 $818K 0.03% new 13F-HR Timeline DAVIS-REA LTD. More: the full row for DAVIS-REA LTD. 3,200 $817K 0.23% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 3,200 $817K 0.24% 0 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 3,200 $817K 0.45% +500 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,198 $817K 0.18% +1,123 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,194 $816K 0.07% -3 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 3,183 $813K 0.65% -2,627 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3,181 $813K <0.01% +3,140 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 5,540 $812K 0.05% +104 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,167 $809K 0.2% -33 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 3,169 $809K 0.19% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 3,165 $809K 0.08% -190 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,145 $803K 0.11% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,144 $803K 0.18% 0 13F-HR Timeline Group JMN Financial LLC More: the full row for JMN Financial LLC 3,138 $802K 0.62% +876 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 4,310 $799K 0.01% +509 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,122 $797K 0.04% +276 13F-HR Timeline KADENSA CAPITAL Ltd More: the full row for KADENSA CAPITAL Ltd 3,116 $796K 0.17% -126,387 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 3,114 $795K 0.14% new 13F-HR Timeline Elevated Private Wealth, LLC More: the full row for Elevated Private Wealth, LLC 3,110 $794K 0.76% 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,105 $793K 0.27% +1,184 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 3,100 $792K 0.07% +247 13F-HR Timeline FIG FINANCIAL ADVISORY SERVICES INC /ADV More: the full row for FIG FINANCIAL ADVISORY SERVICES INC /ADV 3,100 $792K 0.46% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,076 $786K 0.14% +69 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,060 $782K 0.02% -442 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 3,037 $776K 0.27% +22 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 3,030 $774K 0.41% +250 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 3,013 $770K 0.1% -401 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 3,011 $769K 0.36% +57 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 3,010 $769K 0.1% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 3,000 $766K 0.1% 0 13F-HR Timeline Group Trust Co of the South More: the full row for Trust Co of the South 3,000 $766K 0.11% 0 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 3,000 $766K 0.14% +1,250 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,990 $764K 0.32% -245 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,988 $763K 0.24% +19 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 2,966 $758K 0.04% -5,551 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 2,963 $757K -4,419 Timeline Embree Financial Group More: the full row for Embree Financial Group 2,962 $756K 0.08% -218 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,959 $756K 0.6% +25 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,943 $752K 0.1% -741 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 2,935 $750K 0.22% -265 13F-HR Timeline MILESTONE ASSET MANAGEMENT, LLC More: the full row for MILESTONE ASSET MANAGEMENT, LLC 2,932 $749K 0.12% +236 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,910 $743K 0.11% +560 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 2,906 $742K 0.1% new 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 2,896 $740K 0.1% +1,135 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,889 $738K 0.04% +11 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,880 $736K 0.07% +344 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,876 $735K 0.8% +3 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 2,875 $734K 0.26% +26 13F-HR Timeline ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 2,870 $733K 0.07% 0 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 2,870 $733K 0.16% -35 13F-HR Timeline ROWLANDMILLER & PARTNERS.ADV More: the full row for ROWLANDMILLER & PARTNERS.ADV 2,860 $731K 0.13% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,859 $730K 0.03% +984 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 2,847 $727K <0.01% +777 13F-HR Timeline Group Accel Wealth Management More: the full row for Accel Wealth Management 2,837 $725K 0.16% -30 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,829 $723K 0.08% -165 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 2,825 $722K 0.14% -5 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 2,825 $722K 0.2% -3,594 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 2,820 $720K 0.1% +53 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 2,819 $720K 0.03% -43 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,815 $719K 0.08% -91 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,815 $719K 0.04% -253 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 2,802 $716K 0.08% -9,862 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 2,800 $715K <0.01% 0 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 2,780 $710K 0.06% -215 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 2,774 $709K 0.09% -38 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 2,773 $708K 0.54% +213 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 2,769 $707K 0.11% 0 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,769 $707K 0.08% -191 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 2,766 $707K 0.15% -297 13F-HR Timeline XML Financial, LLC More: the full row for XML Financial, LLC 2,757 $704K 0.05% +1,068 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 2,756 $704K 0.03% 0 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 2,755 $704K 0.5% +170 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 2,749 $702K 0.11% +4 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 2,738 $699K 0.04% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,731 $698K 0.02% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 2,723 $696K 0.19% +100 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,715 $693K 0.1% +192 13F-HR Timeline