Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 4,006 $270K 0.01% -1,500 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 4,000 $269K 0.11% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 4,001 $269K 0.03% new 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,862 $260K <0.01% +45 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,800 $256K <0.01% -21 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,768 $254K 0.03% +3 13F-HR Timeline Worth Financial Advisory Group, LLC More: the full row for Worth Financial Advisory Group, LLC 3,759 $253K 0.11% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,743 $252K 0.03% +192 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,673 $246K 0.01% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 3,648 $246K <0.01% -11,084 13F-HR Timeline Group Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,556 $239K 0.01% -19 13F-HR Timeline White Wing Wealth Management More: the full row for White Wing Wealth Management 3,478 $234K 0.12% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 3,458 $233K <0.01% new 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,420 $230K <0.01% new 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 3,376 $227K 0.03% +1 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,370 $227K <0.01% +24 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 3,304 $222K 0.05% 0 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 3,285 $221K 0.05% +52 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3,240 $218K 0.04% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3,125 $210K 0.01% -500 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,113 $210K <0.01% -2,001 13F-HR/A Timeline Group Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 3,033 $204K <0.01% 0 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,823 $190K 0.01% +450 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,613 $176K <0.01% 0 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 2,575 $173K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,317 $156K <0.01% -88 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 2,100 $141K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,007 $135K 0.04% -174 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,892 $127K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,800 $121K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,737 $117K <0.01% +1,186 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,713 $115K <0.01% -1,251 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,650 $111K 0.05% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,627 $110K 0.01% -64 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,588 $107K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,513 $102K 0.01% +11 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1,477 $99.4K <0.01% +43 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,322 $89K <0.01% +316 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,134 $76.3K <0.01% -109 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,100 $74K 0.04% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,063 $71.6K 0.05% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 787 $53K <0.01% -335 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 764 $51.4K <0.01% +3 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 750 $50.5K <0.01% 0 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 750 $50.5K 0.04% 0 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 680 $45.7K 0.02% -110 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 632 $42.5K <0.01% +226 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 625 $42.1K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 600 $40.4K <0.01% +213 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 595 $40.1K <0.01% +486 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 540 $38.7K <0.01% +6 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 525 $35.3K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 496 $33.4K <0.01% -149 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 485 $32.6K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 407 $27.4K <0.01% +2 13F-HR Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 363 $24.4K <0.01% +3 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 310 $20.9K <0.01% +210 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 236 $15.9K <0.01% +2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 225 $15.1K <0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 200 $13.5K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 200 $13.5K <0.01% new 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 199 $13.4K <0.01% +9 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 189 $12.7K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 187 $12.6K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 181 $12.2K <0.01% new 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 170 $11.4K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 138 $9.29K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 130 $8.75K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 129 $8.68K <0.01% -254 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 118 $7.94K <0.01% new 13F-HR Timeline Group Bank & Trust Co More: the full row for Bank & Trust Co 110 $7.4K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 106 $7.13K <0.01% 0 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 104 $7K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 78 $5.25K <0.01% new 13F-HR Timeline Group FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 76 $5.12K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 75 $5.05K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 68 $4.58K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 67 $4.51K <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 49 $3.31K <0.01% 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 36 $2.42K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 29 $1.95K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 18 $1.21K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 14 $942 <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 13 $875 <0.01% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3 $202 <0.01% 0 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 1 $68 <0.01% new 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 323 $22 +14 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.