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 1,387 $794K 0.04% -107 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,385 $793K 0.09% +265 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,383 $792K 0.13% +223 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,379 $790K 0.09% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,373 $786K 0.13% +875 13F-HR Timeline Cadence Bank More: the full row for Cadence Bank 1,372 $786K 0.05% -43 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,371 $785K 0.02% -18 13F-HR Timeline Group Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 1,370 $785K 0.12% +284 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,365 $782K 0.04% new 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 1,358 $778K 0.08% +430 13F-HR/A Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 1,357 $777K 0.04% +89 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,357 $777K 0.06% -33 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 1,357 $777K 0.06% +109 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,355 $776K 0.08% -8 13F-HR/A Timeline Embree Financial Group More: the full row for Embree Financial Group 1,354 $775K 0.13% +7 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,352 $774K 0.15% -3 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,350 $773K 0.12% -450 13F-HR/A Timeline Riverview Capital Advisers, LLC More: the full row for Riverview Capital Advisers, LLC 1,350 $773K 0.23% +2 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,348 $772K 0.06% -240 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,345 $770K 0.1% 0 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,334 $764K 0.1% -117 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 1,334 $764K 0.05% -2 13F-HR Timeline Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 1,323 $758K 0.46% +7 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 1,311 $751K 0.4% +360 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,311 $751K 0.1% -10 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,305 $747K 0.13% +148 13F-HR Timeline Kazazian Asset Management, LLC More: the full row for Kazazian Asset Management, LLC 1,300 $744K 0.59% 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,300 $744K 0.29% +300 13F-HR Timeline Wealthstream Advisors, Inc. More: the full row for Wealthstream Advisors, Inc. 1,299 $744K 0.14% +10 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,295 $742K 0.35% -211 13F-HR Timeline Athena Investment Management More: the full row for Athena Investment Management 1,295 $742K 0.43% -181 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,164 $741K 0.04% +78 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,290 $739K 0.07% 0 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 1,677 $736K 0.07% +64 13F-HR Timeline Group SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 1,283 $735K 0.18% +326 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 1,276 $731K 0.01% -90 13F-HR Timeline Viewpoint Capital Management LLC More: the full row for Viewpoint Capital Management LLC 1,272 $728K 0.38% +2 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,272 $728K 0.17% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,271 $728K 0.02% -25 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 1,269 $727K 0.07% +441 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,265 $724K 0.35% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,260 $722K 0.06% 0 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 1,260 $722K 0.29% 0 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,255 $719K 0.04% 0 13F-HR Timeline Group LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,252 $717K 0.29% -74 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,248 $715K 0.23% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 1,247 $714K 0.14% +103 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,236 $708K 0.08% +140 13F-HR Timeline CHECK CAPITAL MANAGEMENT INC/CA More: the full row for CHECK CAPITAL MANAGEMENT INC/CA 1,230 $704K 0.05% 0 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 1,227 $703K -4,366 Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 1,227 $703K 0.2% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 1,225 $701K 0.07% +100 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,219 $698K 0.15% -57 13F-HR Timeline G&S Capital LLC More: the full row for G&S Capital LLC 1,217 $697K 0.29% -26 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 1,217 $697K 0.59% -33 13F-HR Timeline Lingohr Asset Management GmbH More: the full row for Lingohr Asset Management GmbH 1,210 $694K 1.44% new 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 1,211 $693K 0.06% +8 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,202 $688K 0.01% +30 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 1,200 $687K 0.27% -4,177 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 1,200 $687K 0.21% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 1,199 $687K 0.53% -84 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1,198 $686K 0.04% +23 13F-HR Timeline DORCHESTER WEALTH MANAGEMENT Co More: the full row for DORCHESTER WEALTH MANAGEMENT Co 1,197 $685K 0.14% 0 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 1,193 $683K 0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,190 $681K 0.36% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,188 $680K 0.3% +88 13F-HR Timeline Riverpoint Wealth Management Holdings, … More: the full row for Riverpoint Wealth Management Holdings, LLC 1,185 $678K 0.18% -60 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,184 $678K 0.16% +115 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,183 $677K 0.02% -52 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 1,180 $676K 0.06% 0 13F-HR Timeline Horst & Graben Wealth Management LLC More: the full row for Horst & Graben Wealth Management LLC 1,179 $675K 0.12% +17 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 1,158 $672K 0.28% +1,028 13F-HR Timeline NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 1,176 $668K -9 Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 1,165 $667K 0.05% +53 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 1,165 $667K 0.11% +301 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 1,163 $666K 0.22% -12 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,160 $664K 0.01% +127 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,159 $664K 0.32% +67 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,157 $663K 0.03% -85 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 1,156 $662K 0.04% 0 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 1,155 $661K 0.47% -150 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,153 $660K 0.03% -94 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,152 $660K 0.02% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,150 $659K 0.06% 0 13F-HR Timeline Group City State Bank More: the full row for City State Bank 1,150 $659K 0.23% -44 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 1,145 $656K 0.04% 0 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 1,130 $656K 0.15% 0 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,143 $655K 0.06% +96 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,141 $653K 0.03% -113 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,139 $652K 0.51% 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 1,138 $652K 0.17% +282 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 1,137 $651K 0.12% +127 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 1,135 $650K 0.26% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 1,135 $650K 0.24% -64 13F-HR/A Timeline Fire Capital Management LLC More: the full row for Fire Capital Management LLC 1,130 $647K 0.48% 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,128 $646K 0.01% +90 13F-HR Timeline Bremer Bank National Association More: the full row for Bremer Bank National Association 1,127 $645K 0.13% -29 13F-HR Timeline EUBEL BRADY & SUTTMAN ASSET MANAGEMENT … More: the full row for EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 1,127 $645K 0.09% -28,169 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 1,125 $644K 0.18% new 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 1,125 $644K 0.28% +223 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,125 $644K 0.17% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,124 $644K 0.13% +125 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 1,117 $640K 0.08% -112 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 1,115 $638K 0.25% 13F-HR Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 1,112 $637K 0.12% -59 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,111 $636K 0.37% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 1,111 $636K 0.36% 0 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 1,111 $636K 0.26% +19 13F-HR Timeline Ackerman Capital Advisors, LLC More: the full row for Ackerman Capital Advisors, LLC 1,110 $636K 0.17% 0 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 1,109 $635K 0.04% -1 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,107 $634K 0.28% -68 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 1,102 $631K 0.11% new 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,101 $631K 0.06% -6 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,092 $625K 0.26% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,090 $624K 0.1% +1,048 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 1,086 $622K 0.09% +64 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 1,080 $618K 0.12% -68 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 1,080 $618K 0.21% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,079 $618K 0.19% -2 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 1,076 $616K 0.18% +29 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,069 $612K 0.24% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 1,067 $611K 0.09% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,063 $609K 0.15% -98 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 938 $605K 0.45% -42 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,057 $605K 0.09% +128 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,056 $605K 0.14% -214 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 1,079 $604K 0.13% +3 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,055 $604K 0.34% +1 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,054 $604K 0.05% -37 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 1,054 $604K 0.08% +4 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,051 $602K 0.01% -31 13F-HR Timeline Illumine Investment Management, LLC More: the full row for Illumine Investment Management, LLC 1,045 $598K 0.49% 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,045 $598K 0.03% +212 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,044 $598K 0.06% 0 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,043 $597K 0.51% -59 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,042 $597K 0.03% +157 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 1,040 $596K 0.41% 0 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 1,039 $595K 0.28% +300 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,038 $594K 0.38% +138 13F-HR Timeline Group Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,036 $593K 0.04% +1 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,035 $592K 0.29% 0 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,032 $591K 0.42% -10 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 1,028 $589K 0.12% +129 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,023 $586K 0.04% +59 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 1,018 $583K 0.01% new 13F-HR/A Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,016 $582K 0.05% +15 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,015 $581K 0.15% -14 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,014 $581K 0.02% +36 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,012 $579K 0.3% -11 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,011 $579K 0.02% -7,422 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 1,028 $579K 0.09% -8 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,008 $577K 0.07% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 1,007 $577K 0.01% -287 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,007 $577K 0.33% 0 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 1,005 $575K 0.52% 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,003 $574K 0.06% +45 13F-HR Timeline Point72 Hong Kong Ltd More: the full row for Point72 Hong Kong Ltd 1,001 $573K 0.04% new 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 1,000 $573K 0.34% 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 1,000 $573K 0.05% 0 13F-HR Timeline Orca Investment Management, LLC More: the full row for Orca Investment Management, LLC 1,000 $573K 0.54% -137 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 1,000 $573K 0.01% 0 13F-HR Timeline Group Geneva Partners, LLC More: the full row for Geneva Partners, LLC 1,000 $573K 0.23% 0 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 1,000 $573K 0.37% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 992 $568K 0.45% 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 991 $568K 0.14% +1 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 989 $567K 0.27% +33 13F-HR Timeline Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 989 $566K 0.32% -75 13F-HR Timeline Wilson & Boucher Capital Management, LLC More: the full row for Wilson & Boucher Capital Management, LLC 988 $565K 0.4% -24 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 893 $564K <0.01% +145 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 981 $562K 0.02% +54 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 979 $561K 0.57% 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 976 $559K 0.09% -16 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 976 $559K 0.14% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 975 $558K 0.08% +4 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 975 $558K 0.27% +300 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 973 $557K 0.04% +223 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 972 $557K 0.02% -179 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 972 $557K 0.25% +74 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 971 $556K 0.12% -32 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 970 $556K 0.08% -1 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 964 $552K 0.89% -5 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 961 $550K 0.03% -64 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 961 $550K 0.46% 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 958 $549K 0.26% 0 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 958 $548K 0.04% +47 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 956 $547K 0.55% 0 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 955 $547K 0.04% -389 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 103 $546K 0.03% -827 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 953 $546K 0.1% +33 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 950 $544K 0.55% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 949 $543K 0.11% +221 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 941 $539K 0.21% +13 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 940 $538K 0.26% +5 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 939 $538K 0.27% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 1,188 $537K 0.34% 0 13F-HR Timeline Krane Funds Advisors LLC More: the full row for Krane Funds Advisors LLC 938 $537K 0.02% -239 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 935 $535K 0.04% +118 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 836 $535K 0.43% 13F-HR Timeline Essential Planning, LLC. More: the full row for Essential Planning, LLC. 1,000 $534K <0.01% +500 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 930 $533K 0.19% +840 13F-HR Timeline