Kooman & Associates More: the full row for Kooman & Associates 5,692 $298K 0.08% 0 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 5,670 $297K <0.01% +454 13F-HR Timeline Group Indivisible Partners More: the full row for Indivisible Partners 5,650 $296K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 5,644 $296K 0.03% 0 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 5,636 $295K 0.06% +111 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 5,580 $293K <0.01% -4,863 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 5,630 $290K 0.02% -8 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,522 $289K 0.07% +18 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,455 $286K 0.06% new 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 5,429 $285K 0.03% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 5,500 $284K 0.08% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,418 $284K 0.04% -637 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 5,337 $280K 0.05% +4 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 5,327 $279K 0.04% +150 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5,323 $279K 0.18% -228 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 5,319 $279K 0.13% -221 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 5,257 $276K 0.06% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,244 $275K 0.14% +1,088 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 5,225 $274K 0.02% +272 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 5,221 $274K <0.01% +776 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 5,148 $272K 0.01% +56 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,179 $271K <0.01% -80 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 5,159 $270K 0.01% 0 13F-HR/A Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 5,151 $270K 0.18% -788 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 5,112 $268K <0.01% +916 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 4,982 $268K 0.02% +1,002 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 5,084 $267K 0.01% +66 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 5,050 $265K 0.2% new 13F-HR/A Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,034 $264K 0.01% -70 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 5,030 $264K 0.26% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,022 $263K 0.01% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 5,007 $262K 0.23% -404 13F-HR Timeline DLD Asset Management, LP More: the full row for DLD Asset Management, LP 5,000 $262K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 5,000 $262K 0.02% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 4,999 $262K 0.02% -5,511 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 4,992 $262K 0.02% +569 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 4,985 $261K 0.04% 0 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 4,931 $258K <0.01% +541 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 4,928 $258K <0.01% new 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 4,909 $257K 0.07% +448 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 4,900 $257K 0.03% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4,897 $257K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 4,888 $256K 0.02% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 4,832 $256K 0.01% -1,299 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 4,858 $255K <0.01% +168 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,857 $255K 0.01% new 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 4,832 $253K 0.05% 0 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 4,805 $252K 0.03% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,800 $252K 0.08% -384 13F-HR Timeline Whetstone Capital Advisors, LLC More: the full row for Whetstone Capital Advisors, LLC 4,760 $250K 0.07% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 4,673 $247K 0.06% +303 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 4,472 $247K 0.04% -16,837 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,669 $245K 0.01% +3 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 4,669 $245K 0.03% new 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 4,662 $244K 0.01% 0 13F-HR Timeline Meeder Advisory Services, Inc. in group Meeder Advisory Services, Inc. More: the full row for Meeder Advisory Services, Inc. 4,649 $244K 0.01% -33 13F-HR Timeline Group 71 West Capital Partners More: the full row for 71 West Capital Partners 4,624 $242K 0.01% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 4,634 $242K 0.04% -54,570 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4,604 $241K 0.01% -218 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 4,587 $240K 0.15% +687 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,580 $240K <0.01% 0 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 4,568 $239K 0.05% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,518 $239K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,548 $238K 0.03% +1,045 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 4,512 $237K <0.01% -640 13F-HR Timeline Group O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 4,490 $235K 0.19% +328 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 4,487 $235K -59 Timeline Van Diest Capital, LLC More: the full row for Van Diest Capital, LLC 4,472 $234K 0.21% -305 13F-HR Timeline LANGLEY WEALTH MANAGEMENT, LLC More: the full row for LANGLEY WEALTH MANAGEMENT, LLC 4,467 $234K 0.23% 13F-HR/A Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 4,467 $234K 0.04% +332 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,433 $234K 0.03% +9 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 4,465 $234K 0.03% +796 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,464 $234K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 4,433 $232K 0.04% +140 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,426 $232K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,417 $232K 0.03% -112 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 4,378 $229K 0.18% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 4,374 $229K <0.01% -480 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 4,370 $229K 0.02% -44,174 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,342 $228K 0.02% +582 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 4,324 $227K <0.01% -135 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,322 $227K <0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,309 $226K 0.03% +6 13F-HR Timeline Saxony Capital Management, LLC More: the full row for Saxony Capital Management, LLC 4,307 $226K 0.1% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,295 $225K 0.01% -606 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 4,292 $225K 0.02% -4,613 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 4,289 $225K 0.04% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,235 $222K 0.02% -840 13F-HR/A Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 4,219 $221K <0.01% +190 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 4,206 $220K 0.1% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 4,201 $220K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 4,197 $220K 0.01% -144 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 4,193 $220K 0.02% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 4,192 $220K <0.01% -94 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 4,171 $219K 0.07% -308 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,132 $218K 0.02% -801 13F-HR Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,154 $218K <0.01% -7,209 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,137 $217K <0.01% +184 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 4,132 $217K 0.06% +3 13F-HR Timeline MW ADVISORY, LLC More: the full row for MW ADVISORY, LLC 4,124 $216K 0.09% 13F-HR Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 4,090 $214K 0.13% -335 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,051 $214K 0.01% new 13F-HR Timeline Group Ducere Wealth Management LLC More: the full row for Ducere Wealth Management LLC 4,065 $213K 0.06% -1,154 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,055 $213K 0.17% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,053 $212K 0.06% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 4,043 $212K 0.08% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,032 $211K 0.03% +254 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,029 $211K 0.01% +173 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 4,019 $211K <0.01% -1,572 13F-HR Timeline Group COWA, LLC More: the full row for COWA, LLC 4,009 $210K 0.05% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,977 $210K 0.01% +11 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,996 $209K 0.03% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,994 $209K <0.01% +87 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 3,978 $209K 0.05% 0 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 3,941 $208K <0.01% 0 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 3,970 $208K 0.04% +98 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,935 $206K 0.01% +11 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 3,926 $206K 0.06% +31 13F-HR Timeline Samara Investment Management, LLC More: the full row for Samara Investment Management, LLC 3,920 $205K 0.19% -80 13F-HR Timeline Decker Wealth Management LLC More: the full row for Decker Wealth Management LLC 3,920 $205K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,919 $205K 0.01% -2,173 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,912 $205K 0.01% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,900 $204K 0.02% -16 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 3,860 $204K 0.14% +223 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,883 $204K <0.01% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 3,882 $203K 0.01% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,878 $203K 0.02% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,875 $203K 0.01% new 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 3,870 $203K 0.11% -50 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 3,823 $200K 0.1% 0 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 3,819 $200K 0.11% 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 3,751 $197K 0.02% +425 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,497 $183K 0.07% -60 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,314 $174K 0.01% +61 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,232 $170K 0.01% -732 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,122 $164K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,975 $156K <0.01% -125 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,939 $154K <0.01% +748 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,752 $144K <0.01% +135 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,721 $143K <0.01% -191 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,692 $141K 0.06% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,626 $138K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,515 $132K <0.01% +1,241 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 2,485 $130K 0.05% +20 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,475 $130K 0.01% -37 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2,348 $124K <0.01% -8 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,368 $124K 0.05% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 2,359 $124K 0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 2,340 $123K 0.06% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,326 $122K 0.02% +950 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,323 $122K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,247 $118K <0.01% +739 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,222 $118K <0.01% -10 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,185 $115K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,155 $113K -7,000 Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,138 $112K 0.01% +34 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,126 $111K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,066 $108K 0.03% +6 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,879 $98.5K 0.06% -182 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,845 $96.7K <0.01% +16 13F-HR Timeline Group EFG International AG in group EFG International AG More: the full row for EFG International AG 1,844 $96.7K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,841 $96.5K 0.01% +75 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,808 $94.8K <0.01% -3 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 1,786 $94.4K <0.01% +186 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,784 $93.5K 0.05% +5 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,780 $93K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,759 $92.2K 0.02% -300 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,762 $92K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,729 $90.6K <0.01% -24 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 1,709 $89K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 1,680 $88.1K 0.01% +44 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,673 $87.7K 0.01% +36 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,641 $86K 0.01% +1 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,600 $83.2K <0.01% +1,400 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,586 $83.1K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,508 $79K <0.01% 0 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,488 $78K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,481 $77.6K 0.01% -220 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,490 $76.4K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,456 $76.3K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,449 $76K 0.02% +626 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,446 $75.8K 0.01% +301 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,445 $75.8K 0.02% +4 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,443 $75.6K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,415 $74.2K 0.03% +170 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,381 $72K 0.01% +20 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,362 $71.4K <0.01% -3,955 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,347 $70.6K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,332 $70.4K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,336 $70K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,331 $69.8K 0.01% 0 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,330 $69.7K 0.04% 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 1,329 $69.7K <0.01% +265 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,304 $68.4K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,273 $66.7K 0.05% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,216 $63.7K 0.01% -1,134 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 1,200 $62.9K 0.04% -240 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,182 $62.5K <0.01% 0 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,195 $61.3K 0.01% -502 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,152 $60.4K 0.01% +225 13F-HR Timeline