HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 16,288 $251K <0.01% -1,175 13F-HR Timeline Group BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 16,231 $250K <0.01% -207 13F-HR Timeline Inlet Private Wealth, LLC More: the full row for Inlet Private Wealth, LLC 16,205 $250K 0.06% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 15,974 $249K 0.08% -6,427 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 15,845 $244K 0.04% -1,953 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 15,785 $244K 0.19% +5,185 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 15,730 $243K 0.01% -523 13F-HR Timeline Group Avestar Capital, LLC More: the full row for Avestar Capital, LLC 15,709 $242K 0.02% -4,231 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 15,612 $241K 0.1% new 13F-HR Timeline VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 15,325 $236K 0.08% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 15,068 $235K 0.01% -2,176 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 15,081 $233K 0.02% +1,060 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 15,000 $231K 0.14% -136,500 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 14,951 $231K 0.02% +55 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 14,941 $231K <0.01% +1,772 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 14,937 $230K 0.02% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 14,919 $230K <0.01% new 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 14,916 $230K 0.06% +11 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 14,853 $229K 0.01% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,696 $228K 0.07% 0 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 14,674 $226K <0.01% -478 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 14,534 $224K <0.01% -2,677 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 14,504 $224K 0.01% -20,852 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 14,481 $223K 0.07% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 14,133 $220K <0.01% -510 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 14,194 $219K <0.01% -5,410 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 14,136 $218K 0.01% +1,085 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 14,108 $218K <0.01% +2,466 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 13,990 $217K 0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 14,068 $217K 0.03% +3,754 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 13,986 $216K 0.12% -1,001 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 13,887 $214K 0.01% -11 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,838 $214K <0.01% new 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 13,831 $213K 0.02% +4,121 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 15,860 $211K 0.2% +66 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 13,659 $211K 0.01% -1,374 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 13,650 $211K 0.16% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 13,511 $208K 0.02% -17,450 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 13,483 $208K 0.01% +8,093 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 13,452 $208K 0.02% -94 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 13,429 $207K <0.01% +2,814 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 13,389 $207K 0.01% new 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 13,290 $205K 0.04% -1,800 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 13,258 $205K 0.02% +166 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 13,114 $202K 0.02% +66 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 12,924 $199K 0.09% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 12,918 $199K 0.02% -12,565 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 12,906 $199K 0.04% -230 13F-HR Timeline Group BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 12,841 $198K 0.05% 0 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 12,834 $198K 0.06% +796 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,687 $196K <0.01% -660 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 12,680 $196K <0.01% +652 13F-HR Timeline WULFF, HANSEN & CO. More: the full row for WULFF, HANSEN & CO. 12,666 $195K 0.18% 0 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 12,649 $195K 0.17% -6,163 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 12,611 $195K 0.01% -1,581 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 12,535 $193K 0.04% new 13F-HR/A Timeline PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 12,485 $193K 0.07% -524 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 12,447 $192K <0.01% -1,762 13F-HR/A Timeline Group Bosman Wealth Management, LLC More: the full row for Bosman Wealth Management, LLC 12,398 $191K 0.19% -49,835 13F-HR Timeline AUXIER ASSET MANAGEMENT LLC More: the full row for AUXIER ASSET MANAGEMENT LLC 12,387 $191K 0.03% -20 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 12,399 $191K 0.02% +100 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,335 $190K 0.02% -172 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 12,301 $190K 0.02% -1,298 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 12,200 $188K <0.01% -7,771 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 12,038 $186K 0.01% -820 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 11,975 $185K <0.01% +2,602 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 11,776 $182K 0.01% -5,607 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 11,683 $180K 0.16% +1,205 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 11,600 $180K <0.01% -14,173 13F-HR Timeline Group Kaufman Rossin Wealth, LLC More: the full row for Kaufman Rossin Wealth, LLC 11,605 $179K 0.13% new 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 11,597 $179K <0.01% +1,647 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 11,548 $178K 0.04% +200 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,548 $178K 0.01% +1,070 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,341 $178K 0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 11,541 $178K <0.01% +746 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 11,480 $177K 0.01% +8,990 13F-HR Timeline Group Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 11,423 $176K 0.17% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11,385 $176K 0.01% 0 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 11,381 $176K 0.09% new 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 11,251 $174K 0.08% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 11,060 $171K <0.01% -910 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 11,030 $170K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 11,028 $170K <0.01% -1,606 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 11,028 $170K <0.01% -1,606 13F-HR/A Timeline Sentry LLC More: the full row for Sentry LLC 11,024 $170K 0.03% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 10,402 $170K 0.02% +54 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 10,979 $169K 0.01% -5,490 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,947 $169K 0.01% -1,347 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 10,945 $169K 0.04% +1,000 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 10,944 $169K 0.02% -3,124 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 10,817 $167K 0.01% new 13F-HR Timeline Group D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 10,788 $166K 0.03% +66 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 10,762 $166K 0.01% -2,634 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 10,708 $165K <0.01% +8,507 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 10,656 $164K 0.08% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 10,651 $164K <0.01% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 10,643 $164K 0.01% -325,724 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,617 $164K <0.01% -6,147 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 7,502 $163K <0.01% +4,423 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 10,549 $163K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 10,531 $162K <0.01% -873 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 10,526 $162K <0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,450 $161K 0.01% +3,126 13F-HR Timeline Group First Financial Bankshares Inc More: the full row for First Financial Bankshares Inc 10,432 $161K <0.01% +1 13F-HR Timeline IRONWOOD INVESTMENT MANAGEMENT LLC More: the full row for IRONWOOD INVESTMENT MANAGEMENT LLC 10,356 $160K 0.09% 0 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 10,314 $159K 0.03% -221,448 13F-HR Timeline WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC More: the full row for WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 10,254 $158K <0.01% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,203 $157K <0.01% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 10,070 $155K 0.01% 0 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 10,023 $155K 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 9,985 $154K 0.05% -281 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 9,500 $150K <0.01% -120,465 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 9,717 $150K 0.02% +3,313 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,632 $149K <0.01% -725 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 9,560 $148K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 9,550 $147K 0.01% 0 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 10,335 $146K 0.01% +181 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 9,189 $142K <0.01% -1,181 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 8,981 $139K 0.09% +5,939 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 8,385 $129K <0.01% -346 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 8,340 $129K <0.01% +1,688 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 8,322 $128K 0.01% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 8,200 $127K 0.08% 0 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 8,109 $125K <0.01% -538 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 8,088 $125K <0.01% +1,094 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 8,024 $124K <0.01% new 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 7,978 $123K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 7,862 $121K 0.02% +2,754 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 6,924 $108K 0.03% +5,932 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 6,908 $107K 0.07% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,880 $106K <0.01% -677 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 6,515 $104K <0.01% -33,485 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 6,400 $98.8K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 5,820 $89.8K 0.04% -313 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 5,686 $87.7K <0.01% +881 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 5,477 $86.5K <0.01% -54,296 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 5,370 $82.9K <0.01% +769 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,142 $79.3K <0.01% -44 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,000 $77.2K 0.03% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 5,000 $77.2K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 4,975 $76.8K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 4,597 $70.6K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,554 $70.3K -156 Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,413 $69.1K <0.01% +342 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 4,254 $65.6K new Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,178 $65K 0.04% +78 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,116 $63.5K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,879 $59.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 3,855 $59.5K 0.01% -426 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,830 $59K 0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3,797 $58.6K <0.01% +165 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,742 $57.7K 0.02% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 3,728 $57.5K 0.02% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,700 $57.1K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,651 $56.3K <0.01% -588 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,611 $56.2K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,559 $54.9K 0.01% +277 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 3,485 $53.8K <0.01% -2,845 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 3,471 $53.6K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,438 $53.1K <0.01% +1,631 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,200 $49.4K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 3,036 $47K <0.01% -12 13F-HR Timeline Group Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 3,000 $47K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,043 $47K <0.01% -757 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,009 $46.4K <0.01% -286 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,946 $45.5K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,900 $44.7K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,878 $44.4K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,857 $44.1K <0.01% 0 13F-HR Timeline Group MOTCO More: the full row for MOTCO 2,800 $43.2K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,784 $43K 0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,743 $42.8K <0.01% -42,312 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,727 $42.1K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,685 $41.4K 0.01% +102 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 2,689 $41K 0.02% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,653 $40.9K <0.01% -5,464 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,588 $39.9K 0.01% -97 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,539 $39.2K <0.01% +117 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,464 $38K 0.02% +1,905 13F-HR Timeline Group TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,450 $37.8K 0.01% +1,750 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,400 $37K 0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,369 $36.6K 0.02% +2,291 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,212 $34.1K <0.01% +541 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,197 $33.9K 0.02% +954 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,138 $33K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,017 $31.1K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,015 $31.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,975 $30.5K 0.01% +75 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,885 $29.3K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 1,897 $29.3K 0.02% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1,897 $29.3K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,896 $29.3K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,920 $29K <0.01% -29 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,719 $26.5K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,700 $26.2K 0.02% +1,318 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,176 $25.1K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,614 $24.9K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,600 $24.7K <0.01% 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,578 $24K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,546 $23.9K 0.02% new 13F-HR Timeline