Rossmore Private Capital More: the full row for Rossmore Private Capital 1,501 $312K 0.03% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 1,500 $312K 0.09% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 1,500 $312K 0.03% -200 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,498 $311K 0.11% +140 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 1,497 $311K 0.25% +52 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 1,487 $309K 0.01% new 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 1,487 $309K 0.03% -3,753 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 1,486 $309K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,482 $308K 0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,476 $307K 0.06% 0 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 1,455 $307K 0.19% -42 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 1,475 $307K 0.23% +2 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,474 $306K 0.01% +39 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,469 $305K 0.04% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,468 $305K 0.25% -2 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 1,467 $305K 0.15% -20 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 1,465 $305K 0.17% new 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,462 $304K 0.02% +13 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 1,458 $303K 0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,454 $302K <0.01% +822 13F-HR Timeline Group Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,454 $302K 0.14% -67 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 1,450 $301K 0.16% new 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,447 $301K <0.01% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 1,447 $301K 0.01% +166 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 1,443 $300K 0.04% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,432 $298K 0.05% +203 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 1,554 $298K 0.08% -61 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,417 $295K 0.03% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,560 $294K 0.01% +84 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 1,410 $293K <0.01% +225 13F-HR Timeline Group Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 1,410 $293K 0.2% 13F-HR Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,406 $292K 0.09% new 13F-HR Timeline Rydar Equities, Inc. More: the full row for Rydar Equities, Inc. 1,404 $292K 0.23% -123 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,396 $290K 0.01% +79 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,396 $290K 0.02% -1,681 13F-HR Timeline Group NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 1,395 $290K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,395 $290K <0.01% +85 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,398 $290K 0.05% -32 13F-HR Timeline Group Cooper Financial Group More: the full row for Cooper Financial Group 1,387 $288K 0.03% new 13F-HR Timeline Beaton Management Co. Inc. More: the full row for Beaton Management Co. Inc. 1,384 $288K 0.13% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,384 $288K 0.02% -56 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 1,375 $286K 0.07% 0 13F-HR Timeline Bell Bank More: the full row for Bell Bank 1,371 $285K 0.01% -8,928 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 1,370 $285K 0.01% -4 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,366 $284K 0.02% new 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,364 $283K 0.02% +260 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 1,362 $283K 0.07% +9 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 1,360 $283K 0.03% -61 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 1,350 $281K 0.03% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,348 $280K 0.07% +1,205 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 1,344 $279K 0.02% -108 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 1,344 $279K 0.16% new 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,339 $278K 0.06% +28 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,338 $278K 0.07% 0 13F-HR Timeline NORTHCAPE WEALTH MANAGEMENT, LLC More: the full row for NORTHCAPE WEALTH MANAGEMENT, LLC 1,337 $278K 0.08% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,337 $278K 0.03% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,335 $278K 0.01% +35 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 1,335 $278K 0.12% -115 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,325 $275K 0.04% -2 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,319 $274K 0.02% -330 13F-HR Timeline Group Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 1,309 $272K 0.05% -255 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,305 $271K <0.01% -322 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 1,300 $270K 0.02% 0 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,293 $269K 0.02% 0 13F-HR Timeline Z3 Capital Partners, LLC More: the full row for Z3 Capital Partners, LLC 1,290 $268K 0.07% -55 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,320 $268K 0.06% +3 13F-HR Timeline CONSCIOUS WEALTH INVESTMENTS, LLC More: the full row for CONSCIOUS WEALTH INVESTMENTS, LLC 1,388 $266K 0.15% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 1,280 $266K 0.01% -4 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,275 $265K 0.01% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 1,273 $265K 0.05% new 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,271 $264K 0.24% -24 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,267 $263K 0.17% -58 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 1,375 $263K 0.04% 0 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 1,245 $259K 0.01% new 13F-HR Timeline Strategic Financial Services, Inc. More: the full row for Strategic Financial Services, Inc. 1,244 $259K 0.01% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,237 $257K 0.01% -9,397 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,227 $255K 0.03% -180 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,223 $254K <0.01% new 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,209 $251K 0.02% new 13F-HR Timeline SL ADVISORS, LLC More: the full row for SL ADVISORS, LLC 1,204 $250K 0.42% -30 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 1,203 $250K 0.05% -75 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,203 $250K 0.07% +3 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,200 $249K 0.01% -19 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,200 $249K <0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,198 $249K 0.01% -322 13F-HR Timeline Vann Equity Management LLC More: the full row for Vann Equity Management LLC 1,197 $249K 0.18% 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,193 $248K 0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 1,184 $246K 0.26% +525 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 1,183 $246K 0.03% new 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 1,210 $246K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 1,175 $244K 0.18% 0 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 1,174 $244K 0.01% new 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 1,172 $244K 0.03% -9 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,169 $243K 0.01% new 13F-HR/A Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 1,169 $243K <0.01% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 1,166 $242K 0.09% new 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 1,164 $242K 0.04% -80 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,156 $240K 0.01% -6 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 1,148 $239K 0.04% 0 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,142 $237K 0.03% +10 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 1,142 $237K 0.04% new 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,141 $237K 0.14% 0 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 1,140 $237K 0.12% -75 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 1,133 $236K 0.01% +15 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,126 $234K 0.1% new 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 1,123 $233K 0.04% -23 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 1,121 $233K 0.01% +10 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,115 $232K 0.07% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,114 $232K 0.01% -177 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 1,111 $231K 0.07% 0 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,108 $230K 0.02% new 13F-HR Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 1,100 $229K 0.05% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 1,100 $229K 0.13% 0 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 1,100 $229K 0.04% 0 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,100 $229K 0.14% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,095 $228K <0.01% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,091 $227K 0.01% -200 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,088 $226K 0.02% new 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 1,085 $226K 0.04% new 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,081 $225K 0.03% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,079 $224K 0.01% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 1,079 $224K 0.04% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,074 $223K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,073 $223K 0.01% -129 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,070 $222K 0.11% new 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 1,067 $222K 0.02% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,064 $221K 0.01% -320 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 1,057 $220K 0.03% new 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 1,046 $217K <0.01% -4,052 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 1,001 $217K 0.06% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,041 $216K 0.01% -341 13F-HR Timeline Group Washington Trust Bank More: the full row for Washington Trust Bank 1,041 $216K 0.02% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 1,038 $216K 0.02% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,029 $214K 0.06% new 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 1,028 $214K <0.01% +99 13F-HR Timeline Group Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 1,028 $214K 0.03% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,026 $213K 0.02% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 1,015 $211K <0.01% new 13F-HR Timeline Group a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,007 $209K 0.02% new 13F-HR Timeline Group Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,003 $209K 0.06% new 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,000 $208K 0.01% -320 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 1,000 $208K 0.03% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 1,000 $208K 0.04% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 999 $208K 0.01% +13 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 996 $207K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 995 $206K 0.09% new 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 987 $205K <0.01% new 13F-HR Timeline Tufton Capital Management More: the full row for Tufton Capital Management 989 $205K 0.04% new 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 983 $204K 0.07% new 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 1,055 $203K 0.09% new 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 969 $201K 0.05% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 967 $201K 0.06% 0 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 965 $201K 0.01% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 964 $200K 0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 953 $198K 0.01% -92 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 950 $197K 0.06% -50 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 907 $188K 0.02% +3 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 900 $187K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 895 $186K 0.01% -1,898 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 869 $181K 0.01% -144 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 869 $181K <0.01% -41 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 863 $179K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 846 $176K 0.02% +10 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 823 $171K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 771 $160K 0.06% +3 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 767 $159K 0.01% +5 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 765 $159K 0.05% -760 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 746 $155K 0.04% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 732 $152K 0.01% -100 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 715 $149K <0.01% new 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 712 $148K 0.02% -189 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 729 $148K 0.01% +309 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 707 $147K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 684 $146K 0.01% -75 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 702 $146K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 696 $145K 0.01% -25 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 688 $143K 0.16% -1,030 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 660 $137K 0.01% +15 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 652 $136K 0.01% -632 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 645 $134K <0.01% new 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 627 $130K 0.04% -26 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 600 $125K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 595 $124K 0.03% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 580 $121K <0.01% -1,410 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 572 $119K 0.03% +29 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 544 $113K 0.03% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 542 $113K <0.01% 0 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 529 $110K 0.02% +334 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 528 $110K 0.05% -626 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 517 $108K 0.05% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 516 $107K 0.06% -19 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 514 $107K 0.06% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 513 $107K 0.02% +53 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 510 $106K 0.01% -190 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 509 $106K 0.03% new 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 500 $104K 0.03% -100 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 500 $104K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 490 $102K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 486 $101K 0.01% +2 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 483 $100K 0.01% 0 13F-HR Timeline