Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 7,413 $647K 0.09% +163 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,319 $644K 0.03% +66 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 4,310 $642K 0.07% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 4,278 $637K 0.25% 0 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 4,250 $633K 0.18% +103 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,182 $623K 0.02% +77 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,142 $617K 0.02% -4,741 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,137 $617K 0.21% -77 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 4,117 $612K 0.01% +1,405 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 4,106 $612K 0.06% -61 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 4,100 $611K 0.13% -150 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,098 $611K 0.09% -856 13F-HR/A Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 4,095 $610K 0.02% -311 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 4,084 $609K 0.08% -15 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 4,071 $607K 0.26% -70 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 4,060 $605K 0.38% 0 13F-HR/A Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 4,060 $605K 0.14% -909 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 4,041 $602K 0.01% -291 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,038 $602K 0.04% 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 4,030 $601K 0.21% -75 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 4,013 $598K 0.04% +249 13F-HR Timeline Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 4,000 $596K 0.57% 13F-HR/A Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,998 $596K 0.03% -200 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,992 $595K 0.01% -1,451 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,990 $595K 0.01% +2,744 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,957 $590K 0.03% 0 13F-HR Timeline Group Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 3,956 $589K 0.03% +14 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,953 $589K 0.04% +1,506 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 3,928 $585K 0.34% -179 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,923 $585K 0.29% 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,903 $582K 0.02% -119 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,885 $579K 0.01% 0 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 3,876 $578K 0.21% +465 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 3,856 $575K -70 Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,846 $573K 0.12% -1,670 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,846 $573K 0.02% +27 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 3,845 $573K 0.01% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 3,842 $572K 0.02% -862 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,831 $571K 0.03% -326 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,825 $570K 0.03% -474 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 3,804 $567K 0.16% -50 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 3,789 $565K 0.09% -776 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,774 $562K 0.02% -24 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,740 $562K 0.02% +257 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,725 $555K <0.01% -88 13F-HR Timeline Group Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 3,727 $555K 0.2% -203 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,710 $554K 0.05% -1,527 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 3,706 $552K 0.16% 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,705 $552K 0.22% -3 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 3,684 $549K 0.02% 0 13F-HR Timeline Ullmann Wealth Partners Group, LLC More: the full row for Ullmann Wealth Partners Group, LLC 3,667 $546K 0.07% 0 13F-HR Timeline Crestmont Private Wealth LLC More: the full row for Crestmont Private Wealth LLC 3,665 $546K 0.25% +116 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,658 $545K 0.01% -751 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3,658 $545K 0.07% +11 13F-HR Timeline NAVELLIER & ASSOCIATES INC More: the full row for NAVELLIER & ASSOCIATES INC 3,635 $542K 0.06% -1,395 13F-HR Timeline Campbell Deegan Wealth Management, LLC More: the full row for Campbell Deegan Wealth Management, LLC 3,617 $539K 0.65% 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 3,587 $535K 0.1% -89 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,571 $532K 0.18% 0 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 3,547 $529K 0.32% +87 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,542 $528K 0.06% -71 13F-HR Timeline LETSON INVESTMENT MANAGEMENT, INC. More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 3,539 $527K 0.21% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,537 $527K 0.02% +337 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 3,535 $527K 0.01% +29 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,520 $525K 0.09% +450 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,520 $524K 0.01% -2,484 13F-HR/A Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,511 $523K 0.01% +180 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 3,500 $522K 0.42% 0 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 3,499 $521K 0.08% +1,259 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 3,460 $516K 0.02% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 3,459 $515K 0.45% +57 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 3,452 $514K 0.02% +142 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,448 $514K 0.01% +1,169 13F-HR/A Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 3,420 $511K 0.19% -80 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 3,417 $509K 0.4% -20 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,408 $508K 0.02% -486 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,405 $507K 0.19% 0 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 3,403 $507K 0.16% +353 13F-HR Timeline SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 3,387 $505K 0.16% +1,267 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,385 $504K 0.14% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,249 $501K 0.03% -133 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 3,354 $500K 0.29% 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 3,323 $495K 0.03% 0 13F-HR Timeline John & Kathleen Schreiber Foundation More: the full row for John & Kathleen Schreiber Foundation 3,323 $495K 0.29% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,322 $495K 0.15% +94 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 3,317 $494K 0.25% +230 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 3,315 $494K 0.05% +475 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 3,307 $493K 0.03% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 3,307 $493K -30 Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 3,305 $492K 0.06% +114 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,280 $489K 0.02% +2,910 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 3,269 $487K 0.12% 13F-HR Timeline Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 3,256 $485K 0.02% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 3,256 $485K 0.16% 0 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 3,251 $484K 0.1% -16 13F-HR/A Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 3,243 $483K 0.15% 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,208 $482K 0.12% -123 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,211 $478K 0.2% 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 3,200 $477K 0.22% new 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 3,195 $476K 0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 3,190 $475K 0.14% +70 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 3,188 $475K 0.24% +220 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 3,186 $475K 0.04% +50 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,173 $473K 0.03% +25 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 3,166 $472K 0.38% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,165 $472K 0.01% -86 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3,163 $471K 0.61% -1,800 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 3,137 $468K 0.47% 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,121 $465K <0.01% +71 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 3,107 $463K 0.03% -3 13F-HR Timeline SPROTT INC. More: the full row for SPROTT INC. 3,085 $460K 0.03% +73 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,082 $459K 0.21% -138 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 3,077 $459K 0.04% +226 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 3,068 $457K 0.04% +22 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 3,042 $453K 0.15% +9 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 3,037 $453K 0.31% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,026 $451K 0.31% new 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 3,023 $450K 0.18% +77 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,020 $450K 0.03% -48 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,015 $449K 0.04% 0 13F-HR Timeline Group VAN STRUM & TOWNE INC. More: the full row for VAN STRUM & TOWNE INC. 3,000 $447K 0.16% 0 13F-HR Timeline GILDER GAGNON HOWE & CO LLC More: the full row for GILDER GAGNON HOWE & CO LLC 2,997 $447K <0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,982 $444K 0.03% 0 13F-HR Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 2,967 $442K 0.34% -11 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,965 $442K 0.01% +113 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,950 $440K 0.25% 0 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 2,939 $438K 0.3% 0 13F-HR Timeline RAINIER FAMILY WEALTH INC More: the full row for RAINIER FAMILY WEALTH INC 2,916 $435K 0.53% 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,911 $434K 0.01% -8 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 2,900 $432K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,897 $432K 0.01% +95 13F-HR Timeline Global Endowment Management, LP in group Global Endowment Management, … More: the full row for Global Endowment Management, LP 2,880 $429K 0.05% -172 13F-HR Timeline Group Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,844 $424K 0.05% +200 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2,840 $423K 0.13% -95 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,836 $423K 0.01% -2,843 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,820 $420K 0.39% 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 2,813 $419K 0.3% +10 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 2,811 $419K <0.01% +1 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,809 $419K <0.01% -350 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 2,802 $417K 0.06% +314 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,793 $416K 0.01% +25 13F-HR Timeline Evelyn Partners Group Ltd group of 3 filers holding More: the full row for Evelyn Partners Group Ltd 2,793 $416K new Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,787 $415K <0.01% -738 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,775 $414K 0.05% +384 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,770 $413K 0.05% -37 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,766 $412K 0.06% -2,774 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,765 $412K 0.13% 0 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,761 $412K 0.01% -147 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,756 $411K <0.01% +311 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 2,747 $409K 0.13% -6 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 2,705 $403K 0.03% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 2,705 $403K 0.33% +945 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,702 $403K 0.04% +77 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 2,685 $400K 0.03% -45 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 2,678 $399K 0.01% +55 13F-HR Timeline Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 2,675 $399K 0.02% +34 13F-HR Timeline Group Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 2,670 $397K 0.06% -630 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2,632 $392K 0.08% -625 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,616 $392K 0.02% +220 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,629 $392K 0.15% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,605 $388K 0.23% 0 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 2,603 $388K 0.27% -235 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 2,394 $385K 0.05% 0 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,565 $382K 0.03% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,559 $381K 0.03% new 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 2,555 $381K 0.21% -856 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,540 $379K 0.05% -337 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,540 $378K 0.03% new 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 2,524 $376K 0.04% -121 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,523 $376K 0.01% +132 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,519 $375K 0.01% +271 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 2,507 $374K 0.05% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,489 $371K 0.18% 0 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 2,485 $370K 0.07% 0 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 2,485 $370K 0.18% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,479 $369K 0.02% -7,239 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,464 $367K <0.01% +323 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,459 $366K <0.01% +128 13F-HR/A Timeline Group SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,456 $366K 0.1% -1 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,450 $365K 0.39% 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,448 $365K 0.04% +320 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 2,447 $365K 0.18% +4 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,417 $360K 0.04% +1 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 2,409 $359K 0.01% -7,605 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,398 $357K <0.01% +46 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,412 $356K 0.02% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,387 $356K 0.03% -12 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,367 $353K 0.17% -385 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,374 $348K 0.01% +104 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,326 $347K 0.01% -69 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,317 $345K 0.04% -493 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,316 $345K 0.01% 0 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,301 $343K 0.01% +625 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,300 $343K 0.02% +1,680 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 2,292 $342K 0.02% +22 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,280 $340K 0.1% -240 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,261 $337K 0.02% -95 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 2,259 $337K 0.09% +57 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 2,255 $336K 0.17% -7,009 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,247 $335K 0.34% +448 13F-HR Timeline FRED ALGER MANAGEMENT, LLC in group FRED ALGER MANAGEMENT, LLC More: the full row for FRED ALGER MANAGEMENT, LLC 2,241 $334K <0.01% -72 13F-HR Timeline Group