Yanni & Associates Investment Advisors,… More: the full row for Yanni & Associates Investment Advisors, LLC 4,400 $579K 0.58% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 4,387 $577K <0.01% -225 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 4,363 $574K 0.02% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 4,306 $567K 0.27% -80 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,294 $565K 0.59% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,256 $560K 0.04% 0 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 4,255 $560K 0.12% +115 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 4,244 $558K 0.01% +184 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 4,178 $550K 0.04% +1 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,176 $550K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,175 $549K 0.01% 0 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 4,080 $537K 0.04% -43 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 4,080 $537K 0.01% +8 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4,027 $530K 0.05% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 4,022 $529K 0.02% -16 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 4,007 $527K 0.09% +1 13F-HR Timeline Ironsides Asset Advisors, LLC More: the full row for Ironsides Asset Advisors, LLC 4,000 $526K 0.13% 0 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,000 $526K 0.12% 0 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 4,000 $526K 0.33% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,978 $523K 0.01% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 3,976 $523K 0.02% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,909 $514K 0.02% -100 13F-HR Timeline Group BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,899 $513K 0.03% -25 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 3,888 $512K 0.08% 0 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 3,847 $506K 0.06% +144 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 3,823 $503K 0.29% 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,806 $501K 0.29% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,706 $492K 0.03% +8 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,741 $492K 0.01% 0 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,738 $492K 0.06% +22 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,733 $491K <0.01% +2,071 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,664 $482K 0.01% -329 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,660 $482K 0.07% 0 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 3,653 $481K 0.18% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,641 $479K 0.02% -731 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,602 $474K 0.12% -119 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,592 $473K 0.01% -47 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 3,566 $469K 0.01% -1,215 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,540 $466K 0.02% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3,530 $465K 0.18% -1,430 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 3,526 $464K <0.01% 0 13F-HR Timeline Group Ally Invest Advisors Inc. More: the full row for Ally Invest Advisors Inc. 3,496 $460K 0.03% -253 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 3,482 $458K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,707 $454K 0.01% +44 13F-HR Timeline Boston Partners in group Boston Trust Walden Corp More: the full row for Boston Partners 3,431 $451K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 3,429 $451K 0.06% 0 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 3,420 $450K 0.05% 0 13F-HR Timeline Veridan Wealth LLC More: the full row for Veridan Wealth LLC 3,403 $448K 0.15% +13 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 3,391 $446K 0.12% -90 13F-HR Timeline Stonebridge Financial Group, LLC / MO More: the full row for Stonebridge Financial Group, LLC / MO 3,382 $445K 0.39% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 3,372 $444K 0.01% -221 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,355 $441K 0.01% +1,258 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,352 $441K 0.01% +785 13F-HR Timeline Group SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 3,329 $438K 0.03% +9 13F-HR Timeline Sensible Money, LLC More: the full row for Sensible Money, LLC 3,311 $436K 0.14% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 3,254 $428K 0.09% -457 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,245 $427K 0.02% 0 13F-HR Timeline FWG Investments, LLC. More: the full row for FWG Investments, LLC. 3,242 $427K 0.27% +44 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,232 $425K 0.01% -184 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,226 $424K 0.02% -2 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,221 $424K 0.04% +53 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 3,198 $421K 0.07% 0 13F-HR Timeline Group Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 3,191 $420K 0.1% 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 3,181 $419K <0.01% -222 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 3,150 $415K 0.01% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 3,141 $413K 0.23% -400 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 3,131 $412K 0.09% 13F-HR Timeline KENNEDY CAPITAL MANAGEMENT LLC More: the full row for KENNEDY CAPITAL MANAGEMENT LLC 3,110 $409K 0.01% new 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 3,102 $408K 0.01% +1,032 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 3,097 $408K 0.01% new 13F-HR Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 3,055 $406K 0.01% new 13F-HR Timeline Group Calamos Wealth Management LLC in group Calamos Advisors LLC More: the full row for Calamos Wealth Management LLC 3,078 $405K 0.01% +567 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 3,075 $405K 0.04% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 3,064 $403K 0.15% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 3,062 $403K 0.15% -1,981 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 3,053 $402K <0.01% -424 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 3,042 $400K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 3,022 $398K 0.07% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,974 $395K 0.01% -352 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,978 $392K 0.03% 0 13F-HR Timeline ROMANO BROTHERS AND COMPANY More: the full row for ROMANO BROTHERS AND COMPANY 2,965 $390K 0.04% +580 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,939 $387K 0.01% +71 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,934 $386K 0.12% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,928 $385K 0.04% 0 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,928 $385K 0.02% -2 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 2,925 $385K 0.19% 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,870 $378K 0.03% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 2,866 $377K 0.05% -56 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 2,857 $376K 0.01% -136 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,848 $375K 0.01% -1,739 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 2,825 $372K 0.01% +129 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,822 $371K 0.03% -132 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 2,814 $370K <0.01% -155 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2,800 $368K 0.14% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,764 $364K 0.06% 0 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 2,727 $363K 0.09% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,750 $362K 0.15% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 2,750 $362K 0.22% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,748 $362K <0.01% -270 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,743 $361K 0.02% -125 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,730 $359K 0.02% 0 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2,706 $356K 0.07% -176 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 2,697 $355K 0.05% 0 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,682 $353K 0.1% +13 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,677 $352K 0.02% +646 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,658 $350K 0.28% -120 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,650 $349K 0.07% new 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,650 $349K 0.19% -250 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 2,644 $348K 0.18% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,642 $348K 0.02% -69 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 2,635 $347K <0.01% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 2,632 $346K 0.02% 0 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,619 $345K 0.25% +16 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 2,618 $345K 0.05% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,600 $342K 0.02% 0 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 2,574 $339K 0.03% new 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 2,507 $338K 0.12% -93 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,565 $338K <0.01% -142 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,551 $336K <0.01% -423 13F-HR Timeline Group Busey Bank More: the full row for Busey Bank 2,549 $335K 0.01% -15 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 2,531 $333K 0.23% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,528 $333K 0.04% -300 13F-HR Timeline Bonfire Financial More: the full row for Bonfire Financial 2,515 $331K 0.25% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2,493 $328K 0.05% +280 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 2,479 $326K 0.16% 0 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,478 $326K 0.01% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,476 $326K 0.01% +498 13F-HR Timeline Townsend Financial Planning, LLC More: the full row for Townsend Financial Planning, LLC 2,466 $325K 0.32% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,433 $320K 0.18% +14 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,417 $318K 0.06% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,412 $317K 0.02% 0 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,406 $317K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 2,386 $314K 0.1% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,384 $314K 0.01% -566 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,383 $314K 0.17% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,380 $313K 0.01% 0 13F-HR Timeline Independent Family Office, LLC More: the full row for Independent Family Office, LLC 2,340 $308K 0.13% 0 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,339 $308K 0.01% +1 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,337 $308K 0.01% +89 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 2,333 $307K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,320 $305K 0.04% new 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 2,312 $304K 0.03% 0 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,312 $304K 0.06% -270 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,272 $299K 0.02% -488 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,271 $299K 0.14% +14 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 2,160 $298K 0.11% 0 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 2,262 $298K 0.13% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,259 $297K <0.01% -123 13F-HR Timeline Group Clientfirst Wealth Management, LLC More: the full row for Clientfirst Wealth Management, LLC 2,258 $297K 0.24% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,253 $296K <0.01% +26 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 2,245 $295K 0.02% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,235 $294K <0.01% -119 13F-HR Timeline Group Breachway Investments LLC More: the full row for Breachway Investments LLC 2,230 $293K 0.31% 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 2,218 $292K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,215 $291K 0.11% 0 13F-HR Timeline Group Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 2,214 $291K 0.09% -122 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,195 $289K <0.01% +141 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,192 $288K <0.01% +1,058 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,192 $288K 0.01% -68 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,063 $286K 0.01% +42 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 2,165 $285K 0.17% +4 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 2,165 $285K 0.02% -160 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 2,086 $285K 0.04% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,154 $283K <0.01% +200 13F-HR Timeline Group PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 2,150 $283K 0.17% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,148 $283K 0.08% 0 13F-HR Timeline Vickerman Investment Advisors, Inc. More: the full row for Vickerman Investment Advisors, Inc. 2,138 $281K 0.06% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 2,123 $279K 0.06% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,116 $278K 0.07% 0 13F-HR Timeline Cosner Financial Group, LLC More: the full row for Cosner Financial Group, LLC 2,112 $278K 0.14% -1,378 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 2,112 $278K 0.17% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 2,098 $276K 0.06% 0 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 2,094 $276K 0.01% -11,744 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 2,069 $272K 0.01% 0 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 2,068 $272K 0.04% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 2,064 $272K 0.03% +59 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 2,061 $271K 0.05% 0 13F-HR/A Timeline MOTCO More: the full row for MOTCO 2,054 $270K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,053 $270K 0.07% 0 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 2,046 $269K 0.04% 0 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,032 $267K 0.19% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,024 $266K <0.01% -276 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,935 $264K 0.06% -8 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,005 $264K 0.02% +2 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,000 $263K 0.02% +119 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 2,000 $263K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,000 $263K 0.02% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 1,991 $262K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,984 $261K 0.01% 0 13F-HR Timeline Hamilton Capital, LLC More: the full row for Hamilton Capital, LLC 1,981 $261K 0.01% 13F-HR Timeline Sunesis Advisors, LLC More: the full row for Sunesis Advisors, LLC 1,977 $260K 0.12% 0 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,969 $259K 0.14% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,949 $256K 0.06% 0 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 1,946 $256K 0.04% -51 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,910 $254K <0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,923 $253K 0.01% -9 13F-HR Timeline Group Wealth Advisory Team LLC More: the full row for Wealth Advisory Team LLC 1,920 $253K 0.22% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,912 $252K <0.01% 0 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 1,912 $252K <0.01% -54 13F-HR Timeline Group LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 1,908 $251K 0.04% +9 13F-HR Timeline