KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,684 $369K 0.09% -66 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 2,690 $369K 0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,742 $366K <0.01% -6 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,655 $365K 0.01% -1,025 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 2,640 $363K 0.06% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,626 $361K 0.09% -1,404 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,590 $356K 0.11% 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,546 $350K 0.03% -666 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,528 $348K 0.03% -5 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,515 $346K <0.01% +789 13F-HR Timeline Group Fractal Investments LLC More: the full row for Fractal Investments LLC 2,500 $344K 0.05% new 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 2,479 $341K <0.01% -78 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,465 $339K <0.01% +1 13F-HR Timeline Group DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,458 $338K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,455 $338K 0.01% -121 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,444 $336K 0.07% +767 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 2,444 $336K <0.01% -906 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,435 $335K 0.01% -271 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 2,432 $335K 0.01% -361 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,429 $334K 0.04% +1,801 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 2,391 $329K 0.13% -150 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 2,383 $328K 0.32% -1,650 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 2,372 $326K 0.02% new 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 2,303 $317K <0.01% +84 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,283 $314K <0.01% -932 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,283 $314K <0.01% -720 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,281 $314K 0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 2,250 $312K <0.01% -2,650 13F-HR Timeline Group Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,240 $308K 0.01% +12 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 2,237 $308K 0.05% +520 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,225 $306K <0.01% +36 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,224 $306K 0.2% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 2,223 $306K 0.13% -197 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,203 $303K 0.01% +194 13F-HR/A Timeline Group Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,182 $300K 0.01% new 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,172 $299K 0.37% 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 2,162 $297K 0.21% -202 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 2,158 $297K 0.09% +500 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 2,138 $294K <0.01% -62 13F-HR Timeline Group Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 2,123 $292K <0.01% +806 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,106 $290K 0.01% +315 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,086 $287K 0.13% +7 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,074 $285K <0.01% +106 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,046 $281K 0.01% -25 13F-HR Timeline Jackson Creek Investment Advisors LLC More: the full row for Jackson Creek Investment Advisors LLC 2,005 $276K 0.08% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,003 $276K 0.07% +42 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,003 $276K 0.01% -7,058 13F-HR Timeline Group Sageworth Trust Co More: the full row for Sageworth Trust Co 2,000 $275K 0.02% -650 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 1,924 $265K 0.02% new 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,921 $264K 0.01% +9 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 1,917 $264K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,904 $262K 0.01% -54 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,888 $260K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,875 $258K 0.12% -20 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 1,871 $257K 0.22% 13F-HR Timeline EXCALIBUR MANAGEMENT CORP More: the full row for EXCALIBUR MANAGEMENT CORP 1,865 $257K 0.1% 0 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 1,864 $256K 0.02% +5 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,826 $251K 0.03% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,809 $249K 0.02% -53 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,806 $248K 0.01% -2 13F-HR Timeline Martin Capital Partners, LLC More: the full row for Martin Capital Partners, LLC 1,799 $247K 0.29% -2,819 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 1,795 $247K 0.06% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,781 $245K <0.01% -317 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,776 $244K <0.01% new 13F-HR Timeline ANDERSON HOAGLAND & CO More: the full row for ANDERSON HOAGLAND & CO 1,768 $239K 0.02% -373 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 1,733 $238K 0.01% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 1,693 $233K 0.14% +1 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,697 $233K 0.02% -431 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 1,689 $232K 0.05% +196 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,688 $232K 0.1% new 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,675 $230K 0.18% +1 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,651 $227K 0.01% -153 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,642 $226K 0.22% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,621 $223K 0.01% +17 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 1,601 $220K <0.01% -612 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 1,601 $220K 0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,599 $220K <0.01% +29 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,593 $219K <0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 1,568 $216K <0.01% -791 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,548 $213K 0.09% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,547 $213K <0.01% -2 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,544 $212K 0.01% -187 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 1,536 $211K 0.24% -63 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,534 $211K <0.01% -122 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,533 $211K 0.02% +1,318 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,564 $210K 0.01% -176 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,510 $208K 0.01% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 1,508 $207K 0.06% new 13F-HR/A Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 1,500 $206K <0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,490 $205K 0.03% -415 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,488 $205K 0.02% 0 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 1,487 $205K <0.01% -14 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,484 $204K 0.1% new 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 1,482 $204K 0.1% new 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 1,455 $200K 0.13% -459 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,450 $199K <0.01% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 1,389 $191K 0.04% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,369 $188K 0.02% +406 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,240 $171K 0.13% new 13F-HR Timeline Group CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,234 $170K <0.01% -103 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,228 $169K 0.11% -171 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,223 $168K 0.03% -172 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,178 $162K 0.02% -166 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 1,169 $161K 0.03% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,168 $161K 0.02% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,145 $158K <0.01% -11,879 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,130 $155K 0.01% +58 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,085 $149K 0.11% 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,036 $143K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,000 $138K 0.02% -100 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,000 $138K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,000 $138K 0.03% 0 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 927 $128K <0.01% -2,883 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 921 $127K 0.1% -133 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 902 $122K <0.01% -27 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 879 $121K 0.08% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 866 $119K <0.01% -219 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 849 $117K <0.01% -494 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 835 $115K 0.04% -110 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 800 $110K 0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 795 $109K 0.01% +162 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 776 $107K 0.01% +142 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 774 $106K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 759 $104K <0.01% -10 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 751 $103K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 677 $93.2K <0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 644 $88.6K <0.01% +338 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 600 $82.5K 0.05% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 525 $72.2K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 522 $71.8K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 492 $67.7K 0.01% -1 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 475 $65K <0.01% +225 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 456 $62.7K 0.02% -30 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 446 $61.4K 0.01% +362 13F-HR Timeline Quarry LP More: the full row for Quarry LP 442 $60.8K 0.01% new 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 442 $60K 0.05% -10 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 426 $58.6K 0.03% +137 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 412 $56.7K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 400 $55K 0.01% 0 13F-HR/A Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 400 $55K 0.04% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 388 $53.4K 0.02% +63 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 371 $51K <0.01% 0 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 357 $49.1K <0.01% +47 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 346 $47.6K 0.01% 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 327 $45K <0.01% -680 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 323 $44.5K <0.01% +79 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 300 $41.3K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 300 $41.3K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 275 $37.8K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 248 $34.1K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 245 $33.7K 0.01% -4 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 240 $32.7K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 228 $31.4K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 225 $31K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 208 $29K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 210 $28.9K <0.01% +42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Asset Dedication, LLC More: the full row for Asset Dedication, LLC 200 $27.5K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 199 $27K <0.01% new 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 195 $26.8K 0.01% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 193 $26.5K <0.01% -38,203 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 193 $26.5K <0.01% +3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 190 $26.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 188 $25.9K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 187 $25.7K 0.03% 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 185 $25.4K <0.01% -10 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 185 $25.4K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 180 $24.8K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 160 $22K 0.01% -10 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 154 $21.2K <0.01% +1 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 147 $20K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 142 $19.5K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 139 $19.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 113 $15.5K <0.01% +3 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 109 $15K <0.01% +19 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 107 $14.7K <0.01% +77 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 100 $13.8K <0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $13.8K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $13.8K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 100 $13.7K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 82 $11.3K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 80 $11K <0.01% -81 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 78 $10.7K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 76 $10K <0.01% +22 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 70 $10K <0.01% 0 13F-HR/A Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 70 $10K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 72 $9.9K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 72 $9.9K <0.01% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 70 $9.63K <0.01% 0 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 70 $9.63K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $9.22K <0.01% +6 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 64 $8.8K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 63 $8.67K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 63 $8.67K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 58 $7.98K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 56 $7.7K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 55 $7.57K <0.01% +15 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 51 $7.02K <0.01% +18 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 51 $7.02K <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $6.88K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 50 $6.88K <0.01% -51 13F-HR Timeline