Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 5,043 $271K 0.05% 0 13F-HR Timeline Palacios Wealth Management, LLC More: the full row for Palacios Wealth Management, LLC 4,835 $271K 0.29% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,015 $270K 0.01% -2,061 13F-HR Timeline Cullen Capital Management, LLC More: the full row for Cullen Capital Management, LLC 4,960 $267K <0.01% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,926 $265K 0.02% -6,241 13F-HR Timeline Group Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 4,924 $265K 0.09% +121 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 4,885 $263K 0.02% -138 13F-HR Timeline OCCUDO QUANTITATIVE STRATEGIES LP More: the full row for OCCUDO QUANTITATIVE STRATEGIES LP 4,860 $262K 0.05% new 13F-HR Timeline LAKE STREET ADVISORS GROUP, LLC More: the full row for LAKE STREET ADVISORS GROUP, LLC 4,835 $260K 0.01% +158 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 4,780 $257K 0.1% 0 13F-HR Timeline Laird Norton Wetherby Wealth Management… More: the full row for Laird Norton Wetherby Wealth Management, LLC 4,775 $257K 0.01% -361 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 4,759 $256K 0.01% -19 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4,752 $256K 0.01% +40 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 4,748 $256K 0.07% +5 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,732 $255K 0.02% +110 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 4,710 $254K 0.01% +2 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 4,654 $250K 0.02% -698 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 4,650 $250K <0.01% +71 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 4,625 $249K 0.11% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 4,600 $248K 0.02% 0 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 4,600 $248K 0.08% 0 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 4,600 $248K 0.11% 0 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. 4,582 $247K 0.01% -270 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 4,546 $245K 0.03% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 4,509 $243K 0.12% -500 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 4,500 $242K 0.07% 0 13F-HR Timeline USS Investment Management Ltd More: the full row for USS Investment Management Ltd 4,445 $239K <0.01% -59,892 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 4,425 $238K 0.09% 0 13F-HR Timeline Freestate Advisors LLC More: the full row for Freestate Advisors LLC 4,413 $238K 0.25% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,405 $237K 0.02% -1,222 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 4,398 $237K 0.01% +90 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,396 $237K 0.03% -79 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 4,379 $236K 0.02% -2,104 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 4,379 $236K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4,377 $236K 0.11% -45 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,375 $235K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 4,363 $235K 0.02% +105 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 4,357 $234K 0.02% +55 13F-HR Timeline Trust Investment Advisors More: the full row for Trust Investment Advisors 4,336 $233K 0.15% -198 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 4,332 $233K <0.01% new 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 4,314 $232K 0.1% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,307 $232K <0.01% 0 13F-HR Timeline Group Lauterbach Financial Advisors, LLC More: the full row for Lauterbach Financial Advisors, LLC 4,282 $230K 0.14% +28 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 4,250 $229K 0.22% -5,590 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 4,232 $228K 0.04% -1,150 13F-HR/A Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 4,217 $227K 0.26% 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 4,156 $224K 0.01% -40 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,151 $223K <0.01% new 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,093 $220K 0.02% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,099 $220K <0.01% 0 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,066 $219K 0.02% -195 13F-HR Timeline CMC Financial Group More: the full row for CMC Financial Group 4,042 $218K 0.46% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,990 $215K 0.03% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 3,956 $213K 0.04% -7,282 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,941 $212K <0.01% -933 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,939 $212K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,923 $211K 0.08% +2 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 3,912 $211K 0.07% new 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 3,889 $209K 0.02% new 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,884 $209K 0.04% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 3,878 $209K 0.02% -574 13F-HR Timeline Seed Wealth Management, Inc. More: the full row for Seed Wealth Management, Inc. 3,855 $207K 0.17% new 13F-HR Timeline ALM First Financial Advisors, LLC More: the full row for ALM First Financial Advisors, LLC 3,850 $207K 0.05% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,841 $207K 0.01% -278 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 3,818 $205K 0.04% new 13F-HR Timeline Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 3,864 $205K 0.01% 13F-HR Timeline Apexium Financial, LP More: the full row for Apexium Financial, LP 3,811 $205K 0.01% new 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 3,814 $205K 0.09% +204 13F-HR Timeline SECURED RETIREMENT ADVISORS, LLC More: the full row for SECURED RETIREMENT ADVISORS, LLC 3,805 $205K 0.12% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,804 $205K 0.01% new 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 3,798 $204K 0.11% new 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 3,787 $204K 0.04% -344 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 3,772 $203K 0.09% -85,930 13F-HR Timeline J. W. Coons Advisors, LLC More: the full row for J. W. Coons Advisors, LLC 3,750 $202K 0.05% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,748 $202K 0.01% -1,943 13F-HR Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 3,730 $201K 0.02% -9,218 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 3,736 $201K 0.01% new 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,728 $201K 0.01% new 13F-HR Timeline Group United Community Bank in group United Community Bank More: the full row for United Community Bank 3,713 $200K 0.08% -155 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,644 $196K 0.02% +1,560 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 3,584 $193K 0.07% -2,870 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,578 $193K 0.01% +139 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,576 $192K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 3,570 $192K 0.01% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 3,421 $184K 0.03% -14,418 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 3,385 $182K 0.01% -270 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,300 $178K 0.02% 0 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 3,293 $177K 0.1% -170 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 3,173 $171K <0.01% -109 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,087 $166K <0.01% -882 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,004 $162K <0.01% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,872 $161K 0.01% -40 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 2,990 $161K 0.02% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,849 $153K 0.01% -400 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,819 $152K 0.01% +380 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,798 $151K <0.01% -2,673 13F-HR/A Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,750 $148K 0.03% +5 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,716 $146K 0.08% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,567 $138K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,446 $132K 0.13% 13F-HR/A Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,400 $129K 0.07% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,373 $128K 0.16% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,155 $116K 0.01% +543 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,130 $115K <0.01% +946 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 2,060 $111K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,058 $111K 0.03% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,000 $108K 0.03% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 2,000 $108K 0.06% 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,000 $108K 0.07% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,964 $106K 0.01% +2 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,917 $103K 0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,883 $101K 0.02% 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 1,871 $101K 0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,728 $101K <0.01% +539 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 1,813 $97.6K 0.06% -107 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,786 $96.1K <0.01% +1,356 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,738 $93.5K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,691 $91K <0.01% -127 13F-HR Timeline TOBAM More: the full row for TOBAM 1,649 $89K 0.03% new 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 1,638 $88.2K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,601 $86.2K <0.01% +205 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,564 $84.2K 0.06% +3 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,550 $83.4K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,500 $80.7K 0.05% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,470 $79.1K 0.01% +994 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,400 $75.3K 0.05% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,385 $75K 0.04% -225 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,379 $74.2K <0.01% -176 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,350 $72.7K 0.01% new 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,352 $72.5K <0.01% 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,334 $71.8K 0.04% -118 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,319 $71K <0.01% +1,188 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,300 $70K 0.02% -186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,237 $67K 0.01% -974 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,222 $65.8K 0.01% 0 13F-HR/A Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1,199 $64.5K 0.05% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,169 $62.9K 0.05% 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,142 $61.5K <0.01% -3,928 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,115 $60K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,058 $57K 0.04% -89 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,044 $56.2K <0.01% +19 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,042 $56.1K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,024 $55.1K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,000 $53.8K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 998 $53.7K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 983 $52.9K <0.01% -2 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 960 $51.7K 0.01% +100 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 931 $50.1K 0.03% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 930 $50.1K 0.01% 0 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 920 $49.5K <0.01% -301,853 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 920 $49.5K 0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 882 $47.4K 0.01% +380 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 880 $47K <0.01% +865 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 855 $46K 0.01% -11 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 826 $44.5K <0.01% -82 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 825 $44.4K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 816 $43.9K <0.01% 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 813 $43.7K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 803 $43.2K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 800 $43.1K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 700 $37.7K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 686 $36.9K <0.01% +3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 681 $36.7K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 675 $36.3K 0.01% +350 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 667 $35K 0.01% +91 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 637 $34.3K <0.01% -110 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 629 $33.9K <0.01% -8 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 622 $33.5K <0.01% +295 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 618 $33.3K 0.01% +4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 613 $33K <0.01% -11 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 600 $32.3K 0.02% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 595 $32K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 591 $31.8K 0.01% +448 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 590 $31.8K 0.01% +24 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 585 $31.5K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 581 $31.3K <0.01% -10,602 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 550 $29.6K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 536 $29K <0.01% +215 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 512 $27.6K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 482 $27K 0.02% -88 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 482 $27K 0.02% -88 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 500 $26.9K <0.01% -258 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 488 $26.3K 0.02% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 487 $26.2K 0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 477 $25.7K 0.02% 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 470 $25.3K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 463 $24.9K <0.01% +63 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 455 $24K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 443 $23.8K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 431 $23.2K <0.01% -118 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 410 $22.1K <0.01% -30 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 400 $21.5K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 400 $21.5K 0.02% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 400 $21.5K 0.02% 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 400 $21.5K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 390 $21K <0.01% 0 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 367 $19.7K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 363 $19.5K <0.01% +39 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 359 $19.3K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 359 $19.3K <0.01% +3 13F-HR Timeline