W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,900 $230K 0.02% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 1,896 $229K 0.02% -207 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,889 $228K 0.1% +203 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,889 $228K 0.01% new 13F-HR/A Timeline Group FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,853 $227K 0.09% +286 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,876 $227K 0.02% 0 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 1,868 $226K 0.11% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,868 $226K 0.03% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,858 $225K 0.01% +5 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,848 $223K <0.01% +40 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,784 $216K 0.02% new 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. 1,784 $216K 0.01% -100 13F-HR Timeline Group Chris Bulman Inc More: the full row for Chris Bulman Inc 1,769 $214K 0.14% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,760 $213K 0.01% +48 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 1,754 $212K <0.01% +2 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,754 $212K 0.01% +5 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 1,745 $211K 0.23% -100 13F-HR Timeline Group ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,742 $211K <0.01% -31 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,738 $210K 0.03% +172 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,731 $209K 0.11% -250 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 1,717 $208K 0.01% +1 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 1,716 $207K 0.04% -210 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,702 $206K 0.01% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,677 $203K <0.01% new 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,675 $202K 0.03% +70 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,657 $200K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,532 $186K 0.02% -61 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 1,504 $182K 0.02% -345 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 1,476 $178K 0.04% +152 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1,461 $177K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,413 $171K 0.01% -188 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,287 $165K 0.03% -2,015 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,314 $159K <0.01% +83 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,219 $147K 0.12% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 1,213 $147K 0.08% +195 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,179 $143K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,151 $139K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,107 $134K 0.01% +158 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,092 $132K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,067 $129K 0.01% +79 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,060 $128K 0.01% new 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 1,022 $123K 0.03% -1,637 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,017 $123K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 993 $120K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 958 $116K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 916 $111K 0.01% -12 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 867 $105K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 852 $103K 0.02% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 833 $101K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 830 $100K <0.01% -327 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 813 $98.3K <0.01% -77 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 778 $94.1K <0.01% -937 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 755 $91.3K <0.01% -19 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 731 $88.4K 0.1% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 700 $84.6K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 665 $80.4K <0.01% -16 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 656 $79.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 650 $78.6K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 646 $78.1K 0.01% -637 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 642 $77.6K 0.01% -147 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 628 $75.9K 0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 600 $72K 0.04% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 588 $71.1K <0.01% +54 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 576 $70K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 557 $67.3K 0.03% -669 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 543 $65.7K 0.02% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 538 $65K 0.01% +47 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 534 $64.6K 0.06% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $63.7K <0.01% +164 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 510 $61.7K 0.01% +16 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 501 $60.6K 0.03% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 487 $58.9K 0.02% -51 13F-HR Timeline Group Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 465 $56.2K 0.02% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 427 $51.6K +220 Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 426 $51.5K 0.01% +1 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 425 $51.4K 0.06% -156 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 412 $49.8K 0.01% -73 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 400 $48.4K <0.01% -5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 384 $46.4K <0.01% +282 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 363 $43.9K <0.01% +29 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 357 $43.2K <0.01% +19 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 346 $41.8K 0.06% -496 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 342 $41.3K 0.02% -33 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 337 $40.7K <0.01% +72 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 331 $40K 0.03% +8 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 363 $40K 0.03% -108 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 316 $38.2K <0.01% -366 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 313 $37.8K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 303 $37K 0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 301 $36.4K <0.01% +108 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 300 $36.3K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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More: the full row for RICHARDS, MERRILL & PETERSON, INC. 170 $20.6K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 170 $20.6K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 167 $20.1K <0.01% -108 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 160 $19.3K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 158 $19.1K <0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 155 $18.7K <0.01% new 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 155 $18.7K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 150 $18.1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 153 $18K <0.01% -24 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 140 $16.9K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 139 $16.7K <0.01% +1 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 130 $15.7K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 112 $14.3K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 118 $14.1K <0.01% +104 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 110 $13.3K <0.01% 0 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 111 $13K <0.01% new 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 103 $12.5K <0.01% +4 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $12.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 100 $12.1K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for MEEDER ASSET MANAGEMENT INC 65 $7.86K <0.01% -48 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 60 $7.25K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 52 $6.29K <0.01% +3 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 50 $6.1K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $6.04K <0.01% +18 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 50 $6.04K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 50 $6.04K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 50 $6K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 49 $5.97K <0.01% -1 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 49 $5.92K 0.03% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 47 $5.68K <0.01% +13 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 43 $5.2K <0.01% +10 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. 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More: the full row for HARBOUR INVESTMENTS, INC. 28 $3.38K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 25 $3.02K <0.01% 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 25 $3.02K <0.01% +25 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 24 $2.9K <0.01% -26 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 22 $2.68K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 22 $2.66K <0.01% -4 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22 $2.66K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 375 $2.54K <0.01% +354 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 20 $2.43K <0.01% 0 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 20 $2.42K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 20 $2.42K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 18 $2.18K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 17 $2.06K <0.01% -3,966 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 16 $1.93K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $1.81K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 15 $1.81K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $1.81K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 14 $1.71K <0.01% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 14 $1.69K <0.01% 0 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 14 $1.69K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12 $1.45K <0.01% +9 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 12 $1.45K <0.01% -10 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for SBI Securities Co., Ltd. 10 $1.21K <0.01% -1 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 10 $1.21K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $1K <0.01% -314 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $1K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 8 $1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 8 $1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 8 $967 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 8 $967 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. 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