Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 15,540 $349K 0.21% -818 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 15,500 $349K 0.16% 0 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 15,493 $348K 0 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 15,476 $348K 0.01% -17,810 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 15,474 $348K <0.01% -20,416 13F-HR Timeline Group 626 Financial, LLC More: the full row for 626 Financial, LLC 15,408 $347K 0.16% -1,876 13F-HR Timeline KENNEDY INVESTMENT GROUP, INC. More: the full row for KENNEDY INVESTMENT GROUP, INC. 15,297 $344K 0.13% -844 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 15,247 $343K 0.01% +1,398 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 15,225 $342K 0.17% -3,526 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 15,142 $341K 0.03% +6,911 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,114 $340K 0.02% +584 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 15,107 $340K 0.02% -10,298 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,004 $337K <0.01% -1,666 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 14,808 $333K <0.01% -5,311 13F-HR Timeline Group Finer Wealth Management, Inc. More: the full row for Finer Wealth Management, Inc. 14,564 $328K 0.17% -5,798 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 14,547 $327K 0.26% -112 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 14,486 $326K 0.06% new 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 14,386 $324K <0.01% -18,697 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13,702 $323K <0.01% +23 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 14,320 $322K 0.08% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 14,256 $321K <0.01% -4,163 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 14,190 $319K <0.01% -55 13F-HR Timeline Group XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 13,765 $310K 0.18% +1,023 13F-HR Timeline Applied Finance Capital Management, LLC More: the full row for Applied Finance Capital Management, LLC 13,757 $309K 0.02% -4,481 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 13,607 $306K 0.03% new 13F-HR Timeline Group EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,584 $306K <0.01% -16,905 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 13,551 $305K 0.2% +351 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 13,532 $304K 0.02% -9,482 13F-HR Timeline Cohen Investment Advisors LLC More: the full row for Cohen Investment Advisors LLC 13,522 $304K 0.14% +592 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 13,406 $302K 0.04% new 13F-HR Timeline TEACHER RETIREMENT SYSTEM OF TEXAS More: the full row for TEACHER RETIREMENT SYSTEM OF TEXAS 13,302 $299K <0.01% -16,124 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 13,126 $295K <0.01% +2,587 13F-HR Timeline Group Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 13,039 $293K 0.3% +300 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 12,879 $290K 0.17% +3,995 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 12,533 $282K 0.06% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 12,532 $282K 0.02% new 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 12,530 $282K 0.02% 0 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 12,509 $281K 0.01% new 13F-HR Timeline Group Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 12,485 $281K 0.03% -3,677 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 12,470 $280K <0.01% +6,999 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 12,460 $280K 0.24% -1,565 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 12,443 $280K <0.01% -92,589 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 12,446 $280K <0.01% -892 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 12,437 $280K 0.03% +4,091 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 12,431 $280K 0.01% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 12,220 $275K <0.01% +3,420 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 12,180 $274K 0.01% +11 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 12,013 $270K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 11,875 $267K 0.01% -5,291 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 11,850 $267K 0.02% +9 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 11,728 $264K 0.01% +2,703 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 11,652 $262K <0.01% -2,237 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 11,610 $261K <0.01% +8,455 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 11,483 $258K <0.01% +2,386 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 11,437 $257K 0.01% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,344 $255K 0.09% +1,924 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 11,208 $252K 0.15% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 11,172 $251K 0.17% -420 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 11,133 $250K 0.01% -1 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 11,087 $249K 0.01% new 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 11,005 $248K <0.01% -566 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 11,000 $247K 0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 11,000 $247K 0.09% 0 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 10,987 $247K 0.06% new 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 10,865 $244K 0.16% new 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,797 $243K <0.01% -6,387 13F-HR Timeline Group FLC Capital Advisors More: the full row for FLC Capital Advisors 10,674 $240K 0.04% -8,747 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 10,528 $237K 0.24% +178 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 10,502 $236K <0.01% -8,460 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 10,450 $235K 0.21% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,413 $234K 0.02% new 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 11,973 $234K <0.01% +3,925 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 10,341 $233K 0.02% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 10,336 $232K 0.01% +1,583 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 10,253 $231K 0.01% +8,663 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 10,252 $231K 0.01% +342 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 10,244 $230K <0.01% -15,536 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 10,240 $230K 0.17% +4,200 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 10,167 $229K <0.01% +1,199 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 10,181 $229K <0.01% +1,093 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 10,145 $228K 0.02% +372 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,117 $228K 0.01% -116 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 10,101 $227K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10,095 $227K 0.04% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 10,042 $226K 0.08% new 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 10,041 $226K 0.02% new 13F-HR Timeline Boxwood Ventures, Inc. More: the full row for Boxwood Ventures, Inc. 10,039 $226K 0.24% 0 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 10,002 $225K 0.04% +1,683 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 9,963 $224K <0.01% -104,259 13F-HR Timeline Group Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 9,895 $223K 0.01% 0 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 9,873 $222K 0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 9,789 $220K <0.01% +1,219 13F-HR/A Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 9,783 $220K 0.01% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 9,770 $220K 0.11% new 13F-HR Timeline Group Counterweight Ventures, LLC More: the full row for Counterweight Ventures, LLC 9,723 $219K 0.12% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 9,710 $218K 0.02% -5,839 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 7,157 $218K 0.07% new 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 9,576 $215K 0.03% new 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 9,571 $215K 0.04% 0 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 9,547 $215K 0.06% -183 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 9,529 $214K <0.01% -49,914 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9,500 $214K 0.02% new 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 9,482 $213K 0.01% +465 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 9,447 $212K 0.25% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 9,402 $211K 0.01% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 9,369 $211K 0.04% 0 13F-HR Timeline 111 Capital More: the full row for 111 Capital 9,359 $210K 0.05% new 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 9,399 $207K 0.01% -3,675 13F-HR Timeline Group WESBANCO BANK INC More: the full row for WESBANCO BANK INC 9,203 $207K 0.01% -1,587 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 9,134 $205K <0.01% new 13F-HR/A Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 9,115 $205K 0.17% -190 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 9,030 $203K 0.05% 0 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 9,028 $203K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9,017 $203K 0.07% -6,885 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 9,010 $203K 0.02% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 9,000 $202K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 8,859 $199K <0.01% +1,702 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 8,764 $197K <0.01% -2,106 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 8,300 $187K 0.18% -50 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,823 $176K 0.06% -458 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 7,432 $167K 0.15% +258 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,321 $165K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 7,114 $160K 0.08% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 7,045 $158K <0.01% -1,308 13F-HR Timeline Group Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 6,704 $151K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 6,419 $144K 0.01% +1,588 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6,287 $141K <0.01% -19,868 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,239 $140K <0.01% -2,289 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6,234 $140K <0.01% +2,846 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 6,000 $135K 0.01% 0 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 5,942 $134K 0.08% -1,782 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5,779 $130K <0.01% -3,000 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 5,133 $126K 0.02% +1,594 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5,607 $126K <0.01% +4,330 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 5,570 $125K <0.01% +1,067 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 5,374 $121K <0.01% -91 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,347 $119K <0.01% -2,260 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 5,269 $118K <0.01% -119,762 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,235 $118K 0.01% +1,812 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 5,146 $115K 0.01% -14,378 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,939 $111K 0.01% -1,355 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4,591 $103K 0.02% -61,611 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 4,417 $99.3K 0.01% -251 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,313 $97K <0.01% -2,099 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 4,300 $96.7K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4,257 $95.7K 0.02% -465 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 4,108 $92.4K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 4,102 $92.3K 0.01% +1,409 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,068 $91.5K 0.01% -830 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,703 $87.3K <0.01% -199 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,792 $85.3K <0.01% -956 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 3,783 $85K 0.06% +3,285 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3,766 $84.7K 0.04% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 3,205 $82.7K 0.02% +3,182 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,596 $80.9K 0.01% +3,454 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,547 $80K <0.01% -8,636 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,533 $79.5K 0.02% +10 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,455 $77.7K 0.01% -151 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3,357 $75.5K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,354 $75.4K <0.01% -3,804 13F-HR/A Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3,342 $75K 0.01% -11 13F-HR Timeline Trust Co More: the full row for Trust Co 3,219 $72.4K 0.01% -150 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,124 $70K <0.01% +785 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 3,058 $68.8K 0.08% +2,725 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,908 $65.4K -1,377 Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,900 $65.2K 0.03% -12,667 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,857 $64.3K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,685 $60.4K <0.01% -1,003 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,589 $58.2K <0.01% -1,372 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 2,569 $57.8K 0.03% +925 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,558 $57.5K 0.03% +1,758 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,505 $56.3K 0.01% +59 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2,491 $56K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,500 $56K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 2,333 $52.4K 0.01% -33 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,331 $52.4K 0.01% +1,998 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 2,343 $52.2K 0.03% +69 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,307 $51.9K 0.03% +456 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,300 $51.7K 0.01% -1,629 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,210 $49.7K <0.01% +96 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,199 $49.5K <0.01% +897 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. 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