PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 8,763 $590K 0.25% -1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,728 $587K 0.02% -2,208 13F-HR Timeline Group Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 8,659 $583K 0.01% -175,817 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,592 $578K 0.11% 0 13F-HR Timeline Westerkirk Capital Inc. More: the full row for Westerkirk Capital Inc. 8,400 $565K 0.06% -2,100 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 8,483 $565K 0.05% +2,110 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 8,340 $561K 0.41% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 8,310 $559K 0.17% 0 13F-HR Timeline WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 8,192 $551K 0.14% -25,901 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 8,186 $551K 0.2% -566 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 8,090 $545K 0.05% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 7,918 $544K 0.01% -3,637 13F-HR/A Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,036 $541K 0.12% -1,655 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 7,972 $537K 0.04% -842 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 7,955 $535K <0.01% -29 13F-HR Timeline Oak Thistle LLC More: the full row for Oak Thistle LLC 7,908 $532K 0.08% -25,162 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 7,900 $532K 0.16% -100 13F-HR Timeline Full Sail Capital, LLC More: the full row for Full Sail Capital, LLC 7,880 $530K 0.03% -700 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,762 $522K 0.05% -1,096 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 7,750 $522K 0.06% +571 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 7,656 $515K 0.01% +3,759 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 7,654 $515K 0.13% +71 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 7,500 $505K 0.01% +422 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,427 $500K <0.01% -3,145 13F-HR Timeline Group Volterra Technologies LP More: the full row for Volterra Technologies LP 7,398 $498K 0.33% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7,377 $497K 0.02% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 7,351 $495K <0.01% -43 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 7,336 $494K <0.01% +1,234 13F-HR Timeline Group Numerai GP LLC More: the full row for Numerai GP LLC 7,313 $492K 0.07% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 7,306 $492K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 7,305 $492K 0.01% +20 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,303 $492K 0.01% +111 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 7,219 $486K 0.03% -441 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 7,200 $485K 0.13% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 7,191 $484K 0.06% -422 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 7,120 $483K 0.02% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 7,171 $483K 0.02% +272 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 7,793 $481K 0.06% -46 13F-HR/A Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 7,044 $474K <0.01% +576 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 7,040 $474K 0.04% +56 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 6,962 $469K 0.1% +837 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,933 $467K 0.02% +3,260 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 6,880 $463K 0.07% 0 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 6,823 $459K 0.01% -525 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,790 $457K 0.25% +595 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,793 $457K 0.01% +17 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,771 $456K <0.01% +1,688 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 6,715 $452K <0.01% +65 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 6,711 $452K 0.01% -621 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 6,701 $452K 0.02% -3 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 6,688 $450K 0.03% +3,045 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,661 $448K 0.03% +3,285 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 6,654 $448K 0.15% -2,754 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 6,652 $448K 0.2% +578 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 6,625 $446K 0.01% -1,299 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,589 $444K 0.01% +75 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,560 $442K <0.01% -3,909 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 6,482 $436K 0.24% +85 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 6,460 $435K 0.05% -6,239 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 6,416 $432K 0.03% -713 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 6,383 $430K 0.02% +851 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,327 $426K 0.07% +207 13F-HR Timeline Pollock Investment Advisors, LLC More: the full row for Pollock Investment Advisors, LLC 6,300 $424K 0.33% 0 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 6,282 $423K 0.01% +1,163 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,267 $422K 0.01% -77 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,239 $420K 0.35% +389 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 6,227 $419K 0.06% -682 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 6,224 $419K 0.05% -73 13F-HR/A Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 6,219 $419K 0.17% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 6,208 $418K 0.08% -101 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,164 $415K 0.01% -119 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 6,150 $414K 0.19% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 6,140 $413K <0.01% new 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,106 $411K 0.02% -1,319 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 6,077 $409K 0.14% +17 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 6,068 $408K 0.1% +2,446 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 6,061 $408K 0.27% 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,034 $406K 0.1% -1,802 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 6,018 $405K 0.1% -364 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 6,000 $404K <0.01% 0 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 5,991 $403K 0.07% -5,096 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 5,975 $402K 0.07% +605 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 5,972 $402K 0.06% 0 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 5,937 $400K 0.01% +383 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 5,883 $396K 0.03% +61 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,835 $393K 0.01% +368 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 5,802 $391K 0.01% +565 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 5,776 $389K 0.03% +1,942 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,759 $388K 0.01% -129 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 5,750 $387K 0.03% +196 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 5,664 $381K 0.01% 0 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 5,857 $379K 0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 5,605 $377K <0.01% +608 13F-HR Timeline Group Ninety One SA (Pty) Ltd More: the full row for Ninety One SA (Pty) Ltd 5,566 $375K 0.02% 0 13F-HR/A Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 5,557 $374K <0.01% -736 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,863 $367K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,455 $367K 0.01% -275 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 5,419 $365K 0.02% -355 13F-HR Timeline Vest Financial, LLC More: the full row for Vest Financial, LLC 5,397 $363K <0.01% +594 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 5,321 $358K <0.01% +1,768 13F-HR/A Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 5,309 $357K 0.01% -6,930 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 5,295 $356K 0.07% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,246 $353K 0.05% +161 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 5,234 $352K 0.02% -323 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,207 $350K 0.07% 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 5,118 $344K 0.09% new 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,093 $343K <0.01% -84 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 5,024 $338K 0.01% +8 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,829 $337K 0.01% +828 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 5,011 $337K <0.01% +18 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 4,935 $332K 0.13% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 4,923 $331K 0.01% -2,842 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,877 $328K <0.01% +542 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 4,866 $328K 0.24% +76 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,842 $326K 0.01% -4,123 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 4,814 $324K 0.01% new 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 4,797 $323K 0.01% +52 13F-HR Timeline Sageworth Trust Co More: the full row for Sageworth Trust Co 4,796 $323K 0.02% new 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 4,790 $322K 0.16% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 4,772 $321K 0.02% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 4,768 $321K 0.12% -1,232 13F-HR Timeline CAPITAL ADVISORY GROUP ADVISORY SERVICE… More: the full row for CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 4,708 $317K 0.1% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,684 $315K 0.02% +13 13F-HR Timeline Group Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 4,663 $314K <0.01% +1,010 13F-HR/A Timeline Group Smith Group Asset Management, LLC More: the full row for Smith Group Asset Management, LLC 4,650 $313K 0.02% 0 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 4,640 $312K -255 Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,599 $310K 0.04% -404 13F-HR/A Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,596 $309K 0.02% -101 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 4,584 $309K 0.5% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 4,574 $308K 0.25% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,337 $306K 0.05% -2,274 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,428 $298K 0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 4,410 $297K 0.1% -15,054 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,405 $296K 0.05% -1,348 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,391 $296K 0.04% -6,568 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,354 $293K 0.04% +60 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 4,284 $288K 0.03% +137 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,274 $288K 0.02% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 4,259 $287K 0.01% -164 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 4,249 $286K 0.11% -59 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 4,225 $284K 0.02% +4,150 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,172 $281K 0.02% +343 13F-HR Timeline Group GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 4,160 $280K 0.01% new 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 4,150 $279K 0.08% 0 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 4,145 $279K 0.11% +639 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4,143 $279K 0.01% -46 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 4,104 $276K 0.02% -27,441 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,060 $273K 0.1% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 4,045 $272K 0.02% -11 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 4,034 $272K 0.03% +22 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 4,020 $271K 0.04% -1,899 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,981 $268K 0.18% +289 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,972 $267K 0.01% new 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 3,930 $265K <0.01% +155 13F-HR Timeline Goldstream Capital Management Ltd More: the full row for Goldstream Capital Management Ltd 3,919 $264K 0.09% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,908 $263K 0.01% -122 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 3,897 $262K <0.01% +447 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,895 $262K <0.01% -580 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,870 $260K 0.02% -609 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 3,862 $260K 0.01% -2,649 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,858 $260K 0.01% new 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,840 $258K 0.01% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 3,811 $257K 0.15% -169 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 3,809 $256K 0.01% -464 13F-HR Timeline Group LBP AM SA More: the full row for LBP AM SA 3,806 $256K <0.01% new 13F-HR Timeline BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 3,791 $255K 0.01% +530 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,785 $255K 0.02% 0 13F-HR Timeline Group Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,775 $254K 0.03% -53 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 3,761 $253K 0.03% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 3,725 $251K 0.09% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,719 $250K 0.02% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,715 $250K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3,715 $250K 0.08% +3,700 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,675 $247K <0.01% 0 13F-HR Timeline Group Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 3,620 $244K 0.01% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,614 $243K 0.01% -336 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 3,600 $243K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 3,598 $242K 0.01% -4,050 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 3,616 $242K <0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 3,588 $242K <0.01% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 3,584 $241K 0.01% +1,700 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3,580 $241K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,569 $240K <0.01% -903 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 3,569 $240K 0.01% -52 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 3,539 $238K 0.07% 0 13F-HR Timeline Group SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 3,518 $237K 0.02% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 3,516 $237K 0.15% new 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 3,509 $236K 0.03% -373 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3,502 $236K 0.04% -2,196 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 3,479 $234K 0.04% -206 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 3,471 $234K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 3,458 $233K 0.02% 0 13F-HR Timeline Stonegate Investment Group, LLC More: the full row for Stonegate Investment Group, LLC 3,454 $233K 0.01% -986 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,444 $232K 0.01% -6,796 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,438 $231K 0.01% -722 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,388 $228K 0.01% +559 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,363 $226K 0.04% -70 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 3,360 $226K 0.04% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 3,335 $224K 0.06% 0 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 3,331 $224K 0.14% +55 13F-HR Timeline