Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,964 $415K 0.07% -528 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,952 $415K 0.02% -82 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,941 $412K 0.05% +4 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 1,865 $408K 0.02% +182 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,910 $406K 0.06% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,910 $406K 0.29% +83 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 1,920 $405K 0.05% 0 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,901 $404K 0.09% -51 13F-HR Timeline DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 1,898 $403K 0.06% -3,650 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,886 $401K 0.07% +127 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 1,885 $400K <0.01% +46 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,881 $400K 0.13% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 1,878 $399K 0.05% -413 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 1,872 $398K 0.37% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,865 $396K 0.01% +393 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 1,861 $395K 0.01% -81 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 1,860 $395K 0.13% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,869 $395K 0.03% -425,895 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,852 $393K 0.13% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 1,849 $393K 0.04% -91 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 1,846 $392K 0.06% 0 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 1,843 $391K 0.09% 0 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,851 $391K 0.01% +695 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1,841 $391K 0.14% +43 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,707 $391K 0.04% +94 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,839 $391K 0.01% -73 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 1,820 $387K 0.02% -275 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 1,821 $387K 0.26% 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,807 $384K 0.02% +433 13F-HR/A Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 1,806 $384K 1.97% +464 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 1,802 $383K 0.03% 0 13F-HR Timeline Harold Davidson & Associates Inc. More: the full row for Harold Davidson & Associates Inc. 1,800 $382K 0.18% 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 1,800 $382K 0.03% 0 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 1,800 $382K 0.05% 0 13F-HR Timeline Northstar Financial Companies, Inc. More: the full row for Northstar Financial Companies, Inc. 1,787 $380K 0.36% 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 1,778 $378K 0.08% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,777 $377K <0.01% +271 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,774 $377K 0.02% +7 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,772 $376K 0.11% +92 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,770 $376K 0.03% +25 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 1,768 $375K 0.11% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,754 $373K 0.01% -72 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 1,754 $373K 0.03% +1 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 1,753 $372K 0.02% -590 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,745 $371K 0.03% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 1,743 $370K 0.14% +3 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,739 $369K 0.02% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 1,738 $369K 0.03% -320 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,735 $369K 0.13% +330 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 1,725 $366K 0.01% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,722 $366K 0.07% +24 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 1,717 $365K 0.18% +270 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,709 $363K 0.07% +2 13F-HR/A Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,708 $363K 0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 1,708 $363K 0.08% 0 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,707 $363K 0.05% +343 13F-HR Timeline JARISLOWSKY, FRASER Ltd More: the full row for JARISLOWSKY, FRASER Ltd 1,700 $361K <0.01% 0 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,700 $361K 0.2% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 1,690 $359K 0.02% +29 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 1,684 $358K 0.15% +59 13F-HR Timeline LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 1,684 $358K 0.61% +43 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,676 $356K 0.03% new 13F-HR Timeline Group Kinloch Capital, LLC More: the full row for Kinloch Capital, LLC 1,672 $355K 0.18% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,657 $352K 0.03% -24 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,652 $351K 0.01% +42 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,650 $350K 0.2% -163 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 1,644 $349K 0.06% +3 13F-HR Timeline Dechtman Wealth Management, LLC More: the full row for Dechtman Wealth Management, LLC 1,632 $347K 0.07% +1 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,626 $345K 0.01% +393 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 1,625 $345K 0.03% -2,731 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,622 $345K 0.01% +1,529 13F-HR/A Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 1,504 $344K 0.26% 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,618 $344K 0.01% -44 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,611 $342K 0.03% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,609 $342K 0.18% 0 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 1,607 $341K 0.14% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,598 $339K 0.33% 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 1,595 $339K 0.09% 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 1,590 $338K 0.04% 0 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 1,590 $338K 0.17% +2 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 1,588 $337K 0.03% -262 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 1,585 $337K 0.03% 0 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 1,580 $336K 0.06% 0 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,579 $336K 0.03% new 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,578 $335K 0.21% +115 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,577 $335K 0.01% -18 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 1,570 $333K 0.01% +33 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,567 $333K 0.04% -1,395 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,560 $331K 0.01% -1,066 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 1,554 $330K 0.07% +198 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 1,553 $330K 0.12% 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 1,541 $327K 0.11% 0 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,533 $326K 0.12% -14 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 1,531 $325K 0.03% -44 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,498 $324K 0.08% +115 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 1,522 $323K 0.02% -13 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 1,518 $322K 0.02% -11,238 13F-HR Timeline Group Northeast Financial Consultants Inc More: the full row for Northeast Financial Consultants Inc 1,514 $322K 0.01% 0 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,464 $321K 0.15% +359 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 1,511 $321K <0.01% -15,752 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 1,515 $320K 0.19% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,505 $320K 0.12% +756 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,502 $319K 0.02% -100 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 1,500 $319K 0.47% 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,497 $318K 0.16% +5 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,495 $317K 0.01% +415 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,479 $314K 0.06% -4 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,470 $312K 0.03% +2 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 1,461 $310K 0.08% +20 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 1,458 $310K 0.03% +223 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 1,450 $308K <0.01% 0 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,443 $307K 0.02% -80 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,442 $306K 0.06% +73 13F-HR/A Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 1,442 $306K 0.09% +329 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,437 $305K 0.02% +38 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 1,430 $305K 0.11% +20 13F-HR Timeline Bolthouse Investments, LLC More: the full row for Bolthouse Investments, LLC 1,436 $305K 0.28% 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,435 $305K 0.08% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,435 $305K +193 Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 1,434 $305K 0.17% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 1,433 $304K 0.07% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,430 $304K 0.03% -156 13F-HR Timeline Group XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 1,429 $304K 0.03% new 13F-HR Timeline Group Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 1,426 $303K 0.06% +239 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,427 $303K 0.13% 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 1,425 $303K 0.07% 0 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,424 $302K 0.01% -35 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,422 $302K 0.04% +112 13F-HR Timeline Wellington Wealth Strategies, LLC. More: the full row for Wellington Wealth Strategies, LLC. 1,304 $301K 0.27% new 13F-HR Timeline Main Line Retirement Advisors, LLC More: the full row for Main Line Retirement Advisors, LLC 1,418 $301K 0.2% +1 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 1,412 $300K <0.01% +58 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,403 $298K 0.02% 0 13F-HR Timeline Capital Wealth Planning, LLC More: the full row for Capital Wealth Planning, LLC 1,400 $297K <0.01% -196 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 1,399 $297K 0.14% -131 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 1,399 $297K 0.15% -176 13F-HR Timeline Pointe Capital Management LLC More: the full row for Pointe Capital Management LLC 1,392 $296K 0.17% +22 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,390 $295K 0.17% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 1,381 $293K 0.02% +136 13F-HR Timeline Rothschild Capital Partners, LLC More: the full row for Rothschild Capital Partners, LLC 1,380 $293K 0.07% new 13F-HR Timeline Tyler-Stone Wealth Management More: the full row for Tyler-Stone Wealth Management 1,380 $293K 0.05% +231 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,377 $292K 0.03% -314 13F-HR/A Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,374 $292K <0.01% 0 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 1,370 $291K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,371 $291K 0.01% -773 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,368 $291K 0.04% +97 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 1,367 $290K 0.11% +82 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,360 $289K 0.03% -2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,352 $287K 0.01% 0 13F-HR Timeline RICE HALL JAMES & ASSOCIATES, LLC More: the full row for RICE HALL JAMES & ASSOCIATES, LLC 1,350 $287K 0.02% 0 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 1,349 $287K 0.01% -71 13F-HR Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,346 $286K 0.24% +5 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,340 $285K 0.01% -111 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 1,340 $285K 0.02% -49 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,338 $284K 0.01% 0 13F-HR Timeline Group HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,338 $284K 0.04% -129 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,325 $281K 0.19% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,324 $281K 0.01% +47 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,322 $281K 0.03% -62 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 1,310 $278K 0.16% -20 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 1,305 $277K 0.01% new 13F-HR Timeline Group CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,302 $277K 0.27% +10 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 1,300 $276K 0.04% -25 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,292 $274K 0.02% +10 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,289 $274K 0.13% -65 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 1,286 $273K 0.03% +120 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,282 $272K 0.01% +123 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,287 $272K 0.06% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,278 $271K 0.04% +92 13F-HR Timeline NICHOLS & PRATT ADVISERS LLP /MA in group NICHOLS & PRATT ADVISERS LLP … More: the full row for NICHOLS & PRATT ADVISERS LLP /MA 1,277 $271K 0.02% 0 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 1,279 $271K 0.01% -7,056 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,275 $271K 0.02% +25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,275 $271K 0.13% 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 1,273 $270K 0.19% 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,273 $270K 0.03% -73 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,266 $269K 0.01% -76 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,262 $268K 0.01% +825 13F-HR Timeline New England Professional Planning Group… More: the full row for New England Professional Planning Group Inc. 1,261 $268K 0.13% +50 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,260 $268K 0.01% +50 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 1,259 $267K 0.03% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,259 $267K 0.02% +8 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 1,253 $266K 0.04% 0 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 1,253 $266K 0.09% +4 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 1,252 $266K 0.09% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,248 $265K 0.02% -37 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 1,244 $264K 0.11% +145 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,230 $261K 0.01% -46 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 1,230 $261K 0.07% -1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,229 $261K 0.04% +112 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 1,219 $259K 0.03% -80 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 1,218 $259K 0.14% 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,216 $258K 0.01% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 1,215 $258K 0.1% new 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,214 $258K 0.19% -174 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,233 $258K 0.11% 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 1,213 $258K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,209 $257K 0.01% +25 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,206 $256K 0.06% 0 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 1,206 $256K 0.02% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,203 $256K <0.01% -56 13F-HR Timeline Court Place Advisors, LLC More: the full row for Court Place Advisors, LLC 1,200 $255K 0.08% -150 13F-HR Timeline