ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,728 $150K 0.01% +115 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,720 $149K 0.07% +150 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,682 $146K 0.01% 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,959 $141K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,570 $136K 0.01% +62 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,555 $135K 0.01% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,547 $134K 0.08% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,539 $134K 0.1% +178 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,503 $131K 0.07% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,500 $130K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,456 $126K 0.05% +182 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 1,431 $124K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,425 $124K 0.02% +263 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,422 $124K 0.02% new 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 1,400 $122K 0.13% -3,929 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,394 $121K 0.09% +278 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,370 $119K 0.01% -38 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,332 $116K <0.01% -5 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,287 $112K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,247 $108K 0.01% -27 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,246 $108K 0.02% -722 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,201 $104K 0.03% +1,188 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,175 $102K 0.05% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,167 $101K 0.07% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 1,146 $99.6K 0.02% -880 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,140 $99K 0.02% +114 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,136 $98.7K <0.01% -292 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,090 $94.7K 0.05% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,084 $94.2K 0.05% +434 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,038 $90K 0.03% +360 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,018 $88.5K 0.04% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,015 $88.2K 0.03% +15 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 1,000 $87K <0.01% new 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,000 $86.9K 0.08% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,000 $86.9K 0.06% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 973 $84K 0.06% +380 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 886 $83K 0.02% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 909 $79K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 904 $78.6K <0.01% +198 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 871 $75.7K 0.06% +268 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 866 $75.2K <0.01% -500 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 826 $71.8K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 821 $71.3K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 821 $71.3K 0.02% +445 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 815 $70.8K <0.01% -150 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 800 $69.5K 0.03% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 800 $69.5K 0.07% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 783 $68.1K 0.05% +15 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 808 $68K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 768 $66.7K <0.01% +24 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 755 $66K <0.01% 0 13F-HR Timeline Group Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 756 $65.7K 0.01% -775 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 747 $64.9K 0.05% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 740 $64.3K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 715 $63.4K -7,842 Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 709 $61K 0.03% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 700 $60.9K -165 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 700 $60.8K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 690 $60K 0.06% +53 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 671 $58.4K 0.02% -11 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 663 $57.6K 0.02% 0 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 600 $56.2K 0.04% -12 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 616 $53.5K 0.01% +9 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 613 $53.2K 0.03% +2 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 610 $53K 0.03% +330 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 601 $52.2K 0.04% -12,457 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 600 $52.1K 0.03% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 581 $50.5K 0.05% +211 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 552 $48K 0.04% +462 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 545 $47.4K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 542 $47.1K <0.01% -82 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 513 $44.6K <0.01% +245 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 512 $44.5K 0.01% +244 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 502 $43.6K 0.01% +204 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 500 $43.4K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 499 $43.4K 0.02% +25 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 498 $43.3K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 483 $42K 0.01% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 479 $41.6K 0.01% +83 13F-HR Timeline Quarry LP More: the full row for Quarry LP 476 $41.4K 0.01% -564 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 474 $41.2K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 472 $41K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 477 $41K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 463 $40.2K 0.04% +9 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 450 $39.1K 0.01% -700 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 438 $38.1K 0.2% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 430 $37.4K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 398 $37.3K 0.04% +300 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 425 $36.9K <0.01% -300 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 425 $36.9K <0.01% +300 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 416 $36.1K 0.03% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 413 $35.9K <0.01% -62 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 412 $35.8K <0.01% +258 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 401 $34.9K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 400 $34.8K 0.01% -15 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 400 $34.8K 0.02% +200 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 395 $34.3K 0.02% +25 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 394 $34.3K 0.01% +124 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 392 $34K 0.01% -100 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 390 $33.9K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 389 $33.8K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 384 $33.4K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 380 $33K 0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 370 $32.1K 0.02% +70 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 368 $32K 0.08% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 367 $31.9K 0.02% -195 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 357 $31K 0.01% +33 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 365 $30.7K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 350 $30.4K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 350 $30.4K <0.01% -250 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 354 $29.4K 0.02% +11 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 335 $29.1K 0.01% +33 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 325 $28.2K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 324 $28.1K 0.01% -348 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 372 $27.7K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 314 $27.3K 0.02% +49 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 313 $27.2K <0.01% -110 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 313 $27.2K 0.01% +22 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 305 $26.5K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 363 $26.5K 0.01% +74 13F-HR Timeline HEARTLAND ADVISORS INC More: the full row for HEARTLAND ADVISORS INC 302 $26.2K <0.01% -16,012 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 300 $26.1K 0.01% +100 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $26.1K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 287 $24.9K 0.01% -25 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 281 $24.4K 0.02% +1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 276 $24K 0.02% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 247 $21.9K 0.01% -1,320 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 251 $21.8K 0.02% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 250 $21.7K <0.01% -22 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 250 $21.7K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 250 $21.7K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 250 $21.7K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 246 $21.4K 0.01% +149 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 245 $21.3K <0.01% +45 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 237 $20.6K <0.01% +14 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 231 $20.1K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 223 $19.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rossby Financial, LCC More: the full row for Rossby Financial, LCC 241 $19.2K 0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 221 $19.2K 0.03% -17 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 220 $19.1K 0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 220 $19.1K 0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 220 $19.1K <0.01% 0 13F-HR Timeline Group GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 219 $19K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 223 $19K 0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 214 $18.6K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 230 $18.5K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 211 $18.3K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 210 $18.2K 0.01% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 214 $18K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 205 $17.8K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 204 $17.7K 0.01% new 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 202 $17.6K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 200 $17.4K 0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 200 $17.4K 0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 200 $17.4K 0.02% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 200 $17K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 200 $17K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 199 $17K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 188 $16.4K 0.01% -24 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 188 $16.3K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 317 $16.2K 0.01% +34 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 174 $15.4K 0.01% -79 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 176 $15.3K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 174 $15.1K <0.01% -200 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 169 $15K 0.01% +154 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 171 $14.9K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 170 $14.8K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 169 $14.7K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 167 $14.5K <0.01% 0 13F-HR Timeline LSV ASSET MANAGEMENT More: the full row for LSV ASSET MANAGEMENT 160 $14K <0.01% +80 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 160 $13.9K 0.01% -37 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 159 $13.8K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 158 $13.7K <0.01% +38 13F-HR/A Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 153 $13.3K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 152 $13.2K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 149 $13.2K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 150 $13K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 142 $13K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 147 $12.8K <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 136 $11.8K <0.01% -574 13F-HR Timeline MOTCO More: the full row for MOTCO 134 $11.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 133 $11.5K <0.01% -200 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 132 $11.5K <0.01% -22 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 130 $11.3K <0.01% -45 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 130 $11.3K 0.02% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 130 $11K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 125 $10.9K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 122 $10.6K 0.01% +54 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 121 $10.5K <0.01% +61 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 120 $10.4K 0.01% +110 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 117 $10.2K 0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 115 $9.99K <0.01% +80 13F-HR Timeline Trust Co More: the full row for Trust Co 115 $9.99K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 112 $9.73K 0.01% -1,300 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 106 $9.21K <0.01% -106 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 103 $8.95K <0.01% +31 13F-HR Timeline Group Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 102 $8.86K <0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 100 $8.72K <0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $8.7K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $8.69K <0.01% 0 13F-HR Timeline