Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,452 $456K 0.03% +234 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 3,449 $456K 0.02% -120 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,416 $451K <0.01% -7,669 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,421 $449K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3,393 $448K 0.01% -1,191 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 3,382 $447K 0.09% +313 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 3,380 $447K 0.01% -180 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,375 $446K 0.15% -142 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 3,363 $444K 0.01% -18,464 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,361 $444K <0.01% -71 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,348 $442K 0.01% +137 13F-HR Timeline OSSIAM More: the full row for OSSIAM 3,347 $442K 0.01% +1,469 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 3,330 $440K <0.01% new 13F-HR Timeline Group KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,311 $437K 0.03% -11 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 3,279 $433K 0.01% -145 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 3,278 $433K 0.01% -485 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 3,270 $432K 0.01% +45 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 3,242 $428K 0.2% -35 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,222 $426K 0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,200 $423K 0.1% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 3,200 $423K 0.06% new 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 3,195 $422K 0.28% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,178 $420K 0.28% -2,065 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,147 $416K 0.02% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,146 $416K 0.29% -14 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,126 $414K 0.01% +251 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 3,120 $412K 0.02% -2,360 13F-HR Timeline Mediolanum International Funds Ltd More: the full row for Mediolanum International Funds Ltd 3,076 $410K <0.01% -6,723 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,154 $409K 0.02% +105 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,037 $401K 0.02% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,016 $399K 0.01% +10 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,013 $398K <0.01% +81 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,974 $393K 0.07% +376 13F-HR Timeline Group Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 2,991 $392K 0.03% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 2,944 $389K 0.03% -5 13F-HR Timeline Horizon Advisory Services, Inc. More: the full row for Horizon Advisory Services, Inc. 2,936 $388K 0.2% -60 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 2,914 $385K <0.01% +764 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 2,900 $383K 0.15% 0 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,900 $383K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,897 $383K 0.03% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,031 $378K 0.05% -476 13F-HR Timeline Rooted Wealth Advisors, Inc. More: the full row for Rooted Wealth Advisors, Inc. 2,698 $371K 0.11% +545 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 2,789 $369K 0.02% -13 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,787 $368K 0.01% -18 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 2,778 $367K 0.03% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,747 $363K 0.23% -81 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,733 $361K 0.01% +455 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 2,724 $360K 0.03% +49 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 2,707 $358K 0.01% new 13F-HR Timeline Group Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,699 $357K 0.01% -116 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,687 $355K 0.25% -150 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,683 $355K <0.01% new 13F-HR/A Timeline Group EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 2,648 $350K 0.01% +203 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 2,627 $347K 0.04% -2,543 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,582 $341K 0.01% +251 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,580 $341K 0.01% -16 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,571 $340K 0.02% +20 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 2,573 $340K 0.26% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 2,551 $337K <0.01% -116 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 2,527 $334K <0.01% -500 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,525 $334K 0.02% +1,872 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,522 $333K 0.01% +4 13F-HR Timeline Group LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,503 $331K 0.01% +243 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,505 $331K 0.01% -2,775 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 2,500 $330K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 2,488 $329K 0.14% 0 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 2,480 $328K 0.05% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 2,463 $325K 0.05% +179 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,391 $316K 0.02% -100 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,385 $315K 0.04% 0 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 2,382 $315K 0.02% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,380 $314K 0.01% +103 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,369 $313K <0.01% +203 13F-HR Timeline Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,335 $309K <0.01% -949 13F-HR/A Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,334 $308K 0.01% -16 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,306 $305K 0.01% +73 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,270 $300K 0.01% -2,641 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,270 $300K <0.01% 0 13F-HR Timeline Group Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 2,264 $299K 0.02% new 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 2,241 $296K 0.05% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,230 $295K 0.01% -17 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,218 $293K 0.03% -404 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,195 $290K 0.01% -49 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 2,193 $290K 0.01% +8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 2,184 $289K <0.01% -25 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 2,173 $287K 0.04% -23 13F-HR Timeline Group PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,161 $286K 0.05% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,145 $285K 0.01% -192 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,130 $281K 0.05% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 2,129 $281K 0.03% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 2,121 $280K 0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,116 $280K 0.02% -18 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 2,105 $278K 0.08% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,091 $277K 0.01% new 13F-HR Timeline EDMP, INC. More: the full row for EDMP, INC. 2,091 $276K 0.22% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,075 $274K 0.09% +653 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 2,070 $274K 0.08% +25 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2,069 $273K 0.25% -85 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,065 $273K 0.09% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 2,035 $269K 0.02% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,019 $269K 0.02% +739 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,163 $268K 0.01% +87 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,019 $267K 0.09% 0 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2,016 $266K 0.01% -599 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 1,988 $263K <0.01% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,976 $262K 0.04% 0 13F-HR Timeline Group CFC Planning Co LLC More: the full row for CFC Planning Co LLC 1,978 $261K 0.22% -355 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,971 $260K <0.01% +10 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,969 $260K 0.04% new 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,932 $256K 0.05% -76 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,934 $256K 0.02% +772 13F-HR/A Timeline Group Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,927 $255K 0.03% -1,877 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,024 $252K 0.01% new 13F-HR/A Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,375 $251K 0.03% -61 13F-HR/A Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 1,890 $250K 0.03% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,886 $249K 0.22% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,883 $249K 0.04% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,871 $247K 0.04% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,852 $245K 0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,850 $244K 0.01% -38 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 1,850 $244K 0.03% new 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,814 $240K 0.02% -1,264 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 1,798 $238K -9,896 Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,796 $237K 0.03% +45 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,790 $237K 0.01% new 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,792 $237K 0.02% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,777 $235K <0.01% +62 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 1,754 $232K 0.13% new 13F-HR Timeline NDVR, Inc. More: the full row for NDVR, Inc. 1,743 $230K 0.19% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,726 $228K 0.05% new 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 1,700 $225K 0.03% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 1,688 $223K 0.01% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,648 $218K 0.09% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,649 $218K <0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 1,643 $217K 0.02% new 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 1,640 $217K 0.04% new 13F-HR Timeline Franchise Capital Ltd More: the full row for Franchise Capital Ltd 1,640 $217K 0.09% +340 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,604 $216K 0.04% 0 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 1,601 $212K <0.01% new 13F-HR Timeline Group COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,594 $211K <0.01% new 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 1,590 $210K 0.03% new 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 1,563 $207K 0.03% new 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 1,560 $206K 0.04% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 1,721 $206K 0.03% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,558 $206K 0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,552 $205K 0.02% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,547 $204K <0.01% -95 13F-HR/A Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,716 $203K 0.05% -80 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 1,533 $203K 0.05% new 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 1,690 $202K <0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 1,679 $201K 0.06% new 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,501 $198K <0.01% +29 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 1,502 $198K 0.11% +151 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,480 $196K 0.03% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 180 $191K 0.05% -1,206 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 1,441 $190K 0.05% -25 13F-HR/A Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,352 $179K 0.01% -94,200 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,275 $168K <0.01% +3 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,256 $166K <0.01% +334 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,207 $160K 0.01% -5 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,136 $153K <0.01% +684 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,126 $149K 0.04% -1,097 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,058 $140K 0.09% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,012 $134K 0.01% -4,542 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 999 $132K 0.01% -6 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 964 $128K <0.01% +355 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 955 $126K 0.03% +20 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 903 $119K 0.04% +895 13F-HR Timeline CNB Bank More: the full row for CNB Bank 879 $116K 0.05% +660 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 868 $115K <0.01% -141 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 851 $113K <0.01% +140 13F-HR Timeline Group Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 857 $113K 0.07% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 815 $108K 0.04% -7 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 804 $106K 0.07% +217 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 754 $99.6K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 718 $94.9K 0.05% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 638 $84.3K 0.04% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 635 $83.9K 0.01% -1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 628 $83K 0.02% -306 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 624 $82.4K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 598 $79K <0.01% +11 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 601 $79K 0.03% +525 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 589 $78K <0.01% +40 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 580 $76.8K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 572 $75.6K 0.05% +19 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 569 $75.2K 0.02% +36 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 563 $74.4K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 519 $68.6K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 516 $68.2K 0.04% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 503 $66.5K <0.01% +317 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 500 $66.1K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 496 $65.6K 0.01% -48 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 477 $63K 0.03% +49 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 468 $62K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 465 $61.4K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 450 $59K <0.01% -919 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 440 $58.1K 0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $57.3K <0.01% -19 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 426 $56.3K 0.03% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 420 $55.5K 0.03% 0 13F-HR Timeline