SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 2,126 $271K 0.09% 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,118 $270K 0.16% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 2,113 $270K 0.01% -64 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,111 $269K 0.02% -44 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 2,108 $269K 0.03% -312 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,099 $268K 0.15% +709 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,096 $268K 0.02% +294 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 2,096 $268K 0.1% +54 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 2,093 $267K 0.23% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2,090 $267K 0.08% +8 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,080 $266K 0.05% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 2,064 $263K 0.01% -361 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,052 $262K 0.01% +163 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 2,032 $259K 0.03% new 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 2,026 $259K 0.17% +105 13F-HR Timeline Thomasville National Bank More: the full row for Thomasville National Bank 2,025 $259K 0.02% 0 13F-HR Timeline Jaffetilchin Investment Partners, LLC More: the full row for Jaffetilchin Investment Partners, LLC 2,025 $258K 0.02% +180 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 2,021 $258K 0.01% -1,455 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,019 $258K 0.04% +115 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 2,017 $258K 0.07% +46 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 2,001 $255K <0.01% -5 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 1,996 $255K 0.03% 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,993 $254K 0.02% new 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,988 $254K 0.04% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,984 $253K 0.02% -3 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 1,974 $252K 0.05% 0 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,967 $252K 0.03% new 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,971 $252K 0.04% +13 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,969 $251K 0.01% +79 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,967 $251K 0.17% 0 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 1,966 $251K 0.01% new 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,959 $250K 0.2% 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,957 $250K 0.15% +112 13F-HR Timeline FWG Holdings, LLC More: the full row for FWG Holdings, LLC 1,889 $247K 0.09% -2,981 13F-HR/A Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 1,929 $246K 0.2% 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 1,796 $246K 0.04% +2 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 1,925 $246K 0.05% 0 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 1,918 $245K 0.02% +5 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 1,915 $244K 0.07% +12 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 1,911 $244K 0.03% +4 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 1,909 $244K 0.06% -149 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 1,900 $243K 0.02% 0 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 1,893 $242K 0.21% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,887 $241K 0.02% -24,583 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,869 $239K 0.13% -101 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 1,869 $239K 0.07% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,887 $239K 0.01% -60 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 1,867 $238K 0.21% 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,863 $238K 0.03% 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 1,853 $237K 0.06% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,853 $237K 0.04% +66 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,850 $236K 0 Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,849 $236K 0.04% -56 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 1,847 $236K 0.07% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,846 $236K 0.01% new 13F-HR/A Timeline TrustBank in group TrustBank More: the full row for TrustBank 1,842 $235K 0.1% 13F-HR Timeline Group Bravera Wealth More: the full row for Bravera Wealth 1,834 $234K 0.12% 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 1,830 $234K 0.11% 0 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,828 $233K 0.03% -326 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 1,823 $233K 0.12% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 1,820 $232K 0.05% -2,022 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 1,812 $231K 0.13% -193 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 1,798 $230K 0.08% -700 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 1,768 $226K 0.01% new 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 1,767 $226K 0.23% 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,766 $226K 0.01% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 1,765 $225K 0.07% +12 13F-HR/A Timeline Legacy Advisory Services, LLC More: the full row for Legacy Advisory Services, LLC 1,757 $224K 0.17% +9 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 1,751 $223K 0.14% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 1,741 $222K 0.04% new 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,728 $221K 0.01% -1,329 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 1,722 $220K 0.17% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,720 $220K 0.08% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,717 $219K 0.01% -81 13F-HR Timeline Group Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,717 $219K 0.09% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,710 $218K 0.02% +323 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,706 $218K 0.05% 0 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,700 $217K 0.03% new 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 1,699 $217K 0.05% new 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,696 $217K <0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,692 $215K <0.01% -3 13F-HR Timeline Group JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 1,684 $215K 0.07% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 1,681 $215K 0.1% -250 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 1,679 $214K 0.01% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 1,675 $214K 0.05% new 13F-HR Timeline Group AFFINITY INVESTMENT ADVISORS, LLC More: the full row for AFFINITY INVESTMENT ADVISORS, LLC 1,671 $213K 0.14% new 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 1,664 $212K 0.07% -708 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 1,657 $212K <0.01% new 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,653 $211K 0.02% new 13F-HR Timeline Group QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,493 $210K 0.09% new 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 1,632 $208K 0.11% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,628 $208K 0.06% new 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 1,628 $208K 0.14% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 1,588 $208K 0.05% new 13F-HR Timeline Capital Group Private Client Services, … in group CAPITAL GROUP INVESTMENT MANA… More: the full row for Capital Group Private Client Services, Inc. 1,627 $208K <0.01% new 13F-HR Timeline Group IMPACTfolio, LLC More: the full row for IMPACTfolio, LLC 1,626 $208K 0.09% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,625 $208K 0.08% -160 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,624 $207K 0.15% 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 1,621 $206K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,607 $205K 0.02% +300 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 1,601 $204K 0.03% -497 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 1,597 $204K 0.08% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,600 $203K 0.02% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,588 $203K 0.03% new 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 1,585 $202K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 1,580 $202K <0.01% 0 13F-HR/A Timeline Group SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 1,574 $201K <0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,497 $193K 0.01% +1,179 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,500 $191K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,492 $190K 0.06% +431 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,490 $190K 0.02% +97 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,463 $187K 0.1% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,454 $186K 0.06% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,451 $185K 0.01% +152 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,448 $185K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,416 $181K 0.01% +135 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,396 $178K 0.09% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,373 $175K 0.02% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,364 $174K 0.05% +382 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 1,329 $170K 0.14% 0 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 1,312 $167K 0.32% new 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 1,293 $165K 0.03% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,278 $163K 0.04% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,225 $156K <0.01% 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,213 $155K <0.01% -546 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,206 $154K 0.01% +163 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,196 $153K 0.04% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,192 $152K 0.03% +27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,153 $147K 0.02% -249 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,113 $142K 0.06% -30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,087 $139K 0.02% +226 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,084 $138K 0.04% +41 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,067 $136K 0.83% -227 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,059 $135K 0.01% -139 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,038 $133K <0.01% +517 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,037 $132K 0.01% +112 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,030 $131K 0.12% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,030 $131K 0.02% +4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,024 $131K 0.04% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,025 $131K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 1,020 $130K 0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 1,014 $129K 0.01% -803 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 991 $127K 0.03% -207 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 990 $126K 0.02% +101 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 985 $126K 0.08% +15 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 975 $124K 0.02% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 966 $123K 0.09% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 945 $121K 0.05% 0 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 924 $119K <0.01% +248 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 927 $118K 0.01% -81 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 915 $117K 0.01% +64 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 914 $117K 0.02% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 913 $117K 0.06% -1,249 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 885 $113K -22 Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 871 $111K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 867 $111K 0.07% -2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 850 $109K 0.01% +32 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 820 $105K 0.07% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 802 $102K <0.01% -1,133 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 760 $97K <0.01% -426 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 744 $95K <0.01% +665 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 739 $94.5K 0.02% +5 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 725 $93K <0.01% +21 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 719 $91.8K <0.01% +8 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 694 $90K 0.01% +137 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 705 $90K 0.02% -12,973 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 701 $89.5K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 699 $89.3K 0.05% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 690 $88.1K 0.04% -127 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 685 $87.4K 0.01% -35 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 685 $87.4K <0.01% +102 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 664 $84.8K 0.03% -1,188 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 654 $83.5K 0.03% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 653 $83K 0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 582 $77.5K <0.01% +100 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 603 $77K 0.04% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 594 $75.8K 0.01% +115 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 565 $72K 0.01% -40 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 548 $69.9K 0.01% +328 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 542 $69.2K 0.02% +222 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 540 $68.9K 0.05% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 533 $68K 0.04% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 521 $66.5K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 519 $66.3K 0.05% +156 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 500 $63.8K 0.01% 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 500 $63.8K 0.04% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 477 $60.9K <0.01% +28 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 475 $60.6K 0.02% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 474 $60.5K 0.05% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 467 $59.6K 0.02% +138 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 460 $58.7K 0.01% +9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 431 $55K <0.01% +3 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 420 $53.6K <0.01% +20 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 414 $52.9K <0.01% +37 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 412 $52.6K 0.02% +393 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 404 $51.6K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 399 $50.9K 0.02% +60 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 398 $50.8K <0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 392 $50K <0.01% -250 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 380 $48.5K 0.03% 0 13F-HR Timeline