San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 2,613 $221K 0.05% new 13F-HR/A Timeline DROMS STRAUSS ADVISORS INC /MO/ /ADV More: the full row for DROMS STRAUSS ADVISORS INC /MO/ /ADV 2,615 $221K 0.08% new 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 2,614 $221K 0.11% new 13F-HR/A Timeline CATHY PARETO & ASSOCIATES, INC More: the full row for CATHY PARETO & ASSOCIATES, INC 2,610 $220K 0.19% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,606 $220K 0.03% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 2,604 $220K 0.01% -568 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 2,600 $219K 0.04% -550 13F-HR Timeline Objective Capital Management, LLC More: the full row for Objective Capital Management, LLC 2,600 $219K 0.28% -254 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,596 $219K 0.01% -2,080 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 2,598 $219K 0.08% -127 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2,590 $219K 0.03% new 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 2,586 $218K 0.13% new 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 2,581 $218K 0.09% new 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 2,580 $218K 0.12% -2,100 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 2,576 $217K 0.09% new 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,571 $217K 0.02% new 13F-HR Timeline Cooper Capital Advisors LLC More: the full row for Cooper Capital Advisors LLC 2,570 $217K 0.23% new 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,561 $216K 0.04% new 13F-HR Timeline NWF Advisory Services Inc. More: the full row for NWF Advisory Services Inc. 2,556 $216K 0.03% -1,192 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 2,555 $216K 0.05% new 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 2,549 $215K 0.09% -335 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 2,546 $215K 0.07% -280 13F-HR Timeline Harbour Trust & Investment Management Co More: the full row for Harbour Trust & Investment Management Co 2,545 $215K 0.03% -810 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 2,543 $215K 0.03% -1,762 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 2,542 $215K 0.01% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,528 $213K 0.03% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,520 $213K 0.03% new 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 2,513 $212K 0.1% new 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 2,507 $212K 0.11% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 2,505 $211K 0.01% new 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 2,500 $211K 0.09% new 13F-HR Timeline SPRING CAPITAL MANAGEMENT, LLC More: the full row for SPRING CAPITAL MANAGEMENT, LLC 2,500 $211K 0.12% new 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 2,500 $211K 0.14% new 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 2,500 $211K 0.06% new 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 2,491 $210K 0.02% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,487 $210K 0.02% new 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 2,484 $210K 0.09% 0 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 2,480 $209K 0.17% new 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,474 $209K 0.02% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,474 $209K 0.04% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,468 $208K 0.01% -867 13F-HR Timeline Group LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 2,450 $207K 0.02% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 2,441 $206K 0.04% -410 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,439 $206K 0.01% new 13F-HR Timeline Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 2,438 $206K 0.15% new 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 2,433 $205K 0.12% new 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,426 $205K 0.09% new 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 2,425 $205K 0.09% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,425 $205K 0.13% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,423 $205K 0.11% +1,975 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 2,421 $204K 0.01% +2,407 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,411 $204K 0.09% +565 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 2,418 $204K 0.06% -425 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 2,416 $204K 0.09% new 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 2,415 $204K 0.16% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 2,410 $203K 0.03% new 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 2,397 $202K 0.05% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,385 $201K 0.09% -2,019 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,381 $201K 0.03% +243 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 2,379 $201K 0.17% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 1,860 $200K 0.13% -745 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 2,375 $200K 0.07% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,363 $199K 0.03% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,332 $197K 0.01% -8 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,326 $196K 0.03% 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 2,272 $192K 0.04% new 13F-HR/A Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 2,247 $190K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 2,197 $185K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,138 $180K 0.01% -410 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,062 $174K 0.19% +1,095 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 2,038 $172K 0.12% +1,155 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2,016 $170K 0.18% -370 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,012 $170K 0.04% +412 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 2,007 $169K 0.06% +2,000 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,000 $169K 0.02% -650 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,000 $169K 0.05% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 2,000 $169K 0.58% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 1,992 $168K 0.06% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,942 $164K <0.01% +915 13F-HR Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,927 $163K 0.09% -173 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 1,905 $161K 0.12% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,842 $155K 0.02% +322 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 1,821 $154K 0.15% -39 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 1,797 $152K 0.01% -196 13F-HR Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,780 $150K 0.04% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,772 $150K 0.04% +1,140 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,723 $145K 0.06% +1,579 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,277 $144K 0.06% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,694 $143K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,694 $143K 0.03% 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,690 $143K 0.05% +1,355 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,674 $141K 0.02% -36 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 1,624 $137K 0.31% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 1,615 $136K 0.02% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,609 $136K 0.11% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,607 $136K 0.02% +635 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,531 $129K 0.05% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,530 $129K 0.07% +455 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,518 $128K 0.07% -2,371 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,500 $127K 0.06% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,496 $126K 0.03% +796 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,480 $125K 0.1% +150 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,442 $122K 0.07% +1,050 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 1,407 $119K 0.16% +175 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 1,400 $118K 0.04% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,400 $118K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,388 $117K 0.01% +84 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,009 $117K 0.05% +45 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,377 $116K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,350 $114K 0.1% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,343 $113K <0.01% +670 13F-HR/A Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,339 $113K 0.04% +39 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,325 $112K 0.05% +559 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,311 $111K 0.02% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,314 $111K 0.05% -17,188 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 1,280 $108K 0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1,250 $106K 0.02% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 1,246 $105K 0.08% -2,352 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,239 $105K <0.01% +389 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,223 $103K 0.07% +482 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 1,211 $102K 0.09% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,198 $101K <0.01% -1,693 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 1,197 $101K 0.03% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,175 $99.2K 0.02% +55 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,102 $93K 0.06% +116 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,100 $92.8K 0.03% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,100 $92.8K 0.06% +1,004 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1,082 $91.3K 0.05% -5 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,081 $91.2K 0.03% +184 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,070 $90.3K 0.03% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,076 $90K 0.01% +175 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,070 $90K 0.06% +15 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,063 $89.7K <0.01% new 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,050 $89.2K 0.06% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 1,054 $89K 0.08% +878 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,035 $87.4K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,026 $86.6K <0.01% +62 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 1,020 $86.1K 0.05% +400 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,000 $84.4K 0.02% -1,500 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,000 $84.4K 0.08% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 988 $83.4K 0.03% -118 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 961 $81.1K <0.01% +606 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 958 $80.9K 0.01% +168 13F-HR/A Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 932 $78.7K 0.01% +389 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 917 $77.4K 0.05% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 888 $75K 0.03% -368 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 852 $71.9K <0.01% +343 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 832 $70.2K 0.01% new 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 828 $69.9K 0.37% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 827 $69.8K 0.01% +693 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 825 $69.6K <0.01% -1,447 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 815 $68.8K 0.01% +175 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 810 $68.4K 0.02% -260 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 810 $68.4K 0.06% +235 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 808 $68.3K 0.03% +9 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 895 $67.7K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 798 $67.4K 0.01% +490 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 789 $66.6K 0.01% +33 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 756 $63.8K 0.01% +645 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 756 $63.8K 0.01% -62 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 758 $63K 0.03% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 740 $62.5K <0.01% +40 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 735 $62K 0.03% -715 13F-HR Timeline CX Institutional More: the full row for CX Institutional 737 $62K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 730 $62K <0.01% new 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 500 $61.9K 0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 726 $61.3K 0.03% +494 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 725 $61.2K 0.05% -1,840 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 715 $60.3K 0.01% -700 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 713 $60.2K 0.02% +24 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 689 $58.2K 0.02% +36 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 673 $56.8K 0.01% +146 13F-HR Timeline Group Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,140 $54K 0.02% +425 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 633 $53.4K 0.02% -267,923 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 627 $52.9K 0.05% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 626 $52.9K 0.02% +123 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 607 $51.2K <0.01% +37 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 600 $50.6K 0.02% -150 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 588 $49.6K 0.01% +346 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 582 $49.1K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 581 $49K 0.05% -24 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 562 $47.4K 0.02% +2 13F-HR Timeline City State Bank More: the full row for City State Bank 558 $47.1K 0.02% -29 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 552 $46.6K 0.04% +72 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 550 $46.4K 0.01% +250 13F-HR Timeline GARRISON BRADFORD & ASSOCIATES INC More: the full row for GARRISON BRADFORD & ASSOCIATES INC 535 $45.2K 0.05% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 535 $45.2K 0.02% +24 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 529 $44.6K 0.04% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 527 $44.5K 0.01% -210 13F-HR/A Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 523 $44.1K 0.03% +110 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 524 $44K <0.01% -68 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 514 $43.4K <0.01% -54 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 366 $42.9K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $42.2K <0.01% 0 13F-HR Timeline Group PARK CIRCLE Co More: the full row for PARK CIRCLE Co 500 $42.2K 0.04% -200 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 500 $42.2K 0.03% -100 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 500 $42.2K <0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 500 $42.2K 0.03% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 500 $42K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $42K 0.01% -12 13F-HR Timeline