PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 821 $259K 0.14% new 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 813 $257K 0.03% +50 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 809 $256K 0.01% new 13F-HR Timeline Atlas Private Wealth Advisors More: the full row for Atlas Private Wealth Advisors 804 $254K 0.04% 0 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 802 $253K 0.01% 0 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 801 $253K 0.1% 0 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 801 $253K 0.03% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 800 $253K 0.01% 0 13F-HR Timeline Central Asset Investments & Management … More: the full row for Central Asset Investments & Management Holdings (HK) Ltd 800 $253K 0.16% new 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 800 $253K 0.06% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 799 $253K 0.02% +19 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 798 $252K 0.02% +53 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 795 $252K 0.08% -23 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 796 $252K 0.03% -8 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 792 $250K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 790 $250K 0.02% +2 13F-HR Timeline OSSIAM More: the full row for OSSIAM 787 $249K <0.01% +45 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 784 $248K 0.03% -1 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 782 $247K 0.01% -884 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 780 $246K 0.17% 0 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 777 $246K 0.13% -2,975 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 776 $245K 0.03% -2 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 770 $243K 0.02% -147,709 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 765 $242K 0.01% 0 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 759 $240K 0.01% +30 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 753 $238K 0.01% +2 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 753 $238K 0.14% -7 13F-HR Timeline Granahan Investment Management, LLC More: the full row for Granahan Investment Management, LLC 751 $237K 0.01% -71 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 750 $237K 0.01% -3 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 750 $237K 0.13% 0 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 747 $236K 0.18% 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 746 $236K 0.15% +34 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 744 $235K 0.01% -34 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 734 $234K 0.02% -5 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 740 $234K 0.11% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 740 $234K 0.07% +9 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 739 $234K 0.62% 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 729 $230K 0.02% 0 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 724 $229K 0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 720 $228K 0.02% 0 13F-HR Timeline NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 720 $228K 0.13% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 717 $227K 0.01% 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 706 $223K 0.03% 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 705 $223K 0.01% +26 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 704 $222K 0.02% +8 13F-HR Timeline CX Institutional More: the full row for CX Institutional 703 $222K 0.01% +5 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 701 $222K <0.01% new 13F-HR Timeline Group NTV Asset Management LLC More: the full row for NTV Asset Management LLC 700 $221K 0.03% 0 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 699 $221K 0.15% 0 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 726 $220K 0.04% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 695 $220K 0.13% -57 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 690 $218K 0.14% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 689 $218K 0.04% -288 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 689 $218K <0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 686 $216K 0.06% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 683 $216K 0.01% new 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 681 $215K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 681 $215K 0.06% -122 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 680 $215K 0.1% new 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 679 $215K <0.01% new 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 674 $213K 0.02% +85 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 670 $212K 0.01% 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 669 $211K <0.01% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 664 $210K 0.06% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 664 $210K 0.02% -39 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 663 $210K 0.13% new 13F-HR Timeline Family Firm, Inc. More: the full row for Family Firm, Inc. 655 $207K 0.05% new 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 653 $206K 0.01% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 653 $206K 0.02% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 652 $206K 0.08% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 650 $205K 0.02% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 646 $204K 0.01% +174 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 645 $204K 0.01% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 643 $203K <0.01% new 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 641 $202K 0.11% new 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 635 $201K 0.13% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 633 $200K <0.01% -121 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 620 $196K 0.08% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 611 $195K 0.02% +380 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 608 $192K 0.17% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 604 $191K 0.09% -98 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 600 $190K 0.05% +100 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 564 $178K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 557 $176K 0.03% 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 550 $174K 0.05% +230 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 545 $172K <0.01% +169 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 539 $170K 0.03% +43 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 526 $168K 0.01% -259 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 530 $168K 0.01% new 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 500 $158K 0.08% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 500 $158K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 492 $155K 0.05% +73 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 468 $148K 0.05% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 468 $148K 0.08% new 13F-HR/A Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 463 $146K 0.01% +34 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 459 $145K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 456 $144K 0.01% +33 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 452 $143K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 451 $143K 0.01% +97 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 450 $142K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 446 $141K 0.05% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 435 $137K 0.05% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 415 $131K 0.08% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 407 $129K 0.06% +12 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 405 $128K 0.01% -90 13F-HR Timeline Group EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 400 $126K <0.01% -1,300 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 400 $126K 0.03% 0 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 400 $126K <0.01% -95 13F-HR Timeline Group Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 386 $121K <0.01% +374 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 376 $119K <0.01% +227 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 368 $116K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 343 $109K 0.01% -35 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 336 $106K 0.07% -63 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 322 $102K 0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 320 $101K 0.04% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 318 $101K 0.01% +3 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 315 $99.6K 0.07% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 312 $98.6K 0.02% +26 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 305 $96.4K 0.02% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 305 $96.4K 0.04% +130 13F-HR Timeline TOBAM More: the full row for TOBAM 304 $96K 0.03% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 302 $95.4K 0.03% +237 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 301 $95.1K <0.01% +292 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 300 $94.8K 0.03% 0 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 300 $94.8K <0.01% new 13F-HR Timeline Group Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 288 $91K 0.02% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 266 $84.1K 0.05% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 258 $81.5K 0.07% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 254 $80.3K <0.01% -1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 241 $76.2K 0.02% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 240 $75.9K 0.01% +5 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 231 $75.4K 0.06% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 225 $71.1K 0.05% 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 204 $71.1K <0.01% +14 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 217 $68.6K 0.02% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 216 $68.3K 0.02% +95 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 210 $66.5K 0.06% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 203 $64.2K 0.01% -52 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 201 $63.5K <0.01% 0 13F-HR Timeline Group LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 199 $63K <0.01% new 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 190 $60K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 188 $59.4K 0.01% +30 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 187 $59.2K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 186 $58.8K <0.01% +120 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 178 $56.3K <0.01% 0 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 176 $55.6K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 172 $54.4K 0.01% -10 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 170 $53.7K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $53.7K 0.02% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 160 $50.6K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 160 $50.6K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 155 $49K 0.03% new 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 150 $47.4K 0.02% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 139 $43.8K -196 Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 137 $43.3K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 134 $42.4K 0.03% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 129 $40.8K 0.01% -30 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 126 $39.8K 0.04% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 125 $39.5K 0.01% +25 13F-HR/A Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 124 $39.2K 0.02% +113 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 122 $39K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 120 $37.8K <0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 117 $37K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 117 $37K 0.01% +45 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 109 $34.4K 0.03% 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 108 $34.1K 0.02% -21 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 104 $32.9K <0.01% +91 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 103 $32K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $31.6K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 94 $29.7K 0.01% 0 13F-HR Timeline Group Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 95 $29.7K 0.02% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 95 $29.7K 0.02% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 92 $29.1K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 87 $27.5K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 85 $26.9K 0.01% +2 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 84 $26.6K 0.02% 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 83 $26.2K <0.01% +81 13F-HR Timeline Quarry LP More: the full row for Quarry LP 81 $25.6K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 80 $25.3K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 80 $25.1K <0.01% 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 78 $24K 0.01% +25 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 75 $23.7K <0.01% +68 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 73 $23.1K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 73 $23.1K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 69 $21.8K 0.01% +30 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 69 $21.8K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 67 $21.4K 0.01% -1 13F-HR/A Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 67 $21.2K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 67 $21.2K <0.01% -36 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 65 $21K <0.01% +35 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 62 $19.7K 0.01% 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 62 $19.6K <0.01% +10 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 60 $19K 0.01% -2 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 60 $19K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 58 $18.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 58 $18.3K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 56 $17.7K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 55 $17K <0.01% +1 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 48 $15.2K 0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 45 $14.2K <0.01% 13F-HR Timeline