CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 1,363 $373K 0.05% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,345 $368K 0.18% -105 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,363 $368K <0.01% +22 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1,338 $366K 0.26% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,322 $362K 0.05% +6 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 1,321 $362K 0.08% -114 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 1,321 $362K 0.02% +13 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 1,317 $361K 0.22% +82 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,308 $358K 0.07% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,399 $357K 0.05% -35 13F-HR/A Timeline Regal Partners Ltd in group Regal Partners Ltd More: the full row for Regal Partners Ltd 1,300 $356K 0.03% -1,000 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,296 $355K <0.01% +69 13F-HR Timeline Group CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,280 $350K <0.01% +155 13F-HR Timeline Group GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,275 $349K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,274 $349K 0.03% +96 13F-HR Timeline Lombard Odier Asset Management (USA) Co… More: the full row for Lombard Odier Asset Management (USA) Corp 1,271 $348K 0.08% +297 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,270 $348K <0.01% -385 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,255 $344K 0.13% 0 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,219 $343K 0.28% +100 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,224 $335K 0.02% +399 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,215 $333K 0.2% -90 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,215 $332K 0.06% -30 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,213 $332K 0.02% -97 13F-HR Timeline Group STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 1,211 $331K 0.01% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,210 $331K 0.02% 0 13F-HR/A Timeline Group Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,207 $330K <0.01% -19 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,205 $330K 0.03% +1 13F-HR Timeline AZZAD ASSET MANAGEMENT INC /ADV More: the full row for AZZAD ASSET MANAGEMENT INC /ADV 1,202 $329K 0.03% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,200 $328K 0.01% new 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,197 $328K <0.01% +557 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,184 $324K 0.01% +10 13F-HR Timeline WOODSTOCK CORP More: the full row for WOODSTOCK CORP 1,180 $323K 0.03% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,162 $318K <0.01% -29 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,150 $315K <0.01% +54 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 1,144 $313K 0.04% -118 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,131 $310K 0.01% +108 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,126 $308K 0.01% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,124 $308K 0.01% -100 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,124 $308K 0.01% +63 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,120 $307K 0.01% +105 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,104 $303K 0.01% +400 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,105 $302K 0.01% +360 13F-HR/A Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,100 $301K 0.04% 0 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,089 $299K 0.01% 0 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,089 $298K 0.1% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,069 $293K 0.03% +62 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 1,066 $292K 0.01% +65 13F-HR Timeline DDD Partners, LLC More: the full row for DDD Partners, LLC 1,063 $291K 0.02% 0 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,053 $288K 0.02% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 1,050 $287K 0.06% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 1,044 $286K 0.05% -40 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,042 $285K 0.04% -825 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,042 $285K 0.03% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,038 $284K 0.1% -43 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,022 $280K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,018 $279K 0.02% +226 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,018 $279K 0.01% new 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 1,011 $277K 0.11% -42 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 995 $272K <0.01% new 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 984 $269K <0.01% -98 13F-HR Timeline SAWGRASS ASSET MANAGEMENT LLC More: the full row for SAWGRASS ASSET MANAGEMENT LLC 982 $269K 0.03% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 981 $269K 0.14% +127 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 978 $268K 0.03% -218 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 970 $266K <0.01% +85 13F-HR/A Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 968 $265K 0.02% -657 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 967 $265K 0.05% -8,547 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 966 $265K 0.02% +183 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 964 $264K 0.01% -468 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 1,057 $260K 0.09% +20 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 932 $255K 0.07% -16 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 932 $255K 0.01% +126 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 931 $255K <0.01% +24 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 930 $255K 0.15% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 909 $249K 0.08% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 902 $247K 0.01% +65 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 901 $247K -159 Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 910 $246K 0.02% -220 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 900 $246K 0.06% +878 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 899 $246K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 887 $243K 0.01% +32 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 882 $241K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 878 $240K 0.02% -5 13F-HR Timeline HENGEHOLD CAPITAL MANAGEMENT LLC More: the full row for HENGEHOLD CAPITAL MANAGEMENT LLC 878 $240K 0.02% +6 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 867 $237K 0.03% +13 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 855 $234K 0.04% -15,156 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 850 $233K 0.02% 0 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 849 $232K 0.05% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 839 $230K 0.01% new 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 835 $229K 0.19% -2,229 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 831 $227K 0.01% -634 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 824 $226K 0.02% +5 13F-HR Timeline SIG BROKERAGE, LP More: the full row for SIG BROKERAGE, LP 818 $224K 0.06% -2,862 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 815 $223K 0.04% +29 13F-HR Timeline W.H. Cornerstone Investments Inc. More: the full row for W.H. Cornerstone Investments Inc. 812 $222K 0.14% +2 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 811 $222K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 809 $221K 0.05% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 800 $219K 0.08% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 800 $219K 0.45% 0 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 805 $218K 0.03% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 795 $218K 0.04% -461 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 795 $218K 0.02% -11 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 794 $217K <0.01% -35 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 794 $217K 0.01% -128 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 789 $216K 0.03% new 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 786 $215K 0.01% new 13F-HR Timeline Group Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 779 $213K 0.05% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 778 $213K 0.01% -19 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 776 $212K 0.01% +80 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 767 $210K 0.02% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 760 $208K 0.01% +10 13F-HR Timeline Group JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 754 $206K 0.01% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 752 $206K <0.01% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 750 $205K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 752 $205K 0.01% new 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 748 $205K 0.03% new 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 746 $204K <0.01% new 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 744 $204K 0.02% -152 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 742 $203K <0.01% +96 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 738 $202K 0.03% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 731 $200K <0.01% +263 13F-HR Timeline Group New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 710 $194K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 705 $193K <0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 635 $174K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 626 $171K <0.01% -12 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 617 $169K 0.01% +238 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 600 $164K 0.08% -917 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 540 $148K 0.05% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 538 $147K <0.01% -37 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 538 $147K 0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 530 $145K 0.02% -35 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 521 $143K 0.02% -12 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 503 $137K 0.08% -2 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 500 $137K 0.02% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 500 $137K 0.09% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 483 $132K 0.01% +11 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 470 $129K 0.07% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 457 $125K <0.01% -19 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 436 $119K <0.01% +158 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AXS Investments LLC More: the full row for AXS Investments LLC 435 $119K 0.04% new 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $119K <0.01% -19 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 509 $119K <0.01% +48 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 431 $118K 0.08% -70 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 3,279 $114K +3,267 Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 400 $109K 0.03% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 397 $109K 0.07% +11 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 395 $108K 0.01% 0 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 370 $101K <0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 357 $101K 0.07% -65 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 360 $98.5K 0.05% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 350 $95.8K 0.05% -2,109 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 319 $87.3K 0.05% +1 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 314 $86K 0.03% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 300 $82.1K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 283 $77.5K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 271 $74.2K <0.01% +65 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 270 $73.9K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 268 $73.4K <0.01% +15 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 268 $73.4K 0.02% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 252 $69K <0.01% +47 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 251 $68.7K 0.02% +153 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 248 $67.9K <0.01% +4 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 243 $66.5K <0.01% +10 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 240 $65.7K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 235 $64.2K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 225 $61.6K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 215 $58.9K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 215 $58.9K 0.01% +14 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 213 $58.3K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 204 $56K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $54.7K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 197 $54K 0.04% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 196 $53K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 192 $52.6K 0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 176 $48.2K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 166 $45.4K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 163 $44.6K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 153 $41.9K 0.01% -16 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 140 $38.3K <0.01% -9 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 139 $38K <0.01% +48 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 138 $37.8K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 135 $37K 0.01% -211 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 135 $37K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 134 $36.7K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 132 $35.8K 0.01% +66 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 130 $35.6K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 127 $34.8K <0.01% 0 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. 125 $34.2K <0.01% -4 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 123 $33K <0.01% +15 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 119 $32.6K 0.01% +2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 112 $30.7K <0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 106 $29K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 104 $29K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 100 $27.4K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 100 $27.3K 0.01% +5 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 95 $26K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 94 $25.7K 0.08% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 93 $25.5K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 92 $25.2K <0.01% +86 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 87 $23.8K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 86 $23.5K 0.01% 0 13F-HR Timeline