PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,911 $781K 0.01% +108 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,874 $771K 0.04% +1,177 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 2,794 $750K 0.52% -224 13F-HR/A Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 2,770 $744K 0.03% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 2,704 $740K <0.01% -9 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,749 $738K 0.03% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,740 $736K <0.01% +134 13F-HR Timeline Group Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,727 $732K 0.37% new 13F-HR Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,713 $728K <0.01% -101 13F-HR/A Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,700 $725K 0.01% -24 13F-HR Timeline Group SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 2,697 $724K 0.02% -270 13F-HR Timeline Group YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 2,692 $723K 0.06% -1,068 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 2,683 $720K 0.01% +111 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,672 $717K 0.17% +4 13F-HR Timeline EARNEST PARTNERS LLC More: the full row for EARNEST PARTNERS LLC 2,656 $713K <0.01% +204 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,653 $712K 0.4% -12 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 2,647 $711K 0.02% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,644 $710K 0.06% -369 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,636 $708K 0.01% -45 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,623 $704K 0.02% -128 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,608 $700K 0.01% +359 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 2,605 $699K 0.02% -28 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 2,576 $692K 0.13% +16 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,551 $685K 0.24% +159 13F-HR Timeline Financial & Tax Architects, LLC More: the full row for Financial & Tax Architects, LLC 2,550 $685K 0.17% -83 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 2,545 $683K 0.44% -50 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 2,545 $683K 0.01% -193 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 2,523 $677K 0.28% -338 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,487 $667K 0.1% -197 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 2,485 $667K 0.04% -34 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,482 $666K 0.02% +202 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,456 $659K 0.01% -1,670 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,441 $655K 0.17% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,433 $653K 0.02% +371 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 2,429 $652K 0.13% +799 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,417 $649K 0.07% -748 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,400 $644K 0.06% new 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 2,394 $643K <0.01% new 13F-HR/A Timeline Group BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,389 $641K 0.01% +1,316 13F-HR Timeline Group JANUS HENDERSON GROUP PLC in group Janus Henderson More: the full row for JANUS HENDERSON GROUP PLC 2,381 $638K <0.01% -476 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 2,372 $637K <0.01% 0 13F-HR Timeline Group Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,372 $637K 0.04% -10,150 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 2,358 $633K 0.04% -40 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 2,350 $631K <0.01% 0 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,350 $631K <0.01% -3,250 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,405 $630K 0.24% +60 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,300 $617K 0.06% +114 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,300 $617K 0.02% +537 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 2,285 $613K 0.51% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,278 $612K 0.05% -524 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 2,274 $610K 0.32% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2,254 $605K 0.41% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 2,246 $603K 0.02% new 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 2,225 $597K 0.17% -106 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,209 $592K <0.01% +641 13F-HR/A Timeline Group SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,205 $592K 0.4% +54 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,204 $592K 0.06% +36 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,199 $590K 0.03% -465 13F-HR Timeline Group Sunpointe, LLC More: the full row for Sunpointe, LLC 2,189 $588K 0.31% -194 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 2,184 $586K 0.44% 0 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,173 $583K 0.23% new 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 2,162 $580K 0.22% +632 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,153 $578K 0.31% -85 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,118 $569K 0.13% -49 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,108 $565K 0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,076 $557K 0.04% -131 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 2,074 $557K 0.33% +39 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,053 $551K 0.04% -49 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 2,046 $549K 0.04% -175 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,040 $548K 0.01% +90 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 2,034 $546K 0.21% -4,110 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,030 $545K 0.14% -440 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,000 $537K 0.03% -1,198 13F-HR Timeline Group Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,000 $537K 0.14% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 1,988 $534K <0.01% +230 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,058 $533K 0.03% +131 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 1,983 $532K 0.05% 0 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 1,971 $529K 0.1% new 13F-HR Timeline Group Strategic Global Advisors, LLC More: the full row for Strategic Global Advisors, LLC 1,955 $525K 0.1% -38 13F-HR Timeline Harvest Portfolios Group Inc. More: the full row for Harvest Portfolios Group Inc. 1,941 $521K 0.02% -1,508 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 1,924 $516K 0.01% -730 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,923 $516K 0.33% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,923 $516K 0.02% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,919 $515K <0.01% -253 13F-HR Timeline Group Choate Investment Advisors More: the full row for Choate Investment Advisors 1,913 $514K 0.01% +150 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,900 $510K 0.01% -258 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 1,893 $508K 0.11% +221 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 1,881 $505K 0.03% +145 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 1,864 $504K 0.03% +443 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 1,868 $501K 0.06% +626 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 1,861 $500K 0.03% -1,372 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,860 $499K 0.03% +260 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 1,854 $498K 0.01% 0 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 1,845 $495K 0.02% +443 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 1,838 $493K 0.24% -28 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 1,835 $493K 0.02% +62 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 1,835 $493K 0.03% -89 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,823 $489K 0.05% +3 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 1,815 $487K 0.29% -77 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 1,815 $487K <0.01% +8 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,811 $486K -560 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,787 $480K <0.01% 0 13F-HR Timeline Group Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 1,771 $475K 0.01% -357 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,763 $473K 0.01% +299 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 1,760 $472K -32 Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,744 $468K 0.02% +603 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,726 $463K 0.22% 0 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 1,725 $463K 0.12% +499 13F-HR Timeline Group Warther Private Wealth, LLC More: the full row for Warther Private Wealth, LLC 1,711 $459K 0.15% +47 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,708 $458K 0.02% +634 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 1,699 $456K 0.01% +610 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 1,698 $456K 0.02% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,695 $455K 0.2% +92 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,690 $454K 0.05% +97 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 1,839 $453K 0.31% +102 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,673 $449K 0.07% new 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,651 $443K 0.02% -37 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,633 $438K 0.11% -77 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,632 $438K 0.17% +19 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 1,620 $435K 0.18% -20 13F-HR Timeline Merrion Investment Management Co, LLC More: the full row for Merrion Investment Management Co, LLC 1,620 $435K 0.31% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,611 $432K 0.03% -209 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,605 $431K 0.12% +19 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 1,603 $430K 0.02% +18 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC group of 2 filers holding More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,603 $430K -2,431 Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 1,602 $430K 0.02% +513 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,601 $430K 0.03% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,597 $429K 0.04% -330 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,590 $427K 0.01% -87 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 1,578 $424K <0.01% +71 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1,568 $421K 0.21% +1,456 13F-HR Timeline Group BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 1,529 $410K <0.01% +390 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,521 $408K 0.01% +179 13F-HR Timeline CenterStar Asset Management, LLC More: the full row for CenterStar Asset Management, LLC 1,518 $408K 0.59% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 1,508 $405K <0.01% -454 13F-HR/A Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,501 $403K 0.02% -200 13F-HR Timeline 44 WEALTH MANAGEMENT LLC More: the full row for 44 WEALTH MANAGEMENT LLC 1,482 $398K 0.15% -127 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 1,479 $397K 0.03% -714 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,478 $397K 0.17% -236 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,475 $396K 0.01% -640 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 1,472 $395K 0.12% -62 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. 1,472 $395K 0.01% -10 13F-HR Timeline Group Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,452 $390K 0.2% -79 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 1,450 $389K <0.01% new 13F-HR Timeline Group Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 1,450 $389K 0.07% -350 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 1,449 $389K 0.09% -85 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 1,448 $389K 0.03% -554 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,433 $385K 0.27% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 1,432 $384K 0.09% +287 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 1,430 $384K 0.05% +45 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,427 $383K 0.01% -179 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,399 $376K 0.03% -132 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,398 $375K <0.01% -51 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,381 $371K 0.05% +91 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,374 $369K 0.02% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,366 $367K 0.06% +41 13F-HR Timeline Davies Financial Advisors, Inc. More: the full row for Davies Financial Advisors, Inc. 1,366 $367K 0.31% 0 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 1,345 $361K 0.09% -1,159 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,342 $360K <0.01% -590 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,334 $358K 0.09% +19 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 1,331 $357K <0.01% +67 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,331 $357K 0.04% -74 13F-HR Timeline American Investment Services, Inc. More: the full row for American Investment Services, Inc. 1,325 $356K 0.06% -8 13F-HR Timeline Aureus Asset Management, LLC More: the full row for Aureus Asset Management, LLC 1,318 $354K 0.02% -21 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 1,315 $353K 0.12% +336 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 1,311 $352K 0.14% -2,383 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 1,307 $351K <0.01% -300 13F-HR Timeline Group Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 1,350 $350K 0.03% -89 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,344 $348K 0.37% -57 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 1,284 $345K 0.09% +1 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 1,280 $344K 0.09% new 13F-HR Timeline Group BSW Wealth Partners More: the full row for BSW Wealth Partners 1,277 $343K 0.05% +16 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,274 $342K 0.02% -269 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 1,266 $340K 0.28% -1,165 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 1,253 $336K 0.03% +6 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,252 $336K <0.01% -50 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,249 $335K 0.01% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,249 $335K 0.01% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 1,247 $335K 0.03% 0 13F-HR Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 1,240 $333K 0.33% -682 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,221 $328K 0.03% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,218 $327K 0.01% -132 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 1,218 $327K <0.01% +186 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,217 $327K 0.09% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,218 $326K 0.03% +1,216 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 1,212 $325K 0.24% -4 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1,213 $325K 0.05% -136 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 1,200 $322K 0.12% -300 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 1,190 $319K 0.12% +2 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 1,185 $318K 0.01% -47 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,184 $318K 0.01% -31 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 1,181 $317K 0.01% -132 13F-HR Timeline Group Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 1,176 $316K 0.07% -529 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 1,150 $308K <0.01% new 13F-HR/A Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,143 $307K <0.01% +191 13F-HR Timeline Group Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,137 $305K 0.11% -1 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 1,123 $301K 0.03% +72 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 1,117 $300K 0.18% 0 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 1,112 $299K 0.01% +22 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 1,109 $298K 0.11% -305 13F-HR Timeline