Busey Bank More: the full row for Busey Bank 3,056 $271K 0.01% -407 13F-HR Timeline Roundview Capital LLC More: the full row for Roundview Capital LLC 3,043 $270K 0.01% +111 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 3,000 $266K 0.03% -2,500 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,000 $266K 0.09% +300 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 2,992 $265K <0.01% -783 13F-HR/A Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 2,973 $263K 0.03% -17 13F-HR Timeline MORTON COMMUNITY BANK More: the full row for MORTON COMMUNITY BANK 2,959 $262K 0.05% -760 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,944 $261K <0.01% -2 13F-HR Timeline Bull Street Advisors, LLC More: the full row for Bull Street Advisors, LLC 2,929 $260K 0.12% -59 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,918 $258K <0.01% +187 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 2,909 $258K 0.03% -158 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 2,877 $255K 0.07% -2,419 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 2,861 $254K 0.02% new 13F-HR Timeline SHIKIAR ASSET MANAGEMENT INC More: the full row for SHIKIAR ASSET MANAGEMENT INC 2,843 $252K 0.06% -741 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,843 $252K 0.1% +6 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 2,838 $251K 0.05% 0 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 2,818 $250K 0.02% -99 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 2,809 $249K 0.05% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 2,800 $248K 0.06% -9 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,800 $248K 0.01% -52 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,799 $248K 0.02% -266 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 2,797 $248K 0.01% -1,413 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,777 $246K 0.02% -1,075 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,765 $245K 0.01% -179 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,764 $245K 0.02% -1,815 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,755 $244K <0.01% +59 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 5,011 $243K 0.1% +128 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 2,747 $243K 0.01% new 13F-HR Timeline WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,742 $243K 0.06% -124 13F-HR Timeline Lighthouse Investment Partners, LLC in group Lighthouse Investment Partner… More: the full row for Lighthouse Investment Partners, LLC 2,740 $243K 0.01% -602 13F-HR Timeline Group Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,896 $242K 0.01% +42 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,722 $241K 0.01% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 2,707 $240K 0.05% +41 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 2,884 $239K 0.05% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 2,677 $237K 0.01% new 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 2,674 $237K 0.11% new 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 2,673 $237K 0.04% -528 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 2,672 $237K <0.01% +26 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,652 $235K <0.01% -322 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,643 $234K <0.01% new 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 2,637 $234K 0.01% new 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 2,627 $233K 0.06% -25 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,626 $233K 0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,608 $231K <0.01% new 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,579 $228K <0.01% -156 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,578 $228K <0.01% +2 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 2,574 $228K <0.01% -746 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,550 $226K <0.01% -577 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2,712 $225K 0.05% -17 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 3,733 $225K 0.05% -205 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,521 $223K 0.03% new 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,518 $223K <0.01% new 13F-HR Timeline Group TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,518 $223K 0.02% -543 13F-HR Timeline White Pine Investment CO More: the full row for White Pine Investment CO 2,513 $223K 0.05% -1,355 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 2,516 $223K 0.01% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 2,512 $223K 0.02% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 2,507 $222K <0.01% -623 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 2,506 $222K <0.01% new 13F-HR Timeline Group NKCFO LLC More: the full row for NKCFO LLC 2,500 $222K 0.07% -10,000 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 2,503 $222K 0.04% new 13F-HR Timeline Rafferty Asset Management, LLC More: the full row for Rafferty Asset Management, LLC 2,502 $222K <0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,502 $222K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,685 $222K 0.01% -600 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,502 $222K <0.01% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,500 $221K 0.01% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,486 $220K <0.01% new 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,479 $220K <0.01% new 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 2,475 $219K 0.02% -155 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,593 $219K <0.01% +905 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 2,467 $219K 0.04% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,464 $218K 0.03% -5,146 13F-HR Timeline PENN DAVIS MCFARLAND INC More: the full row for PENN DAVIS MCFARLAND INC 2,457 $218K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,446 $217K <0.01% new 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 2,438 $216K <0.01% new 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,426 $215K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,419 $214K 0.01% +272 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,401 $213K 0.01% -268 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 2,400 $213K <0.01% -1,020 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 2,409 $212K 0.01% -13 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,388 $212K 0.05% -228 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,361 $209K 0.01% new 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,343 $208K 0.01% new 13F-HR Timeline Midwest Trust Co More: the full row for Midwest Trust Co 2,335 $207K <0.01% -312 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 2,299 $204K 0.03% -5,723 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 2,296 $203K 0.06% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 2,286 $203K 0.02% new 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,277 $202K 0.04% new 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 2,271 $201K <0.01% -401 13F-HR Timeline Group Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 2,266 $201K 0.02% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,265 $201K 0.02% new 13F-HR Timeline ADAGE CAPITAL PARTNERS GP, L.L.C. in group ADAGE CAPITAL PARTNERS GP, L.… More: the full row for ADAGE CAPITAL PARTNERS GP, L.L.C. 2,261 $200K <0.01% new 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,238 $198K 0.01% -571 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 2,212 $196K 0.04% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,146 $190K <0.01% +550 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,136 $189K 0.12% -214 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,271 $188K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,089 $185K 0.05% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,067 $183K 0.01% +10 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,041 $181K <0.01% -242 13F-HR Timeline Group Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 2,250 $180K 0.03% 0 13F-HR Timeline Group PFS Partners, LLC More: the full row for PFS Partners, LLC 2,018 $179K 0.07% +2 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,999 $177K 0.04% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,952 $173K 0.01% -5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,942 $172K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,926 $171K <0.01% +184 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,881 $167K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,859 $165K <0.01% -53 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,838 $163K 0.03% -2 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,836 $163K <0.01% -549 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,728 $153K <0.01% -485 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,665 $148K <0.01% -1,903 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 1,628 $144K 0.02% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,606 $142K 0.07% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,586 $141K 0.02% +120 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,530 $136K 0.01% -38 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,518 $134K 0.03% -2 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 1,503 $133K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,500 $133K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,490 $132K 0.01% -341 13F-HR Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 1,482 $131K 0.1% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,446 $128K 0.01% -1 13F-HR/A Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,422 $126K <0.01% +760 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,364 $121K <0.01% 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,360 $121K <0.01% +160 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 1,354 $120K 0.02% -51 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,319 $117K 0.03% -65 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,310 $116K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,304 $116K <0.01% +427 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,275 $113K 0.01% -21 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,262 $112K 0.04% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,190 $105K 0.04% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 1,156 $102K 0.07% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,139 $101K <0.01% -16 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,124 $99.6K 0.04% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 1,097 $97.2K <0.01% +377 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,097 $97K <0.01% -361 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 1,603 $96.7K 0.05% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,065 $94.4K 0.02% +165 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,061 $94K 0.02% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,059 $93.8K 0.01% -198 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,020 $90.4K <0.01% +50 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1,000 $88K 0.03% new 13F-HR Timeline City State Bank More: the full row for City State Bank 978 $86.7K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 976 $86.5K 0.01% -2 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 949 $84.1K 0.05% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 939 $83.2K 0.01% -5 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 933 $82.7K 0.04% -7 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 924 $81.9K 0.03% -232 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 917 $81.3K <0.01% +284 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 916 $81.2K 0.02% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 894 $79.2K <0.01% -466 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 874 $77.4K 0.01% -340 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,260 $77K 0.02% -101 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 863 $76.5K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 863 $76.5K 0.01% -4 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 862 $76.4K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 854 $75.7K <0.01% -25 13F-HR Timeline Group TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 848 $75.1K 0.05% -12 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 840 $74.4K 0.01% -1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 832 $73.7K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 823 $72.9K <0.01% -46 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 821 $72.7K 0.06% -1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 809 $71.7K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 806 $71.4K <0.01% +77 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 796 $70.5K 0.02% +241 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 795 $70.4K <0.01% -128 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 792 $70.2K <0.01% +204 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 786 $69.6K 0.03% -48 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 783 $69.4K <0.01% -1 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 774 $68.6K 0.03% +710 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 764 $67.7K 0.02% -9 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 758 $67.2K 0.03% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 735 $66K 0.02% -4 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 739 $65.5K 0.01% -67 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 737 $65.3K 0.01% -91 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 730 $64.7K 0.03% -8 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 725 $64.2K <0.01% -111 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 717 $63.5K 0.01% -19 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 707 $62.7K <0.01% -21 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 698 $61.8K <0.01% +22 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 687 $60.9K <0.01% -9 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 682 $60.4K 0.03% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 665 $58.9K 0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 650 $57.6K 0.02% 0 13F-HR/A Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 638 $56.5K <0.01% -6 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 616 $54.6K 0.01% +13 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 607 $54K 0.03% +388 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 601 $53.3K <0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 563 $49.9K 0.03% 0 13F-HR Timeline Kingdom Financial Group LLC. 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