Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,399 $916K 0.01% +369 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,396 $915K 0.01% +1,637 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 5,380 $912K 0.08% +435 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,351 $908K 0.03% 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 5,323 $903K 0.12% +645 13F-HR Timeline Group Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 5,292 $897K 0.1% +2 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 5,289 $897K 0.22% +9 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 5,285 $896K 0.61% -1,217 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,252 $891K 0.03% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 5,242 $889K 0.07% 0 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 5,242 $889K <0.01% new 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 5,228 $887K 0.18% +2,423 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,900 $883K 0.02% new 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 5,200 $882K 0.35% -3,000 13F-HR Timeline Group Ellevest, Inc. More: the full row for Ellevest, Inc. 5,198 $876K 0.1% +1,747 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 5,144 $872K 0.01% +596 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 5,141 $872K 0.02% +2 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 5,076 $861K 0.07% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,075 $861K 0.02% +1,457 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 5,063 $859K 0.02% -562 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 5,025 $852K 0.05% +1,286 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 5,004 $849K 0.07% +80 13F-HR/A Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 4,994 $847K 0.14% -54 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 4,964 $842K 0.51% 0 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 4,961 $841K 0.26% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,888 $829K 0.01% +286 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 4,886 $829K 0.04% +127 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 4,839 $821K 0.21% +9 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 4,820 $817K 0.08% +660 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 4,788 $812K <0.01% -3,010 13F-HR Timeline Group Aries Wealth Management More: the full row for Aries Wealth Management 4,779 $811K 0.16% 0 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 4,754 $806K 0.22% -800 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,681 $794K 0.05% -37 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 4,630 $785K 0.57% +200 13F-HR Timeline Group Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 4,626 $785K 0.03% -185 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 4,602 $780K 0.04% -19,448 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,601 $780K 0.5% -2,072 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 4,597 $780K 0.08% 0 13F-HR Timeline Abacus Wealth Partners, LLC More: the full row for Abacus Wealth Partners, LLC 4,585 $778K 0.08% -5,782 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 4,561 $774K 0.14% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 4,524 $768K 0.02% new 13F-HR Timeline BOWEN HANES & CO INC More: the full row for BOWEN HANES & CO INC 6,038 $764K 0.02% 0 13F-HR Timeline TCW GROUP INC in group TCW GROUP INC More: the full row for TCW GROUP INC 4,503 $764K 0.01% -106 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 4,460 $756K 0.09% -1,072 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4,428 $751K <0.01% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,311 $731K 0.04% +841 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 4,284 $727K 0.01% +378 13F-HR Timeline FORBES J M & CO LLP More: the full row for FORBES J M & CO LLP 4,269 $724K 0.06% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 4,262 $723K 0.06% +626 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 4,166 $707K 0.16% +3 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 4,162 $706K 0.03% +100 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 4,160 $706K <0.01% -294 13F-HR/A Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 4,157 $705K 0.02% +290 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 4,150 $704K 0.03% +365 13F-HR Timeline Stokes Capital Advisors, LLC More: the full row for Stokes Capital Advisors, LLC 4,125 $700K 0.15% +1,050 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 4,117 $698K 0.1% 0 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 4,105 $696K 0.07% 0 13F-HR Timeline Busey Bank More: the full row for Busey Bank 4,060 $689K 0.02% -293 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,022 $682K 0.14% -137 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 4,000 $678K 0.01% 0 13F-HR Timeline Group Evanson Financial, LLC More: the full row for Evanson Financial, LLC 3,975 $674K 0.03% 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 3,963 $672K 0.3% -49 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 3,947 $669K 0.06% 13F-HR Timeline Group Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,902 $662K 0.01% +299 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 3,900 $661K 0.03% 0 13F-HR Timeline Great Lakes Retirement, Inc. More: the full row for Great Lakes Retirement, Inc. 3,851 $653K 0.06% -9 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 3,851 $653K 0.16% new 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 3,798 $644K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3,750 $636K 0.24% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 3,745 $635K 0.01% -107 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,739 $634K 0.01% -2,067 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 3,720 $631K 0.1% 0 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 3,710 $629K 0.01% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 3,702 $628K 0.05% +7 13F-HR Timeline Group Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,672 $623K 0.07% +45 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,632 $618K 0.02% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,622 $614K 0.03% +612 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,597 $610K 0.41% -130 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 3,593 $609K 0.01% +8 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,583 $608K 0.01% +430 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,564 $604K 0.02% -8 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 3,560 $604K 0.29% -4,621 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 3,545 $601K 0.01% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 3,518 $597K 0.01% -61 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,505 $594K 0.02% +7 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 3,503 $594K 0.47% -252 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 3,506 $594K 0.1% -2 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 3,500 $594K 0.03% 0 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 3,500 $594K 0.34% 0 13F-HR Timeline Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 3,490 $592K 0.22% -340 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,484 $591K <0.01% -217 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 3,468 $590K 0.01% -1,229 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,480 $590K 0.06% 0 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 3,438 $583K 0.45% -13 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,435 $583K 0.04% +5 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,426 $581K <0.01% -1,030 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 3,420 $580K 0.01% +3 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 3,418 $580K +1,263 Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 3,400 $577K 0.03% -317 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 3,388 $575K 0.03% new 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 3,377 $573K 0.02% +1,305 13F-HR Timeline Private Wealth Partners, LLC More: the full row for Private Wealth Partners, LLC 3,370 $572K 0.04% 0 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 3,351 $568K 0.01% -3,623 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 3,349 $568K 0.02% +424 13F-HR Timeline Group PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 3,345 $567K 0.11% -75 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 3,335 $566K 0.05% -15 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,333 $565K <0.01% -55,423 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,299 $560K 0.04% +462 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3,297 $559K 0.01% 0 13F-HR Timeline Group Zhang Financial LLC More: the full row for Zhang Financial LLC 3,284 $557K 0.02% +37 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,233 $548K <0.01% -58 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,227 $547K 0.02% -344 13F-HR Timeline Trust Asset Management LLC More: the full row for Trust Asset Management LLC 3,192 $541K 0.03% -111 13F-HR/A Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,186 $540K 0.04% +882 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 3,180 $539K 0.01% -68 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,161 $536K 0.03% -176 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 3,175 $536K 0.13% 0 13F-HR Timeline Laidlaw Wealth Management LLC More: the full row for Laidlaw Wealth Management LLC 3,126 $530K 1.51% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,125 $530K 0.01% +320 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 3,119 $529K 0.31% -351 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 3,117 $529K 0.02% -1,604 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 3,115 $528K 0.01% new 13F-HR Timeline Bull Harbor Capital LLC More: the full row for Bull Harbor Capital LLC 3,110 $527K 0.1% +302 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,109 $527K 0.01% -181 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,104 $526K 0.07% 0 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 3,098 $525K 0.22% -40 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,092 $524K 0.01% +1,303 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 3,090 $524K 0.11% +39 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3,059 $519K 0.28% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3,041 $516K 0.07% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 3,034 $515K 0.01% -178 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,030 $514K 0.19% -3,854 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 3,000 $509K 0.07% 0 13F-HR Timeline FORA Capital, LLC More: the full row for FORA Capital, LLC 2,982 $506K 0.03% new 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 2,979 $505K 0.07% -1,145 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 2,966 $503K 0.21% +12 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,711 $498K 0.3% -3,563 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 2,882 $489K 0.22% +308 13F-HR Timeline Blue Fin Capital, Inc. More: the full row for Blue Fin Capital, Inc. 2,879 $488K 0.07% -201 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2,878 $488K 0.1% +75 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 2,869 $487K 0.02% 0 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 2,859 $485K 0.07% +38 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 2,836 $481K 0.04% +84 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 2,830 $480K 0.04% +51 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 2,828 $480K 0.08% -128 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,822 $479K 0.01% -353 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 2,822 $479K <0.01% +389 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,800 $475K 0.01% -5 13F-HR Timeline Group denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,794 $474K 0.15% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 2,759 $468K 0.05% new 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,752 $467K 0.01% -5 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. More: the full row for KANE INVESTMENT MANAGEMENT, INC. 2,752 $467K 0.2% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,729 $463K <0.01% 0 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,724 $462K <0.01% +151 13F-HR Timeline BCS Private Wealth Management, Inc. More: the full row for BCS Private Wealth Management, Inc. 2,718 $461K 0.14% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,716 $461K 0.01% -3 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,715 $460K <0.01% 13F-HR Timeline Group Sciencast Management LP More: the full row for Sciencast Management LP 2,690 $456K 0.09% -6,540 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,604 $442K 0.05% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,602 $441K 0.03% new 13F-HR Timeline Group AMG National Trust Bank More: the full row for AMG National Trust Bank 2,598 $441K 0.01% +198 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,585 $438K <0.01% -268 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,552 $433K 0.06% -133 13F-HR Timeline Group ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,544 $431K 0.01% -13 13F-HR Timeline Kidder Stephen W More: the full row for Kidder Stephen W 2,525 $428K 0.11% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 2,523 $428K 0.04% -113 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 2,516 $427K <0.01% -209 13F-HR Timeline Group HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 2,511 $426K 0.02% +1 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,501 $424K 0.01% -126 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 2,500 $424K 0.02% 0 13F-HR/A Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,500 $424K 0.05% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,496 $423K 0.02% +156 13F-HR Timeline Group MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 2,490 $422K 0.01% +844 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,441 $414K 0.17% +34 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 2,427 $412K 0.02% +266 13F-HR Timeline Alta Wealth Advisors LLC More: the full row for Alta Wealth Advisors LLC 2,414 $409K 0.11% +11 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,410 $409K 0.05% -430 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,408 $408K 0.01% +90 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,400 $407K 0.27% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,399 $407K 0.01% -101 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,392 $406K 0.02% -12 13F-HR Timeline Group OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 2,729 $405K <0.01% +528 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,382 $404K 0.04% 0 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,370 $402K 0.03% -987 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,366 $401K 0.02% +131 13F-HR Timeline ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 2,366 $401K <0.01% new 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 2,362 $401K 0.16% -62 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,358 $400K 0.01% +194 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,361 $398K 0.09% new 13F-HR Timeline CAPE COD FIVE CENTS SAVINGS BANK More: the full row for CAPE COD FIVE CENTS SAVINGS BANK 2,340 $397K 0.03% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,338 $396K <0.01% +78 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,337 $396K 0.05% +2,041 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,329 $395K <0.01% new 13F-HR Timeline Group PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,320 $393K 0.01% -85 13F-HR Timeline Van Cleef Asset Management,Inc More: the full row for Van Cleef Asset Management,Inc 2,300 $390K 0.04% 0 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,291 $389K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,269 $385K 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,251 $382K 0.01% +494 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 2,250 $382K 0.02% +85 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,247 $381K 0.02% +1,947 13F-HR Timeline