CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 7,855 $349K 0.02% -1,947 13F-HR Timeline Lifetime Wealth Management P.C. More: the full row for Lifetime Wealth Management P.C. 7,715 $342K 0.21% 13F-HR/A Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 7,618 $338K 0.02% +393 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,549 $335K 0.04% +250 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 7,546 $335K 0.3% -78 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 7,867 $329K <0.01% +64 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,309 $324K 0.02% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 7,286 $323K 0.09% -993 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) 7,193 $319K 0.01% -7,884 13F-HR Timeline Group Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 7,092 $315K 0.01% +863 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 6,985 $314K 0.14% +87 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,070 $314K <0.01% -1,333 13F-HR/A Timeline Group MAI Capital Management More: the full row for MAI Capital Management 7,062 $313K <0.01% -178 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 7,009 $311K 0.02% new 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,946 $308K 0.06% +171 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 6,938 $308K 0.34% 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 6,850 $305K <0.01% -339 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,814 $302K <0.01% +89 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,809 $302K <0.01% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 6,791 $301K <0.01% -103 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 4,900 $299K 0.14% new 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 6,703 $297K 0.04% +1,548 13F-HR Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 6,700 $297K 0.26% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 6,680 $296K 0.01% -847 13F-HR Timeline Group Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 6,651 $295K <0.01% +132 13F-HR Timeline Group PDS Planning, Inc More: the full row for PDS Planning, Inc 6,635 $294K 0.02% +73 13F-HR Timeline Cumberland Partners Ltd in group Cumberland Partners Ltd More: the full row for Cumberland Partners Ltd 6,620 $294K 0.02% new 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 6,584 $292K 0.01% +242 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,528 $290K 0.02% 0 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 6,406 $284K 0.11% -79 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 6,400 $284K 0.04% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 6,306 $280K 0.16% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,307 $280K 0.01% -28 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 6,211 $276K <0.01% +1,183 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,195 $275K 0.02% 0 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 6,170 $274K <0.01% new 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 6,149 $273K 0.05% +193 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 6,140 $272K <0.01% -849 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 6,035 $268K <0.01% +348 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 6,026 $267K <0.01% +2,338 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,996 $266K 0.07% -18,975 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 5,949 $264K 0.17% new 13F-HR Timeline Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,920 $262K 0.07% +870 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 5,904 $262K <0.01% +616 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 5,000 $260K <0.01% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 5,800 $257K 0.23% 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 5,742 $255K 0.01% +196 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,683 $252K 0.02% +68 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 5,640 $250K 0.01% 0 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 5,631 $250K 0.12% -123 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 4,832 $244K 0.02% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 5,500 $244K 0.01% 0 13F-HR Timeline Syverson Strege & Co More: the full row for Syverson Strege & Co 5,468 $243K 0.06% -9 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 5,467 $243K 0.02% 0 13F-HR Timeline Group Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 5,396 $239K 0.03% -63 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 5,374 $238K 0.03% -1 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 5,308 $235K 0.27% -2,000 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,294 $235K <0.01% new 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 5,286 $234K 0.01% +164 13F-HR Timeline NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 5,258 $233K 0.02% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 5,200 $231K 0.01% 0 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 5,200 $231K 0.13% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 5,184 $230K 0.01% +4,814 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 5,129 $228K <0.01% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,104 $226K 0.01% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 5,086 $226K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 5,081 $225K 0.01% new 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 5,065 $225K 0.05% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,071 $225K <0.01% +184 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 5,050 $224K 0.1% new 13F-HR Timeline Summit Global Investments in group Summit Global Investments More: the full row for Summit Global Investments 5,055 $224K 0.01% new 13F-HR Timeline Group CSS LLC/IL More: the full row for CSS LLC/IL 5,010 $222K 0.01% 0 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 5,007 $222K 0.04% 0 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 4,944 $219K 0.01% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,918 $218K 0.01% 0 13F-HR Timeline Cypress Capital, LLC More: the full row for Cypress Capital, LLC 4,911 $218K 0.06% +5 13F-HR Timeline NLB Skladi, upravljanje premozenja, d.o… More: the full row for NLB Skladi, upravljanje premozenja, d.o.o. 4,836 $215K 0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 4,800 $213K <0.01% +4,800 13F-HR Timeline Group Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 4,782 $212K 0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 4,710 $209K 0.04% new 13F-HR/A Timeline Chevy Chase Trust Holdings, LLC in group Chevy Chase Trust Holdings, L… More: the full row for Chevy Chase Trust Holdings, LLC 4,697 $208K <0.01% new 13F-HR Timeline Group MRWM Advisors, LLC More: the full row for MRWM Advisors, LLC 4,630 $205K 0.11% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 4,310 $204K 0.15% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,492 $199K 0.02% -237 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4,209 $187K 0.02% +1,897 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 4,112 $182K 0.04% -1,400 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,039 $179K 0.02% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 4,000 $177K 0.04% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 3,844 $171K 0.04% +587 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,628 $161K 0.01% +3 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 3,596 $159K <0.01% +1,498 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 3,556 $158K 0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 3,360 $149K 0.02% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 3,222 $143K <0.01% +274 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,125 $139K 0.02% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,086 $137K 0.01% +139 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,000 $133K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,897 $129K <0.01% -912 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 2,700 $120K 0.07% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 2,650 $118K 0.11% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,638 $117K <0.01% -119 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 2,540 $113K 0.07% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,539 $113K 0.14% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,500 $111K <0.01% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 2,490 $110K 0.01% new 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,475 $110K 0.05% 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 2,365 $105K <0.01% 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,346 $104K <0.01% +557 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,283 $101K 0.01% +42 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,245 $99.6K 0.02% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,190 $97.1K 0.01% -587 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,065 $91.6K <0.01% +593 13F-HR Timeline Group Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 2,058 $91.3K 0.03% -202 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,002 $88.8K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,000 $88.7K <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 2,000 $88.7K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,000 $88.7K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,904 $84.4K <0.01% +50 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,740 $77K 0.04% -180 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,719 $76.3K 0.03% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,718 $76.2K 0.04% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,664 $74.1K <0.01% +871 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,609 $71.4K <0.01% -363 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,600 $71K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,555 $69K <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,493 $66.2K 0.01% 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 1,292 $57.3K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,210 $53.7K 0.02% +506 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,199 $53.2K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,178 $52.3K 0.02% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,167 $51.8K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,160 $51.5K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,120 $49.7K 0.01% 0 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,081 $48K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,061 $47.1K <0.01% +3 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,047 $46.4K <0.01% +193 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,007 $44.7K 0.01% new 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 1,000 $44.4K <0.01% -1,064,796 13F-HR/A Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,000 $44.4K 0.01% new 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,000 $44.4K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 981 $43.5K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 913 $40.5K 0.02% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 882 $39.1K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 870 $38.6K 0.03% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 850 $37.7K <0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 837 $37.1K 0.01% -29 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 825 $36.6K 0.02% +225 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 818 $36.3K <0.01% +33 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 789 $35K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 776 $34.4K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 757 $33.6K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 731 $32.4K 0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 696 $30.9K 0.01% +14 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 675 $29.9K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 588 $29.4K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 639 $28.3K <0.01% +21 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 635 $28.2K 0.01% +225 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 592 $26.3K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 588 $26.1K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 564 $25.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 571 $25.3K <0.01% +4 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 566 $25.1K 0.01% +5 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 541 $24K 0.02% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 524 $23.2K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 523 $23.2K <0.01% -325 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $22K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 500 $22K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 476 $21.1K <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 437 $19.4K <0.01% new 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 424 $18.8K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 409 $18.1K 0.01% -41 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 406 $18K <0.01% +400 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 400 $17.7K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 400 $17.7K 0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 390 $17.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for SJS Investment Consulting Inc. 309 $13.7K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 300 $13.3K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $13.3K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 300 $13.3K <0.01% +125 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 300 $13.3K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 297 $13.2K <0.01% +57 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 290 $12.8K <0.01% -43 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 280 $12.4K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 280 $12.4K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 269 $11.9K 0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 268 $11.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 265 $11.8K <0.01% -151 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 260 $11.5K <0.01% +208 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 257 $11.4K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 255 $11.3K <0.01% 0 13F-HR Timeline