Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 39,250 $894K 0.01% -1,200 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 39,247 $894K 0.04% -4,378 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 39,205 $893K 0.07% -1,104 13F-HR Timeline Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 39,200 $893K 0.35% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 36,540 $891K 0.44% 13F-HR Timeline Morningstar Investment Management LLC group of 2 filers holding More: the full row for Morningstar Investment Management LLC 39,123 $891K -56,429 Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 39,118 $891K 0.08% -7,367 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 39,099 $890K 0.08% +1,376 13F-HR Timeline Group ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 39,048 $889K 0.01% +2,639 13F-HR/A Timeline Group BURNEY CO/ More: the full row for BURNEY CO/ 39,043 $889K 0.03% +1,390 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 39,011 $888K 0.62% -197 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 38,890 $886K 0.36% -1,418 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 38,882 $885K 0.08% +700 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 38,847 $885K 0.01% -209,139 13F-HR Timeline Group Second Line Capital, LLC More: the full row for Second Line Capital, LLC 38,799 $883K 0.24% -6,081 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 38,767 $883K 0.86% 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 38,731 $882K 0.13% +2,087 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 38,716 $882K 0.15% -4,295 13F-HR Timeline Tradewinds, LLC. More: the full row for Tradewinds, LLC. 34,939 $878K 0.24% -1,478 13F-HR Timeline Persium Advisors, LLC More: the full row for Persium Advisors, LLC 38,392 $874K 0.86% 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 38,269 $871K 0.35% +23,830 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 38,169 $869K 0.33% +499 13F-HR Timeline Wealth Alliance Advisory Group, LLC More: the full row for Wealth Alliance Advisory Group, LLC 38,125 $868K 0.18% +48 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 38,010 $865K 0.02% -1,001 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 38,005 $865K 0.02% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 37,981 $865K 0.12% +22 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 37,970 $865K 0.05% -105 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 37,961 $864K 0.3% +15,680 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 37,934 $864K 0.98% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 37,881 $863K 0.09% +2,556 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 37,936 $862K 0.49% +9,940 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 37,849 $862K 0.22% 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 37,813 $861K 0.06% +4,493 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 36,254 $860K 0.39% 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 37,755 $860K 0.13% +5,340 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 39,264 $856K 0.12% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 37,590 $856K 0.05% +8,788 13F-HR Timeline Group SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 37,561 $855K 0.02% +579 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 37,398 $852K 0.04% +10 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 37,390 $851K 0.06% new 13F-HR Timeline S&CO INC More: the full row for S&CO INC 37,355 $850K 0.06% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 37,280 $849K 0.08% +1 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 37,234 $848K 0.03% -1,444 13F-HR Timeline Group ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 37,120 $845K 0.01% +19,449 13F-HR Timeline Group Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 32,921 $844K 0.24% +19,808 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 37,030 $843K 0.45% -685 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 36,988 $842K 0.13% -3,020 13F-HR/A Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 36,897 $840K 0.1% -4,370 13F-HR Timeline D. SCOTT NEAL, INC. More: the full row for D. SCOTT NEAL, INC. 36,890 $840K 0.46% 0 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 36,817 $838K 0.47% +65 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 38,102 $838K 0.58% -827 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 36,671 $835K 0.04% -210 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 36,625 $834K 0.15% -831 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 36,624 $834K 0.21% -732 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 36,579 $833K 0.03% -8,785 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 36,552 $832K <0.01% -2,157 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 36,519 $832K 0.3% -28,823 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 36,399 $829K 0.11% +643 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 36,296 $826K 0.02% +738 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 36,221 $825K <0.01% +12,409 13F-HR Timeline Group Chicago Capital, LLC More: the full row for Chicago Capital, LLC 36,204 $824K 0.02% +1,972 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 36,169 $824K 0.07% +16,164 13F-HR/A Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 36,046 $821K 0.13% +4,934 13F-HR Timeline Group Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 35,911 $818K 0.02% +6,252 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 35,795 $815K 0.09% +2,674 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 35,707 $813K 0.09% +369 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 35,484 $808K 0.54% +1,747 13F-HR Timeline Centennial Wealth Advisory LLC More: the full row for Centennial Wealth Advisory LLC 35,468 $808K 0.32% +277 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 35,431 $807K 0.28% -7,322 13F-HR Timeline HTLF Bank More: the full row for HTLF Bank 35,427 $807K 0.09% +1,000 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 35,312 $804K 0.06% +1,176 13F-HR Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 32,814 $803K 0.3% -522 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 35,078 $799K 0.02% -7,070 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 34,922 $795K 0.72% +2,975 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 34,872 $794K 0.01% +3,615 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 34,700 $790K 0.16% -674 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 34,687 $790K 0.06% +2,351 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 34,469 $785K 0.5% 0 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 34,443 $784K 0.12% +1,717 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 34,228 $779K 0.28% -497 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 34,186 $778K 0.08% +7 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 34,152 $778K 0.09% +849 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 34,074 $776K 0.58% 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 34,059 $776K 0.12% +2,311 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 34,055 $775K 0.13% 0 13F-HR Timeline Huntleigh Advisors, Inc. More: the full row for Huntleigh Advisors, Inc. 33,943 $773K 0.17% 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 33,913 $772K 0.11% +873 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 33,847 $771K 0.1% -2,714 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 33,760 $769K 0.69% 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 33,760 $769K 0.05% -2,574 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 33,642 $766K 0.32% -481 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 33,568 $764K 0.07% +19,220 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 33,512 $763K 0.08% -1,050 13F-HR Timeline Gray Wealth Management Inc. More: the full row for Gray Wealth Management Inc. 33,432 $761K 0.29% -143 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 33,432 $761K 0.61% -1,309 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 33,403 $761K 0.05% +1,866 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 33,390 $760K 0.01% -3,026 13F-HR Timeline MOUNT VERNON ASSOCIATES INC /MD/ More: the full row for MOUNT VERNON ASSOCIATES INC /MD/ 33,359 $760K 0.59% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 33,341 $759K 0.34% -22,840 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 33,310 $758K 0.41% +614 13F-HR Timeline GRIMES & Co WEALTH MANAGEMENT, LLC More: the full row for GRIMES & Co WEALTH MANAGEMENT, LLC 33,290 $758K 0.02% -240 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 33,260 $757K 0.15% new 13F-HR/A Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 33,202 $756K 0.54% +1,000 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 33,116 $754K 0.08% -2,932 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 33,098 $754K 0.05% -1,306 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 33,072 $753K 0.13% -191 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 33,050 $753K 0.07% +1,470 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 33,026 $752K 0.61% +1,640 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 32,963 $751K 0.02% -5,996 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 32,893 $749K 0.51% +2,397 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 32,872 $748K 0.06% +265 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 32,851 $748K 0.11% +53 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 32,841 $748K 0.05% +1,001 13F-HR Timeline Group PERKINS CAPITAL MANAGEMENT INC More: the full row for PERKINS CAPITAL MANAGEMENT INC 32,742 $746K 0.66% -1,000 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 32,692 $744K 0.33% +1,063 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 32,623 $743K 0.11% 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 32,609 $743K 0.04% +4,596 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 32,448 $739K 0.14% -651 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 32,439 $739K 0.04% -2,077 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 32,374 $737K 0.01% +1,379 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 32,285 $735K 0.17% -189 13F-HR Timeline Uncommon Cents Investing LLC More: the full row for Uncommon Cents Investing LLC 32,255 $734K 0.22% 0 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 32,194 $733K 0.33% 0 13F-HR Timeline Orca Wealth Management, LLC More: the full row for Orca Wealth Management, LLC 32,142 $732K 0.66% 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 32,105 $731K 0.18% -1,164 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 32,075 $730K 0.06% +351 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 32,057 $730K 0.03% +549 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 31,951 $728K 0.01% -2,971 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 31,919 $727K 0.35% 0 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 31,882 $726K 0.06% -2,716 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 31,801 $724K 0.12% +17,459 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 31,717 $722K 0.04% -923 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 31,490 $717K 0.25% -1,509 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 31,411 $715K 0.02% -602 13F-HR Timeline Group JSF Financial, LLC More: the full row for JSF Financial, LLC 31,392 $715K 0.19% +4,827 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 31,335 $713K 0.13% +5,506 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 31,194 $710K 0.11% +5,407 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 31,130 $709K 0.06% +6,158 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 31,110 $708K 0.06% -1,931 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 31,055 $707K 0.16% +1,717 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 31,029 $707K 0.69% -478 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 31,018 $706K 0.02% -650 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 30,967 $705K 0.06% +1,476 13F-HR/A Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 30,947 $705K 0.12% +647 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 32,176 $701K 0.07% -3,309 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 30,785 $701K 0.07% +299 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 30,769 $701K 0.04% +2,680 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 30,758 $700K 0.05% -249 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 30,752 $700K 0.29% +7,405 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 30,738 $700K 0.07% +1,200 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 30,716 $699K 0.1% -1,352 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 30,583 $696K 0.03% -15,932 13F-HR Timeline Group Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 30,500 $694K 0.17% new 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 30,495 $694K 0.47% +154 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 30,424 $693K 0.07% -33,241 13F-HR Timeline Fortress Financial Solutions, LLC More: the full row for Fortress Financial Solutions, LLC 30,357 $691K 0.99% 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 31,341 $689K 0.22% 0 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 30,248 $689K 0.26% -361 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 30,254 $689K 0.13% +2,230 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 30,254 $689K 0.13% +2,230 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 30,238 $688K 0.48% +1,475 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 30,231 $688K 0.61% 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 30,230 $688K 0.04% +2,466 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 30,102 $685K 0.04% -163 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 30,037 $684K 0.29% -1,287 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 30,032 $684K 0.11% +7,172 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 29,990 $683K 0.23% 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 30,000 $683K 0.34% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 29,856 $680K 0.04% -9,180 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 29,776 $678K 0.11% +496 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 29,700 $676K 0.31% +554 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 29,661 $675K 0.04% +4,082 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 29,646 $675K 0.22% -60,367 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 29,641 $675K 0.05% -3,272 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 29,621 $674K 0.08% -3,531 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 29,612 $674K 0.73% 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 29,590 $674K 0.03% +244 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 29,512 $672K 0.32% +20,196 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 29,478 $672K 0.21% -2,892 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 29,382 $669K 0.04% -19,777 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 29,284 $667K 0.29% 0 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 29,225 $665K 0.41% -369 13F-HR Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 29,191 $665K 0.05% +5,772 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 29,163 $664K 0.48% +1 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 29,081 $662K 0.22% +5,593 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 28,933 $659K 0.17% +240 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 28,914 $658K 0.09% +2,755 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 27,218 $657K 0.21% -1,212 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 28,855 $657K 0.04% -3,200 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 28,782 $655K 0.05% +8,179 13F-HR/A Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 28,720 $654K 0.11% +2,246 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 28,714 $654K 0.16% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 28,669 $653K 0.08% -172 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 28,664 $653K 0.05% -3,000 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 28,576 $651K 0.16% +99 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 28,354 $646K 0.45% -14 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28,292 $644K 0.41% 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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