SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 5,655 $452K 0.01% +232 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,596 $447K 0.01% -409 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,582 $446K 0.01% new 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 5,544 $443K 0.04% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,518 $441K 0.13% -309 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 5,474 $438K 0.14% 0 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 5,446 $435K 0.07% -250 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 5,435 $435K 0.03% -275 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 5,400 $432K <0.01% 0 13F-HR Timeline Group TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 5,385 $431K 0.03% +52 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 5,374 $430K 0.01% +694 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 5,307 $424K 0.01% -2,872 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,263 $421K 0.13% 0 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 5,245 $419K <0.01% -4,310 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,241 $419K 0.05% 0 13F-HR Timeline Group Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,228 $418K 0.15% -233 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,201 $416K <0.01% +115 13F-HR Timeline Group GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,141 $411K 0.01% +212 13F-HR Timeline Group Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,142 $411K 0.08% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 5,142 $411K <0.01% -2,268 13F-HR Timeline Group Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,111 $409K 0.06% +1,160 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,065 $405K 0.04% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,027 $402K 0.09% -38 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,004 $400K 0.13% -428 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 5,005 $400K 0.01% 0 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,924 $394K 0.01% -459 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,910 $393K 0.04% 0 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 4,850 $388K 0.01% new 13F-HR Timeline Group 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 4,849 $388K 0.05% 0 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,722 $385K 0.02% +1 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,820 $385K 0.01% +27 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,450 $384K 0.21% new 13F-HR/A Timeline Group TWO SIGMA INVESTMENTS, LP group of 2 filers holding More: the full row for TWO SIGMA INVESTMENTS, LP 4,800 $384K -197,410 Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,795 $383K 0.04% +311 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,679 $374K 0.09% -6,421 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 4,651 $372K 0.26% +431 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,644 $371K 0.03% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 4,625 $370K 0.17% -1,361 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,581 $366K 0.08% -120 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 4,560 $365K 0.01% 0 13F-HR Timeline Group Boston Common Asset Management, LLC More: the full row for Boston Common Asset Management, LLC 4,555 $364K 0.01% -353 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,538 $363K 0.14% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 4,519 $361K 0.01% +1,482 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,416 $353K <0.01% +197 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,410 $353K 0.01% -75 13F-HR Timeline Group Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 4,409 $352K 1.76% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,350 $348K 0.04% -2,077 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 4,331 $346K <0.01% +813 13F-HR Timeline Group Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 4,251 $340K 0.16% -750 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,240 $339K 0.18% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,223 $338K 0.02% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 4,211 $337K <0.01% -197,225 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,130 $330K 0.01% -268 13F-HR Timeline Keystone Financial Planning, Inc. More: the full row for Keystone Financial Planning, Inc. 4,104 $328K 0.1% -114,695 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,093 $327K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,091 $327K 0.17% 0 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 4,091 $327K 0.12% 0 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,046 $323K 0.1% 0 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,031 $322K 0.01% +145 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,010 $321K 0.03% -70 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,000 $320K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GMT Capital Corp More: the full row for GMT Capital Corp 3,960 $317K 0.01% 0 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,942 $315K <0.01% -2,093 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,909 $313K <0.01% -13 13F-HR/A Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,870 $309K <0.01% +889 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 3,796 $303K <0.01% -962 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,762 $301K 0.01% 0 13F-HR/A Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,708 $296K 0.08% 0 13F-HR Timeline Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,637 $291K 0.14% +28 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,623 $290K 0.12% 0 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,618 $289K 0.03% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,617 $289K 0.04% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 3,603 $288K 0.08% +82 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 3,565 $285K 0.01% +387 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,562 $285K 0.1% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,559 $285K <0.01% -160 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,539 $283K 0.01% +80 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,532 $282K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,530 $282K 0.02% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,526 $282K 0.02% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,512 $281K 0.01% +3,497 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 3,492 $279K 0.01% 0 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,467 $277K 0.02% -94 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,462 $277K 0.01% +7 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 3,448 $276K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,402 $272K 0.02% 0 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,350 $268K 0.04% +356 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,348 $268K <0.01% -899 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 3,292 $263K 0.05% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,287 $263K 0.01% -6,581 13F-HR Timeline Group CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,273 $262K 0.04% +4 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 3,258 $260K 0.08% 0 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 3,258 $260K 0.15% +24 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,254 $260K <0.01% -305 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 3,250 $260K 0.01% -29 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 3,178 $254K 0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 3,166 $253K <0.01% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 3,158 $252K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,155 $252K 0.01% 0 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 3,146 $252K 0.26% -100 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,134 $251K 0.01% +1,046 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3,111 $249K 0.02% +909 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,110 $249K 0.01% +38 13F-HR Timeline Group Leo Wealth, LLC More: the full row for Leo Wealth, LLC 3,085 $247K 0.03% -25 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 3,062 $245K 0.09% 0 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 3,050 $244K 0.25% 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 3,048 $244K 0.01% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,039 $243K <0.01% -3 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,026 $242K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,019 $241K 0.01% new 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 3,000 $240K 0.02% -325 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,996 $240K 0.06% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 2,984 $239K 0.13% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 2,982 $238K 0.06% +97 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 2,981 $238K 0.01% -200 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 2,963 $237K 0.01% 0 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 2,953 $236K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,946 $236K <0.01% -205 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 2,919 $235K 0.01% +107 13F-HR/A Timeline MAI Capital Management More: the full row for MAI Capital Management 2,928 $234K <0.01% -742 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,912 $233K <0.01% +134 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,890 $231K 0.07% 0 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 2,876 $230K 0.01% -2,776 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,859 $229K 0.04% -57 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 2,850 $228K 0.12% 0 13F-HR Timeline SATURNA CAPITAL CORP More: the full row for SATURNA CAPITAL CORP 2,850 $228K <0.01% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 2,847 $228K 0.01% -765 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,847 $228K 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 2,880 $227K 0.01% new 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 2,831 $226K 0.13% -1,221 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,762 $221K <0.01% new 13F-HR/A Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 2,755 $220K 0.05% new 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 2,744 $219K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,743 $219K <0.01% new 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,740 $219K 0.05% 0 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,707 $216K 0.05% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,675 $214K 0.03% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 2,668 $213K 0.02% new 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,660 $213K <0.01% +597 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,647 $212K 0.01% new 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 2,633 $211K 0.01% new 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,630 $210K <0.01% -483 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 2,606 $208K 0.07% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,587 $207K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,561 $205K 0.02% new 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,558 $205K <0.01% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,556 $203K 0.03% new 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 2,531 $202K 0.03% -262 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,527 $202K <0.01% new 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,525 $202K 0.04% new 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 2,504 $200K 0.07% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,471 $198K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 2,400 $192K 0.03% -648 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,304 $185K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,273 $182K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,229 $178K 0.06% -15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,150 $172K 0.12% +1,480 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 2,072 $166K <0.01% -183 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,070 $165K 0.02% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,954 $156K <0.01% -122 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,900 $152K 0.01% +81 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,800 $144K 0.05% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,697 $136K <0.01% +56 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,600 $128K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,557 $125K 0.09% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,471 $118K 0.01% +201 13F-HR Timeline Trust Co More: the full row for Trust Co 1,470 $118K 0.01% -160 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,371 $110K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,363 $109K 0.03% +288 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,333 $107K <0.01% 0 13F-HR Timeline Group Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,315 $105K 0.03% new 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,295 $104K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,294 $103K <0.01% +956 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,200 $95.9K 0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,118 $90.4K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,121 $89.6K 0.02% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,100 $87.9K <0.01% +247 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,050 $83.9K <0.01% +337 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,040 $83.1K <0.01% -1,506 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,035 $82.7K 0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,035 $82.7K 0.01% +101 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,004 $80.3K 0.05% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,000 $80K 0.03% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 982 $78.5K 0.05% +519 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,133 $76.6K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 935 $74.6K <0.01% +410 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 929 $74.3K 0.05% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 900 $72K <0.01% +750 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 883 $70.6K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 875 $70K <0.01% new 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 844 $67.5K <0.01% +562 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 812 $64.9K <0.01% -549 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 809 $64.7K <0.01% -242 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 801 $64K 0.03% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 800 $64K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 770 $61.6K 0.03% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 763 $61K <0.01% -60 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 746 $59.7K <0.01% +119 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 715 $57.2K <0.01% +500 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 700 $56.3K 0.03% 0 13F-HR Timeline