Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 2,718 $600K 0.47% new 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,718 $600K 0.01% -1,399 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 2,705 $597K <0.01% +626 13F-HR Timeline 1858 WEALTH MANAGEMENT, LLC More: the full row for 1858 WEALTH MANAGEMENT, LLC 2,705 $597K 0.47% -186 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 2,698 $596K 0.53% 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 2,696 $595K 0.4% +7 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 2,692 $594K 0.13% -4,943 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,682 $592K 0.02% -41 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 2,634 $581K 0.01% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,623 $579K 0.07% -9 13F-HR/A Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,600 $574K 0.21% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,599 $574K 0.25% +96 13F-HR Timeline C WorldWide Group Holding A/S in group C WorldWide Group Holding A/S More: the full row for C WorldWide Group Holding A/S 2,596 $573K 0.01% -4,511 13F-HR Timeline Group First Bank & Trust More: the full row for First Bank & Trust 2,586 $571K 0.11% +217 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 2,586 $571K 0.49% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 2,584 $570K 0.34% -4 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,582 $570K 0.21% -42 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 2,580 $569K 0.37% -50 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,560 $565K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,549 $563K 0.14% -529 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 2,529 $558K 0.56% 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 2,642 $558K 0.56% -16 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 2,524 $557K 0.57% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,513 $553K 0.38% -62 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,500 $552K 0.04% -146 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,489 $549K 0.04% -9,654 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 2,487 $549K <0.01% -23 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,473 $546K 0.01% -133,754 13F-HR Timeline Humankind Investments LLC More: the full row for Humankind Investments LLC 2,464 $544K 0.14% -368 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,454 $542K 0.05% +1 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,441 $539K 0.06% +111 13F-HR Timeline Group Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 2,436 $538K 0.1% +194 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 2,432 $537K 0.06% +72 13F-HR/A Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,431 $536K 0.17% +580 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 2,424 $535K 0.01% -7 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,422 $535K 0.08% +152 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 1,973 $534K 0.19% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 2,414 $533K 0.04% -144 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,397 $529K 0.05% -16 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 2,390 $528K 0.32% new 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 2,389 $527K 0.06% -541 13F-HR/A Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,386 $527K 0.13% +40 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 2,373 $526K 0.17% -675 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 2,378 $525K 0.23% +59 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 2,352 $519K 0.77% 13F-HR Timeline Capital CS Group, LLC More: the full row for Capital CS Group, LLC 2,338 $516K 0.69% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,333 $515K 0.01% -268 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,317 $513K <0.01% +113 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 2,321 $512K 0.29% 0 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 2,319 $512K 0.02% -611 13F-HR Timeline Group McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,309 $510K 0.09% -304 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,304 $508K 0.02% -508 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 2,300 $508K 0.19% 0 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,282 $504K 0.05% -54 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 2,274 $502K 0.15% -330 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,267 $500K 0.04% +519 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 2,264 $500K 0.08% -76 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 2,241 $495K 0.19% -142 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 2,232 $493K 0.06% +116 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 2,202 $486K 0.48% 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 2,197 $485K 0.05% +129 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 2,184 $482K 0.26% +76 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,181 $481K 0.07% -14 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 2,157 $476K 0.51% 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 2,159 $476K 0.05% +9 13F-HR/A Timeline Group KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 2,143 $473K 0.04% -1,241 13F-HR Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 2,142 $473K 0.14% +5 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,118 $467K 0.01% new 13F-HR Timeline Tuttle Capital Management, LLC More: the full row for Tuttle Capital Management, LLC 2,114 $467K 2.4% +544 13F-HR Timeline Catalina Capital Group, LLC More: the full row for Catalina Capital Group, LLC 2,113 $466K 0.15% +115 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,111 $466K 0.03% -25,630 13F-HR Timeline Silver Coast Investments LLC More: the full row for Silver Coast Investments LLC 2,097 $463K 0.18% 0 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 2,093 $462K 0.14% -16 13F-HR Timeline ORBA Wealth Advisors, L.L.C. More: the full row for ORBA Wealth Advisors, L.L.C. 2,091 $462K 0.24% -22 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 2,080 $459K 0.06% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 2,060 $455K 0.09% new 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 2,051 $453K 0.01% +21 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 2,065 $452K 0.1% +23 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 2,050 $452K 0.59% new 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 2,047 $452K 0.29% +67 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,047 $452K 0.03% new 13F-HR Timeline Lionshead Wealth Management, LLC More: the full row for Lionshead Wealth Management, LLC 2,041 $451K 0.33% 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,040 $447K 0.16% -275 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 2,011 $444K 0.23% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 2,005 $443K 0.01% +888 13F-HR Timeline Group Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 1,997 $441K 0.22% +2 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 1,996 $441K 0.04% +8 13F-HR Timeline Group Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 1,996 $441K 0.04% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,982 $437K 0.11% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,978 $437K 0.21% -322 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 1,972 $435K 0.13% -138 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 1,960 $432K 0.04% +789 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 1,939 $428K 0.23% -71 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 1,935 $427K 0.05% -32 13F-HR Timeline Blueprint Investment Partners LLC in group Blueprint Investment Partners… More: the full row for Blueprint Investment Partners LLC 1,910 $422K 0.07% +219 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 1,906 $421K 0.01% +121 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 1,903 $420K 0.02% +23 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 1,900 $419K 0.02% +322 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,888 $417K 0.01% -516 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,877 $414K 0.42% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,870 $413K 0.24% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 1,869 $413K 0.02% -67 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 1,851 $409K 0.09% +107 13F-HR Timeline Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 1,851 $409K 0.02% +163 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,846 $407K 0.05% 0 13F-HR Timeline Wallace Hart LLC More: the full row for Wallace Hart LLC 1,841 $406K 0.32% -3,100 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,835 $405K 0.01% -2,265 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,833 $405K 0.03% -59 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1,833 $405K 0.15% +6 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 1,789 $395K 0.07% +92 13F-HR Timeline Aveo Capital Partners, LLC More: the full row for Aveo Capital Partners, LLC 1,784 $394K 0.04% -77 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,777 $392K 0.02% new 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 1,759 $388K 0.07% +54 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,752 $387K 0.01% -4,152 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,752 $387K 0.01% +139 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 1,742 $385K 0.36% 13F-HR/A Timeline Tevis Investment Management More: the full row for Tevis Investment Management 1,733 $383K 0.28% new 13F-HR Timeline Delta Financial Group, Inc. More: the full row for Delta Financial Group, Inc. 1,715 $379K 0.09% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 1,717 $379K 0.07% -130 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 1,712 $378K 0.09% +64 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 1,708 $377K 0.15% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 1,705 $376K 0.1% -50 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,704 $376K 0.09% -40 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 1,696 $374K 0.01% -776 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,693 $374K 0.1% -90 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 1,693 $374K 0.09% -89 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 1,691 $373K 0.2% new 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 1,685 $372K <0.01% +53 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 1,677 $370K 0.03% +19 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 1,676 $370K 0.18% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,665 $367K 0.04% +52 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 1,658 $366K 0.18% 13F-HR Timeline WENDELL DAVID ASSOCIATES INC More: the full row for WENDELL DAVID ASSOCIATES INC 1,655 $365K 0.04% -150 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 1,643 $363K 0.28% +117 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,638 $362K 0.16% new 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 1,638 $362K 0.08% 0 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 1,637 $361K 0.03% -19 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,636 $361K 0.09% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 1,634 $361K 0.01% +726 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,627 $359K 0.02% -25 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,625 $359K 0.05% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 1,620 $358K 0.42% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,615 $356K 0.03% 0 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 1,614 $356K 0.06% +561 13F-HR Timeline Group Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,603 $354K 0.03% +116 13F-HR Timeline Group Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,600 $353K 0.22% 0 13F-HR Timeline Group GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,601 $353K 0.03% new 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 1,599 $353K 0.18% -144 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,595 $352K 0.02% +32 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,589 $351K 0.13% -68 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 1,583 $349K 0.04% 0 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 1,583 $349K 0.08% +394 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,583 $349K 0.07% +455 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,581 $349K 0.05% +610 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,581 $349K 0.06% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,578 $348K 0.01% -18 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,572 $347K 0.01% -11 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,568 $346K 0.03% -70 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 1,568 $346K 0.01% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,567 $346K 0.04% -1,832 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 1,561 $345K 0.01% +48 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,561 $345K 0.04% 0 13F-HR/A Timeline INVENIO WEALTH PARTNERS LLC More: the full row for INVENIO WEALTH PARTNERS LLC 1,558 $344K 0.14% +5 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 1,554 $343K 0.01% new 13F-HR Timeline Group Balentine LLC More: the full row for Balentine LLC 1,553 $343K 0.01% 0 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 1,547 $341K 0.03% 0 13F-HR Timeline Blue Capital, Inc. More: the full row for Blue Capital, Inc. 1,544 $341K 0.24% 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 1,538 $339K 0.14% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,536 $339K 0.05% -7 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 1,530 $338K <0.01% -2,499 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,529 $337K 0.03% -827 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 1,521 $336K 0.11% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,519 $335K 0.02% +298 13F-HR Timeline Group True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,518 $335K 0.15% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,506 $335K 0.15% +110 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,511 $334K 0.02% -31 13F-HR Timeline Forza Wealth Management, LLC More: the full row for Forza Wealth Management, LLC 1,511 $334K 0.15% 0 13F-HR Timeline WINDWARD CAPITAL MANAGEMENT CO /CA More: the full row for WINDWARD CAPITAL MANAGEMENT CO /CA 1,510 $333K 0.03% -136 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,506 $332K 0.01% +3 13F-HR Timeline Caerus Investment Advisors, LLC More: the full row for Caerus Investment Advisors, LLC 1,504 $332K 0.31% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 1,500 $331K 0.09% 0 13F-HR Timeline WESPAC Advisors, LLC More: the full row for WESPAC Advisors, LLC 1,499 $331K 0.24% -789 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,496 $330K 0.06% +59 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 1,491 $329K 0.2% -44 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,498 $329K 0.03% -248,483 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,488 $328K 0.13% 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,488 $328K 0.02% +52 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1,485 $328K 0.19% +248 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,476 $326K 0.05% +297 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 1,472 $325K 0.15% 0 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,469 $324K 0.03% +120 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,465 $323K 0.05% -97 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,464 $323K 0.16% -15 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 1,457 $322K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,450 $320K 0.11% -120 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 1,447 $319K 0.01% +268 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,436 $317K 0.04% +15 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,431 $316K <0.01% -363 13F-HR Timeline Group Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 1,421 $314K 0.17% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 1,414 $312K 0.09% -342 13F-HR Timeline