Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 1,643 $479K 0.38% -3 13F-HR Timeline 111 Capital More: the full row for 111 Capital 1,637 $477K 0.12% +414 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,637 $477K 0.05% -37 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 1,635 $477K 0.08% -35 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 1,634 $477K 0.04% +933 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 1,629 $475K 0.02% -35 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,627 $475K 0.03% 0 13F-HR Timeline Group PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1,627 $475K 0.01% +1,624 13F-HR Timeline Group Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 1,617 $472K 0.4% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 1,616 $471K 0.03% +21 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 1,606 $468K 0.04% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 1,596 $466K 0.02% +898 13F-HR Timeline Group Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 1,592 $464K 0.03% -192 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 1,592 $464K 0.02% +474 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,590 $464K 0.02% new 13F-HR Timeline OBERWEIS ASSET MANAGEMENT INC/ More: the full row for OBERWEIS ASSET MANAGEMENT INC/ 1,582 $461K 0.01% +1 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 1,574 $459K 0.13% -1,925 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 1,569 $458K 0.16% -510 13F-HR Timeline Cinctive Capital Management LP More: the full row for Cinctive Capital Management LP 1,566 $457K 0.03% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 1,564 $456K 0.01% -142 13F-HR Timeline Wellington Shields Capital Management, … group of 2 filers holding More: the full row for Wellington Shields Capital Management, LLC 1,558 $454K 0 Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 1,556 $454K 0.32% new 13F-HR Timeline OPTIMIZE FINANCIAL INC. More: the full row for OPTIMIZE FINANCIAL INC. 1,555 $454K 0.22% -105 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,554 $453K 0.01% +17 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for TRUST POINT INC. 1,536 $448K 0.04% +404 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 1,534 $447K 0.11% -10 13F-HR Timeline Old Port Advisors More: the full row for Old Port Advisors 1,533 $447K 0.1% +333 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,532 $447K 0.09% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,532 $447K 0.03% +507 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,532 $447K 0.05% -20 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 1,531 $447K 0.36% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,530 $446K 0.06% 0 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 1,529 $446K 0.03% +26 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 1,523 $444K 0.03% 0 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 1,523 $444K 0.05% +226 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 1,520 $443K 0.17% +3 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 1,517 $443K 0.38% -351 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 1,510 $440K 0.12% new 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,509 $440K 0.02% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,503 $438K 0.01% +28 13F-HR Timeline Randolph Co Inc More: the full row for Randolph Co Inc 1,503 $438K 0.04% 0 13F-HR Timeline Henrickson Nauta Wealth Advisors, Inc. More: the full row for Henrickson Nauta Wealth Advisors, Inc. 1,499 $437K 0.12% -773 13F-HR Timeline All Terrain Financial Advisors, LLC More: the full row for All Terrain Financial Advisors, LLC 1,495 $436K 0.14% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,493 $436K 0 Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,491 $435K 0.01% -58 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 1,485 $433K 0.11% -90 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,480 $432K 0.05% +36 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,471 $429K 0.02% -99 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 1,467 $428K 0.02% 0 13F-HR Timeline Stegent Equity Advisors, Inc. More: the full row for Stegent Equity Advisors, Inc. 1,467 $428K 0.36% -800 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 1,466 $428K 0.12% +127 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 1,460 $426K 0.02% +20 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,451 $423K 0.03% +99 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,450 $423K 0.03% -75 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,449 $423K 0.03% +39 13F-HR Timeline Group Belleair Asset Management, LLC More: the full row for Belleair Asset Management, LLC 1,447 $422K 0.38% 0 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 1,446 $422K 0.01% 0 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 1,435 $419K 0.16% +50 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,433 $418K 0.01% -378 13F-HR Timeline Karani Asset Management LLC More: the full row for Karani Asset Management LLC 1,433 $418K 0.37% new 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for SBI Securities Co., Ltd. 1,369 $399K 0.01% +436 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,366 $398K <0.01% 0 13F-HR/A Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,358 $396K 0.03% +23 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 1,352 $394K 0.2% -183 13F-HR Timeline Milestones Private Investment Advisors … More: the full row for Milestones Private Investment Advisors LLC 1,350 $394K 0.35% -90 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 1,348 $393K 0.03% -22 13F-HR Timeline Group Csenge Advisory Group More: the full row for Csenge Advisory Group 1,342 $391K 0.02% +12 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 1,310 $389K 0.04% -16 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,334 $389K 0.01% -3,302 13F-HR Timeline Group Strategic Financial Services, Inc. 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More: the full row for VAN STRUM & TOWNE INC. 1,304 $380K 0.11% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 1,301 $379K 0.12% +4 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1,291 $377K 0.11% -30 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 1,286 $375K 0.05% 0 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,282 $374K 0.03% -68 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,276 $372K 0.02% +304 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 1,275 $372K <0.01% -1,124 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,264 $369K 0.07% +134 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 1,263 $368K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,263 $368K 0.03% 0 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 1,262 $368K 0.07% +3 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,261 $368K 0.01% 0 13F-HR Timeline Group Monument Capital Management More: the full row for Monument Capital Management 1,258 $367K 0.09% -53 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,241 $366K 0.04% -46 13F-HR Timeline Legal Advantage Investments, Inc. More: the full row for Legal Advantage Investments, Inc. 1,252 $365K 0.19% -126 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,250 $365K 0.03% -5 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 1,250 $365K 0.14% +65 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,248 $364K 0.01% 0 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 1,244 $363K 0.04% 0 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 1,242 $362K 0.05% +339 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 1,239 $361K 0.03% -27 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,239 $361K 0.01% -8,775 13F-HR Timeline Group Syverson Strege & Co More: the full row for Syverson Strege & Co 1,238 $361K 0.09% -16 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 1,237 $361K 0.12% +1 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 1,236 $361K 0.11% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 1,234 $360K 0.07% 0 13F-HR Timeline Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 1,234 $360K 0.07% +241 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,233 $360K 0.22% +24 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 1,228 $358K 0.02% +128 13F-HR Timeline One Wealth Advisors, LLC More: the full row for One Wealth Advisors, LLC 1,226 $358K 0.04% 0 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 1,218 $355K 0.05% +11 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 1,216 $355K 0.05% +141 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,214 $354K 0.02% +214 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 1,213 $354K 0.08% new 13F-HR Timeline Ariston Services Group More: the full row for Ariston Services Group 0 $354K 0.21% -1,212 13F-HR Timeline Amount filed as zero, left out of ratios. BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,210 $353K 0.02% new 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,210 $353K 0.01% -31 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 1,209 $353K 0.12% -23 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 1,201 $350K 0.03% +1 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 1,200 $350K 0.08% 0 13F-HR Timeline Enhancing Capital LLC More: the full row for Enhancing Capital LLC 1,200 $350K 0.26% 0 13F-HR Timeline Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 1,197 $349K 0.12% +2 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,194 $348K 0.08% -5,460 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,190 $347K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,188 $347K 0.02% +8 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,188 $347K 0.12% new 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 1,187 $346K 0.07% +2 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,182 $345K <0.01% -21 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 1,180 $344K 0.05% +210 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 1,178 $343K 0.06% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. 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More: the full row for Advisors Asset Management, Inc. 1,128 $329K 0.01% -2 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 1,125 $328K 0.22% 0 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 1,125 $328K 0.29% -13 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,125 $328K 0.01% new 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 1,124 $328K 0.06% +3 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 1,120 $327K 0.03% +129 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,119 $326K 0.02% -155 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 1,118 $326K 0.02% -173 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 1,114 $325K 0.02% new 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 1,114 $325K 0.12% new 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 1,113 $325K 0.21% +3 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,112 $324K 0.07% +54 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,109 $324K 0.08% +223 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 1,110 $324K 0.03% +28 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,110 $324K 0.13% 13F-HR/A Timeline WESTCO ADVISORY SERVICES INC /ADV More: the full row for WESTCO ADVISORY SERVICES INC /ADV 1,109 $323K 0.21% +209 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,108 $323K 0.01% 0 13F-HR Timeline Group CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 1,100 $321K 0.16% -50 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 1,093 $319K 0.01% +81 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,091 $318K 0.11% 0 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 1,088 $317K 0.11% +2 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 1,086 $317K 0.04% new 13F-HR Timeline McKinley Carter Wealth Services, Inc. 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