Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 761 $251K <0.01% +33 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 760 $251K 0.02% +19 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 760 $251K 0.03% -15 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 760 $251K 0.05% +2 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 758 $250K 0.01% -283 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 757 $250K 0.02% -6 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 757 $250K 0.05% new 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 755 $249K 0.07% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 755 $249K 0.04% new 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 754 $249K 0.09% -46 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 754 $249K 0.02% +164 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 752 $248K 0.04% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 752 $248K 0.05% -3 13F-HR Timeline Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 750 $248K 0.12% -13 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 748 $247K 0.02% -57 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 746 $246K 0.03% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 730 $246K 0.05% -157 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 745 $246K 0.05% 0 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 744 $246K 0.05% -2 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 748 $245K <0.01% -85 13F-HR Timeline Group VICUS CAPITAL More: the full row for VICUS CAPITAL 742 $245K 0.02% -2 13F-HR Timeline DB&C Advisors, LLC More: the full row for DB&C Advisors, LLC 741 $245K 0.26% +1 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 739 $244K 0.12% +3 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 737 $243K 0.03% -19 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 736 $243K 0.03% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 735 $243K 0.03% -1 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 734 $242K 0.19% 0 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 734 $242K 0.08% 0 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 732 $242K 0.02% +21 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 732 $242K 0.03% -64 13F-HR/A Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 732 $242K 0.07% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 730 $241K <0.01% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 730 $241K 0.03% +6 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 727 $240K 0.01% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 727 $240K 0.07% +2 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 725 $239K 0.03% new 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 724 $239K 0.02% 0 13F-HR Timeline MEMBERS WEALTH LLC More: the full row for MEMBERS WEALTH LLC 724 $239K 0.13% +3 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 719 $237K 0.01% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 719 $237K 0.11% new 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 713 $235K 0.05% +21 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 709 $234K 0.01% +12 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 708 $234K 0.1% +9 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 708 $234K 0.02% new 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 707 $233K 0.12% -2 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 707 $233K 0.11% new 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 704 $232K 0.03% -1 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 700 $232K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 702 $232K 0.02% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 701 $231K 0.05% 0 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 700 $231K 0.08% 0 13F-HR Timeline Group Sandhill Capital Partners LLC More: the full row for Sandhill Capital Partners LLC 700 $231K 0.02% 0 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 700 $231K 0.16% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 700 $231K <0.01% 0 13F-HR Timeline Group Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 699 $231K 0.02% 0 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 699 $231K 0.01% new 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 699 $231K 0.11% -50 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 699 $231K 0.02% +8 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 698 $230K 0.05% new 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 696 $230K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 695 $229K 0.09% -97 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 692 $228K 0.1% 0 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 692 $228K 0.01% 0 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 691 $228K 0.05% -34 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 691 $228K 0.01% new 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 691 $228K 0.01% new 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 690 $228K 0.02% new 13F-HR Timeline Bensler, LLC More: the full row for Bensler, LLC 688 $227K 0.02% 0 13F-HR Timeline Omnia Family Wealth, LLC More: the full row for Omnia Family Wealth, LLC 687 $227K 0.06% new 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 686 $226K 0.01% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 683 $225K 0.02% new 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 683 $225K 0.01% -3 13F-HR Timeline Group Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 681 $225K 0.01% new 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 680 $224K 0.11% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 679 $224K 0.13% 0 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 655 $224K 0.04% -205 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 676 $223K 0.01% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 675 $223K 0.02% new 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 674 $223K 0.02% -187 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 672 $222K <0.01% new 13F-HR Timeline Group Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $222K 0.05% new 13F-HR Timeline Amount filed as zero, left out of ratios. bLong Financial, LLC More: the full row for bLong Financial, LLC 670 $221K 0.14% -100 13F-HR Timeline SUTTON PLACE INVESTORS LLC More: the full row for SUTTON PLACE INVESTORS LLC 670 $221K 0.11% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 668 $221K 0.02% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 668 $221K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 667 $220K 0.01% new 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 666 $220K 0.12% new 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 666 $220K 0.02% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 666 $220K 0.02% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 665 $220K 0.06% new 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 664 $219K 0.02% new 13F-HR Timeline Element Wealth, LLC More: the full row for Element Wealth, LLC 662 $219K 0.08% -30 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 645 $219K 0.03% new 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 662 $219K 0.11% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 662 $219K 0.04% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 661 $218K 0.04% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 660 $218K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 659 $218K 0.02% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 659 $218K 0.01% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 658 $217K 0.07% -59 13F-HR Timeline CULLEN INVESTMENT GROUP, LTD. More: the full row for CULLEN INVESTMENT GROUP, LTD. 657 $217K 0.03% new 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 654 $216K 0.02% new 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 655 $216K 0.04% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 653 $216K 0.07% +1 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 653 $216K 0.05% -71 13F-HR Timeline Values Added Financial LLC More: the full row for Values Added Financial LLC 651 $215K 0.08% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 650 $215K 0.01% -12,500 13F-HR Timeline THOMAS STORY & SON LLC More: the full row for THOMAS STORY & SON LLC 650 $215K 0.08% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 650 $215K 0.05% 0 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 649 $214K 0.03% new 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 649 $214K 0.04% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 647 $214K 0.01% new 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 646 $213K 0.06% new 13F-HR Timeline BROOKS, MOORE & ASSOCIATES, INC. More: the full row for BROOKS, MOORE & ASSOCIATES, INC. 644 $213K 0.1% new 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 636 $210K 0.09% -435 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 631 $208K 0.09% 0 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 630 $208K 0.03% new 13F-HR Timeline Wills Financial Group LLC More: the full row for Wills Financial Group LLC 630 $208K 0.08% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 630 $208K 0.06% 0 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 629 $208K <0.01% -219 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 629 $208K <0.01% new 13F-HR Timeline Group CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 629 $208K 0.12% new 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 628 $207K 0.11% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 620 $205K 0.02% -5 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 618 $204K 0.04% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 617 $204K 0.04% new 13F-HR Timeline CAXTON ASSOCIATES LLP More: the full row for CAXTON ASSOCIATES LLP 617 $204K <0.01% new 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 616 $203K 0.05% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 613 $202K 0.02% +22 13F-HR/A Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 613 $202K 0.02% new 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 611 $202K 0.03% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 612 $202K 0.02% -536 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 609 $201K 0.01% new 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 608 $201K 0.03% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 607 $200K 0.05% +117 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 607 $200K 0.05% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 596 $199K 2.72% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 600 $198K 0.04% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 579 $191K 0.11% -33 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 573 $189K 0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 482 $188K 0.07% -18 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 558 $184K <0.01% -173 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 553 $183K 0.02% -7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 546 $180K 0.11% -34 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 536 $177K 0.04% new 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 529 $175K <0.01% 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 527 $174K 0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 527 $174K 0.01% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 527 $174K 0.02% +447 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 518 $171K 0.02% +66 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 517 $171K <0.01% -852 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 515 $170K 0.04% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 512 $169K 0.04% -24 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 507 $167K 0.05% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 500 $165K 0.05% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 500 $165K 0.08% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 499 $165K 0.07% 0 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 491 $162K 0.14% +23 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 491 $162K 0.02% +441 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 489 $161K 0.03% -8 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 480 $158K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 474 $156K 0.05% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 467 $154K <0.01% +163 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 466 $154K 0.01% +110 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 462 $153K 0.05% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 460 $152K 0.02% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 428 $141K 0.07% 0 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 425 $140K 0.03% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 422 $139K 0.01% +38 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 412 $136K 0.03% -200 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 411 $136K 0.02% +11 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 410 $135K 0.05% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 407 $134K 0.01% +9 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 399 $132K 0.02% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 393 $130K 0.08% -89 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 381 $126K 0.05% +8 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 381 $126K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 373 $123K 0.01% +4 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 361 $119K 0.08% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 359 $119K 0.02% +9 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 359 $119K 0.03% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 358 $118K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 352 $118K 0.01% +8 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 356 $118K 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 355 $117K 0.02% +8 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 354 $117K 0.08% +9 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 350 $116K 0.01% +342 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 349 $115K 0.01% +50 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 347 $115K 0.07% +46 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 345 $114K <0.01% -37 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 336 $111K 0.03% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 335 $111K 0.03% +130 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 322 $110K 0.03% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 326 $108K 0.05% -209 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 326 $108K 0.02% +5 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 324 $107K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 321 $106K 0.05% -48 13F-HR/A Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 311 $103K 0.01% -20 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 309 $102K 0.04% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 308 $102K 0.01% 0 13F-HR Timeline