Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 4,558 $354K <0.01% +880 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 4,506 $350K <0.01% -105 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 4,452 $346K 0.32% -41 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,441 $345K 0.01% +817 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 4,427 $344K 0.04% +408 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 4,393 $342K 0.15% 0 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 4,380 $341K 0.13% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 4,354 $339K 0.13% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 4,340 $337K 0.17% 0 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,339 $337K 0.04% -480 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,317 $336K <0.01% +65 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 4,285 $333K 0.01% +366 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 4,250 $330K 0.07% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,230 $329K 0.01% +1,065 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,224 $328K 0.07% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 4,222 $328K 0.07% +23 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 4,186 $325K 0.02% -187 13F-HR Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,129 $321K 0.1% +1,070 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 4,112 $320K 0.04% +1,245 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 4,095 $318K 0.19% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 4,096 $318K 0.03% -997 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 4,080 $317K 0.17% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,011 $316K 0.14% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 4,010 $312K 0.06% +244 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 4,000 $311K 0.08% 0 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,946 $311K 0.04% -281 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 3,987 $310K 0.01% -573 13F-HR Timeline Group CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 3,936 $306K 0.13% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 3,922 $305K 0.06% 0 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 4,039 $305K 0.05% +915 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 3,908 $304K 0.03% 0 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 3,903 $303K <0.01% -62 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,874 $301K 0.2% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,863 $300K 0.01% -503 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 3,377 $297K 0.09% +873 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 3,691 $291K 0.03% +210 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,716 $289K 0.03% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,705 $288K <0.01% -784 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,709 $288K 0.01% -3,047 13F-HR Timeline Group Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 3,674 $286K 0.11% +216 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 3,648 $284K 0.17% 0 13F-HR Timeline Sageworth Trust Co of South Dakota More: the full row for Sageworth Trust Co of South Dakota 3,646 $284K 0.17% +630 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,636 $283K 0.01% +272 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,623 $282K <0.01% +1,098 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,618 $281K 0.01% +164 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,570 $278K 0.17% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,550 $276K 0.02% +195 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,548 $276K 0.18% -60 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 3,518 $274K 0.05% -34 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 3,497 $272K 0.13% +350 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,487 $271K 0.01% +143 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 3,487 $271K 0.01% +659 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 3,594 $271K 0.01% -335 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 3,430 $267K 0.06% 0 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 3,418 $266K 0.03% -213,013 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 3,409 $265K 0.15% -154 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,398 $264K 0.01% -2,115 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 3,381 $263K 0.16% 0 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 3,377 $263K 0.02% +61 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 3,375 $262K <0.01% -379 13F-HR Timeline Group FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 3,373 $262K 0.08% -2,340 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 3,354 $261K 0.01% 0 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,353 $261K <0.01% +33 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 3,343 $260K 0.21% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,302 $257K 0.01% new 13F-HR Timeline Group Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 3,300 $257K 0.12% 0 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,289 $256K 0.01% -5 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 3,284 $255K 0.11% 0 13F-HR Timeline BERKSHIRE ASSET MANAGEMENT LLC/PA More: the full row for BERKSHIRE ASSET MANAGEMENT LLC/PA 3,283 $255K 0.01% +99 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,232 $254K 0.06% +84 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 3,260 $253K 0.22% -238 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 3,235 $252K <0.01% -106 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 3,206 $249K 0.01% -1,387 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 3,203 $249K 0.05% 0 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 3,162 $246K 0.07% +168 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 3,154 $245K <0.01% +87 13F-HR Timeline Fortune Financial Advisors, LLC More: the full row for Fortune Financial Advisors, LLC 3,145 $245K 0.1% 0 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 3,159 $245K <0.01% 0 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 3,139 $244K 0.01% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,115 $242K 0.01% +12 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 3,081 $240K 0.01% -176 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 3,050 $237K 0.01% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 3,047 $237K 0.01% -231 13F-HR Timeline Group Five Oceans Advisors More: the full row for Five Oceans Advisors 3,043 $237K 0.08% 0 13F-HR Timeline Bond & Devick Financial Network, Inc. More: the full row for Bond & Devick Financial Network, Inc. 3,021 $235K 0.06% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,020 $235K <0.01% -120 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,006 $234K 0.02% +215 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,000 $233K 0.06% 0 13F-HR Timeline Herold Advisors, Inc. More: the full row for Herold Advisors, Inc. 2,947 $233K 0.05% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,996 $233K 0.02% +2,040 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,994 $233K 0.02% -28 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 2,992 $233K 0.17% +384 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,990 $233K 0.02% 0 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 2,981 $232K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 2,916 $227K 0.18% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,914 $227K 0.02% -222 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,904 $226K <0.01% +200 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,896 $225K <0.01% new 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 2,604 $224K 0.06% 0 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 2,871 $223K 0.15% +209 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,836 $223K 0.01% -4 13F-HR Timeline Group INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,860 $222K <0.01% -143 13F-HR Timeline Strategic Advisors LLC More: the full row for Strategic Advisors LLC 2,858 $222K 0.05% 0 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 2,840 $221K 0.17% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,831 $220K 0.01% -17 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2,816 $219K 0.01% 0 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,816 $219K 0.14% -758 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 2,814 $219K 0.19% -683 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,806 $218K 0.01% +548 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,804 $218K 0.07% -176 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,798 $218K 0.01% -1,429 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 2,785 $217K 0.01% +164 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 2,767 $215K 0.02% +154 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 2,770 $215K 0.02% new 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,761 $215K 0.04% +330 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,761 $215K 0.01% -495 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,756 $214K 0.01% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 2,739 $213K 0.02% +3 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,729 $212K 0.02% new 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 2,683 $211K 0.14% -20 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,712 $211K <0.01% -376 13F-HR Timeline Thompson David Blair More: the full row for Thompson David Blair 2,700 $210K 0.1% 0 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,686 $209K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 2,684 $209K 0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,783 $208K 0.01% -950 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,673 $208K 0.01% -167 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 2,669 $208K <0.01% +86 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,666 $207K 0.01% new 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 2,663 $207K 0.04% -7,958 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,660 $207K 0.01% new 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 2,648 $206K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,641 $205K <0.01% -1,049 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 2,588 $204K 0.04% new 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,623 $204K 0.01% +238 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 2,516 $204K 0.01% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,600 $202K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,592 $202K 0.06% -1,620 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 2,588 $201K 0.01% +50 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,586 $201K 0.02% -392 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 2,583 $201K 0.08% +2,556 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 2,582 $201K 0.01% +70 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,236 $174K <0.01% -43 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 2,150 $167K 0.04% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 2,133 $166K 0.01% -1,531 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,123 $165K <0.01% -300 13F-HR Timeline Exane Asset Management More: the full row for Exane Asset Management 2,115 $164K 0.06% -12,007 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,067 $161K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,058 $160K <0.01% -163 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,978 $156K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,837 $143K <0.01% +29 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,786 $139K <0.01% +327 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 1,757 $136K 0.07% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,670 $130K <0.01% +211 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,636 $127K <0.01% +262 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,580 $123K 0.04% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,530 $119K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,512 $118K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,479 $115K <0.01% -33 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,411 $110K 0.01% -490 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,400 $109K 0.09% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,398 $109K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,393 $108K <0.01% +116 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,384 $108K 0.01% +111 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,362 $106K <0.01% +50 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,351 $105K 0.02% -17 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,350 $105K 0.04% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,334 $104K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,334 $99.8K 0.01% 0 13F-HR Timeline South Dakota Investment Council More: the full row for South Dakota Investment Council 1,225 $95K <0.01% -100 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,212 $94.2K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,194 $92.8K 0.02% -8,206 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,109 $86.1K 0.07% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,074 $83.5K <0.01% +19 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,064 $82.8K 0.01% -87 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,035 $80.5K 0.03% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,013 $79.8K <0.01% -5 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,005 $78.1K <0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,000 $77.8K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 1,000 $77.8K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,000 $77.7K 0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 996 $77.4K <0.01% new 13F-HR Timeline Group Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 978 $76K -3,116 Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 942 $73.2K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 941 $73.2K -328 Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 916 $71K <0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 993 $67.6K 0.03% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 856 $66.6K 0.02% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 800 $62.2K 0.02% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 799 $62.1K 0.03% +770 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 779 $60.6K 0.01% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 624 $56.8K 0.04% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 730 $56.8K 0.01% -1,751 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 755 $56.5K 0.01% -31 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 693 $53.9K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 680 $52.9K <0.01% +35 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 675 $52.5K 0.04% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 661 $51.4K 0.02% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 649 $50.5K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 625 $49.2K <0.01% +600 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 607 $47.2K <0.01% new 13F-HR Timeline