Gimbal Financial More: the full row for Gimbal Financial 5,449 $1.02M 0.84% +3 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,429 $1.02M 0.15% -40 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 5,671 $1.02M 0.19% -325 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 5,415 $1.02M 0.06% +11 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 5,399 $1.01M 0.03% +3,870 13F-HR Timeline BOSTON FINANCIAL MANGEMENT LLC More: the full row for BOSTON FINANCIAL MANGEMENT LLC 5,390 $1.01M 0.03% +525 13F-HR Timeline WIN ADVISORS, INC More: the full row for WIN ADVISORS, INC 5,365 $1.01M 0.49% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 5,345 $1M 0.51% +1,014 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 5,333 $1M 0.44% -280 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 5,316 $997K 0.37% -320 13F-HR Timeline Wynn Capital, LLC More: the full row for Wynn Capital, LLC 5,300 $994K 0.63% +146 13F-HR Timeline Legato Capital Management LLC More: the full row for Legato Capital Management LLC 5,289 $992K 0.13% -6,208 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,287 $991K 0.06% +94 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,264 $987K 0.08% +49 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,234 $981K 0.09% -146 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,229 $980K 0.07% +1,345 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,203 $976K 0.19% 0 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 5,200 $975K 0.7% 0 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 5,200 $975K 0.02% -11 13F-HR Timeline TWIN CITY PRIVATE WEALTH, LLC More: the full row for TWIN CITY PRIVATE WEALTH, LLC 5,177 $971K 0.86% +13 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 5,172 $970K 0.17% new 13F-HR/A Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,170 $969K 0.1% -147 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 5,150 $966K 0.09% +1,028 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 5,133 $963K 0.05% -435 13F-HR Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 5,125 $961K 0.04% +778 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 5,124 $961K 0.47% -2,162 13F-HR Timeline BROGAN FINANCIAL, INC. More: the full row for BROGAN FINANCIAL, INC. 5,112 $959K 0.47% -487 13F-HR Timeline Smith Anglin Financial, LLC More: the full row for Smith Anglin Financial, LLC 5,104 $957K 0.09% -133 13F-HR Timeline Nippon Life Global Investors Americas, … More: the full row for Nippon Life Global Investors Americas, Inc. 5,100 $956K 0.04% +520 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,098 $956K 0.25% -325 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 5,094 $955K 0.07% -218 13F-HR Timeline MCINTYRE FREEDMAN & FLYNN INVESTMENT AD… More: the full row for MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 5,090 $954K 0.71% +40 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 5,075 $952K 0.05% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,075 $952K 0.04% -54 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 5,118 $950K 0.29% -155 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 5,063 $949K 0.12% +372 13F-HR Timeline Crescent Sterling, Ltd. More: the full row for Crescent Sterling, Ltd. 5,060 $949K 0.97% 0 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 5,052 $947K 0.06% -273 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,048 $946K 0.07% +125 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,042 $945K 0.13% +155 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,032 $944K 0.09% +278 13F-HR Timeline Group PARAGON CAPITAL MANAGEMENT INC More: the full row for PARAGON CAPITAL MANAGEMENT INC 5,034 $944K 0.74% +1,419 13F-HR Timeline Eagle Ridge Investment Management More: the full row for Eagle Ridge Investment Management 5,033 $944K 0.08% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 5,032 $944K 0.42% +121 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 5,004 $938K 0.07% +1,824 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 4,965 $931K 0.07% -233 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 4,947 $928K 0.2% -5,129 13F-HR Timeline Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 4,947 $928K 0.59% -405 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 4,946 $927K 0.06% 0 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 4,936 $926K 0.49% +626 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 4,928 $924K 0.08% -223 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 4,918 $922K 0.26% +1,000 13F-HR Timeline STOCK YARDS BANK & TRUST CO More: the full row for STOCK YARDS BANK & TRUST CO 4,904 $920K 0.03% -3,853 13F-HR Timeline HOWARD FINANCIAL SERVICES, LTD. More: the full row for HOWARD FINANCIAL SERVICES, LTD. 4,901 $919K 0.13% +2,536 13F-HR Timeline Nixon Capital, LLC More: the full row for Nixon Capital, LLC 4,659 $918K 0.28% new 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 4,875 $914K 0.12% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 4,872 $913K 0.08% -11 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 4,870 $913K 0.25% -99 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 4,866 $912K 0.19% 0 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 4,853 $910K 0.03% -132 13F-HR/A Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 4,850 $909K 0.13% -300 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 4,844 $908K 0.23% -58 13F-HR Timeline Wills Financial Group, Inc. More: the full row for Wills Financial Group, Inc. 4,843 $908K 0.39% +434 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 4,839 $907K 0.1% +102 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 4,796 $899K 0.44% +114 13F-HR Timeline Achmea Investment Management B.V. in group Achmea Investment Management … More: the full row for Achmea Investment Management B.V. 4,780 $897K 0.01% 0 13F-HR Timeline Group Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,782 $897K 0.02% -45 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,733 $888K 0.05% +76 13F-HR/A Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 4,726 $886K 0.06% +275 13F-HR Timeline Alpha DNA Investment Management LLC More: the full row for Alpha DNA Investment Management LLC 4,711 $883K 0.48% -6,151 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 4,705 $882K 0.11% -495 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 4,700 $881K 0.15% -68 13F-HR Timeline ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 4,684 $878K 0.59% -270 13F-HR Timeline LANDSCAPE CAPITAL MANAGEMENT, L.L.C. in group LANDSCAPE CAPITAL MANAGEMENT,… More: the full row for LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 4,657 $873K 0.09% new 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,645 $871K 0.15% -2,295 13F-HR Timeline Katamaran Capital LLP More: the full row for Katamaran Capital LLP 4,637 $869K 1.16% 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 4,620 $866K 0.06% +2,584 13F-HR Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 4,584 $860K 0.67% -5,042 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 4,579 $859K 0.16% +1 13F-HR Timeline Geller Advisors LLC More: the full row for Geller Advisors LLC 4,578 $858K 0.06% +123 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 4,559 $855K 0.06% 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 4,444 $854K 0.12% 0 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 4,534 $850K 0.04% 0 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,532 $850K 0.13% -212 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 4,529 $849K <0.01% -15,030 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,519 $847K 0.06% +361 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,510 $846K 0.08% -1,099 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,495 $843K 0.02% +77 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 4,494 $843K 0.39% -212 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 4,486 $841K 0.12% -109 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 4,485 $841K 0.01% +1,679 13F-HR Timeline Group JOHN G ULLMAN & ASSOCIATES INC More: the full row for JOHN G ULLMAN & ASSOCIATES INC 4,472 $839K 0.12% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,443 $833K 0.46% 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,420 $829K 0.31% -311 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,411 $827K 0.04% -323 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,403 $826K 0.01% +1 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 4,398 $825K 0.1% +2,212 13F-HR Timeline WMS Partners, LLC More: the full row for WMS Partners, LLC 4,396 $824K 0.05% +693 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,394 $824K 0.03% -373 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,386 $822K 0.21% -50 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 4,386 $822K 0.49% -147 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,382 $822K 0.03% +39 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,345 $815K 0.04% +1,248 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 4,333 $813K 0.16% -148 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 4,484 $811K 0.16% -10 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,306 $807K 0.04% -1,257 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,459 $807K 0.08% +104 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,300 $806K 0.22% 0 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 4,299 $806K 0.04% +21 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,296 $806K 0.22% -180 13F-HR Timeline AFT, FORSYTH & COMPANY, INC. More: the full row for AFT, FORSYTH & COMPANY, INC. 4,285 $803K 0.39% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 4,285 $803K 0.03% +3,415 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,262 $799K 0.22% -61 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 4,246 $796K 0.58% 0 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,242 $795K 0.18% 0 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 4,236 $794K 0.43% +94 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 4,210 $789K 0.04% +26 13F-HR Timeline Group Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 4,202 $788K 0.2% +260 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,193 $786K 0.02% +73 13F-HR Timeline Group Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,180 $784K 0.54% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 4,160 $780K 0.05% -116 13F-HR Timeline Group Whitener Capital Management, Inc. More: the full row for Whitener Capital Management, Inc. 4,159 $780K 0.22% -250 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 4,147 $778K 0.03% +1,262 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,144 $777K 0.04% +496 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 4,142 $777K 0.07% +271 13F-HR Timeline LMCG INVESTMENTS, LLC More: the full row for LMCG INVESTMENTS, LLC 4,128 $774K 0.05% -231 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4,126 $774K 0.29% +10 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,119 $772K 0.23% -20 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,055 $772K 0.15% -313 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,113 $771K 0.05% -115 13F-HR Timeline Amica Retiree Medical Trust More: the full row for Amica Retiree Medical Trust 4,108 $770K 0.73% -795 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 4,100 $769K 0.13% 0 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 4,085 $766K 0.8% -80 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 4,083 $766K 0.02% -10,785 13F-HR Timeline Group STEVENS CAPITAL PARTNERS More: the full row for STEVENS CAPITAL PARTNERS 4,067 $763K 0.35% +49 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4,058 $761K 0.07% -475 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,046 $759K 0.03% +34 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 4,044 $758K <0.01% +201 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 4,035 $757K 0.21% -151 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 4,027 $755K 0.07% -113 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,015 $753K 0.12% -6,992 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4,006 $751K 0.07% -75 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 4,000 $750K 0.53% 0 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 3,999 $750K 0.08% -4,182 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 3,993 $749K 0.1% +145 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 3,979 $746K 0.09% -442 13F-HR Timeline Group Adero Partners, LLC More: the full row for Adero Partners, LLC 3,979 $746K 0.05% +127 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 3,976 $746K 0.19% -120 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 4,127 $743K 0.37% -1,121 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 3,948 $740K 0.05% -78,369 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 3,948 $740K 0.07% +750 13F-HR Timeline Group Apexium Financial, LP More: the full row for Apexium Financial, LP 3,936 $738K 0.04% +600 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 3,920 $735K 0.15% -1,072 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,917 $734K 0.08% +1,967 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 3,904 $732K 0.06% +1,714 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,899 $731K 0.05% 0 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,887 $729K 0.03% +363 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,885 $728K 0.19% +37 13F-HR Timeline ICW Investment Advisors LLC More: the full row for ICW Investment Advisors LLC 3,870 $726K 0.3% +54 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 3,862 $724K 0.23% 0 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 3,855 $723K 0.06% +1,580 13F-HR Timeline Altus Wealth Group LLC More: the full row for Altus Wealth Group LLC 3,854 $723K 0.32% -87 13F-HR Timeline Hartford Funds Management Co LLC More: the full row for Hartford Funds Management Co LLC 3,839 $720K 0.07% +390 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 3,836 $719K 0.78% 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 3,834 $719K 0.06% +1,566 13F-HR/A Timeline Emprise Bank More: the full row for Emprise Bank 3,825 $717K 0.4% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 3,824 $717K 1% 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 3,807 $714K 0.29% +22 13F-HR/A Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 3,804 $713K 0.14% -140 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,798 $712K 0.14% +276 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 3,787 $710K 0.17% 0 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,779 $709K 0.01% -52 13F-HR Timeline Group TRAN CAPITAL MANAGEMENT, L.P. More: the full row for TRAN CAPITAL MANAGEMENT, L.P. 3,776 $708K 0.08% 0 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 3,775 $708K 0.1% -1,232 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 3,769 $707K 0.35% +2 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,765 $706K 0.76% 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 3,755 $704K 0.25% 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,751 $703K 0.05% +165 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 3,742 $702K 0.02% +168 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3,735 $700K 0.38% 0 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,735 $700K 0.14% -2,164 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 3,726 $699K 0.27% +740 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3,725 $698K 0.08% -7 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 3,721 $698K 0.08% -130 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 3,714 $696K 0.01% +218 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3,712 $696K 0.54% 13F-HR Timeline Hodges Capital Management Inc. More: the full row for Hodges Capital Management Inc. 3,688 $692K 0.04% -94 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 3,669 $688K 0.09% new 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 3,668 $688K 0.07% 0 13F-HR Timeline Group ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 3,653 $685K 0.01% +147 13F-HR Timeline Group Athena Investment Management More: the full row for Athena Investment Management 3,643 $683K 0.4% -160 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3,642 $683K 0.05% -209 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,637 $682K 0.32% -60 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 3,625 $680K 0.39% +9 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,601 $675K 0.03% +120 13F-HR Timeline TRANSATLANTIQUE PRIVATE WEALTH LLC More: the full row for TRANSATLANTIQUE PRIVATE WEALTH LLC 3,590 $673K 0.26% 0 13F-HR/A Timeline Callan Capital, LLC More: the full row for Callan Capital, LLC 3,589 $673K 0.05% +301 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3,561 $669K 0.02% 0 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 3,563 $668K 0.02% 0 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,556 $667K 0.26% 13F-HR Timeline