Mayfair Advisory Group, LLC More: the full row for Mayfair Advisory Group, LLC 7,060 $410K 0.12% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 7,024 $409K <0.01% -22 13F-HR Timeline WMS Group LLC More: the full row for WMS Group LLC 7,000 $407K 0.53% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 6,904 $402K 0.05% +1,392 13F-HR Timeline CENTRAL VALLEY ADVISORS, LLC More: the full row for CENTRAL VALLEY ADVISORS, LLC 6,892 $401K 0.1% +2,036 13F-HR Timeline NBH Bank More: the full row for NBH Bank 6,876 $400K 0.17% 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,857 $399K 0.1% 0 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 6,850 $399K 0.06% +1,665 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 6,822 $397K 0.34% -39 13F-HR Timeline Peregrine Asset Advisers, Inc. 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More: the full row for First Heartland Consultants, Inc. 6,495 $378K 0.02% +1,575 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 6,482 $377K 0.01% +50 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 6,417 $373K 0.01% +740 13F-HR Timeline CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 6,374 $371K <0.01% +2 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 6,339 $368K 0.01% 0 13F-HR Timeline Carter Financial Group, INC. 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DAVIDSON & CO. 5,329 $310K <0.01% -719 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 5,281 $307K 0.2% -113 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 5,261 $306K 0.23% -338 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 5,138 $299K 0.12% new 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 5,125 $298K 0.1% new 13F-HR Timeline Rye Brook Capital LLC More: the full row for Rye Brook Capital LLC 5,100 $297K 0.21% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 5,078 $295K 0.01% +215 13F-HR Timeline Group ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 5,068 $295K 0.12% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 5,059 $294K 0.03% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5,040 $293K 0.23% -36 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,022 $292K 0.03% new 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 5,000 $291K <0.01% 0 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 4,987 $290K 0.2% +374 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 4,919 $286K 0.1% -4,097 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 4,906 $286K 0.11% +160 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 4,858 $283K 0.06% +976 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 4,812 $280K 0.17% -99 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 4,806 $280K 0.2% +121 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 4,780 $278K <0.01% new 13F-HR Timeline Group ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 4,770 $278K 0.05% 0 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 4,664 $271K 0.15% -2,135 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 4,635 $270K <0.01% 0 13F-HR Timeline Addis & Hill, Inc More: the full row for Addis & Hill, Inc 4,617 $269K 0.15% -10,275 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 4,604 $268K 0.01% 0 13F-HR Timeline Opus Financial Solutions LLC More: the full row for Opus Financial Solutions LLC 4,530 $264K 0.21% -133 13F-HR Timeline STEEL GROVE CAPITAL ADVISORS, LLC More: the full row for STEEL GROVE CAPITAL ADVISORS, LLC 4,526 $263K 0.02% +685 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,501 $262K 0.01% +52 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,475 $260K 0.04% -285 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 4,474 $260K 0.1% +41 13F-HR Timeline NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 4,469 $260K 0.18% -1,292 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 4,467 $260K 0.02% 0 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 4,425 $258K 0.05% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 4,350 $252K 0.05% 0 13F-HR Timeline Maxele Advisors, LLC More: the full row for Maxele Advisors, LLC 4,325 $252K 0.18% 13F-HR Timeline R2 Capital Strategies, LLC More: the full row for R2 Capital Strategies, LLC 4,298 $250K 0.11% 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,273 $249K 0.06% new 13F-HR Timeline Williams Jones Wealth Management, LLC. 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More: the full row for Steffes Financial, Ltd. 4,081 $238K 0.1% 0 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 4,070 $237K 0.01% +375 13F-HR Timeline Group RHS Financial, LLC More: the full row for RHS Financial, LLC 4,027 $234K 0.09% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,039 $234K 0.01% -464 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 4,017 $234K <0.01% +149 13F-HR Timeline Brickley Wealth Management More: the full row for Brickley Wealth Management 4,008 $233K 0.03% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3,974 $231K 0.13% 0 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 3,944 $230K 0.01% -2,867 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 3,914 $228K 0.01% new 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 3,909 $228K 0.42% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,901 $227K <0.01% new 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 3,862 $225K 0.02% -2,374 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,856 $224K 0.03% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,874 $224K 0.06% +18 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,853 $224K 0.08% +49 13F-HR Timeline Invariant Investment Management More: the full row for Invariant Investment Management 3,828 $222K 0.13% -846 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,814 $222K 0.15% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 3,807 $222K 0.01% new 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 3,805 $221K 0.08% +1,205 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,775 $220K 0.05% -1,745 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,769 $219K 0.03% new 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 3,769 $219K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,748 $218K 0.02% -3,208 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,708 $216K 0.02% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 3,680 $214K 0.01% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,680 $214K 0.02% -490 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 3,677 $214K 0.13% new 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 3,648 $212K 0.02% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 3,644 $212K 0.01% 0 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 3,640 $212K <0.01% -494 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,636 $212K <0.01% +30 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,629 $211K 0.01% -40 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 3,624 $211K 0.06% -512 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,604 $210K 0.02% 0 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 3,575 $208K 0.12% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,545 $206K 0.09% new 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 3,520 $205K 0.07% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 3,502 $205K <0.01% 13F-HR Timeline Group LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,517 $205K 0.02% -319 13F-HR Timeline Planning Center, Inc. More: the full row for Planning Center, Inc. 3,504 $204K 0.02% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 3,500 $204K 0.06% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,495 $203K 0.05% +33 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 3,410 $200K 0.06% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 3,417 $199K 0.01% -1,564 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 3,393 $197K <0.01% -4,287 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 3,310 $192K 0.02% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,098 $180K 0.01% -374 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 3,033 $177K 0.02% +133 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 3,032 $176K 0.14% -295 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 2,700 $157K 0.08% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 2,646 $154K 0.06% +777 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,600 $151K <0.01% -1,957 13F-HR Timeline Group MidFirst Bank More: the full row for MidFirst Bank 2,557 $149K 0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 2,522 $147K 0.02% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,500 $146K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,388 $139K 0.03% +1,553 13F-HR/A Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 2,378 $138K 0.1% -1,079 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 2,295 $134K 0.02% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 2,177 $127K 0.08% new 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 2,173 $126K 0.02% +582 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,067 $120K 0.01% -10,504 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,033 $118K 0.07% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,000 $116K 0.03% -1,000 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,929 $112K 0.01% -61 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,798 $105K 0.01% -933 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,735 $101K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,679 $97.7K 0.01% -336 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,640 $95.4K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,635 $95.2K 0.02% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 1,609 $93.6K 0.02% -150 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,600 $93.1K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,592 $93K <0.01% -2,413 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 1,565 $91.1K 0.05% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,547 $90K <0.01% 0 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,410 $82.1K 0.04% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,382 $80.4K <0.01% -373 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,358 $79.1K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,332 $77.5K <0.01% +840 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,310 $76.2K <0.01% +1,057 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,305 $75.9K <0.01% -295 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 1,268 $73.8K 0.02% -1 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,268 $73.8K <0.01% new 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,229 $71.5K 0.02% 0 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,197 $69.7K 0.03% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,168 $68K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,150 $66.9K 0.01% -44 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,075 $62.6K 0.05% -8 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 985 $57.3K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 980 $57K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 969 $56.4K 0.01% 0 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 950 $55.3K 0.02% -809 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 949 $55.2K 0.05% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 938 $54.6K 0.04% -300 13F-HR Timeline