Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 28,964 $435K 0.05% +2,328 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 28,857 $433K 0.37% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 28,830 $433K 0.04% +4,641 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 28,513 $428K 0.03% +2,472 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 27,517 $413K 0.02% +5,679 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 27,252 $409K <0.01% +3,849 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 26,835 $403K 0.02% +2,031 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 26,651 $400K <0.01% -2,439 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 26,547 $399K <0.01% -1,631 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 27,061 $398K 0.03% +119 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 3,261 $397K 0.07% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 26,228 $394K 0.01% -952 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 26,064 $391K <0.01% +270 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 26,000 $391K 0.05% -3,300 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 25,995 $390K <0.01% -5,568 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 25,887 $389K 0.2% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,399 $386K <0.01% -15,913 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 24,863 $373K <0.01% +3,593 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 24,785 $372K 0.07% -299 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 24,350 $366K 0.21% 0 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 23,646 $355K 0.16% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 23,586 $354K 0.07% -1,435 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 23,478 $353K <0.01% +53 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 23,052 $350K <0.01% +3,807 13F-HR Timeline Group FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 23,309 $350K 0.11% +2,623 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 23,160 $348K 0.07% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 23,099 $347K <0.01% 0 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 22,807 $343K <0.01% -1,869 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,523 $338K <0.01% -2,950 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 22,490 $338K 0.01% +1,559 13F-HR/A Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 22,246 $334K 0.16% -148 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 22,222 $333K <0.01% -2,039 13F-HR/A Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 22,066 $331K <0.01% +2,177 13F-HR Timeline BAILARD, INC. More: the full row for BAILARD, INC. 21,868 $328K 0.01% -41,014 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 21,827 $328K <0.01% -9,197 13F-HR Timeline Group Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 21,550 $324K 0.24% -1,100 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 21,130 $317K 0.05% -98 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 21,128 $317K <0.01% +864 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 21,073 $317K <0.01% -508 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 21,069 $316K 0.1% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 21,041 $316K 0.01% -1,186 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 21,000 $315K <0.01% -6,298 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 20,912 $314K 0.07% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 20,317 $305K <0.01% -5,556 13F-HR/A Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 20,161 $303K 0.07% new 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 20,060 $301K <0.01% +9,557 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20,220 $297K 0.01% +1,485 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 18,082 $295K 0.02% -6,750 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 19,601 $294K <0.01% new 13F-HR Timeline Engineers Gate Manager LP More: the full row for Engineers Gate Manager LP 19,200 $288K <0.01% -8,657 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 19,094 $287K 0.01% -2,750 13F-HR Timeline Brown Financial Advisors More: the full row for Brown Financial Advisors 18,917 $284K 0.11% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 18,769 $282K 0.01% +6,523 13F-HR/A Timeline Group Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 18,679 $281K 0.04% +968 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 18,668 $280K 0.01% +1,065 13F-HR Timeline Verition Fund Management LLC More: the full row for Verition Fund Management LLC 18,564 $279K <0.01% -21,363 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 18,473 $277K <0.01% -369 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 18,249 $274K 0.08% +4,781 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 18,019 $271K <0.01% +4,680 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 17,873 $268K 0.01% -1,598 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 17,651 $265K <0.01% -2,745 13F-HR Timeline Group Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,279 $258K 0.01% new 13F-HR/A Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 17,164 $258K <0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 19,019 $252K <0.01% new 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 16,420 $247K 0.01% 0 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 16,042 $241K 0.03% -1,490 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 15,864 $239K 0.02% +1,231 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 15,733 $236K <0.01% -5,159 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 15,642 $235K 0.19% -1,480 13F-HR Timeline Three Seasons Wealth, LLC More: the full row for Three Seasons Wealth, LLC 15,454 $232K 0.09% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 15,440 $232K 0.01% +1,304 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 15,286 $230K 0.01% -75,632 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 15,240 $229K <0.01% new 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 15,000 $225K 0.03% 0 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 14,974 $225K <0.01% -18,526 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 14,879 $223K 0.01% +97 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 14,441 $217K 0.05% -42,616 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 14,395 $216K 0.01% +1,633 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 14,378 $216K 0.23% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 14,299 $215K 0.03% -95 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 14,232 $214K 0.15% +605 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 14,217 $214K <0.01% +531 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 14,208 $213K 0.21% -7,303 13F-HR Timeline BETO FINANCIAL GROUP, LLC More: the full row for BETO FINANCIAL GROUP, LLC 13,464 $211K 0.12% -2,053 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,000 $210K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 13,726 $206K <0.01% +4,525 13F-HR/A Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 13,639 $205K 0.18% -9,851 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 13,293 $200K 0.02% new 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,262 $199K 0.02% 0 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 13,046 $196K <0.01% new 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 13,043 $196K <0.01% -2,740 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 13,031 $196K 0.09% +2,524 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,823 $193K <0.01% -2,650 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 12,809 $192K <0.01% +315 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 12,779 $192K 0.01% +7,148 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 12,743 $191K 0.04% +161 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,725 $191K <0.01% -440 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 12,206 $183K <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 12,158 $183K <0.01% -388 13F-HR Timeline Squarepoint Ops LLC in group Squarepoint Ops LLC More: the full row for Squarepoint Ops LLC 11,735 $176K <0.01% -11,465 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 11,143 $176K 0.01% new 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 11,713 $176K 0.01% -141,750 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 11,699 $176K 0.05% 0 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 11,443 $172K 0.01% +285 13F-HR Timeline Group Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 11,386 $171K 0.09% -8,575 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 11,352 $171K 0.15% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 11,274 $169K <0.01% +648 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 11,183 $169K 0.11% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 11,231 $169K 0.03% 0 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 11,171 $168K 0.04% +41 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 11,161 $168K 0.01% +489 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 11,102 $167K <0.01% new 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 10,984 $165K <0.01% -2,080 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 10,790 $162K 0.02% -534 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,758 $162K 0.01% new 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,516 $158K 0.04% -283 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 10,383 $156K 0.01% new 13F-HR Timeline Group PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,298 $155K <0.01% 0 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 10,242 $154K <0.01% +152 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 10,145 $152K 0.09% -28,368 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,140 $152K <0.01% -190 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 10,136 $152K 0.02% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 10,047 $151K 0.02% -9,460 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 10,000 $150K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 9,583 $144K <0.01% +703 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,989 $135K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,518 $128K 0.01% +30 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8,193 $123K 0.07% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,783 $117K 0.03% +370 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 6,602 $99.2K <0.01% +4,949 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,035 $90.6K <0.01% +219 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,714 $85.8K 0.01% -383 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 5,599 $84.1K 0.01% +2,317 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,769 $72.1K <0.01% +3 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,646 $69.8K <0.01% +118 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,991 $60.4K <0.01% -777 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,679 $55.3K <0.01% +155 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 3,623 $54.4K 0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,992 $44.9K <0.01% +717 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2,903 $43.6K 0.02% +503 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,653 $39.8K <0.01% +1,963 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 2,614 $39.3K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,364 $35.5K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,298 $34.5K <0.01% -1,027 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,251 $33.8K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,181 $32.8K <0.01% -1,637 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 2,163 $32.5K <0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 2,137 $32.1K 0.01% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 2,100 $31.5K <0.01% 0 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 2,039 $30.6K 0.03% +2,009 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,037 $30.6K <0.01% +66 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 31,933 $29K <0.01% +19,762 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,909 $29K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,844 $27.7K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,649 $24.8K 0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,631 $24.5K <0.01% +6 13F-HR Timeline Group CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,600 $24K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,591 $23.9K 0.01% +6 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,574 $23.6K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,555 $23.4K <0.01% +100 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,457 $21.9K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,395 $21K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,383 $20.8K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,352 $20.3K 0.01% +987 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,328 $20K <0.01% -464 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,330 $20K 0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,302 $19.6K <0.01% +971 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,242 $18.7K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,200 $18K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,146 $17.2K <0.01% +901 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,098 $16.7K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,104 $16.6K <0.01% -327 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,062 $16K <0.01% +137 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,062 $15.9K <0.01% +91 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,058 $15.9K <0.01% -418 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,050 $15.8K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,034 $15.5K <0.01% -2,881 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,024 $15.4K <0.01% +3 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,000 $15K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $15K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 946 $14.2K 0.01% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 910 $13.7K <0.01% -95 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 894 $13.4K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 857 $12.9K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 819 $12.3K 0.01% +488 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 797 $12K 0.01% -57 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 793 $11.9K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 773 $11.6K 0.01% +640 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 768 $11.5K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 749 $11.2K <0.01% 0 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 728 $10.9K <0.01% 0 13F-HR Timeline Group New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 727 $10.9K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 710 $10.7K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 677 $10.7K <0.01% +69 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 673 $10.1K <0.01% +9 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 644 $9.67K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 636 $9.55K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 622 $9.34K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 601 $9.03K <0.01% +101 13F-HR Timeline Group Kings Path Partners LLC More: the full row for Kings Path Partners LLC 600 $9.01K <0.01% 0 13F-HR/A Timeline