Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 590 $267K <0.01% +85 13F-HR Timeline Group Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 589 $267K 0.26% 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 585 $265K 0.06% 0 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 584 $265K 0.02% new 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 565 $265K 0.01% new 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 582 $264K 0.04% 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 576 $261K 0.03% +22 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 575 $261K 0.03% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 575 $261K 0.01% new 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 574 $260K <0.01% +13 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 553 $259K 0.01% -104 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 569 $258K 0.01% -171 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 569 $258K 0.08% 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 568 $258K <0.01% -7,167 13F-HR Timeline Group Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 568 $257K 0.07% +46 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 567 $257K 0.05% +31 13F-HR Timeline Asset Allocation & Management Company, … More: the full row for Asset Allocation & Management Company, LLC 567 $257K 0.1% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 565 $256K <0.01% new 13F-HR/A Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 561 $254K 0.07% new 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 560 $254K 0.06% new 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 558 $253K <0.01% -29 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 557 $253K 0.02% +56 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 557 $253K 0.03% -40 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 555 $252K 0.06% 0 13F-HR Timeline Nvest Financial, LLC More: the full row for Nvest Financial, LLC 554 $251K 0.1% +5 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 554 $251K 0.03% +20 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 552 $250K 0.06% -78 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 550 $249K 0.11% 0 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 566 $248K 0.03% -21 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 545 $247K 0.01% +21 13F-HR Timeline SG Trading Solutions, LLC More: the full row for SG Trading Solutions, LLC 544 $247K 0.06% 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 542 $246K 0.06% new 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 542 $246K 0.13% new 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 541 $245K 0.09% -6 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 540 $245K 0.02% +8 13F-HR Timeline Tillman Hartley LLC More: the full row for Tillman Hartley LLC 540 $245K 0.06% +4 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 539 $244K 0.01% -75 13F-HR/A Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 535 $243K <0.01% -4 13F-HR Timeline Group Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 534 $242K 0.09% new 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 534 $242K 0.34% 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 532 $241K 0.02% new 13F-HR Timeline JGP Global Gestao de Recursos Ltda. More: the full row for JGP Global Gestao de Recursos Ltda. 532 $241K 0.14% -54 13F-HR Timeline Sustainable Insight Capital Management,… More: the full row for Sustainable Insight Capital Management, LLC 531 $241K 0.08% new 13F-HR Timeline Elm Partners Management LLC More: the full row for Elm Partners Management LLC 531 $241K 0.01% +1 13F-HR/A Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 530 $240K <0.01% -42 13F-HR Timeline Vanguard Capital Wealth Advisors More: the full row for Vanguard Capital Wealth Advisors 530 $240K 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 528 $239K 0.01% +7 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 529 $239K 0.04% new 13F-HR/A Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 527 $239K 0.01% new 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 524 $238K 0.01% -15 13F-HR Timeline BRIAN LOW FINANCIAL GROUP, LLC More: the full row for BRIAN LOW FINANCIAL GROUP, LLC 523 $237K 0.17% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 520 $236K 0.01% +30 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 517 $234K 0.02% -31 13F-HR Timeline Group VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 516 $234K 0.03% new 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 515 $233K 0.01% 0 13F-HR Timeline Group Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 515 $233K 0.22% 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 511 $232K 0.02% -21 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 511 $232K 0.02% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 507 $230K 0.08% -4 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 507 $230K 0.08% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 520 $230K 0.01% +14 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 505 $229K 0.12% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 504 $228K 0.02% +3 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 503 $228K 0.07% -56 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 503 $228K 0.19% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 503 $228K 0.01% 0 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 502 $228K <0.01% -90 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 502 $228K 0.02% new 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 501 $227K 0.03% -171 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 500 $227K 0.04% new 13F-HR Timeline Arlington Financial Advisors, LLC More: the full row for Arlington Financial Advisors, LLC 500 $227K 0.03% new 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 500 $227K 0.13% new 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 500 $227K 0.02% new 13F-HR Timeline HMS Capital Management, LLC More: the full row for HMS Capital Management, LLC 497 $225K 0.09% -448 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 496 $225K 0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 495 $224K 0.02% -1,892 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 495 $224K 0.21% -79 13F-HR Timeline Chatterton & Associates Inc. More: the full row for Chatterton & Associates Inc. 495 $224K 0.19% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 494 $224K 0.01% +135 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 494 $224K 0.01% new 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 494 $224K 0.04% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 493 $224K <0.01% +29 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 493 $224K <0.01% -186 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 492 $223K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 491 $223K 0.02% new 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 459 $222K 0.02% new 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 465 $222K 0.04% -15 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 489 $222K 0.06% -120 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 486 $220K 0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 486 $220K 0.02% 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 485 $220K 0.04% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 486 $220K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 484 $220K 0.12% +262 13F-HR Timeline Epoch Investment Partners, Inc. More: the full row for Epoch Investment Partners, Inc. 485 $220K <0.01% -149 13F-HR Timeline Boston Trust Walden Corp in group Boston Trust Walden Corp More: the full row for Boston Trust Walden Corp 485 $220K <0.01% new 13F-HR Timeline Group Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 485 $220K 0.11% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 485 $220K 0.03% new 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 484 $219K 0.21% 13F-HR Timeline BOURGEON CAPITAL MANAGEMENT LLC More: the full row for BOURGEON CAPITAL MANAGEMENT LLC 483 $219K 0.04% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 483 $219K 0.07% +26 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 483 $219K 0.02% +134 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 482 $219K <0.01% new 13F-HR Timeline LaFleur & Godfrey LLC More: the full row for LaFleur & Godfrey LLC 482 $219K 0.03% new 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 480 $218K 0.03% new 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 480 $218K <0.01% -65,139 13F-HR Timeline Group Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 480 $218K 0.05% 0 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 479 $217K 0.2% 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 478 $217K 0.13% new 13F-HR Timeline PATHWAY WEALTH MANAGEMENT LLC More: the full row for PATHWAY WEALTH MANAGEMENT LLC 475 $215K 0.2% 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 473 $214K 0.02% -147 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 473 $214K 0.04% new 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 472 $214K 0.1% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 471 $214K <0.01% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 470 $213K 0.01% new 13F-HR Timeline Safe Harbor Wealth Advisors, LLC More: the full row for Safe Harbor Wealth Advisors, LLC 457 $213K 0.21% 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 468 $212K 0.03% -270 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 465 $211K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 463 $210K 0.02% new 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 463 $210K 0.01% new 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 461 $209K 0.02% new 13F-HR/A Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 461 $209K 0.15% new 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 461 $209K 0.2% 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 459 $208K 0.03% new 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 457 $207K 0.07% new 13F-HR Timeline PLANNING ALTERNATIVES LTD /ADV More: the full row for PLANNING ALTERNATIVES LTD /ADV 454 $206K 0.03% new 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 454 $206K 0.09% new 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 453 $205K 0.02% new 13F-HR Timeline PKS Advisory Services, LLC More: the full row for PKS Advisory Services, LLC 453 $205K 0.05% new 13F-HR Timeline Englebert Financial Advisers, LLC More: the full row for Englebert Financial Advisers, LLC 453 $205K 0.24% 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 452 $205K 0.04% new 13F-HR Timeline Hansen & Associates Financial Group, In… More: the full row for Hansen & Associates Financial Group, Inc. 441 $204K 0.11% new 13F-HR Timeline Cornerstone Planning, LLC More: the full row for Cornerstone Planning, LLC 450 $204K 0.05% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 450 $204K 0.06% new 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 450 $204K 0.06% new 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 449 $204K 0.03% -167 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 444 $202K 0.16% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 430 $195K 0.08% -156 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 410 $186K 0.01% -88 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 405 $184K 0.02% +141 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 402 $182K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 396 $180K 0.08% +18 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 393 $178K 0.02% +5 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 387 $175K 0.01% +41 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 379 $172K 0.04% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 374 $169K 0.01% +5 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 373 $169K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 367 $166K 0.01% -281 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 367 $166K 0.02% 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 360 $163K 0.02% 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 358 $162K 0.03% 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 350 $159K 0.04% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 350 $159K 0.04% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 326 $148K 0.03% -6 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 322 $146K <0.01% -316 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 322 $146K 0.04% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 307 $139K 0.02% -1 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 300 $136K 0.02% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 297 $135K 0.11% -599 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 294 $133K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 290 $131K 0.02% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 290 $131K 0.17% -20 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 288 $131K 0.09% 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 282 $128K 0.02% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 278 $126K 0.07% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 279 $126K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 272 $123K 0.03% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 272 $123K <0.01% -24,144 13F-HR/A Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 269 $122K 0.01% +46 13F-HR Timeline VAN LANSCHOT KEMPEN INVESTMENT MANAGEME… More: the full row for VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 257 $117K <0.01% +16 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 256 $116K 0.04% -7 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 233 $116K 0.09% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 254 $115K 0.01% +71 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 253 $115K 0.03% 13F-HR Timeline QVR LLC More: the full row for QVR LLC 253 $115K 0.08% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 250 $113K 0.01% -15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 246 $112K 0.01% +58 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 245 $111K <0.01% +14 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 245 $111K 0.08% +9 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 244 $111K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 230 $104K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 226 $103K -67 Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 212 $96.1K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 200 $90.7K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 193 $87.5K 0.02% -53 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 191 $86.6K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 189 $85.7K 0.01% +3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 184 $83.4K 0.02% +11 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 185 $83K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 182 $82.5K 0.02% +29 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 182 $82.5K 0.08% 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 179 $80.9K 0.01% +3 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 178 $80.8K 0.05% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 176 $79.7K 0.08% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 174 $78.9K <0.01% -45 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 170 $77.1K <0.01% +4 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 167 $75.7K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 166 $75.3K 0.04% -26 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 164 $74.4K 0.01% -5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 161 $73K 0.01% +29 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 161 $73K <0.01% +16 13F-HR Timeline Group