Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 3,789 $336K 0.01% +78 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 3,779 $336K 0.28% +222 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,729 $331K 0.02% +28 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 3,708 $329K 0.01% +1,411 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,692 $328K 0.01% -311 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 3,669 $328K 0.02% -3,698 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,634 $323K 0.07% -81 13F-HR Timeline Franchise GP Ltd More: the full row for Franchise GP Ltd 3,631 $322K 0.15% +3,131 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 3,619 $321K <0.01% +91 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 3,603 $320K +3,061 Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,601 $320K <0.01% +638 13F-HR Timeline Group BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 3,588 $319K 0.13% -169 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 3,578 $318K 0.2% -491 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,550 $315K 0.04% +42 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,492 $310K 0.02% -403 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 3,439 $307K 0.01% +110 13F-HR Timeline Group M&G PLC in group M&G PLC More: the full row for M&G PLC 3,408 $303K <0.01% +118 13F-HR Timeline Group EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 3,409 $303K 0.02% -3,798 13F-HR Timeline HILLTOP WEALTH ADVISORS, LLC More: the full row for HILLTOP WEALTH ADVISORS, LLC 3,379 $300K 0.15% +30 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 3,315 $296K 0.01% -22 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,333 $296K 0.01% -24 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 3,323 $295K 0.08% 0 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 3,318 $295K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,288 $292K 0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 3,262 $291K 0.01% 0 13F-HR Timeline RENAISSANCE GROUP LLC More: the full row for RENAISSANCE GROUP LLC 3,264 $290K 0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 3,261 $290K 0.01% -101 13F-HR Timeline Group PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 3,230 $287K 0.02% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,210 $285K <0.01% -17 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 3,208 $285K <0.01% -79 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,175 $282K 0.01% +80 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,163 $281K 0.01% -42 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 3,159 $281K 0.21% new 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 3,143 $279K 0.02% +212 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,137 $279K 0.04% -226 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 3,129 $278K <0.01% -11 13F-HR Timeline Group QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 3,130 $278K 0.03% +2 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 3,123 $277K <0.01% new 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 3,118 $277K 0.07% -63 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 3,079 $273K <0.01% +218 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 3,075 $273K <0.01% +62 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,059 $272K 0.01% -23 13F-HR Timeline Lombard Odier Asset Management (Switzer… More: the full row for Lombard Odier Asset Management (Switzerland) SA 3,047 $271K 0.01% new 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 3,042 $270K <0.01% -306 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 3,003 $266K 0.06% +250 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 2,992 $266K 0.01% -23 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 2,980 $265K 0.01% -13 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 2,869 $265K 0.01% -51 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 2,956 $262K <0.01% +1 13F-HR Timeline Group KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2,948 $262K 0.03% -77 13F-HR/A Timeline PUREfi Wealth, LLC More: the full row for PUREfi Wealth, LLC 2,931 $260K 0.14% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 2,900 $258K 0.07% +520 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 2,840 $252K 0.11% new 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 2,820 $250K 0.08% -375 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 2,806 $249K 0.02% +13 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,801 $249K 0.3% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,768 $246K 0.01% +14 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 2,767 $246K 0.09% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 2,755 $245K 0.09% -8 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,713 $241K <0.01% new 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,698 $240K <0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Monument Capital Management More: the full row for Monument Capital Management 2,684 $238K 0.05% -2,731 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,675 $238K 0.15% +13 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 2,671 $237K 0.07% 0 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 2,664 $237K <0.01% +182 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 2,662 $236K <0.01% -542 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,606 $231K <0.01% -403 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,605 $231K <0.01% -707 13F-HR Timeline Morningstar Investment Management LLC in group Morningstar Investment Manage… More: the full row for Morningstar Investment Management LLC 2,828 $231K 0.01% 0 13F-HR Timeline Group FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,602 $231K 0.01% +27 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,574 $230K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 2,570 $228K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,516 $226K 0.1% +10 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,532 $225K <0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,536 $225K <0.01% -19 13F-HR Timeline Group CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 2,534 $225K 0.03% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 2,500 $224K 0.01% +1 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,516 $223K 0.01% new 13F-HR Timeline Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,505 $222K 0.03% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 2,500 $222K 0.06% -430 13F-HR Timeline NINE MASTS CAPITAL Ltd More: the full row for NINE MASTS CAPITAL Ltd 2,500 $222K 0.02% new 13F-HR Timeline COMMONS CAPITAL, LLC More: the full row for COMMONS CAPITAL, LLC 2,476 $220K 0.15% +10 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 2,448 $217K 0.03% -463 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 2,435 $216K <0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,389 $212K 0.15% -120 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,377 $211K <0.01% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 2,337 $208K 0.01% new 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,318 $206K 0.02% new 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,277 $202K 0.01% new 13F-HR Timeline LifePlan Financial, LLC More: the full row for LifePlan Financial, LLC 2,271 $202K 0.14% -331 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,268 $201K 0.01% new 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 2,264 $201K 0.02% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,230 $198K <0.01% -2,784 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 2,200 $195K <0.01% 0 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,120 $188K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,012 $179K 0.01% -19 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $178K 0.01% -340 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,981 $176K 0.01% +380 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,970 $175K 0.01% +170 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,943 $173K 0.03% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,861 $165K 0.01% -86 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,727 $153K <0.01% +7 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 1,700 $151K 0.15% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,661 $147K 0.01% -362 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,605 $143K 0.01% +1,328 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,604 $142K <0.01% +125 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,582 $140K 0.08% +1,421 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,533 $136K 0.01% +200 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,505 $134K <0.01% -8,411 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,462 $131K 0.01% +175 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1,408 $125K 0.08% +109 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,391 $124K 0.06% +40 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 1,395 $124K 0.05% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,331 $118K 0.01% +49 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,325 $118K 0.07% +33 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,299 $115K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 1,294 $115K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,250 $111K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,232 $109K 0.02% +9 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,083 $96.1K 0.08% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,056 $93.8K <0.01% -228 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,050 $93.2K 0.02% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,026 $91.1K 0.05% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 975 $86.6K 0.08% -138 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 945 $83.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 924 $82.1K 0.01% -9 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 895 $79.5K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 893 $79.3K 0.01% -53 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 885 $78.6K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 883 $78.4K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 848 $75.3K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 844 $74.9K 0.02% -95 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 786 $69.8K 0.01% -282 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 776 $68.9K <0.01% +217 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 764 $67.8K <0.01% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 753 $66.9K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 744 $66.1K <0.01% -70 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 700 $62.2K 0.05% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 680 $60.4K <0.01% 0 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 675 $59.9K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 670 $59.5K <0.01% -769 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 659 $58.5K 0.04% +68 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 650 $57.7K 0.04% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 634 $56.3K 0.02% +10 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 630 $55.9K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 587 $52.1K <0.01% 0 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 578 $51.3K +59 Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 573 $50.9K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 554 $49.2K <0.01% -87 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $44.4K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 499 $44K <0.01% -1,628 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 450 $43.7K 0.01% +313 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 484 $43K 0.01% -11 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 479 $42.5K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 477 $42.4K <0.01% -41 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 453 $40.2K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 434 $38.5K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 432 $38K 0.02% -125 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 400 $35.5K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 391 $35K <0.01% -29 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 392 $34.8K 0.04% +2 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 353 $31.3K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 348 $31.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 337 $29.9K 0.01% -415 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 332 $29.5K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 328 $29.1K <0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 310 $27.5K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 305 $27.1K <0.01% 0 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 300 $26.6K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $26.6K 0.01% 0 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 300 $26.6K 0.03% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 296 $26.5K <0.01% +45 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 296 $26.3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 290 $25.8K 0.01% +200 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 284 $25.2K <0.01% +36 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 274 $24.3K <0.01% +37 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 266 $23.6K 0.02% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 248 $22K <0.01% +2 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 238 $21.1K 0.01% +2 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 238 $21.1K 0.01% -35,065 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 238 $21.1K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 235 $21K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 231 $20.5K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 230 $20.4K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 226 $20.1K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 207 $18.4K <0.01% +159 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 202 $17.9K <0.01% +14 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 197 $17.5K <0.01% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 194 $17.2K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 189 $16.8K <0.01% +136 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 182 $16.2K <0.01% -3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 181 $16.1K <0.01% -209 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 182 $15.9K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 179 $15.9K 0.01% +48 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 178 $15.8K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 174 $15.5K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 177 $15K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 168 $14.9K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 163 $14.5K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 156 $13.9K <0.01% 0 13F-HR Timeline