HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 7,768 $96.7K <0.01% -2,646 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 7,455 $92.8K 0.03% -155 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 7,276 $90.6K 0.01% -99 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 7,199 $89.6K 0.05% -347 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6,843 $85.2K 0.01% -148 13F-HR Timeline Te Ahumairangi Investment Management Ltd More: the full row for Te Ahumairangi Investment Management Ltd 6,864 $85K 0.02% -11,000 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 6,826 $85K 0.03% +1,091 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 6,817 $84.9K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 6,700 $83.4K 0.02% -136 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,574 $81.8K <0.01% -148 13F-HR Timeline Group Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,525 $81.2K 0.06% -3,999 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 7,160 $80.8K <0.01% new 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 6,472 $80.6K <0.01% -101 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 6,370 $79.3K 0.02% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 6,368 $79.3K <0.01% -206 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 6,042 $75.2K <0.01% -31 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 6,032 $75.1K 0.01% +3,172 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 5,985 $74K 0.03% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,927 $73.8K 0.01% -13,267 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 6,446 $71.8K <0.01% -300 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5,646 $71K 0.01% -1,822 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 5,540 $69K <0.01% -138 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 5,337 $66.4K 0.04% -3 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,809 $66.1K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 5,221 $65K <0.01% +217 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 5,199 $64.7K <0.01% +37 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 5,159 $63.9K 0.01% +1,459 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 5,067 $63.1K <0.01% -169 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 4,858 $60.5K 0.01% +8 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4,809 $59.9K 0.03% -99 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,711 $58.7K <0.01% -493 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,627 $57.6K <0.01% -343 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 4,526 $56.3K 0.01% -8 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 4,402 $55K 0.03% -717 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 4,403 $54.5K <0.01% 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,347 $54.1K <0.01% -3,513 13F-HR/A Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 4,322 $53.8K <0.01% -1,198 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 4,498 $53K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 4,243 $52.8K 0.05% -2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,126 $51.4K 0.01% -2,779 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 4,004 $49.9K <0.01% -326 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,959 $49.3K <0.01% +1,009 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,870 $48.2K <0.01% +784 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,852 $48K <0.01% -217 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,773 $47K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 3,707 $46.2K 0.01% +2,069 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,684 $45.9K 0.03% +167 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,560 $44.3K <0.01% -101 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,543 $44.1K <0.01% +3,318 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 3,431 $42.7K 0.03% 0 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 3,413 $42.5K <0.01% -379 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3,549 $40.5K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 3,126 $38.9K 0.02% 0 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 3,101 $38.6K 0.03% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 3,010 $37.5K 0.01% -10 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 3,022 $37K <0.01% new 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 2,850 $35.5K 0.02% +1 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,842 $35.4K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,734 $34K <0.01% +433 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 2,712 $34K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,717 $33.8K 0.01% -9 13F-HR Timeline Group FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 2,829 $31.9K 0.02% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,500 $31.1K 0.01% 0 13F-HR Timeline Group MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 2,482 $30.9K 0.02% +232 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 2,476 $30.8K 0.02% +12 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,464 $30.7K 0.01% +497 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 2,430 $30.3K 0.01% -124 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,363 $29.4K 0.01% +1,661 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 2,358 $29.4K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 2,349 $29.2K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,377 $29K <0.01% +2,102 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,270 $28.3K 0.01% +36 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,204 $27K <0.01% +2 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Arax Advisory Partners More: the full row for Arax Advisory Partners 2,119 $26.4K <0.01% +655 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,069 $25.8K 0.01% -17 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,035 $25.3K <0.01% +562 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,025 $25.2K 0.01% +17 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 1,998 $24.9K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,950 $24.3K 0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,875 $23.3K <0.01% -293 13F-HR Timeline Group Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,848 $23K new Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,799 $22.4K 0.01% +17 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,777 $22.1K <0.01% -85 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,716 $21.2K <0.01% -24 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,679 $20.9K 0.01% -296 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,607 $20K <0.01% +20 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1,597 $19.9K <0.01% -745 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,577 $19.6K <0.01% +51 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 1,554 $19.3K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,549 $19.3K 0.01% -37 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,533 $19.1K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,412 $17.6K <0.01% -50 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,404 $17.5K <0.01% +2 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,394 $17.4K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,374 $17.1K <0.01% +12 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 1,363 $17K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,357 $16.9K 0.01% 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,354 $16.9K 0.01% -32 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,301 $16.2K <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,287 $16K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,264 $15.7K -59 Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 1,232 $15.3K <0.01% -333 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 1,212 $15K 0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,188 $14.8K <0.01% +397 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,172 $14.6K 0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,156 $14.4K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 1,141 $14.2K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,133 $14.1K <0.01% +11 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,127 $14K 0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,125 $14K <0.01% -86 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,165 $14K <0.01% -387 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,120 $13.9K <0.01% -66 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,119 $13.9K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,109 $13.8K <0.01% -368 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,106 $13.8K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,085 $13.5K <0.01% -14 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,062 $13.2K <0.01% +362 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,050 $13.1K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,049 $13.1K <0.01% +7 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1,033 $13K <0.01% +981 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,044 $13K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,031 $12.8K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,024 $12.8K <0.01% -2,693 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,017 $12.7K <0.01% +1 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 1,009 $12.6K <0.01% +616 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 1,000 $12.4K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 992 $12.3K <0.01% -27 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 970 $12.1K <0.01% +101 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 930 $11.6K <0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 927 $11.5K <0.01% -1 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 922 $11.5K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 911 $11.3K 0.22% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 865 $11K <0.01% +69 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 861 $11K <0.01% 0 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 882 $11K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 876 $10.9K <0.01% -462 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 867 $10.8K <0.01% +1 13F-HR/A Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 856 $10.7K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 855 $10.6K 0.01% 0 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 839 $10.5K <0.01% -6 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 836 $10.4K <0.01% +2 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 833 $10.4K <0.01% -72 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 829 $10.3K <0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 826 $10.3K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 821 $10.2K <0.01% +40 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 816 $10.2K 0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 804 $10K <0.01% -500 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 803 $10K <0.01% +17 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 800 $9.96K <0.01% -1,079 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 791 $9.85K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 790 $9.84K <0.01% -1,464 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 786 $9.78K <0.01% +7 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 783 $9.75K <0.01% +184 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 781 $9.72K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 780 $9.71K <0.01% +736 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 753 $9.38K <0.01% -36 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 745 $9.28K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 742 $9.24K <0.01% -34 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 741 $9.23K <0.01% -43 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 734 $9.13K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 733 $9K <0.01% +199 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 706 $8.79K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 692 $8.61K <0.01% +513 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 677 $8.42K <0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 662 $8.25K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 658 $8.19K <0.01% +156 13F-HR Timeline MOTCO More: the full row for MOTCO 649 $8.08K <0.01% -124 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 662 $8K <0.01% -174 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 652 $8K <0.01% +3 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 646 $8K <0.01% -61 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 620 $7.72K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 605 $7.53K 0.01% -96 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 604 $7.52K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 596 $7.42K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 568 $7.07K <0.01% +16 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 559 $7K <0.01% +128 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 562 $7K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 557 $6.93K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 556 $6.92K <0.01% -86 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 545 $6.79K <0.01% -64 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 542 $6.75K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 540 $6.72K <0.01% +309 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 534 $6.65K <0.01% -11,227 13F-HR Timeline AEGON ASSET MANAGEMENT UK Plc More: the full row for AEGON ASSET MANAGEMENT UK Plc 531 $6.61K <0.01% 0 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 528 $6.58K <0.01% -3,006 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 518 $6.45K <0.01% -7 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 507 $6.31K <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 500 $6.22K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 500 $6.22K <0.01% -12 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 485 $6.04K <0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 457 $6K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 476 $5.93K <0.01% -272 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 467 $5.82K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 466 $5.8K <0.01% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 465 $5.79K <0.01% new 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 463 $5.76K <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 494 $5.5K <0.01% -2,071 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 440 $5.48K <0.01% -107 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 434 $5.4K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 413 $5.14K <0.01% +2 13F-HR Timeline