SWMG, LLC More: the full row for SWMG, LLC 1,481 $240K 0.07% -27 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,476 $239K 0.01% -187 13F-HR Timeline Group TABLEAUX LLC More: the full row for TABLEAUX LLC 1,476 $239K 0.12% -101 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 1,473 $238K 0.01% -200 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 1,470 $238K 0.14% 0 13F-HR Timeline Investment Insight Wealth Management, L… More: the full row for Investment Insight Wealth Management, LLC 1,466 $237K 0.26% +3 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,466 $237K 0.04% new 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 1,462 $236K 0.15% +1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,460 $236K 0.01% 0 13F-HR/A Timeline Group Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 1,460 $236K 0.02% -400 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,456 $235K 0.08% -291 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,451 $235K 0.08% +545 13F-HR Timeline New England Private Wealth Advisors LLC More: the full row for New England Private Wealth Advisors LLC 1,454 $235K 0.03% +3 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 1,452 $235K 0.07% +28 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,452 $235K 0.07% -672 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,450 $235K 0.01% -215 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,450 $235K 0.12% +150 13F-HR Timeline WESPAC Advisors SoCal, LLC More: the full row for WESPAC Advisors SoCal, LLC 1,433 $232K 0.05% -218 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 1,431 $231K 0.11% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,427 $231K 0.14% -33 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 1,352 $230K 0.1% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,418 $229K 0.19% new 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 1,410 $228K 0.22% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 1,307 $227K <0.01% new 13F-HR Timeline American State Bank (Iowa) More: the full row for American State Bank (Iowa) 1,393 $225K 0.11% -573 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,387 $224K 0.08% +2 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,387 $224K 0.2% 0 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,385 $224K 0.02% 0 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 1,383 $224K <0.01% new 13F-HR Timeline Group CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,383 $224K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,375 $222K <0.01% +1 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,371 $222K 0.05% -1 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,369 $221K <0.01% -656 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,366 $221K 0.08% +4 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,365 $221K 0.02% 0 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,363 $220K 0.07% 0 13F-HR Timeline Waterfront Wealth Inc. More: the full row for Waterfront Wealth Inc. 1,362 $220K 0.04% 0 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,362 $220K 0.01% new 13F-HR Timeline Winter & Associates, Inc. More: the full row for Winter & Associates, Inc. 1,337 $220K 0.19% new 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,360 $220K 0.08% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,352 $219K 0.09% +2 13F-HR Timeline GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 1,346 $218K 0.02% -302 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 1,340 $217K 0.12% new 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,339 $217K 0.03% -30 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,338 $216K <0.01% 0 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,333 $216K <0.01% new 13F-HR Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,331 $215K 0.21% -3 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,331 $215K 0.01% -1,598 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,330 $215K 0.04% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,329 $215K 0.02% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,327 $215K 0.05% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,321 $214K 0.04% -369 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,315 $213K 0.13% -33 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,312 $212K 0.02% -19 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,304 $211K 0.14% -70 13F-HR Timeline Roan Capital Partners More: the full row for Roan Capital Partners 1,303 $211K 0.19% 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,300 $210K 0.02% -837 13F-HR Timeline STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 1,300 $210K 0.03% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,298 $210K <0.01% +221 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 1,293 $209K 0.05% new 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,293 $209K 0.21% 0 13F-HR Timeline Keystone Financial Services More: the full row for Keystone Financial Services 1,285 $208K 0.06% new 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 1,284 $208K 0.04% -801 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 1,263 $208K 0.13% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 1,283 $208K 0.25% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,283 $207K 0.03% -835 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 1,280 $207K 0.02% new 13F-HR Timeline Group Roundview Capital LLC More: the full row for Roundview Capital LLC 1,276 $206K 0.01% -206 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,271 $206K 0.02% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,269 $205K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1,267 $205K 0.04% new 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 1,263 $204K 0.04% new 13F-HR Timeline WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC 1,257 $203K 0.1% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,248 $202K 0.01% +527 13F-HR Timeline Group Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,245 $201K 0.04% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,243 $201K 0.01% -152 13F-HR Timeline SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 1,238 $200K 0.07% -34,345 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 1,237 $200K 0.09% new 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,236 $200K 0.01% -367 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 1,233 $199K 0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,223 $198K 0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,191 $196K 0.01% -5 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,210 $196K 0.02% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,194 $193K 0.02% -103 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,192 $193K 0.12% -795 13F-HR Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 1,179 $191K 0.02% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,140 $184K 0.02% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,128 $182K 0.01% +265 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,110 $180K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,100 $178K 0.15% 0 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 948 $176K 0.1% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,053 $170K 0.03% +43 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,050 $170K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,050 $170K 0.02% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,048 $169K 0.02% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,000 $162K 0.02% -67 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 992 $160K 0.09% 0 13F-HR Timeline STRATEGIC ADVISORY PARTNERS, LLC More: the full row for STRATEGIC ADVISORY PARTNERS, LLC 983 $159K 0.13% new 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 955 $155K 0.06% +866 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 922 $149K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 905 $146K 0.05% 0 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 1,115 $146K 0.09% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 869 $141K 0.03% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 838 $136K 0.04% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 832 $135K 0.02% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 826 $134K 0.03% +2 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 822 $133K 0.03% +58 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 811 $131K 0.13% -4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 803 $130K <0.01% 0 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 790 $128K 0.06% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 780 $126K 0.03% +2 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 775 $125K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 754 $122K 0.09% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 743 $120K 0.03% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 742 $120K 0.06% +662 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 728 $118K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 720 $116K 0.07% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 718 $116K 0.01% +1 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 718 $116K <0.01% +1 13F-HR Timeline Trask Adam Roland More: the full row for Trask Adam Roland 694 $112K 0.11% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 688 $111K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 686 $111K 0.01% -140 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 675 $109K 0.04% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 671 $109K <0.01% +616 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 650 $105K 0.05% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 610 $98.7K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 610 $98.6K 0.05% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 593 $95.9K 0.03% +64 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 575 $93K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 575 $93K 0.05% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 572 $92.5K 0.82% +57 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 570 $92.2K 0.02% -4 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 558 $90.2K 0.03% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 527 $90.1K <0.01% +197 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 554 $90K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 549 $88.9K 0.01% -123 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 547 $88.4K 0.01% new 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 545 $88.1K 0.01% -475 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 538 $87K 0.03% -50 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 536 $86.6K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 535 $86.5K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 535 $86.5K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 535 $86.5K 0.03% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 585 $86.3K 0.04% +47 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 532 $86K 0.04% new 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 529 $85.9K -4,651 Timeline Avalon Trust Co More: the full row for Avalon Trust Co 530 $85.7K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 528 $85.4K 0.01% -219 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 527 $85.3K 0.03% +31 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 527 $85.2K 0.02% -46 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 523 $84.5K 0.06% 0 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 515 $83.3K 0.08% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $80.9K <0.01% new 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $80.9K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 500 $80.9K 0.05% 0 13F-HR/A Timeline Align Financial, LLC More: the full row for Align Financial, LLC 500 $80.9K 0.05% -77,060 13F-HR Timeline Windsor Advisory Group, LLC More: the full row for Windsor Advisory Group, LLC 499 $80.7K 0.07% new 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 498 $80.5K <0.01% +88 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 495 $80.1K 0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 495 $80.1K 0.06% +164 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 493 $79.7K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 478 $77.3K 0.01% -20 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 476 $77K 0.06% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 475 $76.8K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 463 $74.9K 0.02% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 456 $73.7K 0.01% +28 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 451 $73K 0.07% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 443 $71.6K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 443 $71.6K <0.01% +206 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 441 $71.3K 0.02% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 432 $69.8K 0.06% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 430 $69.6K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 428 $69.2K <0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 426 $68.9K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 419 $67.8K 0.03% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 415 $67.1K 0.02% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 415 $67.1K 0.02% -74 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 411 $66.5K <0.01% +281 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 410 $66.3K 0.04% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 400 $64.7K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 386 $62.5K <0.01% -124 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 385 $62K 0.02% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 360 $59.5K 0.05% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 367 $58.6K 0 Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 360 $58.2K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 359 $58.1K 0.03% -42 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 356 $57.6K 0.01% +206 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 355 $57.4K <0.01% -63 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 343 $55.5K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 334 $53.9K 0.01% +1 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 333 $53.9K 0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 330 $53.4K 0.02% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 330 $53.4K <0.01% +1 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 326 $52.7K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 324 $52.4K <0.01% -197 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 319 $51.6K 0.03% 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 318 $51.4K <0.01% +5 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 312 $50.5K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 306 $49.5K 0.03% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 306 $49.5K 0.01% -83 13F-HR Timeline