Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 848 $293K 0.06% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 843 $289K 0.35% -254 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 831 $287K 0.02% 0 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 830 $287K 0.27% new 13F-HR Timeline Essex Bank in group Essex Financial Services, Inc. More: the full row for Essex Bank 829 $286K 0.07% +1 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 826 $285K 0.01% new 13F-HR Timeline Group CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 825 $285K 0.12% new 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 825 $285K 0.03% -291 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 824 $284K 0.06% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,013 $284K 0.2% +153 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 820 $283K 0.01% 0 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 820 $283K 0.17% new 13F-HR Timeline Group Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 817 $282K 0.01% -183 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 813 $281K 0.03% -79 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 808 $279K 0.21% 0 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 808 $279K 0.1% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 808 $279K 0.01% -13 13F-HR Timeline E Fund Management Co., Ltd. More: the full row for E Fund Management Co., Ltd. 803 $277K 0.01% new 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 802 $277K 0.11% +41 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 800 $276K <0.01% -976 13F-HR Timeline Westshore Wealth, LLC More: the full row for Westshore Wealth, LLC 800 $276K 0.12% 0 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 790 $273K 0.01% +80 13F-HR Timeline BEACON INVESTMENT ADVISORS LLC More: the full row for BEACON INVESTMENT ADVISORS LLC 782 $270K 0.13% +53 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 780 $269K 0.03% -17 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 774 $267K 0.03% +37 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 771 $266K <0.01% -7 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 836 $266K 0.05% -352 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 769 $265K 0.04% +45 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 767 $265K 0.01% +32 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 762 $263K 0.05% +12 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 762 $263K 0.01% 0 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 760 $262K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 758 $262K 0.24% -49 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 756 $261K 0.03% +4 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 754 $260K 0.08% -5,048 13F-HR Timeline INTREPID CAPITAL MANAGEMENT INC More: the full row for INTREPID CAPITAL MANAGEMENT INC 750 $259K 0.13% new 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 750 $259K 0.27% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 749 $259K 0.04% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 746 $258K 0.01% new 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 743 $257K 0.01% new 13F-HR/A Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 743 $257K 0.06% -8 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 743 $256K 0.03% new 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 808 $256K 0.02% +14 13F-HR Timeline Group Axecap Investments, LLC More: the full row for Axecap Investments, LLC 740 $255K 0.22% -60 13F-HR Timeline Trust Co More: the full row for Trust Co 739 $255K 0.03% +2 13F-HR Timeline SOMERVILLE KURT F More: the full row for SOMERVILLE KURT F 730 $252K 0.04% new 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 736 $251K 0.11% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 725 $250K 0.24% 0 13F-HR Timeline GW HENSSLER & ASSOCIATES LTD More: the full row for GW HENSSLER & ASSOCIATES LTD 723 $250K 0.01% new 13F-HR/A Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 722 $249K 0.08% -136 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 722 $249K 0.03% new 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 713 $246K 0.04% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 786 $244K 0.17% -110 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 706 $244K 0.04% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 703 $243K 0.01% -6 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 703 $243K 0.02% new 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 702 $242K <0.01% new 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 701 $242K 0.03% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 701 $242K 0.07% new 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 699 $241K 0.09% -527 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 694 $240K 0.02% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 693 $239K 0.02% new 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 691 $239K 0.03% new 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 691 $238K 0.07% new 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 691 $238K 0.06% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 733 $237K 0.1% +59 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 686 $237K 0.03% -50 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 686 $237K 0.2% new 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 683 $236K 0.01% new 13F-HR Timeline Nebula Research & Development LLC More: the full row for Nebula Research & Development LLC 683 $236K 0.02% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 683 $236K 0.07% new 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 678 $234K 0.03% -132 13F-HR/A Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 677 $234K <0.01% new 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 676 $233K 0.18% new 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 675 $233K 0.16% new 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 674 $233K 0.01% new 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 673 $232K 0.03% new 13F-HR Timeline Sandia Investment Management LP More: the full row for Sandia Investment Management LP 673 $232K 0.68% -4,327 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 673 $232K 0.2% new 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 671 $232K 0.02% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 669 $231K 0.04% -100 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 666 $230K 0.01% -1,692 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 665 $230K 0.06% new 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 809 $229K 0.07% +97 13F-HR Timeline PEAPACK GLADSTONE FINANCIAL CORP More: the full row for PEAPACK GLADSTONE FINANCIAL CORP 662 $229K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 663 $228K 0.02% new 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 660 $228K 0.05% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 658 $227K 0.06% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 658 $227K 0.01% new 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 651 $225K 0.02% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 651 $225K 0.02% new 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 651 $225K 0.14% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 648 $224K 0.12% 0 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 641 $221K <0.01% new 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 640 $221K 0.05% new 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 637 $220K 0.08% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 637 $220K 0.05% +1 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 636 $220K 0.02% -309 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 636 $220K 0.09% new 13F-HR Timeline Fayez Sarofim & Co in group Fayez Sarofim & Co More: the full row for Fayez Sarofim & Co 634 $219K <0.01% new 13F-HR Timeline Group Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 632 $218K 0.04% new 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 631 $218K 0.03% -109 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 629 $217K 0.02% new 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 620 $215K <0.01% new 13F-HR Timeline Group Burton Enright Welch More: the full row for Burton Enright Welch 622 $215K 0.04% new 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 615 $212K 0.1% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 615 $212K 0.03% new 13F-HR Timeline IFC Advisors LLC More: the full row for IFC Advisors LLC 614 $212K 0.04% new 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 612 $211K 0.02% new 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 611 $211K 0.1% new 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 607 $210K 0.05% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 605 $209K 0.07% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 605 $209K 0.06% new 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 604 $209K 0.01% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 592 $204K 0.04% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 590 $204K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 590 $204K 0.01% +107 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 580 $200K 0.1% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 543 $187K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 535 $185K 0.02% +67 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 535 $185K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 530 $183K 0.01% +264 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 517 $179K 0.01% +78 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 516 $178K 0.03% -2 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 508 $175K 0.01% -14 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 507 $175K 0.01% 0 13F-HR/A Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 505 $174K 0.11% +12 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 500 $173K 0.1% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 500 $173K 0.13% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 475 $164K 0.09% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 468 $162K 0.04% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 467 $161K 0.06% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 454 $157K 0.05% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 453 $156K 0.05% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 438 $151K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 414 $143K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 360 $120K 0.03% +137 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 344 $119K <0.01% +53 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 337 $116K <0.01% +5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 336 $116K 0.02% +118 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 328 $113K <0.01% +47 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 325 $112K 0.06% +125 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 324 $112K 0.03% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 321 $111K <0.01% -10,271 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 305 $105K 0.14% +90 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 301 $104K 0.03% -125 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 297 $103K 0.02% +51 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 291 $100K 0.07% -174 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 289 $99.8K 0.05% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 288 $99.4K 0.01% -12 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 277 $95.6K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 285 $94.6K <0.01% -30 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 272 $93.9K 0.01% +8 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 265 $91.5K 0.03% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 248 $85.6K 0.01% +10 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 245 $84.6K 0.07% +57 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 241 $83.2K 0.03% +175 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 239 $81K 0.01% +148 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 219 $76K <0.01% +209 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 205 $70.8K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 204 $70.4K 0.01% 0 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 200 $69K 0.06% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 200 $69K 0.05% 0 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 200 $69K 0.06% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 197 $68.1K 0.02% -16 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 197 $68K 0.07% -4 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 194 $67K 0.03% +20 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 191 $66K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 171 $59K 0.01% -3 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 171 $59K 0.01% +75 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 170 $58.7K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 170 $58.5K 0.01% +142 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 162 $55.9K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 162 $55.9K 0.04% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 157 $54.2K 0.02% -81 13F-HR/A Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 157 $54K 0.02% +48 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 154 $53.2K 0.03% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 154 $53.2K 0.01% +53 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 154 $53.2K 0.01% -41 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 152 $52.6K 0.02% +39 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 152 $52.5K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 150 $51.8K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 150 $51.8K 0.05% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 148 $51.1K 0.06% +23 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 149 $51K 0.05% +26 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 147 $50.8K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 145 $50.1K 0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 143 $49.4K <0.01% 0 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 142 $49K 0.01% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 142 $48.9K <0.01% -260 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 139 $48K 0.01% -233 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 135 $46.6K 0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 133 $45.9K <0.01% -23 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 133 $45.9K 0.01% +34 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 133 $45.8K 0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 130 $44.9K 0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 129 $44.5K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 128 $44.2K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 128 $44.2K 0.02% +4 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 126 $43.3K <0.01% +14 13F-HR/A Timeline