Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,755 $232K 0.01% -430 13F-HR Timeline Group Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 4,724 $231K 0.05% new 13F-HR Timeline Welch & Forbes LLC More: the full row for Welch & Forbes LLC 4,715 $230K <0.01% 0 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 4,700 $230K 0.15% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 4,700 $230K 0.04% -2,600 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 4,700 $230K 0.1% 13F-HR Timeline Freestone Capital Holdings, LLC in group Freestone Capital Holdings, L… More: the full row for Freestone Capital Holdings, LLC 4,692 $229K 0.01% -875 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 4,690 $229K 0.01% -1,000 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 4,682 $228K 0.07% new 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 4,616 $226K <0.01% -800 13F-HR Timeline Ruggaard & Associates LLC More: the full row for Ruggaard & Associates LLC 4,626 $226K 0.1% -1,300 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 4,623 $226K 0.01% -478 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,617 $225K 0.03% -2,835 13F-HR/A Timeline J2 Capital Management Inc More: the full row for J2 Capital Management Inc 4,576 $223K 0.21% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 4,545 $222K <0.01% -34 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 4,540 $222K 0.01% -64 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,503 $220K 0.17% +102 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 4,477 $219K 0.01% -753 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 4,462 $218K <0.01% -5,911 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,439 $217K <0.01% -10,856 13F-HR/A Timeline Haven Private, LLC More: the full row for Haven Private, LLC 4,387 $214K 0.12% 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 4,379 $214K 0.07% -926 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 4,327 $213K 0.17% 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 4,353 $213K 0.02% +215 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,350 $212K <0.01% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 4,273 $209K <0.01% +395 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 4,245 $207K 0.06% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 4,218 $206K 0.01% -34 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 4,215 $206K 0.02% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,179 $204K <0.01% +601 13F-HR Timeline Bahl & Gaynor LLC More: the full row for Bahl & Gaynor LLC 4,175 $204K <0.01% +100 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 4,171 $204K 0.02% +551 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 4,158 $203K 0.01% +771 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 4,150 $203K 0.02% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 4,101 $200K 0.07% -259,565 13F-HR Timeline VPR Management LLC More: the full row for VPR Management LLC 4,000 $195K 0.1% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 3,985 $195K 0.01% +24 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,929 $192K <0.01% +19 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 3,731 $182K <0.01% -42 13F-HR Timeline Group Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 3,725 $182K 0.01% -38 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,600 $176K 0.03% -111 13F-HR Timeline U S GLOBAL INVESTORS INC More: the full row for U S GLOBAL INVESTORS INC 3,500 $171K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,364 $164K 0.09% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 3,272 $160K <0.01% -277 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 3,250 $159K 0.04% -250 13F-HR Timeline CASTLEARK MANAGEMENT LLC More: the full row for CASTLEARK MANAGEMENT LLC 3,240 $158K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 3,179 $155K 0.09% -2,813 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 3,131 $153K <0.01% 0 13F-HR/A Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 3,098 $151K <0.01% -134 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,043 $149K 0.01% +169 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 3,000 $146K 0.04% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 3,000 $146K 0.06% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 2,812 $137K <0.01% new 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,789 $136K 0.01% -16 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,667 $130K 0.01% 0 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 2,620 $128K <0.01% 0 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,608 $127K 0.02% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2,550 $125K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,538 $124K 0.01% +1,912 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,454 $120K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,362 $115K <0.01% +108 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,254 $110K 0.01% +40 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,137 $104K 0.01% -226 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 2,137 $104K <0.01% +1,685 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 2,100 $103K 0.04% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,082 $102K 0.03% -600 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,055 $100K <0.01% -281 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,008 $98.1K <0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $97.7K 0.04% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,966 $96K 0.03% +1,733 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,950 $95.2K <0.01% +1,200 13F-HR/A Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,920 $93.8K 0.03% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,830 $89.4K <0.01% -9 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,733 $84.6K 0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,730 $84.5K <0.01% -553 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,593 $78.2K <0.01% +80 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,598 $78K 0.01% -51 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,590 $77.6K 0.05% 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,521 $74.3K <0.01% +156 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,512 $73.8K 0.04% 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,495 $73K <0.01% -512 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,461 $72K 0.02% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,450 $71K 0.03% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,377 $67.2K <0.01% +88 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,309 $63.8K 0.01% -1,804 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,301 $63.5K <0.01% +708 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,300 $63.5K 0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,010 $63K 0.06% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,255 $61.3K 0.01% -84 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,253 $61.2K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,250 $61K 0.01% -2,050 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,245 $60.8K <0.01% 0 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 1,201 $58.6K -49,924 Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,200 $58.6K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,175 $57.4K 0.02% -200 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,173 $57.3K 0.01% -443 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,169 $57.1K 0.05% -175 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,155 $56.4K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,150 $56.2K 0.02% -200 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,109 $54.2K 0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,100 $53.7K 0.01% +600 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,090 $53.2K 0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,084 $52.9K 0.02% -57 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1,070 $52.2K 1.21% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,045 $51K <0.01% +9 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,039 $50.8K <0.01% -24 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,037 $50.6K <0.01% new 13F-HR Timeline Group NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $48.8K <0.01% -1,000 13F-HR Timeline VIKING FUND MANAGEMENT LLC More: the full row for VIKING FUND MANAGEMENT LLC 1,000 $48.8K 0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 970 $47K <0.01% 0 13F-HR/A Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 947 $46.2K <0.01% -222 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 975 $45.8K <0.01% 13F-HR/A Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 936 $45.7K 0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 900 $43.9K 0.01% -54,999 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 890 $43.5K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 878 $42.9K 0.01% +144 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 844 $41.2K 0.01% +20 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 825 $40.3K 0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 823 $40.2K <0.01% -35 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 808 $39.5K <0.01% +19 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 800 $39.1K <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 766 $37.4K <0.01% +122 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 743 $36.3K 0.01% +1 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 707 $34.7K <0.01% -155 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 699 $34.1K 0.01% -136 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 689 $33.6K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 671 $32.8K <0.01% -6 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 650 $31.7K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 601 $29.4K 0.02% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 556 $27.3K <0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 550 $26.9K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 547 $26.7K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 543 $26.5K 0.01% -165 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 535 $26.1K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 534 $26.1K 0.01% +13 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $24.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 500 $24.4K 0.02% -72 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 485 $23.7K <0.01% -650 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 475 $23.2K 0.02% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 472 $23K <0.01% +400 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 457 $22.3K 0.02% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 457 $22.3K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 435 $21.3K <0.01% +5 13F-HR/A Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 433 $21.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 425 $20.8K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 413 $20.2K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 400 $19.5K 0.02% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 396 $19.3K <0.01% +11 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 379 $19K <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 375 $18.3K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 372 $18.2K <0.01% +360 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 365 $17.8K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 359 $17.6K 0.01% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 360 $17.6K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 340 $16.6K 0.02% -125 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 330 $16.1K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 300 $14.6K 0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 297 $14.5K 0.01% -403 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 275 $13K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 250 $12.2K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 249 $12.2K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 247 $12.1K <0.01% +5 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 244 $11.9K <0.01% -79 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 239 $11.7K <0.01% -291 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 235 $11.5K 0.01% -87 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 233 $11.4K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 232 $11.3K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 234 $11K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 220 $10.7K <0.01% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 206 $10.1K 0.01% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 205 $10K <0.01% +5 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 200 $10K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 204 $9.96K <0.01% +75 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 196 $9.57K <0.01% +23 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 192 $9.38K <0.01% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 180 $8.79K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 175 $8.55K 0.01% -397 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 170 $8.3K <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 166 $8.11K <0.01% -400 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 164 $8.01K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 160 $7.81K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 160 $7.81K <0.01% 0 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 160 $7.81K <0.01% +3 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 155 $7.57K <0.01% 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 150 $7.33K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 146 $7.29K <0.01% +64 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 143 $6.98K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 141 $6.92K <0.01% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 141 $6.88K 0.01% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 133 $6.49K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 126 $6.15K <0.01% new 13F-HR/A Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 125 $6.1K <0.01% +75 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 119 $5.81K <0.01% -134 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 116 $5.63K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 102 $4.98K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 101 $4.93K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $4.88K <0.01% 0 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $4.88K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $4.88K <0.01% -100 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 93 $4.54K <0.01% 0 13F-HR Timeline