Cooper Financial Group More: the full row for Cooper Financial Group 6,049 $519K 0.06% new 13F-HR Timeline SRN Advisors, LLC More: the full row for SRN Advisors, LLC 5,924 $508K 0.46% +1,480 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 5,865 $503K 0.14% +1,900 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 5,734 $492K 0.01% -197 13F-HR Timeline Maven Securities LTD in group Maven Securities LTD More: the full row for Maven Securities LTD 5,664 $486K 0.13% new 13F-HR Timeline Group Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 5,623 $482K 0.13% -1,130 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 5,590 $479K <0.01% 0 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 5,574 $478K 0.08% new 13F-HR Timeline Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 5,462 $468K 0.2% +1,995 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 5,400 $463K 0.03% 0 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 5,350 $459K 0.02% -125 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 5,280 $453K 0.06% +1,575 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 5,246 $450K <0.01% +3,009 13F-HR Timeline Group Calamos Advisors LLC in group Calamos Advisors LLC More: the full row for Calamos Advisors LLC 5,100 $437K <0.01% 0 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 5,060 $434K 0.03% -234 13F-HR Timeline PITCAIRN CO in group PITCAIRN CO More: the full row for PITCAIRN CO 5,014 $430K 0.03% -2,240 13F-HR/A Timeline Group AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,011 $430K 0.03% new 13F-HR Timeline ROYAL LONDON ASSET MANAGEMENT LTD More: the full row for ROYAL LONDON ASSET MANAGEMENT LTD 4,984 $427K <0.01% -641 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 4,843 $419K <0.01% -281 13F-HR Timeline Group ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 4,626 $397K 0.13% -50 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 4,595 $394K 0.08% +284 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,578 $393K 0.05% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 4,539 $389K <0.01% +225 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 4,525 $388K <0.01% new 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 4,440 $381K <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 4,436 $380K 0.15% +1,098 13F-HR/A Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 4,388 $376K 0.01% +4,122 13F-HR Timeline Maxi Investments CY Ltd More: the full row for Maxi Investments CY Ltd 4,300 $369K 0.06% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 4,293 $368K <0.01% +1,134 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,234 $363K <0.01% +224 13F-HR Timeline Group Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 4,225 $362K <0.01% -28 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 4,199 $360K 0.01% +1,287 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,192 $360K <0.01% -5,265 13F-HR Timeline Group Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 4,117 $353K 0.16% +150 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 4,108 $352K 0.27% +2,384 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 4,088 $351K 0.08% -577 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 4,045 $347K <0.01% +1,007 13F-HR/A Timeline B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 4,014 $344K <0.01% new 13F-HR Timeline Group Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 3,979 $341K 0.1% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 3,901 $335K <0.01% -114,595 13F-HR Timeline Group JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 3,824 $328K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 3,819 $328K 0.01% new 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 3,773 $324K <0.01% +449 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 3,759 $322K 0.01% -1,411 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 3,652 $313K <0.01% -557 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,505 $301K 0.02% -104 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 3,500 $300K 0.05% 0 13F-HR Timeline Centerstone Investors, LLC More: the full row for Centerstone Investors, LLC 3,421 $293K 1.2% 0 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,410 $292K 0.03% 0 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 3,339 $286K <0.01% -303 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 3,251 $279K 0.04% -2,314 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 3,250 $279K 0.01% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 3,122 $268K 0.02% +45 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 3,102 $266K 0.03% -124 13F-HR Timeline OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 3,064 $265K 0.01% -6,062 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 3,031 $260K 0.01% -79 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,965 $254K <0.01% -51 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 2,959 $254K 0.01% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 2,954 $253K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,855 $245K 0.02% +1,816 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 2,762 $237K <0.01% +80 13F-HR Timeline Assenagon Asset Management S.A. More: the full row for Assenagon Asset Management S.A. 2,752 $236K <0.01% +77 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 2,726 $234K <0.01% new 13F-HR Timeline ABN AMRO Bank N.V. More: the full row for ABN AMRO Bank N.V. 2,709 $233K <0.01% -73 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,660 $228K <0.01% +234 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,603 $223K <0.01% +146 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 2,560 $220K <0.01% 0 13F-HR Timeline Group MATAURO, LLC More: the full row for MATAURO, LLC 2,555 $219K 0.04% +242 13F-HR Timeline Vanguard Personalized Indexing Manageme… in group VANGUARD GROUP INC More: the full row for Vanguard Personalized Indexing Management, LLC 2,549 $219K <0.01% -852 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,508 $215K <0.01% -193 13F-HR Timeline Group Zurcher Kantonalbank (Zurich Cantonalba… More: the full row for Zurcher Kantonalbank (Zurich Cantonalbank) 2,466 $211K <0.01% -8 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,464 $211K 0.01% -3,762 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 2,423 $208K <0.01% new 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 2,343 $201K <0.01% new 13F-HR/A Timeline Group SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,335 $200K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,119 $182K <0.01% -2,216 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 2,092 $176K 0.02% +225 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 2,000 $172K <0.01% 0 13F-HR Timeline Group Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,967 $169K <0.01% 0 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 1,900 $163K <0.01% -1,225 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,885 $162K 0.02% -242 13F-HR/A Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 1,780 $153K <0.01% -174 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,762 $151K <0.01% -350 13F-HR/A Timeline Investors Research Corp More: the full row for Investors Research Corp 1,760 $151K 0.03% 0 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 20,000 $129K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,182 $101K <0.01% +493 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,018 $87.3K <0.01% -415 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,000 $85.8K <0.01% 0 13F-HR/A Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 975 $84K <0.01% +898 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 943 $81K 0.03% -30 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 935 $80.2K <0.01% +136 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 915 $78K <0.01% -182 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 885 $77.8K <0.01% -4,913 13F-HR Timeline Maj Invest Holding A/S in group Maj Invest Holding A/S More: the full row for Maj Invest Holding A/S 850 $73K <0.01% 0 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 846 $72.6K <0.01% -496 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 757 $64.9K 0.01% -16 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 742 $63.6K <0.01% +416 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 715 $61K <0.01% +182 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 700 $60K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 693 $59.4K <0.01% +2 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 650 $56K <0.01% +500 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 626 $53.7K 0.01% -7 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 589 $50.5K <0.01% 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 584 $50.1K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 550 $47.2K 0.02% 0 13F-HR Timeline Mizuho Securities Co. Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Securities Co. Ltd. 500 $42.9K 0.15% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 500 $42.9K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 450 $39K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 426 $36.5K 0.01% +3 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 352 $30.2K <0.01% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 340 $29.2K 0.02% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 325 $27.9K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 319 $27.4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 312 $26.8K <0.01% -347 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 303 $26K <0.01% -6,330 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 300 $25.7K <0.01% 0 13F-HR Timeline Group Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 260 $22.3K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 257 $22K 0.01% +50 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 207 $21.1K <0.01% +9 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 244 $20.9K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 242 $20.8K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 240 $20.6K <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 237 $20.3K <0.01% -59 13F-HR/A Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 229 $19.6K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 206 $17.7K <0.01% -196 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 203 $17.4K <0.01% +40 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 200 $17.2K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 $17.2K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 200 $17.2K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 200 $17.2K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 200 $17.2K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 171 $15K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 170 $14.6K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 167 $14.3K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 164 $14.1K <0.01% -1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 148 $12.7K <0.01% 0 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 135 $11.6K <0.01% -28 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 130 $11.1K <0.01% -120 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 126 $10.8K <0.01% -55 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 122 $10.5K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 120 $10.3K <0.01% -100 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 118 $10.1K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 115 $9.86K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 114 $9.78K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 105 $9.01K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 104 $8.92K <0.01% -10 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 101 $8.66K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 101 $8.66K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 100 $8.58K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 100 $8.58K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 100 $8.58K <0.01% 0 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 87 $7.46K <0.01% -1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 81 $6.95K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 80 $6.86K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 73 $6K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 68 $5.83K <0.01% +64 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 64 $5.49K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 63 $5.4K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 59 $5.06K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 58 $4.97K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 54 $4.63K <0.01% new 13F-HR/A Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 52 $4.46K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 50 $4.29K <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. 50 $4.29K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50 $4.29K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $4.29K <0.01% 0 13F-HR Timeline Group Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 50 $4.29K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 50 $4.29K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 50 $4.29K <0.01% -80 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 50 $4.29K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 48 $4.12K <0.01% -57 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 47 $4.03K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 47 $4.03K <0.01% +32 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 45 $3.86K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 45 $3.86K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 42 $3.6K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 40 $3.43K <0.01% -112 13F-HR/A Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 40 $3.43K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 40 $3.43K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 40 $3.43K <0.01% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 40 $3.43K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 40 $3.43K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $3.09K <0.01% +5 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 30 $2.57K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 30 $2.57K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 30 $2.57K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 29 $2.49K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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