ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 15 $5.92K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 15 $5.92K <0.01% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 15 $5.92K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 15 $5.87K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 14 $5.52K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 14 $5.52K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 14 $5.52K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 13 $5.13K <0.01% +12 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 13 $5.13K <0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 12 $4.73K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 12 $4.73K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 12 $4.73K <0.01% +3 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $4.73K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 12 $4.73K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 12 $4.73K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 11 $4.34K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11 $4.06K <0.01% +4 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 10 $3.94K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.94K <0.01% -76,290 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10 $3.94K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 10 $3.94K <0.01% +3 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $3.94K <0.01% +6 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 10 $3.94K <0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 17 $3.77K <0.01% +14 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $3.55K <0.01% +2 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $3.55K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 9 $3.55K <0.01% +2 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 9 $3.55K <0.01% +4 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 8 $3.16K <0.01% -15 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 8 $3.16K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 8 $3.16K <0.01% 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 20 $3K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 8 $3K <0.01% -1 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 7 $2.96K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 7 $2.76K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7 $2.76K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $2.76K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 7 $2.63K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $2.37K <0.01% +4 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 7 $2K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 5 $2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 5 $1.97K <0.01% +4 13F-HR Timeline Trust Co More: the full row for Trust Co 5 $1.97K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 5 $1.97K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 4 $1.58K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $1.58K <0.01% -15 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 4 $1.58K <0.01% -10,046 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 3 $1.18K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $1.18K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $1.18K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3 $1.18K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3 $1.18K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 3 $1.18K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 3 $1.15K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2 $789 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $789 <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2 $789 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $789 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2 $789 <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2 $768 <0.01% -4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $584 <0.01% -18 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $395 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $395 <0.01% 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1 $394 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1 $394 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $244 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $233 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 1 $221 <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,098 $828M -1,053 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 64 $10.6M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.