Riverview Trust Co More: the full row for Riverview Trust Co 384 $9.88K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 369 $9.5K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 367 $9.45K <0.01% +253 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 357 $9.19K <0.01% +295 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 357 $9.19K 0.01% +324 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 344 $8.86K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 319 $8.21K <0.01% -65 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Physician Wealth Advisors, Inc. 213 $5.48K <0.01% +184 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 210 $5.41K <0.01% +35 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 209 $5.38K <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 168 $4.32K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 166 $4.27K <0.01% +52 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 164 $4.23K <0.01% +2 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 155 $3.99K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 146 $3.76K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 139 $3.58K <0.01% +129 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 126 $3.27K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 123 $3.17K <0.01% -4 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 147 $3K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 96 $2.47K <0.01% -186 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 94 $2.42K <0.01% +25 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 82 $2.11K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 81 $2.08K <0.01% +5 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 75 $1.93K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 75 $1.93K <0.01% -141 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 72 $1.85K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 63 $1.62K <0.01% -1 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 58 $1.52K <0.01% -101 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 51 $1.31K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 47 $1.21K <0.01% +14 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 61 $1K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 48 $1K <0.01% -15,600 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 34 $876 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for SJS Investment Consulting Inc. 26 $670 <0.01% +12 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $651 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23 $592 <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 23 $592 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 22 $566 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 21 $541 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 21 $541 <0.01% +8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20 $515 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 20 $515 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 18 $464 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 16 $412 <0.01% new 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 15 $387 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $386 <0.01% +9 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 14 $360 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,097 $282 0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 10 $257 <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 7 $180 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 6 $155 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $129 <0.01% -5 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 4 $103 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $51 <0.01% new 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 2 $51 <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 2 $51 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -1,787 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.