First Interstate Bank More: the full row for First Interstate Bank 1,967 $1M 0.06% -25 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 1,965 $999K 0.19% -1 13F-HR Timeline PHILADELPHIA TRUST CO More: the full row for PHILADELPHIA TRUST CO 1,963 $998K 0.08% 0 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 1,958 $996K 0.46% -379 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,956 $995K 0.09% 0 13F-HR Timeline Group Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 1,955 $994K 0.07% +52 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 1,949 $991K 0.04% -54 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 1,938 $985K 0.24% +421 13F-HR Timeline Financial Engines Advisors L.L.C. 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MANNING & CO., INC. 1,994 $953K 1.05% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 1,873 $952K 0.04% +34 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,871 $952K 0.1% -74 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 1,866 $949K 0.03% +257 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 1,863 $947K 0.14% -169 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 1,857 $945K 0.45% -6 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,851 $943K 0.04% 0 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,850 $941K 0.12% -2 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 1,842 $937K 0.58% +20 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 1,840 $936K 0.28% +781 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 1,835 $933K 0.34% -219 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 1,829 $930K 0.22% +40 13F-HR Timeline Summit X, LLC More: the full row for Summit X, LLC 1,829 $930K 0.17% +16 13F-HR Timeline Signet Investment Advisory Group, Inc. 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More: the full row for Trilogy Capital Inc. 1,692 $860K 0.04% +21 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,690 $859K 0.13% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,682 $855K 0.11% +260 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,681 $855K 0.49% +350 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,681 $855K <0.01% -116 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,678 $853K 0.02% +18 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,678 $853K 0.06% -37 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 1,667 $848K 0.23% -577 13F-HR Timeline CHAPIN DAVIS, INC. 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More: the full row for Strategic Financial Services, Inc. 1,509 $767K 0.04% -40 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,501 $763K 0.05% +633 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,492 $759K 0.12% -104 13F-HR Timeline PUZO MICHAEL J More: the full row for PUZO MICHAEL J 1,490 $758K 0.22% -236 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,487 $756K 0.01% new 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,481 $753K 0.07% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,479 $752K 0.43% +157 13F-HR Timeline Value Partners Investments Inc. 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More: the full row for Summit Financial Strategies, Inc. 1,450 $737K 0.07% +331 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 1,450 $737K 0.1% new 13F-HR Timeline High Falls Advisors, Inc More: the full row for High Falls Advisors, Inc 1,449 $737K 0.16% +1 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,447 $736K 0.1% -32 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 1,444 $734K 0.05% -200 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,442 $734K 0.11% +871 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 1,441 $733K 0.23% -3 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,440 $732K 0.02% +250 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,438 $731K 0.03% +101 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 1,437 $731K 0.07% -73 13F-HR/A Timeline Sara-Bay Financial More: the full row for Sara-Bay Financial 1,433 $729K 0.26% -31 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 1,428 $728K 0.07% -69 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,430 $727K 0.12% +1,385 13F-HR Timeline GUARDIAN INVESTMENT MANAGEMENT More: the full row for GUARDIAN INVESTMENT MANAGEMENT 1,430 $727K 0.73% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 1,426 $725K 0.07% -53 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 1,425 $725K 0.72% +225 13F-HR Timeline Wealth Advisors of Iowa, LLC More: the full row for Wealth Advisors of Iowa, LLC 1,425 $725K 0.27% 0 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. More: the full row for SPRENG CAPITAL MANAGEMENT, INC. 1,422 $723K 0.3% 0 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 1,422 $723K 0.21% +179 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,421 $723K 0.05% -14 13F-HR Timeline Group Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,421 $722K 0.6% -56 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,419 $722K 0.03% -18 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 1,416 $720K 0.01% -118 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,414 $719K 0.36% new 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 1,409 $717K 0.07% +167 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 1,407 $716K 0.2% -6 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 1,400 $714K 0.03% -19 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 1,399 $711K 0.13% +249 13F-HR Timeline Bill Few Associates, Inc. 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