Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 974 $88.8K 0.03% -594 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 970 $88.4K 0.06% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 960 $87.5K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 910 $82.9K <0.01% -94 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 883 $80.5K 0.01% +553 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 870 $79.3K <0.01% +704 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 843 $76.8K 0.05% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 840 $76.5K 0.07% +185 13F-HR Timeline Pinpoint Asset Management Ltd More: the full row for Pinpoint Asset Management Ltd 835 $76.1K 0.01% +834 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 800 $72.9K 0.05% 0 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 800 $72.9K 0.06% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 791 $72.1K <0.01% +504 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 775 $70.6K 0.02% -2,800 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 758 $69.1K <0.01% +24 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 746 $68K <0.01% -546 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 737 $67.2K -93 Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 700 $63.8K 0.04% 0 13F-HR/A Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 668 $60.9K 0.01% -101 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 650 $59.2K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 619 $56.4K <0.01% 0 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 615 $56.1K 0.01% +592 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 608 $55.4K 0.02% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 601 $54.8K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 586 $53.4K <0.01% +145 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 565 $51.5K 0.01% -812 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 551 $50.2K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 541 $50K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 547 $49.9K 0.01% +233 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 535 $48.8K 0.01% 0 13F-HR/A Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 527 $48K <0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 527 $48K 0.01% 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 511 $46.6K 0.01% -3 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 503 $46K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 500 $45.6K 0.03% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 500 $45.6K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 483 $44K 0.01% +2 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 481 $43.8K 0.02% -75 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 469 $42.8K <0.01% +105 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 466 $42K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 442 $40.3K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 434 $39.6K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 425 $38.7K 0.02% +250 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 406 $37K <0.01% +158 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 401 $37K 0.01% +390 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 401 $36.6K 0.01% -102 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 401 $36.6K 0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 392 $35.7K 0.01% +77 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 388 $35K 0.01% +3 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 382 $34.8K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 381 $34.7K 0.03% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 377 $34.4K <0.01% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 366 $33.4K 0.03% 0 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 361 $32.9K <0.01% +42 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 360 $32.8K <0.01% 0 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 357 $32.5K 0.01% 0 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 360 $32K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 351 $32K 0.01% -84 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 351 $32K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 344 $31.6K 0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 345 $31.4K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 340 $31K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 339 $30.9K <0.01% +52 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 333 $30.4K <0.01% +4 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 329 $29.9K 0.03% +101 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 324 $29.5K 0.03% +150 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 322 $29.4K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 309 $28.4K 0.01% +89 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 307 $28K 0.01% -7 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 305 $27.8K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 304 $27.7K <0.01% +222 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 296 $27K <0.01% +15 13F-HR Timeline Group Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 294 $26.8K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 284 $26.8K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 289 $26.3K 0.01% +1 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 288 $26K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 282 $25.7K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 281 $25.6K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 281 $25.6K <0.01% -33 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 275 $25.1K 0.02% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 252 $23K <0.01% +84 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 252 $23K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 251 $22.9K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 244 $22.2K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 240 $21.9K <0.01% -55 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 233 $21.2K <0.01% +97 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 231 $21K 0.01% -66 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 226 $20.6K <0.01% -42 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 218 $19.9K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 212 $19.3K 0.01% +100 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 211 $19.2K 0.01% +207 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 210 $19.1K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 209 $19.1K 0.02% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 206 $18.8K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 203 $18.6K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 203 $18.5K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $18.2K 0.02% 0 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 198 $18K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 192 $17.5K <0.01% +41 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 187 $17K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 189 $17K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 185 $17K 0.01% -125 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 184 $17K <0.01% +65 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 182 $16.6K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 179 $16.3K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 174 $15.9K <0.01% -132 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 135 $15.6K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 169 $15.4K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 160 $14.6K <0.01% -16 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 152 $13.9K <0.01% -46 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 151 $13.8K <0.01% -39 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $13.7K 0.05% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 150 $13.7K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 140 $13K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 139 $12.7K 0.01% +4 13F-HR Timeline CNB Bank More: the full row for CNB Bank 137 $12.5K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 134 $12.2K <0.01% +35 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 132 $12K <0.01% -4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 129 $11.8K <0.01% +119 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 127 $11.6K 0.06% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 125 $11.4K <0.01% -275 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 123 $11.2K <0.01% -250 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 121 $11K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 120 $10.9K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 118 $10.8K <0.01% -675 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 117 $10.7K 0.01% -38 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 114 $10.4K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 113 $10.3K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 119 $10K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 108 $9.84K 0.01% +78 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 106 $9.65K <0.01% +21 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 100 $9.12K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 100 $9.09K <0.01% +1 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 99 $9K <0.01% +30 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 96 $8.83K <0.01% -588 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 96 $8.75K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 95 $8.66K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 93 $8.48K <0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 90 $8.2K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 89 $8.11K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 96 $7.66K 0.01% -14 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 83 $7.57K <0.01% +8 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 80 $7.29K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 79 $7.2K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 79 $7.2K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 79 $7.2K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 78 $7.07K <0.01% -11 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 61 $7K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 75 $6.84K <0.01% -33,457 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 75 $6.84K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 73 $6.65K <0.01% +23 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 72 $6.56K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 71 $6.47K <0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 71 $6.47K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 71 $6.47K <0.01% -404 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 70 $6.41K 0.01% -10 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 70 $6.38K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 69 $6.34K <0.01% -31 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 68 $6.2K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 68 $6.2K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 66 $5.98K <0.01% -168 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 63 $5.74K <0.01% +46 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 62 $5.65K <0.01% 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 60 $5.47K <0.01% -40 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 60 $5.47K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 59 $5.38K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 59 $5.38K <0.01% 0 13F-HR/A Timeline City State Bank More: the full row for City State Bank 53 $4.83K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 49 $4.47K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 48 $4.38K <0.01% +3 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 44 $4.01K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 39 $4K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 43 $3.92K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 42 $3.83K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 42 $3.83K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 42 $3.83K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 41 $3.74K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 43 $3.62K <0.01% +37 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 39 $3.56K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 39 $3.56K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 39 $3.56K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 37 $3.37K <0.01% -40 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 35 $3.23K <0.01% -1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $3.13K <0.01% +1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 34 $3.1K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34 $3.1K <0.01% +11 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 32 $2.94K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 31 $2.83K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 28 $2.55K <0.01% 0 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 27 $2.46K <0.01% -2,081 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 26 $2.37K <0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 25 $2.28K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $2.28K <0.01% +14 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 29 $2.24K <0.01% +9 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 24 $2.19K <0.01% +3 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 23 $2.1K <0.01% new 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 22 $2K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 20 $2K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 22 $1.98K <0.01% new 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 21 $1.92K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 21 $1.91K <0.01% new 13F-HR Timeline