AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 2,332 $244K 0.02% new 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 2,325 $244K 0.03% -88 13F-HR Timeline SILVERCREST ASSET MANAGEMENT GROUP LLC More: the full row for SILVERCREST ASSET MANAGEMENT GROUP LLC 2,321 $243K <0.01% -90 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 2,305 $242K 0.07% -1,515 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,294 $240K <0.01% -99,684 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 2,276 $238K 0.01% -83 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,270 $238K 0.02% -450 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,259 $237K 0.02% -1,088 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,234 $234K 0.08% -156 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,225 $233K 0.01% +1,729 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 2,216 $232K <0.01% -825 13F-HR Timeline Group Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,200 $231K 0.01% -950 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 2,200 $231K 0.29% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,192 $230K 0.03% +10 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 2,188 $229K 0.02% +94 13F-HR Timeline GENESIS PRIVATE WEALTH, LLC More: the full row for GENESIS PRIVATE WEALTH, LLC 2,186 $229K 0.12% new 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 2,176 $228K 0.21% 13F-HR Timeline TECTONIC ADVISORS LLC in group TECTONIC ADVISORS LLC More: the full row for TECTONIC ADVISORS LLC 2,170 $227K 0.01% -3,538 13F-HR Timeline Group Kennon-Green & Company, LLC More: the full row for Kennon-Green & Company, LLC 2,153 $226K 0.18% +46 13F-HR Timeline MANUFACTURERS LIFE INSURANCE COMPANY, T… in group MANUFACTURERS LIFE INSURANCE … More: the full row for MANUFACTURERS LIFE INSURANCE COMPANY, THE 2,149 $225K <0.01% new 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,144 $225K <0.01% -665 13F-HR Timeline Group Town & Country Bank & Trust CO dba Firs… More: the full row for Town & Country Bank & Trust CO dba First Bankers Trust CO 2,108 $221K 0.09% -34 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,103 $220K <0.01% new 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,100 $220K 0.02% -1,000 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,896 $219K 0.01% -52 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,079 $218K 0.02% -18 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 2,069 $217K <0.01% -176 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,068 $217K 0.01% -701 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 2,045 $214K 0.01% -873 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 2,007 $214K 0.06% new 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 2,014 $211K 0.15% -3,590 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,990 $209K <0.01% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 1,987 $208K 0.04% 0 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 1,967 $206K 0.16% -50 13F-HR Timeline ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 1,624 $204K 0.08% 0 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 1,946 $204K 0.18% 0 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 1,942 $204K 0.04% -66 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,923 $202K 0.01% -396 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,876 $197K 0.15% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,700 $178K 0.02% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,649 $173K 0.12% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,587 $167K 0.02% -237 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,586 $166K <0.01% +58 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,585 $166K 0.11% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,583 $166K 0.01% -65 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,553 $163K 0.01% +10 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,506 $158K <0.01% -606 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,473 $154K 0.01% -1,771 13F-HR/A Timeline Adalta Capital Management LLC More: the full row for Adalta Capital Management LLC 1,420 $151K 0.08% -560 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,425 $149K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,350 $141K 0.1% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,371 $137K <0.01% -1,050 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,295 $135K 0.06% -50 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,286 $135K <0.01% +48 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,184 $132K <0.01% -140 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,216 $127K 0.02% +105 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,137 $119K 0.01% 0 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,103 $116K 0.01% 0 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,100 $115K 0.02% -8 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,098 $115K 0.01% +1,097 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,090 $114K 0.06% -37 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 1,000 $105K <0.01% 0 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,000 $105K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 994 $104K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 990 $104K 0.01% -151 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 987 $103K 0.02% 0 13F-HR/A Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 940 $98.5K 0.04% -2,875 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 938 $98.3K 0.03% -100 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 929 $97.3K 0.04% 0 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 900 $94.3K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 870 $91.2K 0.07% -22 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 800 $83.8K <0.01% -238,558 13F-HR Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 781 $81.8K 0.03% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 753 $80.1K 0.07% +25 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 758 $79.4K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 735 $77K 0.02% +351 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 716 $76.5K 0.04% -205 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 707 $74.1K 0.01% +224 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 558 $70.9K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 671 $70.3K 0.05% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 666 $69.8K <0.01% -1 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 659 $69K <0.01% -1,264 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 657 $68.8K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 650 $68.1K 0.04% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 623 $65.3K 0.01% -362 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 603 $63.2K 0.01% -19 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 597 $62.6K 0.04% -689 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 575 $60.3K 0.03% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 570 $59.7K 0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 558 $58.5K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 499 $55.4K <0.01% -709 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 520 $54.5K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 500 $52.4K 0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 500 $52.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 500 $52.4K <0.01% +483 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 448 $47.7K <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. 450 $47.2K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 437 $45.8K 0.01% -2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 427 $44.7K 0.06% +165 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 414 $43.4K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 400 $41.9K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 400 $41.9K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 398 $41.7K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 369 $38.7K <0.01% +61 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 365 $38.2K 0.03% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 364 $37K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 347 $36.9K 0.02% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 350 $36.7K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 340 $35.6K 0.02% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 194 $35.3K 0.03% -207 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 335 $35.1K 0.01% -151 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 335 $35.1K 0.02% -100 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 325 $34K <0.01% 0 13F-HR/A Timeline City State Bank More: the full row for City State Bank 314 $32.9K 0.01% +45 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 300 $31.4K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 300 $31.4K 0.02% -476 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 299 $31.3K 0.01% +26 13F-HR Timeline Group Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 273 $30.9K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 288 $30.2K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 285 $29.9K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 285 $29.9K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 285 $29.9K 0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 282 $29.6K 0.02% -20 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 278 $29.1K 0.01% -110 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 274 $28.7K <0.01% -168 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 261 $27.4K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 260 $27.2K 0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 255 $26.7K 0.01% new 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 250 $26.2K <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 250 $26.2K <0.01% 0 13F-HR/A Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 205 $26K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 241 $25.2K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 234 $25K 0.02% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 233 $24.4K <0.01% -2,366 13F-HR/A Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 214 $22.4K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 207 $21.7K <0.01% -518 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 200 $21K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 200 $21K 0.01% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 200 $21K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 200 $21K <0.01% 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 191 $20K <0.01% -50 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 191 $20K <0.01% -250 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 189 $19.8K <0.01% +39 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 187 $19.6K <0.01% +150 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 184 $19.3K 0.01% +100 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 180 $19.2K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 175 $18.3K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 174 $18.2K <0.01% +158 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 172 $18K <0.01% +3 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 160 $16.8K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 150 $16K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 150 $15.7K <0.01% -25 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 149 $15.6K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 141 $14.8K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 141 $14.8K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 137 $14.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 131 $13.7K <0.01% +101 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 131 $13.7K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 130 $13.6K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 125 $13.1K 0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 125 $13.1K <0.01% -75 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 120 $12.6K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 117 $12.3K <0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 110 $12K <0.01% +23 13F-HR/A Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 113 $11.8K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 113 $11.8K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 113 $11.8K 0.01% -75 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 109 $11.8K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 112 $11.8K <0.01% -2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 112 $11.7K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 111 $11.6K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 110 $11.5K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 108 $11.3K <0.01% +8 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 107 $11.2K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 106 $11K <0.01% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 100 $10.5K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 100 $10.5K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 100 $10.5K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 100 $10.5K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 100 $10.5K 0.01% 0 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 99 $10.4K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 98 $10.3K <0.01% +1 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 95 $9.96K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 94 $9.85K <0.01% -36 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 90 $9.43K 0.03% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 88 $9.22K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 86 $9.01K <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 86 $9.01K <0.01% 0 13F-HR/A 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 85 $8.91K <0.01% -200 13F-HR Timeline Group Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 85 $8.91K <0.01% new 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 84 $8.8K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 78 $8.21K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 76 $8.09K <0.01% 0 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 77 $8.07K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 83 $8K <0.01% -2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 77 $8K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 73 $8K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 75 $7.87K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 75 $7.86K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 66 $7.39K 0.01% 13F-HR Timeline