Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 2,614 $133K 0.01% +28 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,478 $126K <0.01% +540 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,383 $121K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,380 $121K 0.05% +759 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2,373 $120K 0.07% -1,074 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 2,339 $119K 0.04% 0 13F-HR/A Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 2,167 $110K 0.01% 0 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,139 $109K 0.01% +1,327 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,092 $106K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,013 $102K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,991 $101K 0.02% +200 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,958 $99.3K 0.09% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,934 $98.1K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,877 $95.2K 0.09% +381 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,822 $92.4K 0.01% 0 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 1,700 $86.2K 0.04% +1,000 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,657 $84.1K 0.05% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,649 $83.7K 0.01% -765 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,492 $75.7K <0.01% +1,412 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,480 $74.9K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,438 $73K <0.01% +489 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,415 $71.8K 0.04% +598 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 1,269 $64.4K <0.01% +1,224 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,249 $63.4K 0.07% +40 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,226 $62.2K <0.01% 0 13F-HR Timeline Group Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1,223 $62K 0.02% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,217 $61.7K 0.02% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,077 $54.6K 0.01% +12 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 106,912 $54.2K 2.15% -134,680 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,039 $52.7K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,040 $52.6K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. 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More: the full row for Pandora Wealth, Inc. 638 $32.4K 0.02% -43 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 610 $30.9K <0.01% +8 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 609 $30.9K 0.01% +537 13F-HR Timeline Group MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 591 $30K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 567 $28.7K 0.01% -238 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 500 $25.4K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 500 $25.4K 0.01% -284 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 498 $25.3K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 485 $24.6K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 451 $22.9K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 440 $22.2K <0.01% -722 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 419 $21.3K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 405 $20.5K 0.01% +400 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 400 $20.3K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 397 $20K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 393 $19.9K <0.01% -558 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 391 $19.8K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 336 $17K <0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 334 $17K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 312 $15.8K 0.01% +227 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 314 $15K <0.01% +94 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 299 $15K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 292 $14.8K <0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 292 $14.8K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 280 $14.2K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 250 $12.7K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 245 $12.4K 0.01% +3 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 233 $11.8K 0.01% -300 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 232 $11.8K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 200 $10.1K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 195 $9.89K <0.01% -39,893 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 188 $9.54K <0.01% 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 173 $8.78K <0.01% +166 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 153 $7.78K 0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 150 $7.61K 0.02% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 144 $7.32K <0.01% -582 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 136 $6.9K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 129 $6.53K <0.01% -129 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 120 $6.09K 0.02% -14,050 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 119 $6.04K 0.03% -1,138 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 111 $5.63K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 94 $4.77K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 71 $3.59K <0.01% +1 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 63 $3.19K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 62 $3.15K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 61 $3.1K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 53 $2.68K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 38 $1.93K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 36 $1.85K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 36 $1.83K <0.01% -55 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 32 $1.62K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 30 $1.52K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 25 $1.27K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $1.27K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 24 $1.21K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 30 $1K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 18 $913 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 16 $812 <0.01% 0 13F-HR Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 13 $659 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 11 $558 <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8 $406 <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 4 $203 <0.01% -7,404 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $16 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.