Lester Murray Antman dba SimplyRich More: the full row for Lester Murray Antman dba SimplyRich 3,643 $300K 0.09% 0 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 3,629 $299K 0.15% 0 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 3,620 $299K 0.22% -167 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 3,611 $298K 0.05% 0 13F-HR Timeline Philip James Wealth Mangement, LLC More: the full row for Philip James Wealth Mangement, LLC 3,612 $298K 0.04% +25 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,612 $298K 0.16% 0 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 3,606 $297K 0.15% +14 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 3,600 $297K 0.03% 0 13F-HR Timeline Fractal Investments LLC More: the full row for Fractal Investments LLC 3,600 $297K 0.04% 0 13F-HR Timeline AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,597 $297K <0.01% new 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,589 $296K 0.02% -45 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 3,576 $295K 0.18% +794 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 3,550 $293K 0.08% -452 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 3,502 $289K 0.09% +534 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,496 $288K <0.01% +70 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 3,493 $288K 0.12% -73 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 3,485 $287K 0.01% 0 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 3,401 $281K 0.22% -204 13F-HR Timeline Group Jain Global LLC More: the full row for Jain Global LLC 3,400 $280K 0.01% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,375 $278K 0.03% 0 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 3,329 $275K 0.01% +107 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 3,321 $274K 0.01% +101 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 3,313 $273K <0.01% -22 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 3,310 $273K 0.14% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 3,295 $272K 0.12% +17 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3,288 $271K 0.01% +185 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 3,270 $270K 0.02% -26,658 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,259 $269K 0.02% -1,525 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 3,209 $265K 0.01% -17 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 3,203 $264K 0.01% new 13F-HR Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 3,189 $263K 0.02% -14 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3,145 $259K <0.01% new 13F-HR Timeline Group Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 3,135 $259K 0.35% +74 13F-HR Timeline TCV Trust & Wealth Management, Inc. More: the full row for TCV Trust & Wealth Management, Inc. 3,120 $257K 0.02% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 3,116 $257K 0.05% 0 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 3,099 $256K <0.01% -80 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 3,085 $254K 0.02% -4,567 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,083 $254K <0.01% +179 13F-HR Timeline Group Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,079 $254K 0.02% -82,614 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 3,079 $254K <0.01% +2,514 13F-HR Timeline SPC Financial, Inc. More: the full row for SPC Financial, Inc. 3,031 $250K 0.02% +55 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 3,044 $250K 0.03% +70 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,000 $247K 0.02% -1,700 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,973 $245K 0.04% +12 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 2,971 $245K <0.01% -494 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 2,969 $245K 0.04% -306 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,950 $243K 0.02% 0 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,950 $243K 0.04% -2,282 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 2,946 $243K <0.01% -9,499 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 2,914 $240K 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 2,906 $240K 0.02% +18 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 2,886 $238K 0.02% +10 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 2,881 $238K 0.19% -518 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,877 $237K <0.01% -950 13F-HR Timeline Group Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 2,874 $237K 0.01% +196 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 2,862 $236K 0.04% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,850 $235K 0.18% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,843 $234K 0.15% -1,319 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 2,828 $233K 0.04% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,825 $233K 0.04% 0 13F-HR Timeline Tevis Investment Management More: the full row for Tevis Investment Management 2,860 $232K 0.17% 0 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 2,800 $231K 0.02% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,792 $230K 0.11% +90 13F-HR Timeline GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 2,791 $230K 0.01% 0 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 2,788 $230K 0.02% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,741 $225K 0.1% +14 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,730 $225K 0.12% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,729 $225K 0.09% -292 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 2,719 $225K 0.02% +4 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 2,710 $224K 0.02% 0 13F-HR Timeline Group Boston Trust Walden Corp group of 2 filers holding More: the full row for Boston Trust Walden Corp 2,700 $223K -514,535 Timeline CORTLAND ASSOCIATES INC/MO More: the full row for CORTLAND ASSOCIATES INC/MO 2,689 $222K 0.03% +14 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 2,687 $222K 0.02% +179 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,684 $221K <0.01% -453 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 2,669 $220K 0.07% 0 13F-HR Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 2,668 $220K 0.03% 0 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 2,670 $220K 0.06% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 2,661 $220K 0.02% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 2,653 $219K 0.02% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 2,656 $219K 0.04% 0 13F-HR Timeline Group Patrick Mauro Investment Advisor, INC. More: the full row for Patrick Mauro Investment Advisor, INC. 2,646 $218K 0.12% 0 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,620 $216K <0.01% 0 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,620 $216K 0.01% 0 13F-HR Timeline Group INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,623 $216K 0.01% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 2,618 $216K 0.01% -60 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,600 $214K <0.01% 0 13F-HR Timeline Group Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 2,588 $213K 0.11% -3,982 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,569 $212K 0.1% -100 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 2,569 $212K 0.07% -105 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,564 $212K <0.01% -37 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 2,560 $211K 0.01% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,541 $210K <0.01% new 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2,503 $206K 0.02% -332 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,484 $205K 0.05% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,483 $205K <0.01% -6,579 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,474 $204K 0.02% +1,641 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,458 $203K 0.04% new 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 2,448 $202K 0.03% -420 13F-HR Timeline CFS Investment Advisory Services, LLC More: the full row for CFS Investment Advisory Services, LLC 2,440 $201K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,403 $198K <0.01% -5,036 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,292 $189K 0.08% new 13F-HR/A Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,279 $188K <0.01% -415 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,178 $180K 0.13% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,064 $170K 0.08% -222 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 2,020 $167K 0.19% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 2,007 $166K <0.01% +7 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,000 $165K 0.08% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,993 $164K <0.01% +1,066 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,000 $164K <0.01% 0 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,970 $163K 0.1% 0 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 1,885 $155K 0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,862 $154K 0.03% +185 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,837 $152K 0.08% -150 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,833 $151K <0.01% new 13F-HR Timeline Group General Partner, Inc. More: the full row for General Partner, Inc. 1,790 $148K 0.1% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 1,650 $136K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,643 $135K 0.01% +389 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 1,605 $132K 0.03% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 1,544 $127K <0.01% -10,833 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,516 $125K 0.01% +270 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 1,472 $121K 0.05% -2 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,457 $120K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1,444 $119K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,442 $119K 0.03% +364 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,400 $115K <0.01% -3,104 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,362 $112K 0.03% 0 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 1,350 $111K <0.01% -103,600 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,348 $111K 0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,333 $110K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,312 $108K 0.03% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,306 $108K 0.01% -174 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,267 $105K 0.04% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,204 $99.3K 0.04% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,170 $96.5K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,168 $96.3K 0.01% +63 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 1,160 $95.7K <0.01% 0 13F-HR Timeline Group Caption Management, LLC More: the full row for Caption Management, LLC 1,136 $93.7K <0.01% -2,264 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,108 $91.4K 0.03% new 13F-HR Timeline Group Belvedere Trading LLC More: the full row for Belvedere Trading LLC 1,026 $84.6K 0.01% -3,974 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,024 $84.5K 0.01% +251 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,000 $82.5K 0.04% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 999 $82.4K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 971 $80.1K 0.02% +3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 924 $76.2K 0.01% -521 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 891 $73.5K 0.02% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 846 $69.8K 0.01% +24 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 885 $67.6K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 815 $67K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 812 $67K <0.01% -50 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 800 $66K 0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 796 $65.7K <0.01% -1,088 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 770 $64K <0.01% +363 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 764 $63K 0.01% -5 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 759 $62K 0.04% -227 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 751 $62K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 750 $61.9K <0.01% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 750 $61.9K 0.02% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 707 $58.3K 0.04% +16 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 683 $56.3K <0.01% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 676 $55.8K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 661 $55K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 661 $54.5K 0.04% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 653 $53.9K 0.06% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 602 $49.7K 0.01% -15 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 600 $49.5K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 600 $49.5K 0.02% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 600 $49.5K 0.04% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 570 $47K <0.01% 0 13F-HR/A Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 559 $46.1K <0.01% +15 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 541 $45K 0.01% +1 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 541 $44.6K 0.02% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 536 $44.2K 0.04% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 516 $42.6K 0.04% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 514 $42.4K <0.01% -414 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 504 $41.6K 0.02% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 473 $39K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 452 $37.4K <0.01% +12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 451 $37.2K 0.01% +54 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 449 $37K 0.03% +2 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 439 $36K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 423 $34.9K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 416 $34.3K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 400 $33K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 400 $33K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $33K 0.01% 0 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 398 $32.8K 0.01% +6 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 393 $32.4K <0.01% -9 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 367 $30.2K 0.01% +4 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 351 $29K 0.01% 0 13F-HR Timeline Group 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 350 $28.9K <0.01% -400 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 337 $27.8K <0.01% +3 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 331 $27.3K 0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 310 $25.6K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 300 $24.7K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $24.7K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 268 $22.1K <0.01% +57 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 255 $21K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 250 $21K <0.01% +100 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 254 $21K 0.01% -465 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 252 $20.8K <0.01% new 13F-HR Timeline