Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 667,877 $15.2M 0.22% +70,534 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 531,815 $12M 0.53% +12,936 13F-HR Timeline Mn Services Vermogensbeheer B.V. More: the full row for Mn Services Vermogensbeheer B.V. 253,160 $5.75M 0.04% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 105,499 $2.4M 0.02% +57,787 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 94,149 $2.14M 0.09% +42,430 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 92,898 $2.11M 0.44% +914 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 45,475 $1.03M 1.01% +3,700 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 30,397 $691K 0.02% +6,493 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 29,695 $675K 0.12% -1,247 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 25,976 $590K 0.05% +1,228 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 25,038 $569K 0.2% +98 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 24,769 $563K 0.01% -610 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 23,435 $527K 0.01% +5,568 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 18,077 $411K 0.03% 0 13F-HR Timeline Group M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 14,219 $323K 0.18% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 14,128 $321K 0.01% +9 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 13,000 $295K <0.01% +3,000 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 12,795 $291K 0.02% 0 13F-HR Timeline Group Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 12,690 $288K 0.01% new 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 11,518 $262K 0.08% -671 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,908 $248K 0.15% -464 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 9,227 $210K 0.17% -21,325 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 9,030 $205K 0.05% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3,654 $83K 0.02% +1,118 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 3,480 $79.1K 0.01% +1,041 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 3,169 $72K 0.03% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 2,813 $63.9K 0.01% +1,402 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,536 $57.6K <0.01% -332 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,386 $54.2K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,767 $40.1K 0.03% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,268 $28.8K <0.01% +163 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 852 $19.4K <0.01% +33 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 667 $15K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 650 $14.8K 0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 496 $11.3K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 405 $9.2K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 137 $3.11K <0.01% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 57 $1.29K <0.01% -100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 57 $1.29K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 38 $864 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 26 $591 <0.01% +6 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $159 <0.01% -45 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.