Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 826 $395K 0.02% -73 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 825 $394K 0.07% +55 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 818 $391K 0.04% +6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 815 $390K 0.03% +405 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 813 $389K 0.01% -37 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 806 $385K 0.01% new 13F-HR Timeline Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 805 $385K <0.01% new 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 801 $383K 0.01% -170 13F-HR Timeline Choate Investment Advisors More: the full row for Choate Investment Advisors 797 $381K 0.01% +202 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 794 $379K <0.01% +49 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 792 $379K 0.06% +216 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 790 $378K 0.12% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 788 $377K 0.2% -69 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 778 $372K 0.05% new 13F-HR Timeline DOHJ, LLC More: the full row for DOHJ, LLC 776 $371K 0.08% +9 13F-HR Timeline Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 768 $368K 0.01% -65 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 768 $367K 0.07% -32 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 760 $363K 0.01% +29 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 758 $363K 0.2% +142 13F-HR Timeline Cable Hill Partners, LLC More: the full row for Cable Hill Partners, LLC 678 $355K 0.03% -25 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 738 $353K <0.01% -8,101 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 736 $351K 0.08% +289 13F-HR Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 735 $351K <0.01% -472 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 729 $349K <0.01% new 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 729 $348K 0.01% -35 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 727 $348K 0.03% -9 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 725 $347K 0.01% new 13F-HR Timeline Group Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 717 $343K 0.01% -472 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 700 $335K 0.03% 0 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 700 $335K 0.05% +65 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 700 $335K 0.21% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 623 $333K 0.22% -36 13F-HR Timeline SPRENG CAPITAL MANAGEMENT, INC. 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COHEN & ASSOCIATES, LLC More: the full row for ARTHUR M. COHEN & ASSOCIATES, LLC 600 $287K 0.05% 0 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 600 $287K 0.01% -164 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 596 $285K <0.01% +2 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 595 $284K 0.06% 0 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 591 $283K 0.05% new 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 590 $282K 0.12% +46 13F-HR Timeline YHB Investment Advisors, Inc. 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Safra Sarasin Holding AG 468 $224K <0.01% new 13F-HR Timeline Group ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 466 $223K 0.12% +29 13F-HR Timeline WELLINGTON MANAGEMENT GROUP LLP in group WELLINGTON MANAGEMENT GROUP L… More: the full row for WELLINGTON MANAGEMENT GROUP LLP 462 $221K <0.01% +14 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 462 $221K 0.03% 0 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 459 $219K 0.1% new 13F-HR Timeline Sunbeam Capital Management, LLC More: the full row for Sunbeam Capital Management, LLC 456 $218K 0.21% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 454 $217K <0.01% +85 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 453 $217K 0.02% -59 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 452 $216K 0.02% +21 13F-HR Timeline Connor, Clark & Lunn Investment Managem… More: the full row for Connor, Clark & Lunn Investment Management Ltd. 451 $216K <0.01% new 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 441 $211K 0.13% +8 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 437 $209K 0.02% +4 13F-HR Timeline Accel Wealth Management More: the full row for Accel Wealth Management 437 $209K 0.08% +1 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 436 $208K 0.01% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 435 $208K 0.16% 0 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 434 $208K 0.03% 0 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 433 $207K 0.01% -29 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. 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