EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 499 $289K <0.01% +25 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 497 $288K 0.05% new 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 495 $287K 0.03% -81 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 489 $284K 0.01% +32 13F-HR Timeline Group CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 484 $281K 0.05% 0 13F-HR Timeline Group Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 484 $281K 0.08% +13 13F-HR Timeline GUARDIAN CAPITAL LP in group GUARDIAN CAPITAL LP More: the full row for GUARDIAN CAPITAL LP 483 $280K 0.01% +40 13F-HR Timeline Group Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 482 $280K 0.01% -24 13F-HR Timeline Group Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 481 $279K 0.03% new 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 481 $279K 0.01% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 479 $278K 0.01% -57 13F-HR Timeline Group Clarius Group, LLC More: the full row for Clarius Group, LLC 475 $275K 0.02% new 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 474 $275K 0.08% +15 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 471 $273K 0.02% +101 13F-HR Timeline Group STEVENS CAPITAL MANAGEMENT LP More: the full row for STEVENS CAPITAL MANAGEMENT LP 471 $273K 0.07% -416 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 470 $273K 0.02% +17 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 467 $271K <0.01% +119 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 466 $270K 0.07% -27 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 465 $270K 0.07% -28 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 459 $266K 0.01% -30 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 457 $265K 0.01% 0 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 455 $264K 0.07% -89 13F-HR Timeline Covenant Partners, LLC More: the full row for Covenant Partners, LLC 454 $263K 0.09% -256 13F-HR Timeline UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 453 $263K 0.19% +1 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 450 $261K 0.31% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 449 $260K 0.02% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 448 $260K 0.01% +154 13F-HR Timeline Adams Wealth Management More: the full row for Adams Wealth Management 456 $258K 0.05% new 13F-HR Timeline CacheTech Inc. More: the full row for CacheTech Inc. 456 $258K 0.05% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 441 $256K 0.02% +187 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 440 $255K 0.07% new 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 438 $253K 0.05% +310 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 397 $253K 0.01% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 433 $251K 0.02% new 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 433 $251K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 429 $249K 0.04% +43 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 426 $247K 0.02% -6 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 425 $246K 0.01% -184 13F-HR Timeline McHugh Group, LLC More: the full row for McHugh Group, LLC 425 $246K 0.19% 0 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 420 $244K 0.11% -465 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 416 $241K 0.05% +1 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 416 $241K 0.01% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 413 $240K 0.07% new 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 410 $238K 0.03% 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 409 $237K <0.01% +229 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 408 $237K 0.16% +3 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 401 $233K 0.03% new 13F-HR Timeline George Kaiser Family Foundation More: the full row for George Kaiser Family Foundation 401 $233K 0.03% new 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 393 $233K 0.16% +10 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 400 $232K 0.03% 0 13F-HR Timeline Sather Financial Group Inc More: the full row for Sather Financial Group Inc 400 $232K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 395 $229K 0.04% +286 13F-HR Timeline Summit Creek Advisors LLC More: the full row for Summit Creek Advisors LLC 390 $226K 0.03% +2 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 388 $225K 0.01% -81 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 387 $224K <0.01% new 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 384 $223K 0.01% -60 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 383 $222K 0.01% 0 13F-HR Timeline Riverstone Advisors, LLC More: the full row for Riverstone Advisors, LLC 383 $222K 0.13% new 13F-HR Timeline Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 381 $221K <0.01% new 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 379 $220K 0.05% -7 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 377 $218K -7 Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 374 $217K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 373 $216K <0.01% -52 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 372 $216K 0.03% +10 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 367 $213K 0.08% 0 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 365 $212K 0.01% 0 13F-HR Timeline NorthStar Asset Management LLC /NJ/ More: the full row for NorthStar Asset Management LLC /NJ/ 365 $212K 0.13% new 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 358 $208K 0.01% new 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 357 $207K <0.01% -48 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 351 $204K <0.01% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 349 $202K 0.08% +5 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 347 $201K 0.01% new 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 347 $201K <0.01% new 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 346 $201K 0.01% -61 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 344 $200K <0.01% new 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 335 $194K 0.01% -26 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 325 $189K 0.01% +38 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 312 $181K 0.02% +40 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 309 $179K 0.02% -736 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 306 $177K 0.02% +179 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 300 $174K 0.04% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 270 $157K <0.01% +147 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 269 $156K 0.08% +111 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 262 $152K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 261 $151K <0.01% +160 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 245 $143K 0.1% +97 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 218 $126K <0.01% -33 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 189 $110K <0.01% +34 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 189 $110K 0.02% +11 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 188 $109K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 183 $106K 0.02% -279 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 173 $100K 0.01% +15 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 167 $96.9K 0.01% -16 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 165 $95.7K 0.05% +10 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 163 $94.5K <0.01% -601 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 163 $94.5K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 158 $91.6K <0.01% -69 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 147 $85.3K 0.01% +27 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 145 $84K <0.01% -170 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 139 $80.6K 0.04% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 136 $78.9K 0.06% 0 13F-HR/A Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 135 $78.5K <0.01% -9 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 131 $76K 0.07% -2 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 131 $76K 0.01% +61 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 130 $75.4K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 127 $73.9K 0.05% +20 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 137 $67K 0.05% -41 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 101 $58.7K 0.01% +12 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 93 $53.9K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 87 $50.5K 0.02% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 84 $48.7K 0.01% 0 13F-HR/A Timeline Group Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 80 $46.4K 0.04% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 73 $42.3K 0.02% +53 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 66 $38.3K 0.01% 0 13F-HR/A Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 65 $37.7K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 57 $33.1K <0.01% new 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 53 $31K <0.01% -6 13F-HR Timeline Group Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 53 $30.7K 0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 52 $30.2K 0.02% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 51 $29.6K 0.02% +12 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 49 $28.4K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 46 $26.7K 0.02% -3 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 45 $26.1K 0.01% +1 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 42 $24.4K <0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 38 $22K <0.01% +20 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 38 $22K <0.01% -772 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 37 $21.5K <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $20.2K 0.01% +34 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 33 $19K <0.01% +17 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 32 $18.6K <0.01% +1 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 31 $18.1K 0.01% -1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 31 $18K <0.01% -1,456 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 31 $18K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 30 $17.4K 0.01% -5 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 28 $16.2K <0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 27 $15.7K <0.01% +2 13F-HR Timeline Group Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 27 $15.7K <0.01% -131 13F-HR/A Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 26 $15.1K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 25 $14.5K <0.01% +21 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25 $14.5K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 24 $14K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 25 $14K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 24 $13.9K <0.01% 0 13F-HR/A Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 21 $12.2K <0.01% +9 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 21 $12.2K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 20 $11.6K 0.01% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 19 $11K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 19 $11K 0.06% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 17 $9.87K <0.01% -718 13F-HR Timeline Group Sandy Spring Bank More: the full row for Sandy Spring Bank 17 $9.86K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 17 $9.86K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 16 $9.28K <0.01% +6 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $8.71K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $8.7K <0.01% -1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 14 $8.12K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 13 $7.54K <0.01% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 13 $7K <0.01% +4 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 12 $6.96K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 12 $6.96K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 12 $6.96K <0.01% -4 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 12 $6.96K <0.01% +10 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 12 $6.96K 0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $6.96K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 12 $6.96K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 11 $6.38K <0.01% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 11 $6.38K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 10 $5.95K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10 $5.8K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $5.8K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10 $5.8K <0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 9 $5.25K <0.01% -297 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 9 $5.22K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $5.22K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9 $5.22K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 9 $5.22K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $5.22K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 8 $5.02K <0.01% new 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8 $4.69K <0.01% -9 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 8 $4.65K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 8 $4.65K <0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 8 $4.64K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $4.64K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 8 $4.64K 0.01% +5 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 8 $4.64K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 7 $4.07K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 7 $4.06K <0.01% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $4.06K <0.01% -10 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5 $4K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $3.56K <0.01% -2 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 6 $3.49K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 791 $3.48K <0.01% +785 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6 $3.48K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 6 $3.48K <0.01% 0 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6 $3.48K <0.01% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 6 $3.48K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $3.25K <0.01% -1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $3.22K <0.01% +3 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $2.91K <0.01% 0 13F-HR/A Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $2.9K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 5 $2.9K <0.01% 0 13F-HR Timeline