DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 34,448 $3.31M 0.1% +8,003 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 34,404 $3.31M 0.78% +8,467 13F-HR Timeline Leisure Capital Management More: the full row for Leisure Capital Management 34,301 $3.3M 1.15% -2,619 13F-HR Timeline Lazard Freres Gestion S.A.S. More: the full row for Lazard Freres Gestion S.A.S. 34,300 $3.3M 0.07% -9,620 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 34,264 $3.29M 0.21% +4,060 13F-HR Timeline Crystal Rock Capital Management More: the full row for Crystal Rock Capital Management 34,250 $3.29M 1.96% +1,700 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 34,188 $3.29M 0.24% +7,108 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 34,150 $3.28M 1.59% +600 13F-HR Timeline Bay Rivers Group More: the full row for Bay Rivers Group 34,115 $3.28M 1.37% -1,497 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 33,834 $3.25M 0.17% -21,855 13F-HR Timeline Bedell Frazier Investment Counselling, … More: the full row for Bedell Frazier Investment Counselling, LLC 33,788 $3.25M 0.66% +620 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 37,173 $3.25M 0.22% +2,196 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 33,696 $3.24M 0.26% -249 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 33,600 $3.23M 1.47% -1,863 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 33,508 $3.22M 0.02% -9,548 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 33,493 $3.22M 0.77% +2,151 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 33,339 $3.21M 0.22% +5,358 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 33,293 $3.2M 0.68% +21,796 13F-HR Timeline Davidson Capital Management Inc. 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A. 32,929 $3.17M 0.3% +335 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 32,836 $3.16M 0.91% +25,136 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 32,812 $3.15M 0.17% +7,864 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 32,773 $3.15M 0.84% -147 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 32,725 $3.15M 0.13% +12,469 13F-HR Timeline FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 32,664 $3.14M 2.6% +11,530 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 32,576 $3.13M 0.08% +31,566 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 33,450 $3.13M 0.52% +17,467 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 32,512 $3.13M 0.27% +1,237 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 32,503 $3.13M 0.77% +3,193 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 32,500 $3.12M 0.65% +26,800 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 35,710 $3.12M 0.31% +645 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 32,752 $3.12M 0.21% +3,067 13F-HR Timeline Saba Capital Management, L.P. in group Saba Capital Management, L.P. More: the full row for Saba Capital Management, L.P. 32,403 $3.12M 0.1% new 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 32,379 $3.11M 0.83% +2,864 13F-HR Timeline Blue Trust, Inc. 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More: the full row for Permanens Capital L.P. 31,780 $3.06M 0.39% +5,484 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 31,772 $3.05M 0.47% +493 13F-HR Timeline Altman Advisors, Inc. More: the full row for Altman Advisors, Inc. 31,704 $3.05M 1.26% +805 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 31,490 $3.03M 0.08% +2,460 13F-HR Timeline Group Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 31,405 $3.02M 1.84% -2,155 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 29,319 $3.02M 0.36% +1,556 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 31,360 $3.02M 0.11% -15,970 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 31,058 $2.99M 0.24% +4,456 13F-HR Timeline FAGAN ASSOCIATES, INC. 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More: the full row for RATIONAL ADVISORS, INC. 30,252 $2.91M 0.3% +100 13F-HR Timeline Cordatus Wealth Management LLC More: the full row for Cordatus Wealth Management LLC 30,178 $2.9M 0.69% -349 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 30,169 $2.9M 0.15% +8,233 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 30,147 $2.9M 0.7% -835 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 30,000 $2.88M 0.09% -1,300 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 29,976 $2.88M 0.07% -481 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 29,944 $2.88M 0.35% +2,362 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 29,908 $2.88M 0.33% +4,396 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 29,890 $2.87M 0.37% +11,855 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 29,835 $2.87M 1.67% 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 29,759 $2.86M 0.2% -2,320 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 29,652 $2.85M 1.92% +1,897 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 29,609 $2.85M 0.73% -4,952 13F-HR Timeline RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 29,593 $2.85M 1.31% +7,712 13F-HR Timeline Peloton Wealth Strategists More: the full row for Peloton Wealth Strategists 29,570 $2.84M 1.15% new 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 29,397 $2.83M 0.29% +655 13F-HR Timeline Juno Financial Group LLC More: the full row for Juno Financial Group LLC 29,362 $2.82M 1.11% +2,804 13F-HR Timeline Harber Asset Management LLC More: the full row for Harber Asset Management LLC 29,287 $2.82M 1.8% new 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 29,267 $2.81M 0.47% +2,631 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 29,205 $2.81M 0.11% -5,833 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 29,143 $2.8M 0.15% +3,442 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 29,103 $2.8M 0.16% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 29,076 $2.8M 0.17% +2,168 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 29,063 $2.79M 0.21% +9,109 13F-HR/A Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 28,970 $2.79M 0.82% -1,502 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 28,922 $2.78M 1.59% -17 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 28,897 $2.78M 0.15% +2,282 13F-HR Timeline Group DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 28,854 $2.77M 0.46% +584 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 28,829 $2.77M 0.47% +13,895 13F-HR Timeline Group Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 28,820 $2.77M 0.57% +9,600 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 28,723 $2.76M 0.85% +1,938 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 28,691 $2.76M 0.78% +11,691 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 28,662 $2.76M 1% +21,402 13F-HR Timeline PARNASSUS INVESTMENTS, LLC More: the full row for PARNASSUS INVESTMENTS, LLC 28,662 $2.76M 0.01% +9,245 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 25,518 $2.75M 0.17% -2,596 13F-HR Timeline BRADLEY FOSTER & SARGENT INC/CT More: the full row for BRADLEY FOSTER & SARGENT INC/CT 28,576 $2.75M 0.04% +5,832 13F-HR/A Timeline Meiji Yasuda America Inc More: the full row for Meiji Yasuda America Inc 28,512 $2.74M 0.68% +12,672 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 27,781 $2.74M 0.59% +10 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 28,502 $2.74M 0.16% +2,592 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 29,140 $2.73M 0.13% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 26,758 $2.73M 0.15% -510 13F-HR/A Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 28,372 $2.73M 0.02% -27,234 13F-HR Timeline Group FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 28,231 $2.71M 0.04% -383,422 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 28,220 $2.71M 0.25% -16,539 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 28,119 $2.7M 0.3% +6,488 13F-HR Timeline Group Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 28,100 $2.7M 1.31% +400 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 28,066 $2.7M 0.08% -165 13F-HR/A Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 28,035 $2.7M 0.71% -45,862 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 27,203 $2.69M 0.16% -339 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 27,940 $2.69M 1.14% -1,650 13F-HR Timeline Timber Creek Capital Management LLC More: the full row for Timber Creek Capital Management LLC 27,915 $2.68M 0.65% +5 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 27,902 $2.68M 0.05% +4,526 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 27,890 $2.68M 0.64% +1,085 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 27,884 $2.68M 0.35% +1,773 13F-HR Timeline FAIRFIELD, BUSH & CO. More: the full row for FAIRFIELD, BUSH & CO. 27,840 $2.68M 1.49% -1,355 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 27,783 $2.67M 0.32% +12,280 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 27,777 $2.67M 0.58% +2,807 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 27,678 $2.66M 0.92% +2,640 13F-HR Timeline Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 27,646 $2.66M 1.48% -3,294 13F-HR Timeline Smith Salley Wealth Management More: the full row for Smith Salley Wealth Management 27,628 $2.66M 0.13% +1,759 13F-HR Timeline RD Lewis Holdings, Inc. More: the full row for RD Lewis Holdings, Inc. 26,030 $2.66M 2.3% -350 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 27,620 $2.66M 0.27% -2,730 13F-HR Timeline Group JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 27,599 $2.65M 2.34% -77,821 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 27,571 $2.65M 0.96% +101 13F-HR/A Timeline REGATTA CAPITAL GROUP, LLC More: the full row for REGATTA CAPITAL GROUP, LLC 27,537 $2.65M 0.4% -14,118 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 27,431 $2.64M 0.37% +3,983 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 27,396 $2.63M 0.38% +5,304 13F-HR Timeline Group Evolutionary Tree Capital Management, L… More: the full row for Evolutionary Tree Capital Management, LLC 27,387 $2.63M 4.95% +17,452 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 27,336 $2.63M 0.95% +362 13F-HR Timeline UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 27,315 $2.63M 0.15% +128 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 27,310 $2.63M 0.07% -11,090 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 27,301 $2.62M 1.06% -35 13F-HR Timeline GPM Growth Investors, Inc. More: the full row for GPM Growth Investors, Inc. 27,273 $2.62M 1.1% +24,834 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 27,231 $2.62M 0.99% -411 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 27,206 $2.62M 0.19% +8,858 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 27,018 $2.6M 0.66% +3,349 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 27,016 $2.6M 0.97% +36 13F-HR/A Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 26,974 $2.59M 1.34% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 26,925 $2.59M 0.09% -7,012 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 26,762 $2.57M 0.17% +1,110 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 26,690 $2.57M 0.38% +630 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 26,684 $2.57M 0.82% +444 13F-HR Timeline Taproot Management LP More: the full row for Taproot Management LP 26,642 $2.56M 0.48% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 28,859 $2.56M 0.92% +4,218 13F-HR Timeline MARTINGALE ASSET MANAGEMENT L P More: the full row for MARTINGALE ASSET MANAGEMENT L P 26,600 $2.56M 0.06% -105,237 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 26,578 $2.56M 0.2% -97 13F-HR Timeline CALIFORNIA FIRST LEASING CORP More: the full row for CALIFORNIA FIRST LEASING CORP 26,500 $2.55M 0.82% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 26,483 $2.55M 0.92% +1,126 13F-HR Timeline Group SP Asset Management LLC More: the full row for SP Asset Management LLC 26,467 $2.54M 0.22% -2,410 13F-HR Timeline DeDora Capital, Inc. 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