Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 98 $5.85K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 92 $5.48K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 91 $5.41K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 80 $4.75K <0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 79 $4.69K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 75 $4.46K <0.01% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 61 $3.62K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 60 $3.57K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 58 $3.45K <0.01% new 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 51 $3.03K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 49 $2.9K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 47 $2.79K <0.01% -99 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 45 $2.67K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 45 $2.67K <0.01% +4 13F-HR Timeline 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 44 $2.61K <0.01% 0 13F-HR Timeline Group LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 43 $2.56K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 37 $2.28K <0.01% +3 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 38 $2.25K <0.01% -1 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 36 $2.17K <0.01% 0 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $2.14K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $2.02K <0.01% -11 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 34 $2.02K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 33 $1.96K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $1.96K <0.01% +5 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 32 $1.93K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 26 $1.54K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 25 $1.49K <0.01% -25 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $1.49K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 22 $1.31K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 17 $1.01K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 24 $1K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 17 $982 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 16 $951 <0.01% -36 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 16 $950 <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 14 $832 <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 13 $773 <0.01% -6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $595 <0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 9 $535 <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8 $475 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3 $183 0.02% -3,097 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3 $178 <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2 $119 <0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1 $59 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $47 <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 0 $24 <0.01% -33 13F-HR Timeline Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.