First Western Trust Bank More: the full row for First Western Trust Bank 8,427 $599K 0.03% -324 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 8,412 $598K 0.07% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,355 $597K 0.05% +131 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 8,380 $595K 0.01% -1,694 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 8,371 $595K 0.09% -879 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,362 $594K 0.01% -84 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 8,299 $590K 0.07% +340 13F-HR Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 8,249 $586K 0.01% -826 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. 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More: the full row for Financial Engines Advisors L.L.C. 8,063 $573K <0.01% +201 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 8,060 $573K 0.13% -295 13F-HR Timeline CHAPIN DAVIS, INC. 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KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 6,481 $460K 0.12% -1,223 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 6,453 $460K 0.12% +2,997 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 6,460 $459K 0.46% +270 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 6,434 $457K 0.02% +813 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 6,400 $455K 0.07% 0 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 6,369 $452K 0.11% new 13F-HR Timeline American Alpha Advisors, LLC More: the full row for American Alpha Advisors, LLC 6,336 $450K 0.36% +1,344 13F-HR Timeline Avantax Planning Partners, Inc. 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Mason LLC 5,719 $406K 0.2% -425 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 5,705 $405K 0.2% 0 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 5,671 $403K 0.07% -36,945 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,660 $402K 0.03% -94 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,640 $401K 0.01% -5,957 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 5,635 $400K 0.1% +110 13F-HR Timeline ING GROEP NV More: the full row for ING GROEP NV 5,605 $398K <0.01% -222,176 13F-HR Timeline Advance Capital Management, Inc. 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More: the full row for Rooted Wealth Advisors, Inc. 5,321 $386K 0.13% +1,646 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 5,422 $385K 0.49% new 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,394 $385K 0.03% -262 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,419 $385K 0.12% -913 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 5,239 $385K 0.07% +762 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 5,406 $384K 0.02% new 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,382 $382K 0.06% -808 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 5,381 $382K 0.02% -6,062 13F-HR Timeline TRUST POINT INC. 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