Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 813 $61.3K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 765 $58.1K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 723 $54.6K <0.01% +130 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 701 $52.9K 0.02% -20 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 696 $52.5K <0.01% -3 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 691 $52.1K 0.04% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 655 $49.5K <0.01% +635 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 600 $45.3K 0.04% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 593 $44.7K <0.01% -84 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 562 $42.4K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 545 $41.1K <0.01% +50 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 535 $40.4K <0.01% -10 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 500 $37.6K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 481 $36.2K <0.01% -1,044 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 460 $34.7K 0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 446 $33.7K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 425 $32.1K 0.02% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 417 $31.5K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 408 $30.8K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 368 $28K <0.01% -55 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 360 $27.2K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 338 $25.5K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 336 $25.4K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 334 $25.2K <0.01% +100 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 334 $25K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 321 $24.2K <0.01% -3 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 230 $24.2K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 301 $22.7K <0.01% +201 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 301 $22.7K <0.01% -13 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 300 $22.6K 0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 300 $22.6K 0.14% 0 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 288 $21.7K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 280 $21.1K <0.01% -370 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 271 $20K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 255 $19.2K <0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 234 $17.8K <0.01% +14 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 219 $16.8K <0.01% +100 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 200 $15.1K 0.01% -63 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 201 $15K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 187 $14.1K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 175 $13.2K <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 161 $12.1K <0.01% +21 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 160 $12.1K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 154 $11.6K <0.01% +74 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 147 $11.1K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 144 $10.9K 0.01% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 140 $10.6K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 141 $10.6K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 138 $10.4K <0.01% -31,953 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 112 $8.65K <0.01% +23 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 113 $8.53K <0.01% +17 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 107 $8.07K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 104 $7.85K <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 101 $7.68K 0.01% -65 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 101 $7.68K <0.01% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 101 $7.61K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 102 $7.61K <0.01% +45 13F-HR Timeline OSSIAM More: the full row for OSSIAM 101 $7.6K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 100 $7.55K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 100 $7.55K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 100 $7.55K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 98 $7.39K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 95 $7.17K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 91 $6.87K <0.01% +1 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 87 $6.57K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 86 $6.49K <0.01% new 13F-HR/A Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 82 $6.19K <0.01% -3,655 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 79 $5.96K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 79 $5.96K <0.01% +70 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 78 $5.89K <0.01% -49 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 71 $5.39K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 68 $5.17K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 68 $5.13K <0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 65 $4.91K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 64 $4.86K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 59 $4.45K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 58 $4.35K <0.01% +8 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 56 $4.23K <0.01% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 53 $4K <0.01% -63 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 52 $3.92K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 51 $3.92K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 51 $3.85K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 50 $3.77K <0.01% +10 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 49 $3.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 49 $3.7K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 45 $3.4K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 44 $3.32K <0.01% 0 13F-HR/A Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 43 $3.24K <0.01% -22 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 40 $3.02K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 40 $3.02K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 39 $2.94K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 38 $2.87K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 37 $2.79K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 36 $2.72K <0.01% -2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 36 $2.72K <0.01% +13 13F-HR/A Timeline Archer Investment Corp More: the full row for Archer Investment Corp 34 $2.57K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $2.34K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 31 $2.34K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $2.26K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 30 $2.26K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 27 $2.03K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $2K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 30 $2K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 25 $1.89K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 25 $1.89K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 23 $1.73K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 22 $1.66K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 21 $1.58K <0.01% +16 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 21 $1.58K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $1.51K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $1.51K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $1.5K <0.01% -12 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 19 $1.43K <0.01% new 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 18 $1.36K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 17 $1.28K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $1.21K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $1.21K <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 16 $1.2K <0.01% -4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 12 $906 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 12 $906 <0.01% -7 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 7 $532 <0.01% +7 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 7 $528 <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $528 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6 $453 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 6 $452 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $305 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $302 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3 $229 <0.01% new 13F-HR/A Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3 $227 <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1 $75 <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 2 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 28,700 $2.17K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.