Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,373 $50.5K <0.01% -2,693 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,319 $50.1K <0.01% +716 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 1,314 $48.3K <0.01% -2 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,309 $48.1K 0.04% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,053 $47.2K 0.01% -198 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,268 $46.6K <0.01% -228 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 1,270 $46.3K 0.04% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 1,260 $46.3K 0.02% +12 13F-HR/A Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,252 $46K 0.02% -4,885 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,218 $44.8K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 1,209 $44.4K 0.03% -975 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,206 $44.3K <0.01% -1,019 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 1,192 $43.8K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. 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Allen Investments, LLC 894 $32.9K 0.02% +871 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 892 $32.8K 0.03% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 874 $32.1K 0.02% -495 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 841 $30.9K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 841 $30.9K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 840 $30.9K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 822 $30.2K 0.01% +464 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 812 $29.8K 0.02% -40,503 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 808 $29.7K <0.01% -3,484 13F-HR Timeline Community Bank, N.A. 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More: the full row for CALDWELL SUTTER CAPITAL, INC. 407 $15K 0.01% +185 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 400 $14.7K 0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $14.7K 0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 396 $14.6K <0.01% new 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 383 $14.1K <0.01% +30 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 374 $13.7K 0.01% new 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 197 $7.24K <0.01% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 197 $7.24K <0.01% new 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 199 $7.13K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 205 $7K <0.01% +105 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 190 $6.98K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 186 $6.84K <0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 186 $6.83K <0.01% -171 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 178 $6.76K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 174 $6.39K <0.01% +12 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 174 $6.39K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 169 $6.21K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 165 $6.06K <0.01% -11 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 159 $6.04K <0.01% -220 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 163 $5.99K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 163 $5.99K 0.01% -18 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 160 $5.88K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 160 $5.88K <0.01% +15 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 158 $5.84K 0.01% -11 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 155 $5.7K <0.01% new 13F-HR Timeline Pacifica Partners Inc. 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