Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,410 $710K 0.05% 0 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,403 $708K 0.19% +52 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 3,401 $708K 0.04% +486 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 3,500 $706K 0.03% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3,384 $704K 0.16% +3,251 13F-HR Timeline LBP AM SA More: the full row for LBP AM SA 3,371 $701K 0.01% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. 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Riley Wealth Advisors, Inc. 2,883 $581K 0.04% -1,711 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,772 $577K 0.05% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,767 $576K 0.03% +743 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 2,755 $573K 0.04% -490 13F-HR Timeline Boothe Investment Group, Inc. More: the full row for Boothe Investment Group, Inc. 2,747 $572K 0.18% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,588 $571K 0.42% 0 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 2,745 $571K 0.1% +223 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,830 $571K 0.1% +1,544 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2,734 $569K 0.1% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2,571 $569K 0.01% +17 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 2,730 $568K 0.23% +147 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 2,728 $568K 0.1% +174 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,726 $567K 0.03% +63 13F-HR Timeline Group CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 2,725 $567K 0.05% -1,723 13F-HR Timeline AmeriServ Wealth Advisors in group AmeriServ Wealth Advisors More: the full row for AmeriServ Wealth Advisors 2,719 $566K 0.36% +131 13F-HR Timeline Group CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,715 $565K <0.01% -271 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 2,712 $564K 0.01% -1,315 13F-HR Timeline Group Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,708 $564K 0.07% 0 13F-HR Timeline Leeward Financial Partners, LLC More: the full row for Leeward Financial Partners, LLC 2,696 $561K 0.17% -85 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,695 $561K 0.08% -81 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 2,695 $561K 0.03% +807 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 2,695 $561K 0.16% +229 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,692 $560K 0.12% +109 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 2,689 $560K 0.19% -4 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,679 $558K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,675 $557K 0.14% +8 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,674 $556K 0.04% +186 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,671 $556K 0.11% -39 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,663 $554K 0.11% new 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 2,656 $553K 0.02% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 2,655 $553K 0.01% +1,448 13F-HR Timeline Supplemental Annuity Collective Trust o… More: the full row for Supplemental Annuity Collective Trust of NJ 2,655 $552K 0.16% -3,345 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 2,651 $552K 0.05% +123 13F-HR Timeline Guardian Asset Advisors, LLC More: the full row for Guardian Asset Advisors, LLC 2,650 $551K 0.32% -397 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 2,633 $548K 0.02% +264 13F-HR Timeline Group Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,631 $547K 0.12% +32 13F-HR Timeline D'Orazio & Associates, Inc. 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More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 2,485 $517K 0.2% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,483 $517K 0.04% 0 13F-HR Timeline Group Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,483 $517K 0.07% +65 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,480 $516K 0.01% +422 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 2,479 $516K 0.21% -34 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,472 $514K 0.01% -50 13F-HR Timeline Group SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 2,461 $512K 0.07% +3 13F-HR Timeline Taylor Securities Services, Inc. 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More: the full row for Graham Capital Management, L.P. 2,388 $497K 0.02% new 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 2,383 $496K 0.05% +10 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 2,362 $492K 0.08% +13 13F-HR Timeline Sompo Asset Management Co., Ltd. More: the full row for Sompo Asset Management Co., Ltd. 2,360 $491K 0.09% +90 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,351 $489K 0.1% +8 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 2,345 $488K 0.06% -98 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,341 $487K 0.06% +49 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,339 $487K 0.15% +53 13F-HR Timeline Hudock, Inc. 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