Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 27 $6.17K <0.01% +3 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 25 $6K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 22 $5.03K <0.01% -4 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 22 $5.03K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 22 $5.03K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 17 $4.33K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 17 $3.89K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 16 $3.66K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $3.57K <0.01% +2 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 15 $3.43K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 15 $3.43K <0.01% -12 13F-HR Timeline SJS Investment Consulting Inc. 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More: the full row for DiNuzzo Private Wealth, Inc. 12 $2.75K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 12 $2.74K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 11 $2.52K <0.01% new 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 11 $2.52K <0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 10 $2.29K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 8 $1.83K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 8 $1.83K <0.01% -2 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. 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More: the full row for Parkworth Wealth Management, Inc. 2 $457 <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 2 $457 <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1 $229 <0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1 $229 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1 $229 <0.01% -35 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1 $228 <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.