Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 5,531 $294K 0.04% -51 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 5,523 $294K <0.01% -4,193 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 5,467 $291K 0.01% -595 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,446 $290K 0.02% +171 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 5,400 $287K 0.06% -127,122 13F-HR Timeline Caprock Group, LLC More: the full row for Caprock Group, LLC 5,392 $287K 0.01% -493 13F-HR Timeline Marcum Wealth, LLC More: the full row for Marcum Wealth, LLC 5,358 $285K 0.02% -170 13F-HR Timeline BENNETT SELBY INVESTMENTS LP More: the full row for BENNETT SELBY INVESTMENTS LP 5,309 $283K 0.11% +1,140 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 5,269 $281K 0.09% -1,899 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 5,263 $280K 0.11% 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 4,892 $278K <0.01% -110 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,200 $277K 0.02% +22 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 5,173 $276K 0.01% +1 13F-HR Timeline Group Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,063 $274K 0.12% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,110 $272K 0.01% +110 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,065 $270K 0.03% -2 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,028 $268K 0.01% new 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,001 $266K 0.14% -3,100 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 4,944 $263K 0.04% +618 13F-HR Timeline Group Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,910 $261K 0.03% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4,895 $261K 0.04% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,875 $260K 0.02% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,753 $253K 0.13% -400 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 4,714 $251K <0.01% -5,298 13F-HR Timeline Group QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,707 $251K <0.01% -450 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,682 $249K 0.02% -183 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,664 $248K 0.01% +1,136 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 4,654 $248K <0.01% -5,017 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,644 $247K 0.02% 0 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 4,616 $246K 0.23% -4,695 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 4,582 $244K 0.07% -6 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,542 $242K 0.01% -576 13F-HR Timeline Group Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 4,535 $241K <0.01% +249 13F-HR Timeline Group World Investment Advisors More: the full row for World Investment Advisors 4,526 $241K 0.01% +331 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,487 $239K <0.01% -36 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,478 $238K <0.01% -1,991 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 4,409 $235K 0.45% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,345 $231K <0.01% 0 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 4,323 $230K 0.02% -400 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,310 $229K 0.02% -170 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,271 $227K <0.01% +373 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,240 $226K 0.13% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 4,211 $224K <0.01% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 4,198 $223K 0.01% -1,118 13F-HR/A Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 4,170 $222K 0.01% -10,587 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 4,114 $219K 0.01% 0 13F-HR/A Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 4,109 $219K <0.01% -468 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 4,070 $217K <0.01% -2,047 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 4,058 $216K <0.01% -904 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,000 $213K 0.02% -9,674 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MFA Wealth Services More: the full row for MFA Wealth Services 4,000 $213K 0.17% 13F-HR Timeline Florida Trust Wealth Management Co More: the full row for Florida Trust Wealth Management Co 3,994 $213K 0.01% +30 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,835 $204K 0.03% -175 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,820 $203K 0.02% 0 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,816 $203K <0.01% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,789 $202K 0.02% +35 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,762 $200K <0.01% -137 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,736 $199K <0.01% -1,840 13F-HR/A Timeline Gulf International Bank (UK) Ltd More: the full row for Gulf International Bank (UK) Ltd 3,643 $193K <0.01% -1,542 13F-HR Timeline MEAG MUNICH ERGO, Kapitalanlagegesellsc… More: the full row for MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3,638 $193K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,600 $192K 0.03% -34 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,567 $190K 0.02% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,562 $190K 0.07% -281 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,559 $189K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,529 $188K <0.01% -29 13F-HR Timeline TOBAM More: the full row for TOBAM 2,395 $183K 0.06% -6,712 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,310 $176K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,227 $172K 0.01% -767 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,050 $162K 0.07% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,007 $160K 0.01% +697 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,005 $160K 0.01% -2,220 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,996 $160K 0.04% +2,496 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,952 $157K 0.04% -2,018 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 2,944 $157K 0.06% -100 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,890 $154K 0.05% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 2,850 $150K 0.07% -2,525 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,736 $146K 0.08% -205 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 2,716 $145K 0.01% -208 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,691 $143K 0.01% +307 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 2,520 $134K <0.01% +84 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,472 $132K <0.01% -167 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,440 $130K <0.01% -698 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,395 $128K 0.02% -3,249 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,380 $127K 0.01% +318 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 2,364 $126K 0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,309 $123K <0.01% +481 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,304 $123K 0.03% +39 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,279 $121K <0.01% +1,791 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,278 $121K <0.01% -5,497 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,273 $121K 0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,233 $119K 0.02% +20 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,070 $110K 0.02% 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 2,022 $108K 0.13% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,015 $107K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,977 $105K <0.01% +29 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,957 $104K 0.08% 13F-HR Timeline Trust Co More: the full row for Trust Co 1,950 $104K 0.01% -160 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,852 $98K 0.02% -4,744 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,705 $95.9K 0.05% 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 1,780 $94.6K 0.05% +304 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,510 $80.4K <0.01% +71 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,417 $75.4K <0.01% -205 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,325 $70.5K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,310 $69.7K 0.01% -27 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,300 $69.2K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,300 $69.2K 0.03% -1,410 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,289 $68.6K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 1,250 $66.5K 0.01% -50 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,243 $66.2K 0.02% -324 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,238 $65.9K 0.02% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,206 $64.2K <0.01% -1,531 13F-HR/A Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,200 $63.9K 0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,121 $59.7K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,113 $59.3K <0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,133 $57.8K <0.01% 13F-HR/A Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,050 $55.9K 0.02% -77 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,043 $55.5K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 1,030 $54.8K <0.01% +934 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,027 $54.7K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,003 $53.4K <0.01% +765 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,000 $53.2K 0.02% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 979 $52.1K <0.01% -72 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 965 $51.4K <0.01% 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 960 $51K <0.01% -50 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 934 $49.7K <0.01% -449 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 929 $49.5K 0.03% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 883 $47K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 801 $42.6K 0.02% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 800 $42.6K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 779 $41.5K <0.01% -372 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 718 $41.3K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 741 $39.5K 0.03% -58 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 726 $38.7K 0.04% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 720 $38.3K 0.02% -138 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 700 $37.3K 0.01% +200 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 700 $37.3K 0.02% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 667 $35.5K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 644 $34.3K 0.01% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 631 $33.6K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 630 $33.5K <0.01% +230 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 565 $32.5K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 605 $32.2K 0.02% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 600 $31.9K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 600 $31K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 562 $29.9K <0.01% -396 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 501 $26.7K <0.01% -396 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $26.6K 0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 500 $26.6K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 500 $26.6K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 496 $26.4K <0.01% 0 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 486 $25.9K <0.01% +98 13F-HR Timeline Group Bray Capital Advisors More: the full row for Bray Capital Advisors 460 $24.5K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 450 $24K 0.02% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 419 $22.3K 0.01% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 418 $22.3K <0.01% +47 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 415 $22.1K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $21K 0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 377 $20.1K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 376 $20K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 350 $18.6K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 349 $18.6K 0.02% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 324 $17.2K <0.01% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 303 $16.1K <0.01% +3 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 300 $16K <0.01% 0 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 298 $15.9K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 284 $15.1K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 262 $13.9K <0.01% +37 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 258 $13.7K <0.01% -18 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 245 $13K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 244 $13K <0.01% 0 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 235 $12.5K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 216 $11.5K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 216 $11.5K 0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 215 $11.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 211 $11.2K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $10.6K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 200 $10.6K <0.01% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 164 $10.4K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 192 $10.2K <0.01% +163 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 175 $9.32K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 174 $9.26K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 178 $9K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 164 $8.73K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 159 $8.46K <0.01% +10 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 110 $8.42K <0.01% -641 13F-HR Timeline City State Bank More: the full row for City State Bank 153 $8.15K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 148 $7.88K <0.01% -6 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 142 $7.54K 0.01% 0 13F-HR Timeline KIECKHEFER GROUP LLC More: the full row for KIECKHEFER GROUP LLC 140 $7.47K <0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 138 $7.35K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 136 $7.24K 0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 144 $7K <0.01% 0 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 128 $6.82K <0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 121 $6.44K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 116 $6.18K <0.01% -89 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 102 $5.41K <0.01% -212 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $5.32K <0.01% -50 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 78 $4.49K <0.01% -42 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 82 $4.37K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 82 $4.37K 0.01% 13F-HR Timeline