Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 5,446 $326K 0.03% 0 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 5,437 $326K 0.14% -483 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 5,358 $321K 0.08% -984 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 5,284 $317K <0.01% -1,692 13F-HR Timeline Group Manske Wealth Management More: the full row for Manske Wealth Management 5,263 $315K 0.12% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 5,243 $314K 0.01% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 5,600 $313K 0.14% +537 13F-HR Timeline Schechter Investment Advisors, LLC More: the full row for Schechter Investment Advisors, LLC 5,200 $312K 0.03% 0 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,168 $310K <0.01% +514 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5,146 $308K 0.08% +2,194 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 5,110 $306K 0.01% 0 13F-HR Timeline Group Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 5,074 $304K 0.08% -1,900 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 5,065 $304K 0.03% 0 13F-HR Timeline PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 5,048 $303K 0.02% -2,375 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,001 $300K 0.15% 0 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. 4,929 $296K 0.01% -244 13F-HR Timeline Group 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 $295K 0.04% 0 13F-HR Timeline Marble Harbor Investment Counsel, LLC More: the full row for Marble Harbor Investment Counsel, LLC 4,910 $294K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,895 $293K 0.04% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 4,808 $288K 0.01% +282 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,757 $285K <0.01% -11,823 13F-HR Timeline KCM INVESTMENT ADVISORS LLC More: the full row for KCM INVESTMENT ADVISORS LLC 4,727 $283K 0.01% -740 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 4,712 $282K 0.01% +441 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,675 $280K <0.01% -32 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 4,648 $279K 0.02% -34 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 4,644 $278K 0.03% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 4,625 $277K 0.02% -250 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,538 $272K 0.13% -215 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,525 $271K 0.01% -17 13F-HR Timeline Group Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 4,409 $264K 0.6% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 4,345 $260K <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 $259K 0.02% 0 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 4,265 $256K 0.01% new 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 4,246 $255K 0.01% new 13F-HR Timeline Group Tudor Financial Inc. More: the full row for Tudor Financial Inc. 4,240 $254K 0.15% 0 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 4,179 $250K <0.01% -308 13F-HR Timeline Group MFA Wealth Services More: the full row for MFA Wealth Services 4,179 $250K 0.21% +179 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 4,080 $245K 0.03% -230 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 4,059 $243K 0.22% new 13F-HR Timeline Independence Financial Advisors, LLC More: the full row for Independence Financial Advisors, LLC 4,046 $243K 0.09% 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 4,035 $242K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 4,000 $240K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Old North State Wealth Management, LLC More: the full row for Old North State Wealth Management, LLC 3,993 $239K 0.13% new 13F-HR Timeline GMT Capital Corp More: the full row for GMT Capital Corp 3,960 $237K 0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3,915 $235K 0.03% +605 13F-HR Timeline Auto-Owners Insurance Co in group Auto-Owners Insurance Co More: the full row for Auto-Owners Insurance Co 1,022 $233K 0.01% -49,853 13F-HR Timeline Group Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 3,845 $230K 0.03% new 13F-HR Timeline Williams Financial, LLC More: the full row for Williams Financial, LLC 3,796 $228K 0.16% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 3,762 $225K <0.01% 0 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,723 $223K <0.01% -13 13F-HR/A Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 3,719 $223K <0.01% -97 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 3,708 $222K 0.08% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 3,706 $222K <0.01% new 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,680 $221K 0.11% -4,413 13F-HR Timeline Masso Torrence Wealth Management Inc. More: the full row for Masso Torrence Wealth Management Inc. 3,670 $220K 0.12% new 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,650 $219K 0.08% new 13F-HR Timeline BURNS J W & CO INC/NY More: the full row for BURNS J W & CO INC/NY 3,645 $218K 0.03% -190 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,617 $217K 0.03% +17 13F-HR Timeline West Family Investments, Inc. More: the full row for West Family Investments, Inc. 3,615 $217K 0.08% new 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 3,611 $216K 0.2% -1,005 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 3,567 $214K 0.03% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,562 $213K 0.08% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,559 $213K <0.01% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,549 $213K 0.02% -271 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 3,547 $213K 0.02% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 3,526 $211K 0.01% new 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,502 $210K 0.04% new 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 3,459 $207K 0.02% -330 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,459 $207K 0.01% -1,205 13F-HR Timeline LEAVELL INVESTMENT MANAGEMENT, INC. More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 3,455 $207K 0.01% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,445 $207K <0.01% new 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 3,421 $205K 0.01% +194 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,375 $202K 0.05% new 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,175 $190K 0.12% +439 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3,116 $187K 0.07% +172 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 3,052 $183K 0.02% +336 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3,050 $183K 0.08% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 3,026 $181K 0.02% +662 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,014 $181K <0.01% -515 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 3,005 $180K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,996 $180K 0.05% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,890 $173K 0.06% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 2,850 $171K 0.1% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,819 $167K <0.01% +842 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 2,642 $164K <0.01% -2,250 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,424 $145K <0.01% -16 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,395 $144K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,393 $143K 0.11% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,369 $141K 0.06% +664 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 2,304 $138K 0.03% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,273 $136K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2,133 $128K <0.01% -247 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,083 $125K <0.01% -195 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,077 $124K <0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 2,070 $124K 0.02% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,933 $115K 0.01% +1,931 13F-HR Timeline Trust Co More: the full row for Trust Co 1,790 $107K 0.01% -160 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1,693 $101K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,619 $97K <0.01% +202 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,600 $95.9K <0.01% -415 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 1,557 $93.4K 0.07% -400 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,500 $89.9K 0.02% +190 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,444 $86.5K <0.01% +155 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,412 $84.6K <0.01% -867 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,371 $82.2K 0.02% +128 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,333 $79.9K <0.01% -177 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,313 $78.7K <0.01% +107 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,295 $77.6K <0.01% -30 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,200 $71.9K 0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,118 $69.1K <0.01% +400 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 1,063 $63.9K 0.02% +13 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,057 $63.4K <0.01% +54 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,133 $63.3K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,027 $61.6K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 1,004 $60.2K 0.04% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,000 $59.9K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 950 $56.9K 0.01% -300 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 934 $56K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 929 $55.7K 0.04% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 918 $55K <0.01% -47 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 883 $52.9K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 818 $49K <0.01% +39 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 801 $48K 0.03% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 800 $48K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 726 $43.5K 0.04% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 700 $41.5K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 692 $41.5K 0.03% -49 13F-HR Timeline Brentview Investment Management LLC More: the full row for Brentview Investment Management LLC 671 $40.2K 0.02% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 660 $39K 0.01% -1,192 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 644 $38.6K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 629 $37.7K 0.02% -91 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 605 $36.2K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 600 $36K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 568 $34K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 562 $33.7K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 561 $33.6K <0.01% +61 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 541 $32.4K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 511 $30.6K <0.01% -468 13F-HR Timeline Group FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 500 $30K 0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 500 $30K 0.01% -800 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 496 $29.7K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 490 $29.4K <0.01% +374 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 $29.1K <0.01% 0 13F-HR Timeline Group LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 484 $29K <0.01% -476 13F-HR Timeline Group TOBAM More: the full row for TOBAM 339 $29K 0.01% -2,056 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 320 $27.6K 0.09% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 450 $27K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 428 $25.7K <0.01% +236 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 419 $25.1K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 415 $24.9K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $24K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 400 $24K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 376 $23K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 377 $22.6K <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 368 $22.1K 0.01% -1,412 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 352 $21.1K <0.01% -149 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 350 $21K 0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 299 $20.5K <0.01% +189 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 338 $20.3K <0.01% -705 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 330 $19.8K <0.01% -300 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 327 $19.6K 0.02% -22 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 325 $19.5K <0.01% -788 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 324 $19.4K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 300 $18K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 284 $17K <0.01% 0 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 271 $16.2K 0.01% new 13F-HR/A Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 262 $15.7K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 258 $15.5K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 245 $14.7K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 244 $14.6K <0.01% 0 13F-HR/A Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 240 $14.4K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 238 $14.3K <0.01% -1,000 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 235 $14.1K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 242 $14K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 216 $12.9K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 216 $12.9K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 215 $12.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 211 $12.6K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 200 $12K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 175 $10.5K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 174 $10.4K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 178 $10K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 164 $9.83K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 153 $9.17K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 146 $8.75K <0.01% -13 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 164 $8.73K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 142 $8.51K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 138 $8.27K 0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 136 $8.15K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 134 $8.03K <0.01% -14 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 144 $8K <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 123 $7.37K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 117 $7.23K <0.01% +39 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 113 $6.77K <0.01% new 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $5.99K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 92 $5.51K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 85 $5.09K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 82 $4.92K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 82 $4.92K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 75 $4.5K <0.01% 0 13F-HR Timeline