Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,072 $878K 0.03% +1,214 13F-HR Timeline CVFG LLC More: the full row for CVFG LLC 6,051 $875K 0.63% -219 13F-HR Timeline GM Advisory Group, LLC More: the full row for GM Advisory Group, LLC 6,043 $873K 0.04% +506 13F-HR Timeline Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 6,037 $873K 0.34% -462 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 6,036 $873K 0.53% -99 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 6,021 $870K 0.03% +476 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,003 $868K 0.34% +300 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 6,000 $867K 0.05% new 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 6,000 $867K 0.26% -600 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,975 $864K 0.21% -27 13F-HR Timeline GAMCO INVESTORS, INC. ET AL in group GAMCO Investors (Gabelli) More: the full row for GAMCO INVESTORS, INC. ET AL 5,950 $860K 0.01% -1,700 13F-HR Timeline Group Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 5,948 $860K 0.12% +117 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 5,943 $859K 0.19% -25 13F-HR Timeline denkapparat Operations GmbH More: the full row for denkapparat Operations GmbH 5,934 $858K 0.55% +1,740 13F-HR Timeline LGT Fund Management Co Ltd. 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More: the full row for RICHARDSON FINANCIAL SERVICES INC. 4,975 $719K 0.45% -180 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 4,970 $718K 0.06% 0 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 4,950 $715K 0.06% +467 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 4,945 $715K 0.06% -243 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 4,926 $712K 0.09% -26 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 4,920 $711K 0.4% -1,987 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 4,901 $708K 0.29% +474 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 4,893 $707K 0.09% +169 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 4,882 $706K 0.04% -700 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 4,870 $704K 0.1% +14 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 4,855 $702K 0.12% -14,290 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 4,856 $702K 0.02% -5 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4,845 $700K 0.22% +45 13F-HR Timeline INTEGRITY ALLIANCE, LLC. 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More: the full row for LETSON INVESTMENT MANAGEMENT, INC. 4,489 $649K 0.23% 0 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 4,489 $649K 0.09% -93 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 4,483 $648K 0.22% +721 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 4,476 $647K 0.56% +104 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 4,460 $645K 0.25% -8,264 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 4,458 $644K 0.15% +200 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 4,449 $643K 0.05% +77 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 4,430 $640K 0.21% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 4,422 $639K 0.34% +2,800 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 4,398 $636K 0.07% +397 13F-HR Timeline BARINGS LLC in group BARINGS LLC More: the full row for BARINGS LLC 4,358 $630K 0.01% 0 13F-HR Timeline Group KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 4,356 $630K 0.09% new 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 4,354 $629K 0.39% -3,494 13F-HR Timeline Financial Engines Advisors L.L.C. 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