Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 8,154 $1.69M 0.21% +184 13F-HR/A Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 8,146 $1.69M 0.16% +726 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 8,133 $1.69M +769 Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,132 $1.69M 0.04% -3,307 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 8,131 $1.69M 0.07% -70 13F-HR Timeline Group PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 8,118 $1.69M 0.01% -38 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 8,116 $1.69M 0.08% +195 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 8,116 $1.69M 1.88% +63 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 8,110 $1.68M 0.05% -28 13F-HR/A Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,107 $1.68M 0.07% -259 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,101 $1.68M 0.76% +5 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 8,095 $1.68M 0.13% -304 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 8,092 $1.68M 1.41% -11,624 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 8,065 $1.67M 0.26% +422 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 8,021 $1.67M 0.16% +109 13F-HR Timeline EFG Private Wealth Management (Americas… More: the full row for EFG Private Wealth Management (Americas) Corp. 8,015 $1.66M 0.31% -1,385 13F-HR Timeline Gifford Fong Associates More: the full row for Gifford Fong Associates 8,000 $1.66M 0.38% 0 13F-HR Timeline Sphera Management Technology Funds Ltd in group SPHERA FUNDS MANAGEMENT LTD. More: the full row for Sphera Management Technology Funds Ltd 8,000 $1.66M 1.02% new 13F-HR Timeline Group MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 7,989 $1.66M 0.31% +2 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 7,970 $1.65M 0.31% 0 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 7,965 $1.65M 0.06% -399 13F-HR Timeline Ballast, Inc. 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More: the full row for Hartford Financial Management Inc. 7,872 $1.63M 0.45% -10,000 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 7,849 $1.63M 0.3% -338 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 7,854 $1.63M 0.37% +4,440 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 7,840 $1.63M 0.06% -1,486 13F-HR Timeline FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 7,811 $1.62M 0.18% 0 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 7,790 $1.62M 0.1% -1,122 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 7,746 $1.61M 0.42% 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 7,734 $1.61M 0.24% +1,331 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 7,717 $1.6M 0.09% -3,766 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 7,654 $1.59M 0.15% -285 13F-HR Timeline Group Legato Capital Management LLC More: the full row for Legato Capital Management LLC 7,652 $1.59M 0.19% +2,363 13F-HR Timeline Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 7,644 $1.59M 0.2% -972 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 7,628 $1.58M 0.22% +4,636 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 7,626 $1.58M 0.06% +284 13F-HR Timeline Long Run Wealth Advisors, LLC More: the full row for Long Run Wealth Advisors, LLC 7,626 $1.58M 0.33% -608 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 7,611 $1.58M <0.01% -2,120 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 7,567 $1.57M 0.21% +8 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 7,535 $1.56M 1.08% -45 13F-HR Timeline SUMITOMO LIFE INSURANCE CO More: the full row for SUMITOMO LIFE INSURANCE CO 7,528 $1.56M 0.11% -4,379 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,518 $1.56M 0.15% +517 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 7,503 $1.56M 0.19% -1,274 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 7,473 $1.55M 0.18% +174 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 7,465 $1.55M 0.1% -936 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 7,443 $1.55M 0.03% -122 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,417 $1.54M 0.11% +126 13F-HR Timeline TANG CAPITAL MANAGEMENT LLC in group TANG CAPITAL MANAGEMENT LLC More: the full row for TANG CAPITAL MANAGEMENT LLC 7,415 $1.54M 0.08% -2,360 13F-HR Timeline Group Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 7,414 $1.54M 0.1% +906 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 7,411 $1.54M 0.07% -998 13F-HR Timeline American Money Management, LLC More: the full row for American Money Management, LLC 7,393 $1.53M 0.27% -362 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 7,384 $1.53M 0.07% -211 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 7,361 $1.53M 0.7% -633 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 7,301 $1.52M 0.17% +153 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 7,265 $1.51M 0.11% +868 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 7,240 $1.5M 0.17% -500 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7,208 $1.5M 0.37% -275 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 7,196 $1.49M 0.02% +160 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 7,170 $1.49M 0.04% -3,623 13F-HR Timeline VCI Wealth Management LLC More: the full row for VCI Wealth Management LLC 7,169 $1.49M 0.52% +640 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 7,140 $1.48M 0.19% -179 13F-HR Timeline Somerset Group LLC More: the full row for Somerset Group LLC 7,130 $1.48M 1.25% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 7,125 $1.48M 0.01% +19 13F-HR Timeline Buckley Wealth Management, LLC More: the full row for Buckley Wealth Management, LLC 7,119 $1.48M 0.44% -5 13F-HR Timeline CONGRESS ASSET MANAGEMENT CO More: the full row for CONGRESS ASSET MANAGEMENT CO 7,091 $1.47M 0.01% +1 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,059 $1.47M 0.47% +1,207 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 7,049 $1.46M 0.44% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,033 $1.46M 0.18% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 7,007 $1.45M 0.47% +55 13F-HR Timeline OmniStar Financial Group, Inc. More: the full row for OmniStar Financial Group, Inc. 6,964 $1.45M 1.08% +897 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,908 $1.43M 0.5% -2 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,906 $1.43M 0.12% -525 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 6,922 $1.43M 0.19% +46 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,885 $1.43M 0.06% -5,020 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 6,885 $1.43M 0.48% -31 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 6,820 $1.42M 0.13% +8 13F-HR Timeline Lokken Investment Group LLC More: the full row for Lokken Investment Group LLC 6,808 $1.41M 0.54% +299 13F-HR Timeline Pensionfund Sabic in group Pensionfund PDN More: the full row for Pensionfund Sabic 6,800 $1.41M 0.4% 0 13F-HR Timeline Group Exchange Bank More: the full row for Exchange Bank 6,779 $1.41M 1.11% -320 13F-HR Timeline DUMONT & BLAKE INVESTMENT ADVISORS LLC More: the full row for DUMONT & BLAKE INVESTMENT ADVISORS LLC 6,758 $1.4M 0.37% -58 13F-HR Timeline Financial Security Advisor, Inc. More: the full row for Financial Security Advisor, Inc. 6,750 $1.4M 0.32% +5 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 6,717 $1.39M 0.05% -545 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,711 $1.39M 0.03% -79 13F-HR Timeline Group Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 6,709 $1.39M 0.13% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 6,680 $1.39M 0.52% new 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 6,660 $1.38M 0.1% -316 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 6,649 $1.38M 0.14% +251 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 6,647 $1.38M 0.15% -315 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 6,642 $1.38M 0.02% -1,143 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 6,642 $1.38M 0.1% +3,617 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 6,636 $1.38M 0.03% -472 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 6,626 $1.37M 0.06% 0 13F-HR/A Timeline DOHENY ASSET MANAGEMENT /CA More: the full row for DOHENY ASSET MANAGEMENT /CA 6,617 $1.37M 0.96% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 6,609 $1.37M 0.66% +134 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,592 $1.37M 0.13% -8,910 13F-HR Timeline DAVIS R M INC More: the full row for DAVIS R M INC 6,584 $1.37M 0.03% +1,339 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 6,576 $1.37M 0.68% -195 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 6,564 $1.36M 0.03% +2,105 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 6,474 $1.34M 0.09% -900 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 6,468 $1.34M 0.19% -312 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,468 $1.34M 0.11% +1,250 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 6,452 $1.34M 0.03% -266 13F-HR/A Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 6,446 $1.34M 0.1% +717 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 6,413 $1.33M 0.17% +530 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 6,404 $1.33M 0.34% -49 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 6,368 $1.32M 1.29% -242 13F-HR Timeline Group CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 6,368 $1.32M 0.14% -147 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 6,367 $1.32M 0.17% 0 13F-HR Timeline Essex Financial Services, Inc. group of 2 filers holding More: the full row for Essex Financial Services, Inc. 6,364 $1.32M +166 Timeline LRT Capital Management, LLC More: the full row for LRT Capital Management, LLC 6,354 $1.32M 0.78% -17,026 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 6,346 $1.32M <0.01% -1,396 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 6,338 $1.32M 0.34% -6 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,322 $1.31M 0.44% 0 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 6,318 $1.31M 0.65% -292 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 6,289 $1.31M 0.09% +4,019 13F-HR Timeline BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL More: the full row for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 6,270 $1.3M 0.58% -4,220 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 6,262 $1.3M 0.06% -15,700 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 6,259 $1.3M 0.06% +841 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 6,250 $1.3M 0.44% -171 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 6,240 $1.3M 0.4% +387 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 6,235 $1.29M 0.08% -1,783 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,202 $1.29M 0.11% +580 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 6,202 $1.29M 0.09% +434 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 7,271 $1.28M 0.65% 0 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 6,170 $1.28M 0.67% 0 13F-HR Timeline Abundance Wealth Counselors More: the full row for Abundance Wealth Counselors 6,275 $1.28M 0.24% +34 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,161 $1.28M 0.21% +2,374 13F-HR/A Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 6,155 $1.28M 0.29% +41 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 6,068 $1.26M 0.05% +176 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 6,038 $1.25M 0.27% 0 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 6,026 $1.25M 0.55% 0 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 6,041 $1.25M 0.18% +29 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,023 $1.25M 0.01% -1,112 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 6,015 $1.25M 0.39% -611 13F-HR Timeline FineMark National Bank & Trust More: the full row for FineMark National Bank & Trust 5,980 $1.24M 0.04% -586 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 5,946 $1.23M 0.19% -4,329 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 5,941 $1.23M 1.07% -20 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 5,929 $1.23M 0.05% -216 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 5,678 $1.23M 0.59% +1,647 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,918 $1.23M 0.39% +1,000 13F-HR Timeline IMS Capital Management More: the full row for IMS Capital Management 5,861 $1.22M 0.57% +2,552 13F-HR Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 5,854 $1.22M 0.09% +2,274 13F-HR Timeline Nova R Wealth, Inc. More: the full row for Nova R Wealth, Inc. 5,829 $1.21M 0.56% -19 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 5,816 $1.21M 0.25% +900 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 5,791 $1.2M 0.11% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5,775 $1.2M 0.3% -2,662 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 5,769 $1.2M 0.04% +245 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 5,754 $1.19M 0.08% +385 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 5,749 $1.19M 0.06% 0 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 5,722 $1.19M 0.11% -1,411 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 5,716 $1.19M 0.09% -51 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 5,655 $1.17M 0.18% -440 13F-HR Timeline Group Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 5,651 $1.17M 0.05% -2,699 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,647 $1.17M 0.08% -285 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 5,641 $1.17M 0.06% -8,875 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 5,600 $1.16M 0.12% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 5,598 $1.16M 0.08% -120 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,559 $1.15M 0.04% -2,152 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,557 $1.15M 0.11% +275 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,557 $1.15M 0.96% -15 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 5,550 $1.15M 0.25% -330 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 6,397 $1.15M 0.97% +6,020 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 5,277 $1.14M 0.05% -770 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 5,490 $1.14M 0.54% -294 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 6,340 $1.14M 0.22% -84 13F-HR Timeline Perbak Capital Partners LLP More: the full row for Perbak Capital Partners LLP 5,480 $1.14M 0.26% new 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 5,474 $1.14M 0.18% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 5,473 $1.14M 0.02% -326 13F-HR Timeline Nicholas Hoffman & Company, LLC. 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