RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 5,365 $1.04M 0.02% +1,067 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 5,365 $1.04M 0.11% +670 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 5,341 $1.04M 0.12% -5,291 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 5,324 $1.03M 0.25% -208 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 5,286 $1.03M 0.26% new 13F-HR Timeline Paulson Wealth Management Inc. More: the full row for Paulson Wealth Management Inc. 5,270 $1.02M 0.24% -674 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 5,264 $1.02M 0.14% -52 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5,245 $1.02M 0.1% -1,181 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,240 $1.02M 0.07% -162 13F-HR Timeline Group Salvus Wealth Management, LLC More: the full row for Salvus Wealth Management, LLC 5,235 $1.02M 0.59% -140 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 3,757 $1.01M 0.08% +560 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,202 $1.01M 0.32% -1 13F-HR Timeline Value Partners Investments Inc. More: the full row for Value Partners Investments Inc. 5,201 $1.01M 0.08% +213 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,165 $1M 0.22% +3,652 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 5,163 $1M <0.01% -254 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,158 $1M 0.48% -2 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 5,156 $1M 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 5,156 $1M 0.09% +547 13F-HR Timeline Palogic Value Management, L.P. More: the full row for Palogic Value Management, L.P. 5,150 $1000K 0.44% +193 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,468 $998K 0.1% +251 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 5,094 $989K 0.69% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,087 $988K 0.04% +1,080 13F-HR Timeline Verity Asset Management, Inc. More: the full row for Verity Asset Management, Inc. 5,085 $987K 0.41% +162 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 5,076 $985K 0.13% +1,019 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 5,160 $983K 0.97% +200 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 5,052 $981K 0.02% +511 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. 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More: the full row for Waterloo Capital, L.P. 5,010 $973K 0.07% +351 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 5,001 $971K 0.01% -61 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 4,973 $965K 0.72% 0 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 4,944 $960K 0.25% +187 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 4,912 $954K 0.26% -304 13F-HR Timeline L2 Asset Management, LLC More: the full row for L2 Asset Management, LLC 4,905 $952K 0.09% +331 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 4,900 $951K 0.03% -701 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 4,899 $951K 0.05% +786 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 4,879 $947K 0.05% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 4,879 $947K 0.06% new 13F-HR Timeline TCI Wealth Advisors, Inc. 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More: the full row for Dana Investment Advisors, Inc. 4,383 $851K 0.03% -222 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 4,365 $847K 0.25% +2,773 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 4,365 $847K 0.02% +100 13F-HR Timeline ATALANTA SOSNOFF CAPITAL, LLC in group ATALANTA SOSNOFF CAPITAL, LLC More: the full row for ATALANTA SOSNOFF CAPITAL, LLC 4,345 $844K 0.02% -26 13F-HR Timeline Group Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 4,345 $844K 0.12% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 4,339 $842K 0.05% +494 13F-HR Timeline Group OVERSEA-CHINESE BANKING Corp Ltd in group OVERSEA-CHINESE BANKING Corp … More: the full row for OVERSEA-CHINESE BANKING Corp Ltd 4,329 $840K 0.02% +642 13F-HR Timeline Group Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 4,320 $839K 0.34% -180 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 4,319 $838K 0.01% 0 13F-HR Timeline Range Financial Group LLC More: the full row for Range Financial Group LLC 4,286 $832K 0.28% +85 13F-HR Timeline OmniStar Financial Group, Inc. 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More: the full row for AFT, FORSYTH & COMPANY, INC. 4,274 $830K 0.39% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 4,264 $828K 0.06% -434 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,262 $827K 0.06% +35 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 4,258 $827K 0.06% -119 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 4,259 $827K 0.12% -12 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 4,249 $825K 0.22% +616 13F-HR Timeline J. Team Financial, Inc. More: the full row for J. Team Financial, Inc. 4,238 $823K 0.92% -574 13F-HR Timeline Signet Private Wealth LLC More: the full row for Signet Private Wealth LLC 4,229 $821K 0.78% -196 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 4,224 $820K 0.27% +283 13F-HR Timeline ABSHER WEALTH MANAGEMENT, LLC More: the full row for ABSHER WEALTH MANAGEMENT, LLC 4,223 $820K 0.1% +42 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,223 $820K 0.1% -440 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 4,213 $818K 0.06% +599 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 4,211 $818K 0.27% -86 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 4,200 $815K 0.18% -100 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 4,184 $812K 0.02% +1,481 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,781 $812K 0.02% +140 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 4,180 $812K 0.37% 0 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,179 $811K 0.14% 0 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 4,168 $809K 0.04% +159 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 4,158 $807K 0.03% -184,456 13F-HR Timeline Group GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 4,158 $807K 0.01% -4,416 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 4,156 $807K 0.04% +68 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 4,155 $807K 0.09% -1,529 13F-HR Timeline Group Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,154 $806K 0.06% -1,779 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 4,141 $804K 0.18% 0 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 4,136 $803K 0.01% +1,167 13F-HR Timeline Donoghue Forlines LLC More: the full row for Donoghue Forlines LLC 4,136 $803K 0.22% new 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 4,128 $801K 0.16% -511 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,114 $799K 0.04% -187 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 4,101 $796K 0.16% -16 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 4,100 $796K 0.11% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 4,081 $792K 0.3% -100 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 4,068 $790K 0.03% -77 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 4,067 $790K 0.05% -558 13F-HR Timeline Group 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 4,052 $787K 0.18% +220 13F-HR Timeline CIM INVESTMENT MANAGEMENT INC More: the full row for CIM INVESTMENT MANAGEMENT INC 4,041 $785K 0.21% -18 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 4,036 $784K 0.03% -303 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 4,031 $783K 0.11% -438 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 4,026 $782K 0.04% -25 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,568 $781K 0.33% -77 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,006 $778K 0.6% -43,128 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 3,993 $775K 0.19% -875 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 3,988 $774K 0.55% +312 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,982 $773K 0.06% -108 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,950 $767K 0.19% -1,164 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,941 $765K <0.01% +37 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 3,559 $764K 0.09% -593 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 3,915 $760K 0.2% +149 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 3,905 $758K 0.27% +103 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 3,898 $757K 0.12% +2,043 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 3,878 $753K 0.2% -91 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 3,874 $752K 0.03% -262 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 3,873 $752K 0.04% +352 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3,868 $751K 0.21% -33 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 3,850 $747K 0.75% +75 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,615 $746K 0.47% +235 13F-HR Timeline Clark Capital Management Group, Inc. 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More: the full row for Crescent Sterling, Ltd. 3,813 $740K 0.72% -10 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,807 $739K 0.05% -1,047 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 3,804 $739K 0.21% +823 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 3,797 $737K 0.09% -556 13F-HR/A Timeline Group TRAN CAPITAL MANAGEMENT, L.P. 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