Idaho Trust Co More: the full row for Idaho Trust Co 3,296 $1.19M 0.35% -114 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,267 $1.18M 0.06% -12 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 3,249 $1.17M 0.01% 0 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 3,243 $1.17M 0.15% 0 13F-HR Timeline Jacobs Equity LLC More: the full row for Jacobs Equity LLC 3,225 $1.16M 0.8% -178 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,203 $1.15M 0.03% 0 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 3,198 $1.15M <0.01% -18 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 3,161 $1.14M 0.01% +603 13F-HR Timeline Group FRANKLIN STREET ADVISORS INC /NC More: the full row for FRANKLIN STREET ADVISORS INC /NC 3,157 $1.14M 0.06% 0 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 3,153 $1.14M 0.39% +79 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. 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More: the full row for Tudor Financial Inc. 2,377 $857K 0.39% -10 13F-HR/A Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,795 $852K 0.09% 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 2,359 $850K 0.01% -45 13F-HR Timeline Group HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 2,357 $849K <0.01% new 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 2,352 $848K 0.14% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 2,679 $836K <0.01% -165 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 2,300 $829K 0.01% -905 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,633 $827K 0.01% -1,238 13F-HR Timeline Vestmark Advisory Solutions, Inc. 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More: the full row for LEAVELL INVESTMENT MANAGEMENT, INC. 2,067 $745K 0.03% +5 13F-HR Timeline Quartz Partners, LLC More: the full row for Quartz Partners, LLC 2,055 $741K 0.24% -58 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,038 $734K 0.01% +30 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 2,019 $727K 0.08% +311 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 2,014 $726K 0.02% 0 13F-HR Timeline Group DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 2,004 $722K 0.16% 0 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 2,004 $722K 0.02% 0 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 1,999 $721K 0.28% new 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 1,973 $711K 0.04% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 1,972 $711K 0.01% -114 13F-HR Timeline Group Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 1,963 $707K 1.06% 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,936 $698K 0.04% +1 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 1,935 $697K 0.06% -200 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 1,922 $693K 0.01% -200 13F-HR Timeline ALEXANDER LABRUNERIE & CO., INC. More: the full row for ALEXANDER LABRUNERIE & CO., INC. 1,919 $692K 0.24% -634 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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LLC 1,710 $616K 0.03% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 1,700 $613K 0.01% -400 13F-HR Timeline Group Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 1,699 $612K 0.02% +4 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,673 $603K 0.1% +655 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 1,650 $595K 0.04% 0 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 1,636 $590K 0.02% -6,319 13F-HR Timeline DAYMARK WEALTH PARTNERS, LLC More: the full row for DAYMARK WEALTH PARTNERS, LLC 1,637 $590K 0.01% +221 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 1,624 $585K 0.27% 0 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 1,623 $585K 0.07% -250 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 1,609 $580K 0.18% +31 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,580 $569K <0.01% -51 13F-HR Timeline Group Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 1,579 $569K 0.02% -221 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 1,572 $564K 0.19% new 13F-HR Timeline CAPSTONE WEALTH MANAGEMENT GROUP, LLC More: the full row for CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1,546 $557K 0.2% -97 13F-HR Timeline tru Independence LLC More: the full row for tru Independence LLC 1,541 $555K 0.24% -8 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 1,536 $554K 0.01% +1 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,535 $553K 0.01% +82 13F-HR Timeline Group Horizon Family Wealth, Inc. 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Empirical Wealth Management 1,369 $493K 0.01% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,361 $490K 0.01% +8 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,378 $489K 0.56% +35 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 1,355 $488K 0.06% -18 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 1,406 $484K 0.12% +235 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,341 $483K 0.01% -169 13F-HR Timeline W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 1,317 $475K <0.01% -923 13F-HR Timeline Mystic Asset Management, Inc. 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