Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $4.78K <0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 18 $4.53K <0.01% -21 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18 $4.53K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 17 $4.28K <0.01% +5 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 17 $4.28K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 16 $4.03K <0.01% -18 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $4.03K <0.01% +8 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 15 $3.77K <0.01% -3 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 14 $3.54K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 14 $3.52K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 13 $3.27K <0.01% -322 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $3.02K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 10 $2.83K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11 $2.77K <0.01% -8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $2.77K <0.01% +4 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 10 $2.52K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 9 $2.27K <0.01% +2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $2.08K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $2.01K <0.01% +6 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 8 $2.01K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $1.76K <0.01% +3 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $1.76K <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6 $1.51K <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.51K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 6 $1.51K <0.01% -85 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 6 $1.51K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 5 $1.26K <0.01% -5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 5 $1.26K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $1.26K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 5 $1.26K <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. 4 $1.01K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. 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Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.