Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 349 $56.8K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 348 $56.6K 0.07% 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 345 $56.2K 0.05% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 343 $55.8K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 339 $55.1K 0.01% -10 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 339 $55.1K 0.04% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 335 $54.5K 0.01% -93 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 330 $53.7K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 326 $53K 0.03% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 301 $51.4K 0.05% -67 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 311 $50.6K 0.01% +10 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 11,526 $49.5K 0.02% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 301 $49K 0.04% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 300 $48.8K 0.03% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 299 $48.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. 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More: the full row for North Star Investment Management Corp. 278 $45.2K <0.01% +16 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 275 $44.7K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 275 $44.7K 0.03% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 275 $44.7K 0.03% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 271 $44.1K 0.01% -1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 255 $41.5K <0.01% -89 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 250 $40.7K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 250 $40.7K 0.02% -500 13F-HR Timeline Group Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 250 $40.7K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 240 $39K 0.02% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 240 $39K 0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 236 $38.4K 0.02% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 233 $37.9K 0.01% -46 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 230 $37.4K 0.02% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 226 $36.8K 0.01% -448 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 215 $34.9K 0.01% +1 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 210 $34.2K 0.06% -116 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 200 $32.5K 0.01% -447 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 200 $32.5K 0.03% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 199 $32.4K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 196 $31.9K 0.01% +3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 195 $31.7K 0.02% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 194 $31.6K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 192 $31.2K 0.01% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 188 $30.6K 0.08% 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 182 $29.5K 0.01% +1 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 181 $29.4K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 181 $29.4K 0.02% -1 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 179 $29K 0.01% -25 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 177 $28.8K 0.01% -1,285 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 176 $28.6K 0.01% +50 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. 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More: the full row for BROWN, LISLE/CUMMINGS, INC. 150 $24.4K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 148 $24.1K 0.02% +3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 134 $23.4K 0.01% +3 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 142 $23.1K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 13,982 $22.7K 0.8% +535 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 138 $22K 0.01% +29 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 135 $22K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 132 $21.5K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 130 $21.1K 0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 130 $21.1K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 118 $19.1K 0.01% +1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 117 $19.1K 0.01% -96 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 115 $18.7K <0.01% -435 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 113 $18.4K 0.01% -56 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 112 $18.2K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 104 $17.7K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 107 $17.4K 0.01% 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 105 $17.1K <0.01% +50 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 105 $17K 0.03% 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 103 $16.8K 0.01% -5,026 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 102 $16.7K 0.01% -173 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 102 $16.6K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 102 $16.5K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 99 $16.1K <0.01% +69 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 104 $16K 0.01% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 100 $16K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 98 $15.9K 0.03% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 92 $15.1K 0.01% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 89 $14.5K <0.01% +14 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 87 $14.1K <0.01% +56 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 86 $14K <0.01% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 84 $13.7K 0.01% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 82 $13.3K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 81 $13.2K <0.01% -367 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 78 $12.7K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 75 $12.2K <0.01% -2 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 71 $11.5K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 70 $11.4K 0.01% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 66 $11K 0.01% +53 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 65 $10.6K <0.01% -25 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 65 $10.6K <0.01% +7 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 64 $10.4K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 63 $10.2K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 62 $10.1K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 61 $9.92K <0.01% new 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 60 $9.77K <0.01% +11 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 60 $9.76K <0.01% 0 13F-HR Timeline Group CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 59 $9.6K 0.01% 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 56 $9.11K 0.01% 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 56 $9.11K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 56 $9.11K 0.01% 13F-HR/A Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 58 $9K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 54 $8.78K <0.01% 0 13F-HR/A Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 53 $8.62K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 51 $8.29K 0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 50 $8.13K <0.01% 0 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 50 $8.13K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 50 $8.13K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 50 $8.13K 0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $8.13K 0.01% 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 49 $7.97K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 49 $7.97K <0.01% 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 49 $7.97K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 48 $7.81K 0.01% 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 45 $7.32K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 45 $7.32K 0.01% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 41 $7.16K 0.01% 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 40 $7K <0.01% new 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 42 $6.83K 0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 41 $6.67K <0.01% -17 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 40 $6.66K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 40 $6.5K <0.01% -195 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 40 $6.5K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 36 $5.85K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 35 $5.69K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 34 $5.58K <0.01% -17 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 33 $5.37K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 33 $5.37K <0.01% 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 31 $5.04K -120 Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 29 $4.72K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28 $4.55K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 26 $4.23K <0.01% -14 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 26 $4.23K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 25 $4.07K 0.18% +5 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 25 $4.07K <0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 17 $4.01K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 24 $3.9K <0.01% new 13F-HR/A Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 23 $3.67K <0.01% -21 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 22 $3.58K <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 20 $3.4K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 20 $3.25K <0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 18 $3.24K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 18 $3.24K <0.01% 0 13F-HR Timeline Group Runnymede Capital Advisors, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 13 $2.11K <0.01% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 12 $1.95K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $1.79K <0.01% -1 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $1.79K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.79K <0.01% 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.63K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 10 $1.63K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 10 $1.63K <0.01% 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 9 $1.46K <0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $1.46K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9 $1.46K <0.01% 0 13F-HR/A Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 9 $1.46K <0.01% 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7 $1.14K <0.01% -1,784 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 6 $981 <0.01% +1 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $832 0.08% -3,704 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5 $813 <0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 5 $813 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $651 <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 4 $651 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $651 <0.01% +4 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 200 $325 0.02% 0 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 0 $7 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 0 $0 0% -24 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -4,145 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.