Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,765 $295K 0.04% +572 13F-HR Timeline Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,725 $291K 0.07% -1,050 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,717 $290K 0.02% +139 13F-HR Timeline ARGONAUTICA PRIVATE WEALTH MANAGEMENT, … More: the full row for ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 2,677 $286K 0.1% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,667 $285K 0.06% -660 13F-HR Timeline Henry James International Management In… More: the full row for Henry James International Management Inc. 2,620 $280K 0.1% -18 13F-HR Timeline Scientech Research LLC More: the full row for Scientech Research LLC 2,611 $279K 0.07% +215 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,604 $278K 0.01% +328 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 2,604 $278K 0.14% +200 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,596 $277K 0.01% new 13F-HR Timeline TFB Advisors LLC More: the full row for TFB Advisors LLC 2,584 $276K 0.08% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,537 $271K 0.03% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,523 $269K 0.01% -502 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 2,523 $269K 0.05% -502 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 2,516 $269K 0.01% -1,466 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2,500 $267K 0.01% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,500 $267K 0.15% -100 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2,490 $266K 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 2,460 $263K 0.02% -206 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,432 $260K 0.01% -33 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 2,415 $258K 0.21% new 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 2,409 $257K 0.01% +163 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 2,394 $256K 0.1% new 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,356 $255K <0.01% new 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,377 $254K 0.01% +473 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,374 $254K 0.03% 0 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,311 $247K 0.03% +621 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,305 $246K 0.01% +120 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 2,284 $244K 0.01% -24 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 2,275 $243K 0.01% +36 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,237 $239K 0.01% +4 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 2,232 $238K 0.13% 0 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT LLC More: the full row for SCHNIEDERS CAPITAL MANAGEMENT LLC 2,230 $238K 0.05% +25 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,227 $238K 0.01% -21,381 13F-HR Timeline Group SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 2,660 $236K 0.16% -434 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 2,154 $230K 0.1% +239 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,147 $229K 0.01% new 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 2,145 $229K 0.04% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 2,127 $227K 0.01% -314 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 2,124 $227K 0.09% -1,434 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 2,116 $226K 0.02% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,099 $224K 0.01% -1,912 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 2,090 $223K 0.05% -152 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 2,089 $223K 0.12% -1,970 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 2,081 $222K 0.04% -205 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 2,052 $219K 0.14% +56 13F-HR Timeline Ovata Capital Management Ltd in group Ovata Capital Management Ltd More: the full row for Ovata Capital Management Ltd 2,045 $218K 0.08% new 13F-HR Timeline Group Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,039 $218K 0.09% -693 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 2,032 $217K 0.01% new 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 2,020 $216K 0.23% +970 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,011 $215K 0.02% +200 13F-HR Timeline Cladis Investment Advisory, LLC More: the full row for Cladis Investment Advisory, LLC 2,000 $214K 0.15% 0 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 1,988 $212K <0.01% -2,096 13F-HR Timeline Group COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 1,988 $212K <0.01% +60 13F-HR Timeline Group Addison Capital Co More: the full row for Addison Capital Co 1,977 $211K 0.08% 0 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 1,969 $210K 0.13% -231 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,960 $209K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1,951 $208K 0.01% -17,587 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 1,948 $208K 0.12% -184 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,939 $207K <0.01% +245 13F-HR Timeline Sheaff Brock Investment Advisors, LLC More: the full row for Sheaff Brock Investment Advisors, LLC 1,900 $203K 0.02% -400 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 1,886 $201K <0.01% -887 13F-HR Timeline BANQUE PICTET & CIE SA More: the full row for BANQUE PICTET & CIE SA 1,873 $200K <0.01% new 13F-HR Timeline STF Management LP More: the full row for STF Management LP 1,801 $192K 0.09% -30 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,755 $187K <0.01% -47 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,700 $182K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,684 $180K <0.01% +1,098 13F-HR Timeline ICICI Prudential Asset Management Co Ltd More: the full row for ICICI Prudential Asset Management Co Ltd 1,679 $179K 0.02% +12 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,655 $177K 0.01% +753 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,616 $173K <0.01% +746 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,460 $156K 0.02% +40 13F-HR/A Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,428 $152K 0.08% +274 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1,317 $141K 0.09% +1,220 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,250 $133K 0.04% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,223 $131K <0.01% -1,708 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 1,220 $130K 0.06% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,174 $125K <0.01% +159 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,131 $121K 0.01% -132 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 1,080 $115K 0.01% +40 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,000 $107K 0.04% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,000 $107K 0.03% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 991 $106K 0.1% -203 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 941 $100K 0.03% +191 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 880 $94K <0.01% new 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 869 $92.8K <0.01% +344 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 762 $81.4K 0.04% -8,200 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 763 $81K 0.01% +150 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 719 $76.8K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 718 $76.7K <0.01% +8 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 679 $76.1K <0.01% -344 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 710 $75.8K 0.04% +40 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 700 $74.8K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 700 $74.8K 0.07% 0 13F-HR Timeline GKV Capital Management Co., Inc. More: the full row for GKV Capital Management Co., Inc. 700 $74.8K 0.04% -1,300 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 671 $71.7K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 575 $70.9K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 630 $67.3K <0.01% -29,493 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 626 $66.9K 0.01% -13 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 622 $66.4K <0.01% new 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 600 $64.1K <0.01% +75 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 559 $59.7K <0.01% -12 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 505 $53.9K 0.01% +73 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 500 $53.4K 0.02% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $53.4K 0.04% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 435 $46.5K <0.01% +124 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 400 $42.7K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 330 $35.2K <0.01% +272 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 320 $34.2K <0.01% new 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 276 $29.5K 0.02% +13 13F-HR Timeline Group TrinityBridge Ltd More: the full row for TrinityBridge Ltd 275 $29K <0.01% -70 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 266 $28.4K <0.01% +165 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 258 $28K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 258 $27.6K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 257 $27.4K 0.02% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 250 $26.7K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 241 $26K 0.02% +143 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 230 $24.6K <0.01% -1,235 13F-HR/A Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 279 $23.9K <0.01% +100 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 224 $23.9K 0.01% -82,677 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 212 $22.6K 0.02% +132 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 201 $21.5K <0.01% -1,700 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 200 $21.4K <0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 200 $21.4K <0.01% 0 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 200 $21.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 200 $21.4K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 200 $21.4K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 200 $21.4K 0.02% 0 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 193 $20.6K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 188 $20.1K 0.01% new 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 186 $19.9K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 175 $18.7K <0.01% new 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 168 $17.9K <0.01% -148 13F-HR/A Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 161 $17.2K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 160 $17.1K 0.01% 0 13F-HR Timeline MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 156 $16.7K <0.01% -6,635 13F-HR/A Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 154 $16.4K 0.02% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 153 $16K <0.01% +26 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 145 $15.5K <0.01% -2 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 135 $14.4K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 131 $14K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 130 $13.9K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 129 $13.8K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 129 $13.8K <0.01% +125 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 125 $13.1K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 120 $12.8K 0.01% -390 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 116 $12.4K 0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 111 $11K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 100 $11K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 100 $11K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $10.7K <0.01% -37 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 100 $10.7K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 100 $10.7K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $10.7K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 100 $10.7K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 100 $10.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 100 $10.7K 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 100 $10.7K 0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 98 $10.5K <0.01% +6 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 90 $9.61K <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 90 $9.61K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 90 $9.61K <0.01% +29 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 84 $8.97K <0.01% -1,438 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 75 $8.34K <0.01% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 75 $8.01K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 74 $7.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 70 $7.47K <0.01% -191 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 70 $7.47K <0.01% -1,143 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 68 $7.3K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 70 $7K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 60 $6.41K <0.01% 0 13F-HR Timeline Group Compass Financial Services Inc More: the full row for Compass Financial Services Inc 59 $6.3K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 58 $6.21K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 53 $5.66K <0.01% +43 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 52 $5.55K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $5.34K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $5.34K <0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $5.34K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 40 $5K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 44 $4.7K <0.01% new 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 39 $4.17K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 39 $4.17K 0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 38 $4.06K <0.01% -64 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 34 $4K <0.01% +25 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $3.85K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 35 $3.74K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 35 $3.74K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 35 $3.74K -321 Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 34 $3.63K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 34 $3.63K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 32 $3.42K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $3.2K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 30 $3.2K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 30 $3.2K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 29 $3.06K <0.01% +19 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 26 $2.78K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 25 $2.67K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 25 $2.67K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 25 $2.67K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 20 $2.14K <0.01% -50 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 20 $2.14K <0.01% new 13F-HR Timeline