Burnham & Co LLC More: the full row for Burnham & Co LLC 160 $14.2K 0.01% 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 158 $14K <0.01% +31 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 154 $13.7K <0.01% +131 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 193 $12.9K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 141 $12.5K <0.01% +101 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 132 $12K 0.01% -5 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 135 $12K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 133 $11.8K <0.01% -7 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 130 $11.6K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 126 $11.2K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 124 $11K 0.01% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 123 $10.9K <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 121 $10.8K <0.01% 0 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 120 $10.7K <0.01% +4 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 120 $10.7K <0.01% +20 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 116 $10.3K <0.01% 0 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 113 $10K 0.01% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 112 $9.95K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 111 $9.86K <0.01% +9 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 110 $9.78K <0.01% -26 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 110 $9.78K <0.01% -12 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 106 $9.42K <0.01% -766 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 105 $9.33K <0.01% +5 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 102 $9.06K <0.01% +5 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 100 $8.89K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 100 $8.89K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 100 $8.89K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $8.89K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 100 $8.89K <0.01% 0 13F-HR Timeline Group Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $8.89K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 100 $8.89K <0.01% new 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 100 $8.89K 0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 99 $8.8K <0.01% +97 13F-HR/A Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 99 $8.8K 0.01% +95 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 96 $8.53K <0.01% +21 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 91 $8.09K <0.01% +89 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 90 $8K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 90 $8K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 89 $7.91K <0.01% -4 13F-HR Timeline Allianz SE group of 2 filers holding More: the full row for Allianz SE 87 $7.73K new Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 83 $7.38K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $6.67K <0.01% -10 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 75 $6.67K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 72 $6.38K <0.01% +39 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 65 $5.78K <0.01% +15 13F-HR Timeline Cape Investment Advisory, Inc. 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More: the full row for Institute for Wealth Management, LLC. 35 $3.11K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 33 $2.93K <0.01% +4 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 32 $2.84K <0.01% 0 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) 31 $2.75K <0.01% -382 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 31 $2.75K <0.01% -10 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 30 $2.67K <0.01% +20 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 30 $2.67K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 29 $2.58K <0.01% -153 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29 $2.58K <0.01% +12 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 26 $2.26K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 25 $2.22K <0.01% +13 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 25 $2.22K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 24 $2.13K <0.01% +4 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 20 $1.78K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20 $1.78K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 20 $1.78K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 19 $1.69K <0.01% +3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 18 $1.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 18 $1.6K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 18 $1.6K <0.01% +13 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 17 $1.51K <0.01% -2 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $1.42K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 16 $1.42K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 16 $1.42K <0.01% new 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $1.42K <0.01% +6 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14 $1.24K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 14 $1.24K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 13 $1.16K <0.01% +9 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 12 $1.07K <0.01% +1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 15 $1K <0.01% new 13F-HR Timeline Group Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 11 $1K <0.01% -6 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10 $889 <0.01% -866 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $889 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 10 $889 <0.01% 0 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 10 $889 <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 10 $889 <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 10 $888 <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 8 $711 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 8 $711 <0.01% -8 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $711 <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 8 $711 <0.01% -100 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 7 $623 <0.01% +4 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 7 $622 <0.01% new 13F-HR Timeline Group Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 6 $533 <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 6 $533 <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 6 $533 <0.01% -14 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $444 <0.01% -2 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 5 $444 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $355 <0.01% -3 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2 $178 <0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 2 $178 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $178 <0.01% -1 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2 $178 <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1 $89 <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1 $89 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $89 <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1 $89 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $87 <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 4 $0 0% -120 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 7,959 $708M +6,320 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.