Advisor Resource Council More: the full row for Advisor Resource Council 471 $200K 0.08% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 479 $199K 0.01% -37 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 458 $195K 0.01% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 402 $171K 0.06% +2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 375 $159K 0.02% -250 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 369 $157K <0.01% -39 13F-HR Timeline Quarry LP More: the full row for Quarry LP 362 $154K 0.03% +336 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 419 $147K 0.14% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 342 $143K 0.02% +217 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 335 $142K 0.02% -30 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 331 $141K 0.03% new 13F-HR/A Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 330 $140K 0.25% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 306 $130K 0.01% +1 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 289 $123K 0.06% +80 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 286 $122K 0.09% -4,391 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 270 $115K 0.07% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 266 $113K 0.01% +176 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 259 $110K 0.04% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 253 $107K 0.01% +40 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 250 $106K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 243 $103K 0.02% +219 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 241 $102K 0.06% +4 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 240 $102K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 226 $96K <0.01% +38 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 222 $94K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 220 $93.4K 0.01% -35 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 216 $91.5K 0.06% +12 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 211 $89.4K <0.01% -412 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 204 $87K 0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 203 $86.2K <0.01% -679 13F-HR Timeline CX Institutional More: the full row for CX Institutional 200 $85K <0.01% -144 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 191 $81.1K 0.03% -40 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 186 $79K 0.16% -1,072 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 180 $76.4K 0.02% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 176 $74.7K <0.01% -6 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 165 $70.1K 0.02% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 165 $70.1K 0.01% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 163 $69.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 159 $67.5K 0.01% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 154 $65.4K 0.02% +49 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 153 $65K 0.01% +118 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 144 $61.2K 0.01% +12 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 144 $61K <0.01% -37,879 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 143 $60.7K 0.03% +10 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 140 $59.5K <0.01% -3 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 137 $58.2K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 132 $56.1K <0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 129 $54.8K 0.04% -16 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 127 $53.9K <0.01% +107 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 127 $53.9K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 126 $53.5K <0.01% -34 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 122 $51.8K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 118 $50.3K 0.01% +23 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 113 $48K <0.01% -10 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 109 $46.3K <0.01% -46 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 105 $44.6K <0.01% -295 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 100 $42.5K <0.01% +55 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 100 $42.5K 0.03% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 100 $42.5K 0.04% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 94 $39.9K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 94 $39.7K 0.02% +31 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 90 $38.2K <0.01% -16 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 88 $37.4K <0.01% +17 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 88 $37.4K 0.02% -1 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 84 $35.7K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Quent Capital, LLC More: the full row for Quent Capital, LLC 83 $35.2K <0.01% -9 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 80 $34K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 76 $32.3K 0.01% +2 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 76 $32.3K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 75 $31.9K <0.01% +50 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 75 $31.9K <0.01% 0 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 75 $31.9K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 73 $31K <0.01% -3 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 72 $31K 0.02% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 42 $30.1K 0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 68 $28.9K 0.13% -1,836 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 73 $28.7K <0.01% +15 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 66 $28K <0.01% -342 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 59 $25K <0.01% +3 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 58 $24.6K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 57 $24.2K 0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 57 $23.9K <0.01% -226 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 51 $21.7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $21.2K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 50 $21.2K 0.01% +10 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 49 $20.8K <0.01% +28 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 49 $20.8K <0.01% -3 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 47 $20K <0.01% +8 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 47 $19.9K <0.01% +31 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 46 $19.5K 0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $19.1K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 45 $19.1K <0.01% +7 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 41 $17.4K <0.01% +7 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 41 $17.4K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 40 $17K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $16.6K <0.01% +38 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 38 $16.1K <0.01% +24 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 37 $15.3K <0.01% -2 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 35 $15K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 35 $14.9K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 35 $14.9K 0.01% +32 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 33 $14K <0.01% -10 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 31 $13.2K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 30 $12.7K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30 $12.7K 0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 28 $12K -3 Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 28 $11.9K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 27 $11.5K 0.07% 0 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 27 $11.5K <0.01% +7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $11.5K <0.01% -1 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 27 $11.5K 0.01% 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 26 $11K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 26 $11K <0.01% +25 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 26 $11K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 25 $10.6K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 25 $10.6K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 24 $10.2K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 24 $10.2K <0.01% -891 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 23 $9.77K 0.01% +2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 22 $9.34K <0.01% -4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 22 $9.34K <0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 22 $9.34K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. 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More: the full row for Physician Wealth Advisors, Inc. 18 $7.64K <0.01% +10 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 18 $7.64K <0.01% +8 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 17 $7.22K <0.01% -2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 17 $7.22K 0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 16 $6.99K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 16 $6.79K <0.01% +6 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 16 $6.79K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $6.37K <0.01% -271 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15 $6.37K <0.01% +11 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $6.37K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 15 $6.37K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 14 $6.17K <0.01% +2 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 14 $5.95K <0.01% new 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 14 $5.95K 0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 13 $5.52K <0.01% +4 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $5.21K <0.01% +11 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12 $5.1K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 12 $5.1K <0.01% +3 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 12 $5.1K <0.01% +10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12 $5.1K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 12 $5.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $5K <0.01% +3 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 12 $4.73K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 11 $4.67K <0.01% +6 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $4.25K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. 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More: the full row for HAZLETT, BURT & WATSON, INC. 10 $4K <0.01% -10 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $3.82K <0.01% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 9 $3.82K <0.01% -4 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 8 $3.4K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 8 $3.4K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $3.4K <0.01% 0 13F-HR/A Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $2.97K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6 $2.55K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $2.55K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 6 $2.55K <0.01% +4 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6 $2.55K <0.01% 0 13F-HR/A Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $2.55K <0.01% -3 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 6 $2.55K <0.01% 13F-HR/A Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5 $2.12K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 5 $2.12K <0.01% +3 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 5 $2.12K <0.01% +2 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5 $2.12K <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5 $2.12K <0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $2.12K <0.01% 0 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 5 $2.12K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 5 $2.12K <0.01% +4 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 5 $2.06K <0.01% -97 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $1.7K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4 $1.7K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $1.7K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4 $1.7K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $1.7K <0.01% -1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 4 $1.7K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 4 $1.7K <0.01% -209 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3 $1.27K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 3 $1.27K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $1.27K <0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $1.27K <0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $1.27K <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. 3 $1.27K <0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 3 $1.27K <0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 3 $1.27K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 4 $1K <0.01% -1 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $1K <0.01% -1 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 2 $1K <0.01% new 13F-HR Timeline Group