SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 111 $79.3K 0.01% +32 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 103 $74K 0.02% -37 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 103 $73.9K <0.01% +22 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 101 $72.5K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $71.8K 0.06% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 100 $71.8K 0.03% +3 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 100 $71.8K 0.04% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 100 $71.8K 0.04% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 96 $68.9K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 95 $68.2K <0.01% -41 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 86 $62K <0.01% +31 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 85 $61K <0.01% +5 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 83 $60K <0.01% new 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 77 $55.3K 0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 76 $54.5K 0.01% -7 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 96 $53.9K <0.01% +21 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 75 $53.8K 0.01% -26 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 72 $51.7K 0.05% -740 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 65 $46.6K 0.03% -17 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 65 $46.6K 0.01% -1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 65 $46.6K <0.01% +7 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 63 $45K <0.01% -24 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 61 $43.8K 0.02% 0 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 56 $40.2K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 56 $40K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 54 $39.3K 0.01% -8 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 51 $36.6K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 50 $35.9K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 47 $33.7K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 47 $33.5K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 45 $32.3K <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 45 $32.3K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 50 $30.5K <0.01% new 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 43 $30K <0.01% +2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 40 $28.7K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 40 $28.7K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 40 $28.7K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 40 $28.7K 0.02% -1 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 39 $28K <0.01% -9 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 39 $28K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 39 $28K 0.01% -23 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 35 $25.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 33 $24K 0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 32 $23K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 31 $22.2K 0 Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 26 $22K 0.01% -2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29 $20.8K <0.01% +27 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29 $20.8K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 28 $20.1K <0.01% +5 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 28 $20.1K 0.02% -25 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 27 $19.4K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 26 $18.7K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 26 $18.7K 0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 25 $17.9K <0.01% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 24 $17.2K <0.01% -12 13F-HR Timeline Greykasell Wealth Strategies, Inc. 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Advisory Services LLC 23 $16.5K <0.01% +5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 22 $15.8K <0.01% -477 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 22 $15.8K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 21 $15.1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 21 $15.1K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 21 $15.1K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 21 $15.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $14.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $13.6K <0.01% +8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 18 $13.3K <0.01% -1 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 17 $12.2K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 17 $12.2K <0.01% +15 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $12.2K <0.01% -3 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 16 $11.5K <0.01% 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 16 $11.5K 0.01% +1 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 16 $11.5K 0.01% +1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16 $11.5K <0.01% +3 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 16 $11.5K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 15 $10.8K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $10.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 15 $10.8K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $9.33K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $8.95K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 12 $8.61K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12 $8.61K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $8K <0.01% -2 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 11 $7.89K 0.02% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10 $7.18K <0.01% +7 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. 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More: the full row for Physician Wealth Advisors, Inc. 8 $5.74K <0.01% +1 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8 $5.74K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 7 $5.02K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $5.02K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 7 $5.02K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 6 $4.48K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 6 $4.31K <0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 6 $4.31K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 6 $4.31K <0.01% -1 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 6 $4.31K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 6 $4.31K <0.01% 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 6 $4.31K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 6 $4.31K <0.01% -4 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 6 $4K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5 $3.59K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 5 $3.59K <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $3.59K <0.01% +1 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 5 $3K <0.01% +1 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $2.92K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $2.87K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 4 $2.87K <0.01% -1 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $2.87K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 4 $2.87K <0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $2.84K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $2.15K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 3 $2.15K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3 $2.15K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 3 $2.15K <0.01% new 13F-HR/A Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 3 $2.15K <0.01% new 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $2.15K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $2.15K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 3 $2.15K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3 $2.13K <0.01% +2 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 2 $1.44K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2 $1.44K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 2 $1.44K <0.01% -9 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2 $1.44K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 2 $1.44K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 2 $1.44K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $1.44K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2 $1K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 1 $721 <0.01% -1 13F-HR/A Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1 $718 <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1 $718 <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1 $718 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $718 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $718 <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $718 <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $718 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $718 <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 1 $711 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $266 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.