Avalon Trust Co More: the full row for Avalon Trust Co 239 $88.4K 0.01% -14 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 236 $87.3K 0.03% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 236 $87.2K 0.05% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 232 $85.7K 0.02% +1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 231 $85.5K 0.01% +17 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 230 $85K 0.02% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 226 $83.6K 0.05% 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 225 $83.1K 0.12% -1,454 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 220 $81.4K 0.07% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 212 $78.4K 0.06% -39 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 211 $78K 0.04% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 213 $78K 0.02% -21 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 208 $77.1K 0.01% +12 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 208 $77K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 208 $77K 0.03% +165 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 204 $75.6K 0.04% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 203 $75.1K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 202 $74.7K 0.03% +19 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 200 $74K 0.03% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 200 $74K 0.02% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 200 $74K 0.04% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 199 $73.6K 0.02% -95 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 197 $72.9K 0.02% +18 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 192 $71K 0.05% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 190 $70.4K 0.04% +40 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. 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More: the full row for IRONWOOD WEALTH MANAGEMENT, INC. 180 $67.6K 0.03% -197 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 182 $67.4K 0.02% 0 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 177 $65.6K 0.07% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 176 $65.1K 0.02% +3 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 163 $64.9K 0.02% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 175 $64.7K 0.03% new 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 175 $64.7K 0.06% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 173 $64.1K 0.07% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 172 $63.6K 0.05% new 13F-HR Timeline Merited Wealth, LLC More: the full row for Merited Wealth, LLC 170 $62.9K 0.06% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 169 $62.5K 0.08% 0 13F-HR Timeline Financial Connections Group, Inc. 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More: the full row for IFC & Insurance Marketing, Inc. 128 $47K 0.05% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 127 $46.8K 0.01% 0 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 125 $46.2K 0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 125 $46.2K 0.03% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 124 $45.9K 0.01% -165 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 122 $45.3K 0.02% new 13F-HR/A Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 121 $44.8K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 119 $44.1K 0.01% -6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 119 $43.9K 0.02% +6 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 117 $43.3K 0.01% +59 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 116 $42.9K 0.02% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 114 $42.2K <0.01% +11 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 111 $41.1K 0.03% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 108 $40K <0.01% +19 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 105 $38.8K <0.01% 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 105 $38.8K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 104 $38.5K 0.02% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 100 $37K 0.69% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 100 $37K 0.04% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 96 $35.5K 0.01% -1 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 86 $31.9K 0.02% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 83 $30.7K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 83 $30.7K 0.01% +13 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 82 $30.3K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 80 $29.6K 0.02% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 79 $29.2K 0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 76 $28.1K <0.01% 0 13F-HR Timeline Group Access Investment Management LLC More: the full row for Access Investment Management LLC 82 $27.2K 0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 71 $26.3K <0.01% -3 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 70 $25.9K 0.02% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 70 $25.9K 0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 67 $24.8K 0.02% +66 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 64 $23.5K 0.01% +58 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 63 $23.3K 0.02% 13F-HR/A Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 61 $22.6K 0.11% -11 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $22.2K 0.01% +32 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 56 $20.7K 0.01% -4 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 55 $20.5K 0.01% +16 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 54 $20K 0.02% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 54 $20K 0.02% 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 52 $19.3K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 51 $19K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 51 $18.9K <0.01% -1 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 50 $18.5K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 48 $17.8K 0.01% +4 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 47 $17.4K 0.03% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 47 $17.4K <0.01% -2 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 46 $17.1K <0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 44 $16.4K <0.01% -4 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 44 $16.3K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 42 $15.5K 0.01% +15 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 42 $15.5K 0.01% +13 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 42 $15.5K 0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 38 $14.1K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 37 $13.7K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 36 $13.2K 0.01% -7 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 35 $13K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 35 $12.9K 0.01% -105 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 34 $12.6K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 34 $12.6K 0.01% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 33 $12.2K 0.01% new 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 33 $12.2K <0.01% new 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 33 $12.2K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 32 $11.8K 0.01% +8 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 32 $11.8K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 32 $11.8K 0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 30 $11.2K <0.01% -51 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 30 $11.1K 0.01% +25 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 30 $11.1K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 29 $10.7K 0.01% +16 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 29 $10.7K 0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 29 $10.6K 0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 28 $10.4K <0.01% -100 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 28 $10.4K <0.01% -59 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 28 $10.2K 0.01% +4 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 28 $10K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 27 $9.99K <0.01% +5 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 27 $9.99K 0.06% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 27 $9.99K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 25 $9.25K <0.01% -40 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 25 $9.25K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 25 $9.25K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 24 $8.88K 0.01% +3 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 23 $8.51K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 23 $8.51K <0.01% -45 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 23 $8.51K <0.01% +21 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22 $8.14K <0.01% +6 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 22 $8.14K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 23 $8.12K <0.01% +19 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 22 $8.06K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 21 $7.77K <0.01% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 21 $7.77K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 21 $7.77K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 20 $7.4K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 19 $7.03K <0.01% +2 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 18 $6.68K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 18 $6.66K <0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 18 $6.66K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 17 $6.29K <0.01% +16 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 17 $6.29K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $5.92K <0.01% +1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 301 $5.92K <0.01% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 14 $4.94K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $4.81K <0.01% -2 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 13 $4.81K 0.14% +1 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 11 $4.07K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 11 $4.07K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 11 $3.97K <0.01% -3 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10 $3.86K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 10 $3.79K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 10 $3.71K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10 $3.7K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 9 $3.33K <0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $2.96K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 8 $2.96K <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $2.59K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 7 $2.59K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 767 $2.07K 0.04% -1,301 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 5 $1.85K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $1.85K <0.01% +2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $1.48K <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 4 $1.48K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 3 $1.11K <0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 3 $1.11K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 3 $1.11K <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 2 $740 <0.01% 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 2 $740 <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1 $370 <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 298,823 $299 0.03% +298,041 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 22,197 $22.2K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.