Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 5,912 $205K 0.04% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 5,910 $205K 0.15% 0 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 5,900 $205K 0.08% 0 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,881 $204K 0.01% -148 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 5,878 $204K 0.01% 0 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 5,868 $204K 0.02% -3,480 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 5,830 $202K 0.02% +16 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 5,792 $201K 0.02% new 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 5,120 $201K 0.09% new 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 5,769 $200K 0.01% new 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 5,760 $200K 0.1% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,566 $197K 0.01% +461 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 5,579 $194K 0.07% -901 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,548 $193K 0.01% -1,309 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5,451 $189K 0.04% +451 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,101 $177K 0.01% +7 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 5,069 $176K 0.08% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5,016 $174K 0.05% +3,546 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 5,006 $174K 0.08% +34 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 5,000 $174K 0.03% -302 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 5,000 $174K 0.12% 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 4,988 $173K 0.01% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4,937 $171K 0.03% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4,853 $169K 0.09% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 4,818 $167K 0.01% -2,000 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 4,797 $167K 0.05% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 4,763 $165K 0.04% new 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 4,739 $165K 0.01% +452 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4,700 $163K <0.01% 0 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4,393 $153K 0.01% -372 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 4,347 $151K 0.02% +161 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4,327 $150K 0.07% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 4,283 $149K 0.02% -40 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 4,273 $148K 0.01% -929 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 4,239 $147K 0.09% +3,239 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,102 $142K <0.01% +223 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4,068 $141K 0.02% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 4,057 $141K +420 Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 4,000 $139K 0.48% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 3,990 $139K 0.03% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3,933 $137K 0.01% +296 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3,916 $136K 0.1% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,888 $135K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 3,872 $134K 0.05% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 3,566 $124K 0.03% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,506 $122K 0.01% +92 13F-HR Timeline City State Bank More: the full row for City State Bank 3,443 $120K 0.03% -100 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,421 $119K 0.01% +565 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 3,342 $116K 0.02% -1,000 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,309 $115K 0.01% -473 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2,880 $112K 0.04% -1 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 3,216 $112K 0.1% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 3,090 $112K 0.01% -52 13F-HR Timeline MOTCO More: the full row for MOTCO 3,211 $112K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3,190 $111K 0.07% -9 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 3,119 $108K 0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 3,100 $108K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 2,826 $108K 0.15% -955 13F-HR/A Timeline Key Financial Inc More: the full row for Key Financial Inc 3,079 $107K 0.02% +50 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 3,010 $105K 0.06% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,000 $103K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,898 $101K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,898 $101K 0.01% +1,077 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,858 $99.3K 0.02% +27 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 2,792 $97K 0.03% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 2,786 $96.8K 0.06% +50 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,771 $96.2K 0.01% -140 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,787 $96K 0.02% +7 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 2,760 $95.9K 0.01% +560 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,738 $95.1K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,725 $94.6K 0.04% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 2,714 $94.3K 0.06% 13F-HR Timeline CX Institutional More: the full row for CX Institutional 2,652 $92K <0.01% -1,093 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 2,648 $92K 0.06% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2,646 $91.9K 0.01% +489 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2,640 $91.7K 0.01% +30 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 2,639 $91.7K 0 Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 2,600 $90.3K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,548 $88.5K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,544 $88.3K <0.01% +1,019 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,476 $86K 0.02% +3 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,456 $85.3K 0.01% 0 13F-HR Timeline Group Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 2,450 $85.1K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 2,397 $83.2K 0.04% 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 2,375 $82.5K 0.03% -11,108 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 2,370 $82.3K <0.01% -11,156 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,287 $79.4K 0.01% +1,500 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 2,169 $75.3K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,039 $70.8K <0.01% -125 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 2,038 $70.8K 0.01% +284 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2,034 $70.6K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,020 $70.1K 0.01% -290 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 2,002 $69.5K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,899 $65.9K 0.02% +21 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,873 $65K 0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 1,842 $64K 0.08% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,835 $63K <0.01% +139 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,808 $62.8K 0.03% +508 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,798 $62.4K 0.01% -267 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,774 $61.6K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,728 $60K 0.03% +29 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,719 $59.7K 0.04% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 1,715 $59.6K 0.02% +205 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,709 $59.4K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,704 $59.2K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,671 $58K <0.01% +1,478 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,580 $56.5K 0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,613 $56K 0.02% +3 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,601 $55.6K 0.01% -225 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. 1,600 $55.6K <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,594 $55.4K 0.01% -19 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,584 $55K <0.01% +965 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,530 $53.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,526 $53K 0.02% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 1,500 $52.1K 0.03% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,470 $51K 0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 1,457 $50.6K <0.01% -100 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,453 $50.5K 0.02% -405 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,303 $49.1K 0.01% +74 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,406 $48.8K <0.01% 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,388 $48.2K 0.04% -157 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,367 $47.5K <0.01% -9 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,367 $47.5K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,355 $47.1K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,352 $47K 0.02% -188 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,342 $46.6K 0.02% -19 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,340 $46.5K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,286 $44.7K 0.05% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,276 $44.3K <0.01% +552 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,210 $42K <0.01% -50 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,210 $42K <0.01% +100 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,209 $42K 0.01% +87 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,163 $40.4K 0.03% +13 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,156 $40.1K <0.01% -679 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 1,117 $38.8K 0.02% +16 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,115 $38.7K <0.01% -206 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,104 $38.3K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,100 $38.2K 0.02% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 1,084 $37.6K 0.01% 0 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,058 $36.7K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,052 $36.5K 0.01% -95 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,050 $36.5K 0.01% -686 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,025 $35.6K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,021 $35.5K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,000 $35K 0.01% -20 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,000 $34.7K <0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $34.7K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,000 $34.7K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,000 $34.7K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 1,000 $34.7K 0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,000 $34.7K 0.03% 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 958 $33.3K 0.01% +876 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 863 $30K <0.01% -95 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 842 $29.2K 0.01% -202 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 785 $27.3K 0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 748 $26K 0.03% 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 739 $26K 0.02% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 738 $25.6K 0.01% -1,695 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 100 $25.1K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 721 $25K 0.01% -407 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 718 $25K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 704 $24.4K <0.01% +178 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 700 $24.3K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 697 $24.2K <0.01% +10 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 688 $23.9K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 680 $23.6K 0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 668 $23.2K 0.01% +10 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 665 $23.1K <0.01% -100 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 664 $23.1K <0.01% 0 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 662 $23K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 640 $22.2K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 640 $22.2K 0.02% -19 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 639 $22.2K <0.01% +153 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 637 $22.1K <0.01% +9 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 625 $21.7K 0.01% +9 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 608 $21.1K <0.01% -51 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 600 $20.8K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 600 $20.8K 0.02% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 591 $20.5K <0.01% +3 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 587 $20.4K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 580 $20.1K <0.01% +540 13F-HR Timeline Group Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 573 $19.9K 0.02% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 569 $19.7K <0.01% +2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 568 $19.7K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 557 $19.3K <0.01% -410 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 556 $19.3K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 550 $19.1K 0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 557 $19.1K <0.01% +5 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 519 $18K 0.01% new 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 510 $17.7K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 507 $17.6K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 506 $17.6K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 505 $17.5K 0.01% +490 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 503 $17.5K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 500 $17.4K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 500 $17.4K 0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 500 $17.4K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 500 $17.4K <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 437 $15.2K <0.01% +430 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 435 $15K <0.01% 0 13F-HR Timeline