S.A. Mason LLC More: the full row for S.A. Mason LLC 2,175 $212K 0.09% 0 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 2,171 $212K 0.04% -131 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 2,166 $211K 0.03% -38 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,093 $211K 0.06% -1,673 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 2,161 $211K 0.04% 0 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 2,158 $211K 0.03% -2,170 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 2,151 $210K 0.16% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 2,155 $210K <0.01% +72 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 2,141 $209K 0.05% +36 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,073 $208K 0.02% new 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 2,130 $208K 0.03% -205 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 2,126 $208K 0.02% -386 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 2,122 $207K 0.09% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 2,112 $206K 0.04% -100 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 2,107 $206K 0.08% -1,404 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 2,107 $206K 0.05% new 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 2,102 $205K 0.09% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,100 $205K 0.03% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,095 $205K 0.01% new 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,095 $205K 0.15% -323 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 2,064 $202K 0.05% 0 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,053 $200K 0.03% -251 13F-HR Timeline Teramo Advisors, LLC More: the full row for Teramo Advisors, LLC 2,050 $200K 0.07% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,000 $195K 0.15% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,938 $189K 0.07% +34 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,938 $189K 0.05% +4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,931 $189K 0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,923 $188K 0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,921 $188K 0.01% -986 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,898 $185K 0.01% -71 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,863 $182K 0.04% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,783 $174K 0.13% +72 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,746 $170K 0.02% -69 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,744 $170K 0.01% -1,328 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 1,737 $170K 0.14% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,716 $168K 0.33% -23,573 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,672 $163K 0.04% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,632 $159K 0.05% +284 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,594 $156K 0.07% -669 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,588 $155K 0.07% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,565 $153K 0.03% +217 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,519 $148K 0.02% +40 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,459 $142K 0.01% +399 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,327 $128K 0.02% +351 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,257 $123K <0.01% -1,521 13F-HR Timeline Group State of Wyoming More: the full row for State of Wyoming 1,231 $120K 0.01% -3,035 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,219 $119K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 1,200 $117K 0.07% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,188 $116K 0.03% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,181 $115K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 1,176 $115K 0.05% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,095 $107K 0.02% +416 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,089 $106K <0.01% +40 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,085 $106K 0.04% -59 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,061 $104K 0.01% -94 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,061 $104K 0.02% +110 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,071 $103K 0.02% -186 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,044 $102K 0.01% +792 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 980 $95.7K 0.02% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 978 $95.5K <0.01% +51 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 946 $92.4K 0.01% +22 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 960 $92K 0.02% +21 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 881 $86K 0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 878 $85.7K 0.12% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 873 $85.2K 0.03% +32 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 860 $84K 0.01% -24 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 856 $83.6K 0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 800 $78.1K 0.03% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 791 $77.2K 0.02% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 787 $76.8K 0.01% -13 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 766 $75K 0.03% +220 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 746 $72.8K 0.04% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 740 $72.2K 0.01% +148 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 735 $71.8K <0.01% +487 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 734 $71.4K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 713 $69.6K 0.04% -150 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 706 $68.9K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 702 $68.5K 0.03% +354 13F-HR Timeline TOBAM More: the full row for TOBAM 701 $68K 0.02% -633 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 679 $66.3K 0.02% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 674 $65.8K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 662 $64.6K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 657 $64.1K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 653 $63.8K 0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 651 $63.6K <0.01% +11 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 619 $60.4K 0.04% +9 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 602 $58.8K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 577 $56.3K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 541 $54.4K 0.01% +225 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 550 $53.7K 0.01% +56 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 500 $52.4K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 536 $52.3K 0.02% -2,420 13F-HR Timeline MOTCO More: the full row for MOTCO 534 $52.1K <0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 528 $51.5K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 526 $51.3K 0.01% +86 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 522 $51K 0.01% -21 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 522 $51K 0.05% -92 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 511 $50K 0.03% -31 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 500 $48.8K 0.01% +14 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 495 $48.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 485 $47.4K 0.01% -114 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 485 $47.4K 0.03% -56 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 470 $45.9K <0.01% -203 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 460 $44.9K 0.01% -16,300 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 454 $44.3K <0.01% -37 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 445 $43.4K 0.02% -49 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 436 $42.6K 0.02% new 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 435 $42.5K <0.01% +3 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 434 $42.4K 0.02% 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 432 $42.2K 0.03% -148 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 430 $42K 0.02% 0 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 424 $41.4K 0.03% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 418 $40.8K 0.04% +319 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 413 $40.3K 0.01% +202 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 406 $39.6K 0.01% +49 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $39.1K 0.02% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 400 $39.1K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 400 $39.1K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 398 $38.9K 0.03% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 397 $38.8K <0.01% +30 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 380 $37.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 375 $36.6K 0.01% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 369 $36K <0.01% +205 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 367 $35.8K 0.01% +48 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 340 $33.2K <0.01% new 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 319 $31.1K <0.01% +24 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 318 $31K 0.02% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 317 $30.9K 0.01% -586 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 309 $30.3K <0.01% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 300 $29.3K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 298 $29.1K 0.03% +71 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 294 $28.7K <0.01% -3,195 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 294 $28.7K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 278 $27.1K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 277 $27.1K <0.01% +231 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 284 $27K 0.01% -14 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 274 $26.8K 0.01% +147 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 274 $26.8K 0.01% -5 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 265 $26K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 260 $25.4K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 259 $25.3K 0.01% -25 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 255 $25K 0.02% +170 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 255 $24.9K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 253 $24.7K 0.02% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 252 $24.6K <0.01% +42 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 253 $24K 0.01% +6 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 245 $23.9K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 242 $23.6K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 233 $22.7K 0.01% +1 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 227 $22.2K 0.01% +52 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 220 $21.5K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 209 $20.4K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 209 $20.4K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 204 $19.9K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 200 $19.5K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 200 $19.5K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 189 $18.5K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 182 $18.4K <0.01% -27 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 180 $17.6K <0.01% -64 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 175 $17.1K 0.01% -1,559 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 172 $16.8K <0.01% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 165 $16.1K <0.01% +46 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 165 $16.1K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 161 $15.7K 0.01% -27 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 160 $15.6K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 15,533 $15.5K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 158 $15.4K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 150 $14.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 150 $14.6K <0.01% -60 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 124 $13.1K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 133 $13K 0.01% -229 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 133 $13K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 129 $12.6K <0.01% +29 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 129 $12.6K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 127 $12.4K <0.01% +39 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 125 $12.2K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 126 $12K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 119 $11.6K <0.01% +4 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 120 $11.5K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 117 $11.4K <0.01% new 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 116 $11.3K 0.02% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 115 $11.2K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 111 $10.8K <0.01% 0 13F-HR Timeline Group Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 110 $10.7K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 109 $10.6K <0.01% -13 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 105 $10.3K 0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $9.76K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 100 $9.76K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 100 $9.76K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 99 $9.66K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 95 $9.28K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 94 $9.18K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 94 $9.18K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 93 $9.11K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 85 $8.11K <0.01% -42 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 80 $7.81K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 80 $7.81K 0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 80 $7.81K 0.01% +5 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 77 $7.52K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 75 $7.32K <0.01% 0 13F-HR Timeline