Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $11.8K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $11.8K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 95 $11.2K <0.01% +42 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 96 $11K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 79 $9.34K <0.01% +34 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 78 $9.23K <0.01% 0 13F-HR/A Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 77 $9.11K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 75 $8.87K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 73 $8.64K 0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 73 $8.58K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 72 $8.52K <0.01% -1 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 70 $8.28K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 63 $7.45K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 60 $7.11K <0.01% +4 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 60 $7.1K <0.01% -30 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 59 $6.98K <0.01% 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 55 $6.5K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 54 $6.39K <0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 53 $6.27K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 53 $6.27K <0.01% -48 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 51 $6.08K <0.01% +5 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 51 $6.03K <0.01% -5 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 52 $6K <0.01% +3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 49 $5.8K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 46 $5.44K <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 46 $5.44K <0.01% -816 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 46 $5.39K 0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 45 $5.38K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 44 $5.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 38 $4.84K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 38 $4.84K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 39 $4.61K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 39 $4.6K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 38 $4.49K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 37 $4.39K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 35 $4.14K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 34 $4.02K <0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 36 $4K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 30 $3.55K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 30 $3.55K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 26 $3.08K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 26 $3.08K <0.01% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 25 $2.96K <0.01% -25 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 21 $2.48K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 20 $2.4K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $2.37K <0.01% -18 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 20 $2.37K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 20 $2.37K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 19 $2.25K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 18 $2.13K <0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 18 $2.13K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17 $2.01K <0.01% 13F-HR/A Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 16 $1.89K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 15 $1.77K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 12 $1.42K <0.01% 0 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $1.18K <0.01% 0 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $1.18K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.18K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 9 $1.06K <0.01% new 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 10 $1K <0.01% 0 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 9 $1K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $947 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $946 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 780 $923 0.03% 0 13F-HR/A Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $828 <0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 6 $710 <0.01% 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 6 $710 <0.01% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 5 $592 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 5 $592 <0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5 $591 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $579 <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4 $473 <0.01% 0 13F-HR/A Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 4 $473 <0.01% new 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 4 $473 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 4 $473 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $355 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $237 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 3 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.