Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 300 $39K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 293 $38.5K 0.03% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 278 $36.5K 0.01% +180 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 267 $35.1K <0.01% +12 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 264 $34.7K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 259 $34K <0.01% -5 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 252 $33.1K <0.01% -2 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 250 $32.8K 0.01% 0 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 229 $30.1K 0.01% 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 225 $29.5K 0.01% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 222 $29.1K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 218 $28.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 217 $28.5K <0.01% 0 13F-HR Timeline Group Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 217 $28.5K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 216 $28.4K 0.03% 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 213 $28K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 209 $27.4K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 209 $27.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 205 $26.9K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 201 $26.4K 0.01% -46 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 200 $26.3K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 192 $25.2K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 192 $25.2K <0.01% +4 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 189 $24.8K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 185 $24.3K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 184 $24.2K 0.01% -39 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 173 $23K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 170 $22.3K 0.02% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 169 $22.2K 0.01% +152 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 163 $21.4K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 154 $20.2K 0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 151 $19.8K <0.01% -3 13F-HR Timeline Quarry LP More: the full row for Quarry LP 151 $19.8K <0.01% -50 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 143 $18.8K 0.02% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 137 $18K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthCollab, LLC More: the full row for WealthCollab, LLC 137 $18K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 135 $17.7K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 134 $17.6K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 129 $16.9K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 116 $16.6K <0.01% -13 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 120 $15.8K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 117 $15.4K <0.01% +2 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 117 $15.4K <0.01% +77 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 105 $13.8K <0.01% +24 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 100 $13.1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 100 $13.1K <0.01% -11 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 99 $13K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 85 $11.2K <0.01% +3 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 79 $10.4K <0.01% new 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 75 $9.85K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 73 $9.58K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 72 $9K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 67 $9K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 65 $8.53K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 64 $8.4K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 63 $8.27K <0.01% +53 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 62 $8.14K <0.01% -2,969 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 62 $8.12K <0.01% +16 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 61 $8.01K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 61 $8K <0.01% +2 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 62 $7.67K 0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 55 $7.22K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 54 $7.09K <0.01% +18 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 50 $6.57K <0.01% 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 49 $6.43K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 46 $6.04K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 46 $6.04K <0.01% +7 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 46 $6.04K <0.01% +10 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 45 $5.91K <0.01% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 44 $5.78K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 42 $5.51K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 39 $5.12K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 36 $4.73K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 33 $4.33K <0.01% +2 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 32 $4.2K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 32 $4.2K <0.01% +1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 31 $4.07K <0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 29 $3.81K <0.01% -4,995 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 29 $3.77K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 28 $3.68K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 28 $3.68K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 27 $3.54K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25 $3.28K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 25 $3.28K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 24 $3.15K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $3.02K <0.01% -4 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 20 $2.63K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 19 $2.5K 0.01% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 19 $2.49K <0.01% +2 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 17 $2.23K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 17 $2.23K <0.01% +10 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 17 $2.23K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $2.23K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $2.1K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 16 $2.1K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 16 $2.1K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 14 $1.84K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 14 $1.84K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $1.49K 0.14% -10,906 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 11 $1.44K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 11 $1.43K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 10 $1.31K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 10 $1.31K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 9 $1.18K <0.01% -10 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 8 $1.05K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.05K <0.01% 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 2 $1K <0.01% 0 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 7 $919 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 6 $788 <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 6 $788 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $739 <0.01% 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $656 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $656 <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $656 <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 5 $652 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $566 <0.01% -91 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4 $526 <0.01% -310 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $525 <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 3 $394 <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 3 $394 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $263 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $132 <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1 $131 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $131 <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1 $66 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.