TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,076 $216K 0.02% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,070 $216K 0.02% +444 13F-HR Timeline Group O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 2,061 $215K 0.07% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,054 $214K 0.01% -894 13F-HR Timeline Yelin Lapidot Holdings Management Ltd. in group Yelin Lapidot Holdings Manage… More: the full row for Yelin Lapidot Holdings Management Ltd. 2,051 $214K 0.04% new 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,041 $213K 0.01% new 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 2,025 $213K 0.11% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,040 $213K 0.01% new 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,039 $212K 0.04% new 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,015 $210K 0.02% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,017 $210K 0.07% -3,106 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,015 $210K 0.01% -763 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 2,012 $210K 0.01% -18,755 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 2,010 $210K 0.01% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 2,010 $210K 0.02% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 2,006 $209K 0.04% new 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 2,003 $209K <0.01% -37,100 13F-HR Timeline Group SANDERS MORRIS HARRIS LLC More: the full row for SANDERS MORRIS HARRIS LLC 2,000 $208K 0.03% new 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,981 $206K 0.01% -440 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,978 $206K 0.03% new 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 2,174 $206K 0.1% new 13F-HR Timeline MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 1,966 $205K 0.17% new 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,952 $203K 0.01% new 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 1,937 $202K 0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,937 $202K <0.01% -36 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,911 $199K <0.01% +316 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,899 $198K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,861 $194K 0.08% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,853 $193K <0.01% -70 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,840 $192K 0.09% +22 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,757 $183K 0.09% -1,373 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,726 $180K 0.04% -1,522 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,657 $173K 0.02% +224 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 1,653 $172K +120 Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,650 $172K 0.12% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,640 $171K 0.08% -220 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,612 $168K 0.02% -500 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,595 $166K 0.01% +40 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,583 $165K 0.03% +870 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,570 $164K 0.01% -1,261 13F-HR Timeline Group KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 1,555 $162K 0.04% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,500 $156K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,498 $156K 0.05% -195 13F-HR Timeline Wealth Advisors of Tampa Bay, LLC More: the full row for Wealth Advisors of Tampa Bay, LLC 1,445 $151K 0.06% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,444 $151K 0.16% -3,368 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,447 $150K 0.11% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,409 $147K 0.08% -98 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 1,400 $146K 0.04% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,370 $140K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,327 $138K 0.01% -70 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,432 $135K 0.02% -1,332 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,291 $135K 0.02% +265 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,257 $131K 0.02% -1 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,245 $130K 0.01% -835 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,232 $128K 0.02% +954 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,268 $127K 0.05% new 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,249 $123K 0.08% -373 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,165 $121K 0.06% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,144 $119K 0.05% +1,004 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,142 $119K <0.01% +139 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,121 $117K <0.01% -16 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 1,121 $117K 0.09% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,071 $112K 0.01% -112 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,055 $110K <0.01% +50 13F-HR Timeline Cornerstone Advisors, LLC More: the full row for Cornerstone Advisors, LLC 1,000 $104K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $104K 0.08% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 995 $104K 0.09% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 974 $102K <0.01% 0 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 972 $101K 0.04% new 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 950 $99K <0.01% 0 13F-HR/A Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 901 $93.9K 0.01% -4,869 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 900 $93.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 886 $92.3K <0.01% +83 13F-HR/A Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 866 $90.2K <0.01% -11,809 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 855 $89K <0.01% +13 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 824 $85.9K 0.01% +24 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $83K 0.04% +300 13F-HR Timeline Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 787 $82K 0.05% +224 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 750 $78.2K <0.01% -3 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 750 $78K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 746 $77.8K 0.04% +59 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 742 $77.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 717 $74.7K <0.01% -153 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 711 $74.1K <0.01% 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 710 $74K <0.01% -2,936 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 704 $73.4K 0.06% +49 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 680 $71K <0.01% -16 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 672 $70.1K <0.01% +107 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 670 $70K <0.01% +670 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 657 $68.5K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 644 $67.1K <0.01% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 642 $66.9K 0.02% -989 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 630 $65.7K 0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 630 $65.7K 0.03% -58 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 623 $64.9K 0.02% +23 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 602 $62.8K 0.01% -368 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 578 $60.3K 0.02% +5 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 566 $59K 0.03% +57 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 553 $57.6K 0.02% -282 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 548 $57.1K 0.01% -22 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 530 $55.2K <0.01% -778 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 528 $55K <0.01% -344 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 582 $54.8K 0.04% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 506 $53K 0.04% +284 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 503 $52.4K 0.01% +305 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 500 $52.1K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 495 $51.6K <0.01% 0 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 448 $46.7K 0.01% +120 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 441 $46K <0.01% +84 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 425 $44K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 415 $43.2K 0.01% +2 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 408 $42.5K 0.01% +199 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 400 $41.7K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 396 $41.3K 0.03% -3 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 418 $39.4K 0.04% +7 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 376 $39.2K <0.01% +357 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 375 $39.1K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 371 $38.7K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 352 $36.9K 0.01% -76 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 347 $36K <0.01% +133 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 331 $36K <0.01% -1,732 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 345 $36K 0.02% -1 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 336 $35K 0.02% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 327 $34.1K <0.01% +75 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 317 $33K 0.03% -4 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 312 $32.5K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 301 $31.4K 0.01% -39 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 296 $30.9K 0.05% +4 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 283 $29.5K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 282 $29.4K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 271 $28.2K 0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 258 $26.9K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 254 $26.5K 0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 250 $26.1K 0.01% new 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 250 $26.1K 0.02% -16,940 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 250 $26.1K 0.03% 0 13F-HR/A Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 250 $26K 0.01% new 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 250 $26K 0.01% -85 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 246 $25.7K 0.01% +113 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 242 $25.2K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 240 $25K 0.01% +10 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 230 $24K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 218 $22.7K <0.01% -894 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 215 $22.4K <0.01% +124 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 215 $22.4K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 215 $22.4K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 215 $22.4K 0.03% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 211 $22K <0.01% +1 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 205 $21.4K <0.01% +5 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 202 $21.1K 0.01% +3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $20.8K <0.01% -180 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 195 $20.3K <0.01% +142 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 188 $19.6K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 212 $19.2K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 181 $18.9K <0.01% +29 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 175 $18.2K <0.01% -103 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 169 $18K <0.01% -45 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 171 $17.8K 0.09% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 169 $17.6K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 167 $17.4K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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More: the full row for HARBOR CAPITAL ADVISORS, INC. 136 $14K <0.01% -3 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 134 $14K <0.01% +77 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 133 $13.9K 0.01% +99 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 132 $13.8K 0.01% -33 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 122 $12.7K 0.01% +3 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 122 $12.7K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 117 $12.2K <0.01% +57 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 108 $11.3K <0.01% -2 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 107 $11.1K <0.01% +81 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 106 $11K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 105 $10.9K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 13 $10.7K 0.01% -121 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 100 $10.4K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 100 $10.4K <0.01% -25 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $10.4K <0.01% -90 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $10.4K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 99 $10.3K 0.01% -145 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 98 $10.2K <0.01% -19 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 97 $10.1K <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 96 $9.96K <0.01% -5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 89 $9.28K <0.01% -53 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 88 $9.22K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 95 $9K <0.01% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 85 $8.86K <0.01% -5 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 85 $8.86K 0.01% -79 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 82 $8.55K <0.01% +55 13F-HR Timeline