BFSG, LLC More: the full row for BFSG, LLC 350 $20.4K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 327 $20.3K <0.01% -15 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 333 $19.5K 0.02% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 330 $19.3K <0.01% +158 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 318 $18.6K <0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 316 $18.5K <0.01% -46 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 315 $18.4K <0.01% -5 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 309 $18K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 300 $17.5K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 287 $16.8K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 273 $15.9K <0.01% -152 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 270 $15.8K 0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 268 $15.7K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 246 $15.5K <0.01% +6 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 264 $15.4K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 260 $15.2K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 251 $14.7K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 227 $13.3K <0.01% 0 13F-HR Timeline ICON ADVISERS INC/CO More: the full row for ICON ADVISERS INC/CO 225 $13.1K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 222 $13K <0.01% +95 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 218 $12.7K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 217 $12.7K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 210 $12.3K <0.01% +10 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 205 $12K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 194 $11.8K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $11.7K 0.01% -300 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 200 $11.7K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 200 $11.7K 0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 195 $11.4K 0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 186 $10.9K <0.01% -85 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 186 $10.9K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 185 $10.8K <0.01% -131 13F-HR Timeline Group Torren Management, LLC More: the full row for Torren Management, LLC 177 $10.4K 0.01% 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 173 $10.1K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 171 $9.99K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 170 $9.93K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 164 $9.58K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 159 $9.29K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 163 $9K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 153 $8.94K <0.01% +143 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 144 $8.41K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $8.41K <0.01% -500 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 142 $8.29K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 139 $8.1K <0.01% -3 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 132 $7.71K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 129 $7.54K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 122 $7.13K <0.01% +3 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 121 $7.07K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 120 $7.01K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 122 $7K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 119 $6.96K <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 119 $6.95K <0.01% 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 104 $6.95K 0.01% -1 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 114 $6.66K <0.01% +62 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 112 $6.54K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 110 $6.41K <0.01% +6 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 109 $6.37K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 105 $6.13K <0.01% +85 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 108 $6K <0.01% -5 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 102 $5.96K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $5.84K <0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 98 $5.72K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 96 $5.61K <0.01% -12 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 93 $5.43K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 92 $5.37K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 91 $5.32K <0.01% -110 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 90 $5.26K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 86 $5K <0.01% +1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 82 $4.79K <0.01% +46 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 81 $4.73K <0.01% -135 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 80 $4.67K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 75 $4.38K <0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 75 $4.38K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 74 $4.32K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 72 $4.21K <0.01% -16 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 69 $4.01K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 68 $3.97K <0.01% new 13F-HR Timeline First Eagle Investment Management, LLC in group First Eagle Investment Manage… More: the full row for First Eagle Investment Management, LLC 67 $3.91K <0.01% new 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 67 $3.91K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 65 $3.8K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 62 $3.62K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 61 $3.56K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 58 $3.39K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 58 $3.39K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 57 $3.33K <0.01% +44 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 56 $3.27K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 56 $3.27K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 53 $3.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 53 $3.08K <0.01% -69 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 52 $3.04K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 52 $3.04K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 50 $2.92K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 49 $2.86K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 49 $2.86K <0.01% -3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 48 $2.8K <0.01% +4 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 48 $2.8K <0.01% 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 47 $2.75K <0.01% +3 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 46 $2.69K <0.01% -120 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 45 $2.63K <0.01% +17 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 44 $2.57K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $2.57K <0.01% +8 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 43 $2.51K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 40 $2.34K <0.01% +15 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 40 $2.34K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 38 $2.22K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 38 $2.22K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 35 $2.06K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 35 $2.04K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 30 $1.75K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 26 $1.52K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 25 $1.46K <0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 22 $1.29K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 19 $1.11K <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 18 $1.02K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 31 $1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 9 $1K <0.01% -5,412 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 17 $993 <0.01% +2 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 16 $935 <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 16 $931 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 16 $910 <0.01% 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 14 $818 <0.01% -18 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 14 $818 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $759 <0.01% +3 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $759 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 12 $707 <0.01% -13 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 12 $701 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 12 $701 <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12 $701 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 12 $701 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 11 $643 <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11 $643 <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $643 <0.01% -22 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 10 $590 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $585 <0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10 $584 <0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 10 $584 <0.01% new 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 10 $584 <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 9 $526 <0.01% 13F-HR/A Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 8 $468 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 8 $468 <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $409 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $292 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $70 <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1 $58 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 310 $57 -30 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.