Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,284 $251K 0.02% -2,298 13F-HR Timeline Empower Advisory Group, LLC More: the full row for Empower Advisory Group, LLC 2,272 $250K <0.01% +220 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,265 $249K 0.02% 0 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,262 $249K <0.01% +97 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,253 $247K 0.01% -475 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 2,229 $245K 0.03% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,215 $244K 0.01% +135 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 2,215 $244K 0.07% -765 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 2,336 $244K 0.05% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,213 $244K <0.01% -981 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 2,209 $243K 0.09% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2,200 $242K 0.05% 0 13F-HR Timeline ICONIQ Capital, LLC in group ICONIQ Capital, LLC More: the full row for ICONIQ Capital, LLC 2,196 $242K <0.01% +273 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 2,190 $241K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. KWB Wealth More: the full row for KWB Wealth 2,297 $240K 0.03% +3 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,179 $240K <0.01% new 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,174 $239K 0.01% -881 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2,161 $238K <0.01% -311 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,160 $238K 0.01% +745 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 2,128 $233K 0.07% +38 13F-HR Timeline Group SIGNAL TREE FINANCIAL PARTNERS LLC More: the full row for SIGNAL TREE FINANCIAL PARTNERS LLC 2,109 $232K 0.23% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,096 $231K 0.02% -6,417 13F-HR/A Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 2,087 $230K <0.01% -36 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 2,056 $226K 0.02% -151 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,037 $224K 0.05% +2,030 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,029 $223K 0.03% new 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,023 $223K 0.02% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,005 $221K 0.01% new 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,002 $220K 0.5% -400 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $220K 0.03% 0 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,000 $220K 0.15% 0 13F-HR Timeline DEAN INVESTMENT ASSOCIATES, LLC in group DEAN INVESTMENT ASSOCIATES, L… More: the full row for DEAN INVESTMENT ASSOCIATES, LLC 1,999 $220K 0.03% -246 13F-HR Timeline Group Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 1,994 $220K 0.01% 0 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 1,985 $219K <0.01% 0 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,985 $219K 0.05% 0 13F-HR Timeline WOLVERINE TRADING, LLC More: the full row for WOLVERINE TRADING, LLC 1,987 $217K 0.01% -7,069 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,964 $216K <0.01% +2 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 1,956 $215K 0.02% new 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 1,951 $215K 0.02% -19 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 1,943 $214K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,936 $213K 0.08% -6 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 1,930 $212K 0.09% -79 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 1,923 $212K 0.62% 0 13F-HR Timeline Clarius Group, LLC More: the full row for Clarius Group, LLC 1,914 $211K 0.01% -32 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 1,909 $210K 0.01% new 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,905 $210K 0.12% new 13F-HR Timeline Group Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 1,905 $210K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 1,902 $209K 0.03% new 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,899 $209K 0.01% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,896 $208K 0.06% new 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,886 $208K 0.16% new 13F-HR Timeline Broderick Brian C More: the full row for Broderick Brian C 1,880 $207K 0.04% -180 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 1,874 $206K 0.12% new 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 1,871 $206K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,869 $206K 0.01% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,860 $205K 0.03% new 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 1,855 $204K 0.02% -250 13F-HR Timeline Delaney Dennis R More: the full row for Delaney Dennis R 1,850 $204K 0.11% -100 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,837 $202K 0.02% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 1,825 $201K 0.01% -200 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,808 $199K 0.04% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,787 $197K 0.12% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,708 $188K 0.02% -310 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,699 $187K 0.04% +2 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,700 $187K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,596 $176K <0.01% +13 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 1,510 $166K 0.16% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,461 $161K 0.08% +100 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 1,440 $159K 0.08% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,416 $156K <0.01% +501 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 1,400 $154K 0.08% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,342 $148K <0.01% -780 13F-HR/A Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 1,299 $143K 0.02% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,262 $139K 0.04% +353 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 1,216 $134K 0.06% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,194 $131K 0.02% +1,167 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,188 $131K 0.02% +1,169 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 1,185 $130K 0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,127 $125K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 1,100 $121K 0.04% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 1,100 $121K 0.07% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 1,085 $119K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,081 $119K <0.01% -8,075 13F-HR Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,077 $119K 0.01% -1,100 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,057 $116K 0.08% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,020 $112K <0.01% +4 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 980 $108K 0.01% 0 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 956 $105K 0.1% -160 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 948 $104K 0.1% -10 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 932 $102K 0.03% +9 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 904 $99.5K 0.01% +67 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 876 $96.4K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 859 $94.6K 0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 850 $93.6K 0.03% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 850 $93.6K <0.01% 0 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 846 $93.1K 0.01% 0 13F-HR/A Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 839 $92.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 821 $90.4K 0.02% +215 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 900 $89.4K 0.04% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 810 $89.2K 0.03% +15 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 800 $88.1K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 788 $87K 0.01% -96 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 732 $80.6K 0.05% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 730 $80K <0.01% new 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 700 $77.1K <0.01% new 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 687 $75.6K <0.01% +112 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 680 $74.9K 0.01% -520 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 705 $72K 0.05% -210 13F-HR Timeline Cove Street Capital, LLC More: the full row for Cove Street Capital, LLC 650 $71.6K 0.11% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 626 $68.9K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 623 $68.6K 0.01% -601 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 614 $67K 0.02% +55 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 602 $66.3K <0.01% +189 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 600 $66.1K 0.02% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 595 $65.6K 0.02% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 567 $62.4K 0.01% new 13F-HR/A Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 567 $62.4K <0.01% -487 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 561 $61K 0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 550 $60.5K 0.02% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 549 $60.4K 0.01% 0 13F-HR Timeline Pinnacle Financial Partners Inc More: the full row for Pinnacle Financial Partners Inc 560 $58.6K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 514 $56.6K 0.04% +12 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 509 $56K 0.05% +2 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 506 $55.7K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $55K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $55K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 500 $55K 0.02% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 490 $53.9K 0.04% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 489 $53.8K 0.01% 0 13F-HR/A Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 481 $53K <0.01% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 478 $52.6K 0.03% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 472 $52K 0.01% +130 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 451 $49.7K 0.05% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 442 $49K 0.03% -252 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 440 $48.4K <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 424 $47K <0.01% -228 13F-HR Timeline Group City State Bank More: the full row for City State Bank 426 $46.9K 0.02% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 425 $46.8K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 424 $46.7K <0.01% +51 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 420 $46.2K <0.01% +200 13F-HR Timeline MOTCO More: the full row for MOTCO 420 $46.2K <0.01% new 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 414 $45.6K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 409 $45.5K 0.03% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 400 $44K 0.02% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 400 $44K 0.03% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 382 $42.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 378 $41.6K 0.01% +112 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 369 $40K 0.02% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 325 $35.7K 0.02% -90 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 311 $34.2K 0.01% +41 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 311 $34.2K <0.01% +10 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 302 $33.6K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 302 $33.2K <0.01% -17 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 300 $33K 0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 290 $31.9K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 275 $30.3K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 274 $30.2K <0.01% -21,854 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 280 $30K <0.01% -10 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 278 $30K 0.02% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 270 $29.7K <0.01% +130 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 268 $29.5K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 257 $28.3K 0.01% -612 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 250 $27.5K 0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 243 $26.8K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 242 $26.6K <0.01% -1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 230 $25.3K <0.01% -6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 229 $25.2K <0.01% +3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 227 $25K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 209 $23K <0.01% +49 13F-HR Timeline Security National Bank More: the full row for Security National Bank 201 $22.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 200 $22K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 200 $22K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 206 $22K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 189 $20.8K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 182 $20K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 178 $19.6K <0.01% +14 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 163 $17.9K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 161 $17.7K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 160 $17.6K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 153 $16.8K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 151 $16.6K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 150 $16.5K 0.01% -250 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 147 $16.2K <0.01% 0 13F-HR/A Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 146 $16.1K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 136 $15K 0.01% +10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 131 $14.4K <0.01% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 130 $14.3K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 43 $14.1K 0.01% -85 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 125 $13.8K 0.02% 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 123 $13.5K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 118 $13.1K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 114 $12.5K <0.01% +33 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 113 $12.4K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 103 $11.3K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 100 $11K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 100 $11K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $11K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 100 $11K 0.02% -39 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 100 $11K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 96 $11K <0.01% -4 13F-HR Timeline