CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 107 $36.6K 0.01% -56 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 107 $36.6K 0.01% -23 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 106 $36.3K <0.01% +6 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 105 $36K <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 105 $35.9K 0.05% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 105 $35.9K 0.02% 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 104 $35.6K 0.02% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 102 $34.9K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $34.2K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 100 $34.2K 0.02% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 100 $34.2K 0.02% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 100 $34.2K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 100 $34.2K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 98 $33.5K 0.03% 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 96 $32.8K <0.01% 0 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. 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LLC More: the full row for Capital Advisors, Ltd. LLC 73 $25K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 70 $24K 0.01% -41 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 66 $23.7K 0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 69 $23.6K <0.01% -99 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 69 $23.6K 0.02% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65 $22.2K 0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 64 $21.9K 0.01% new 13F-HR Timeline Group Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 64 $21.9K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 62 $21.2K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. 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WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 50 $17.1K <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 50 $17.1K 0.01% 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 50 $17.1K 0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 49 $17K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 49 $16.8K <0.01% -15 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 46 $15.7K <0.01% +1 13F-HR/A Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 45 $15.4K <0.01% -28 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 44 $15.1K <0.01% +11 13F-HR/A Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 44 $15K <0.01% +24 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 42 $14.4K <0.01% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 42 $14.4K 0.01% -109 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 40 $14K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 40 $13.7K 0.01% -3 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 40 $13.7K 0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 40 $13.7K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 40 $13.7K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 39 $13.3K 0.01% 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 38 $13K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 38 $13K <0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 39 $13K 0.01% +20 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 36 $12.3K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 35 $12K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 35 $12K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 35 $12K 0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 27 $11.4K 0.01% +26 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 27 $11.4K 0.01% +26 13F-HR Timeline Group GHP Investment Advisors, Inc. 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More: the full row for Pacific Capital Wealth Advisors, Inc. 28 $9.58K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 27 $9.24K <0.01% -12 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 26 $8.9K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 26 $8.9K 0.01% 0 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 25 $8.55K <0.01% +19 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25 $8.55K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 25 $8.55K <0.01% -25 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 24 $8.21K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 23 $7.87K <0.01% +1 13F-HR Timeline MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 21 $7.18K <0.01% -475 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 21 $7.18K 0.01% -96 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 20 $7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 19 $7K 0.01% +17 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 19 $7K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 20 $6.84K <0.01% -778 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 19 $6.5K <0.01% +17 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 19 $6.5K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 19 $6.5K <0.01% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 18 $6.16K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $6.16K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 18 $6.16K 0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 18 $6.15K 0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 18 $6K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. 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More: the full row for Hopwood Financial Services, Inc. 15 $5.13K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $5.13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $5.13K <0.01% +5 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 15 $5.13K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 14 $4.79K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 14 $4.79K <0.01% 0 13F-HR/A Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 14 $4.79K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 14 $4.79K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 12 $4.11K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 12 $4.11K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 12 $4.11K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 12 $4.11K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 14 $4K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 13 $4K <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 11 $3.76K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11 $3.76K <0.01% +9 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 10 $3.42K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 10 $3.42K <0.01% 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 10 $3.42K <0.01% 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 10 $3.42K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 10 $3.4K <0.01% 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 9 $3.08K <0.01% +4 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 9 $3.08K <0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 10 $3K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 9 $3K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8 $2.74K <0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 7 $2.4K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 6 $2.05K <0.01% -200 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $2.05K 0.09% +2 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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More: the full row for LANARK FINANCIAL, INC. 4 $1.62K 0.15% -4,845 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $1.45K <0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 4 $1.37K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 4 $1.37K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 3 $1.03K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 3 $1.03K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3 $1K <0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 2 $685 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 2 $684 <0.01% 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $343 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $342 <0.01% 0 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1 $342 <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1 $342 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $342 <0.01% 13F-HR Timeline