Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,004 $119K 0.09% -266 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 994 $117K 0.01% -58 13F-HR Timeline Group Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 922 $109K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 915 $108K 0.01% +92 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 911 $108K <0.01% +57 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 911 $108K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 910 $107K 0.03% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 895 $106K 0.07% -48 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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Advisory Services LLC 850 $100K 0.01% +100 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 850 $100K 0.08% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 850 $100K 0.09% +685 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 795 $93.8K 0.02% +153 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 722 $85.2K 0.01% +92 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 719 $84.9K <0.01% +241 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 640 $76K <0.01% +44 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 639 $75.4K <0.01% -734 13F-HR Timeline Ramirez Asset Management, Inc. 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Youngquist 2020 Irrevocable Trust 484 $57.1K 0.03% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 448 $52.9K 0.04% +23 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 442 $52.2K <0.01% +47 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 437 $51.9K 0.01% +58 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 426 $50.3K 0.1% -2,453 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 425 $50.2K 0.02% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 400 $47.2K 0.01% 0 13F-HR Timeline Group UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 382 $45.1K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 268 $39.1K 0.01% +9 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 318 $37.5K 0.01% +246 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $35.4K 0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 290 $34.2K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 290 $34.2K 0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 293 $34K 0.01% +1 13F-HR/A Timeline Steigerwald, Gordon & Koch Inc. 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WEALTH MANAGEMENT LLC 55 $8.07K <0.01% +18 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 68 $8.03K 0.04% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 68 $8.03K <0.01% +25 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 66 $7.79K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 62 $7.32K 0.04% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 62 $7.32K <0.01% -8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 61 $7.2K <0.01% -2 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 60 $7.08K <0.01% -1,310 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 60 $7.08K <0.01% -26 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 59 $6.96K <0.01% +28 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 59 $6.96K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 57 $6.73K <0.01% +30 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 57 $6.73K <0.01% -11 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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LLC 19 $2K <0.01% +16 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 16 $1.89K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 16 $1.89K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 16 $1.89K <0.01% -1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 15 $1.77K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15 $1.77K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $1.77K <0.01% +5 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 15 $1.77K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 14 $1.65K <0.01% +1 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 14 $1.65K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 13 $1.53K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 12 $1.42K <0.01% new 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 12 $1.42K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. 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