Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 1,731 $199K 0.09% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,659 $190K 0.02% -658 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 1,633 $188K 0.06% new 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 1,624 $187K 0.04% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 1,603 $185K 0.13% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,568 $181K 0.06% +86 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,560 $180K 0.01% +70 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,551 $179K <0.01% -116 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,505 $173K 0.01% -48 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,496 $172K <0.01% -54 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,493 $172K 0.04% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,398 $161K 0.01% +100 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,377 $159K 0.03% 0 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 1,368 $158K 0.06% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,344 $155K <0.01% +447 13F-HR Timeline Group Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 1,317 $152K 0.08% +508 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,316 $152K <0.01% -46 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,292 $149K <0.01% +105 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,276 $147K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,272 $147K 0.02% +346 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,263 $146K 0.01% -431 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,223 $141K 0.01% +1 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,199 $139K 0.01% +60 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,184 $136K <0.01% -32 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,187 $136K 0.02% +27 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,181 $136K 0.01% +516 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,112 $128K 0.03% +4 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,101 $127K 0.03% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,033 $119K 0.02% -836 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1,006 $116K 0.07% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,004 $116K <0.01% +194 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 980 $113K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 970 $112K 0.07% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 960 $111K <0.01% -1,390 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 931 $108K 0.01% -478 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 850 $98K 0.01% -37 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 843 $97.1K 0.07% 0 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 830 $95.7K new Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 819 $94.4K <0.01% -430 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 800 $92.2K 0.05% 0 13F-HR Timeline Group Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 800 $92.2K 0.07% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 793 $91.4K 0.02% -675 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 782 $90.1K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 769 $88.6K 0.02% -56 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 734 $84.5K <0.01% -675 13F-HR/A Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 700 $80.7K 0.05% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 684 $78.8K 0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 682 $78.6K +378 Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 655 $75.5K 0.07% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 650 $74.9K 0.02% +160 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 646 $74.4K 0.04% -17 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 645 $74.3K <0.01% +310 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 619 $71.3K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 610 $70.2K 0.02% +96 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 601 $69.3K 0.01% 0 13F-HR Timeline DUDLEY CAPITAL MANAGEMENT, LLC More: the full row for DUDLEY CAPITAL MANAGEMENT, LLC 560 $64.5K 0.03% +300 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 556 $64.1K 0.03% +75 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 541 $62K 0.01% +59 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 535 $61.7K 0.01% +100 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 514 $59.2K 0.01% +15 13F-HR/A Timeline Sachetta, LLC More: the full row for Sachetta, LLC 503 $58K 0.02% -625 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 503 $58K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 500 $57.6K 0.03% +67 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 489 $56.3K <0.01% +315 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 481 $55.4K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 474 $55K <0.01% -7,083 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 475 $54.7K 0.01% +12 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 466 $53K 0.02% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 457 $52.7K <0.01% +270 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 442 $50.9K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 441 $50.8K <0.01% +69 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 436 $50.2K <0.01% -246 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 435 $50.1K 0.02% +275 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 434 $50K 0.01% -1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 416 $47.9K 0.03% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 401 $46.2K 0.02% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 400 $46.1K 0.01% -40 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for OARSMAN CAPITAL, INC. 367 $42.3K 0.01% -134 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 366 $42.2K 0.03% 13F-HR/A Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 371 $42K 0.04% -550 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 364 $41.9K <0.01% +74 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 360 $41.3K <0.01% -3 13F-HR Timeline Group ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 357 $41.1K 0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 350 $40.4K <0.01% +3 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 345 $39.8K 0.01% +111 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 340 $39.2K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 330 $38K <0.01% +201 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 329 $37.9K <0.01% +221 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 322 $37.1K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 319 $36.7K <0.01% -8 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 315 $36.3K 0.01% +154 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 314 $36.2K <0.01% +26 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 314 $36.2K 0.01% -6 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 314 $36.2K 0.01% +111 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 310 $36K 0.01% 0 13F-HR Timeline Mizuho Bank, Ltd. in group MIZUHO FINANCIAL GROUP INC More: the full row for Mizuho Bank, Ltd. 310 $35.7K 0.01% +60 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 306 $35.3K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 305 $35.1K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 297 $35K 0.02% +4 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 301 $34.7K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. 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More: the full row for SOA Wealth Advisors, LLC. 288 $33.1K 0.01% +1 13F-HR/A Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 287 $33.1K 0.01% +53 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 287 $33.1K <0.01% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 288 $33K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 282 $32.5K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 281 $32.4K <0.01% +2 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 268 $30.9K <0.01% +64 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 252 $29K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 251 $28.9K 0.02% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 250 $28.8K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 248 $28.6K <0.01% -229 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 244 $28.1K <0.01% -100 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 241 $27.8K 0.01% +20 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 234 $26.9K 0.01% -29 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 228 $26.3K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 228 $26.3K 0.03% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 218 $25.1K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 210 $24.2K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 209 $24.1K 0.02% +190 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 206 $23.7K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 220 $23.4K 0.01% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 203 $23.4K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 174 $20.1K 0.02% 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 190 $19.7K <0.01% -8 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 168 $19.4K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 166 $19.1K <0.01% -533 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 175 $18.1K 0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 155 $17.9K 0.02% 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 150 $17.5K 0.01% 0 13F-HR/A Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 151 $17.4K <0.01% -460 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 148 $17.1K <0.01% +111 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 145 $16.7K <0.01% -3 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 140 $16K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 138 $15.9K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 137 $15.8K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 136 $15.7K <0.01% +20 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 136 $15.7K <0.01% -811 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 136 $15.7K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 135 $15.6K 0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 135 $15.6K 0.01% 0 13F-HR/A Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 131 $15.1K 0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 119 $14K <0.01% +117 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 121 $13.9K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 120 $13.8K 0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 114 $13.1K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 113 $13K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 119 $13K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 113 $13K 0.01% -39 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 112 $12.9K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 110 $12.7K 0.01% 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 107 $12.3K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 100 $11.5K 0.01% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $11.5K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 100 $11.5K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 100 $11.5K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 99 $11.4K <0.01% +19 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 99 $11.4K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 96 $11.1K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 96 $11.1K 0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 96 $11.1K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $11K 0.01% -10 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 95 $10.9K <0.01% -10 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 92 $10.6K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 90 $10.4K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 89 $10.3K <0.01% +19 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 89 $10.3K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 85 $9.85K <0.01% 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 82 $9.45K <0.01% -118 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 80 $9.22K 0.02% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 80 $9.22K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 79 $9.1K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 79 $9.1K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 79 $9.1K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 77 $8.87K 0.01% +47 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 76 $8.76K <0.01% -71 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 75 $8.64K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 75 $8.63K <0.01% +46 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 72 $8.3K 0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 71 $8.18K <0.01% +35 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 71 $8.18K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 70 $8.07K <0.01% +45 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 70 $8.07K <0.01% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 69 $8K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 61 $7K <0.01% +24 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 59 $6.8K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 59 $6.8K <0.01% 13F-HR Timeline