ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 103 $8.28K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 103 $8.28K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $8.04K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 100 $8.04K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 100 $8.04K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 100 $8.04K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 100 $8.04K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 100 $8.04K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 100 $8.04K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $8.04K <0.01% -81 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 100 $8.04K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 95 $7.64K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 92 $7.39K <0.01% -12 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 90 $7.26K <0.01% -52 13F-HR Timeline Group FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 90 $7.24K <0.01% +40 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 90 $7.23K <0.01% +4 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 85 $7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 86 $6.91K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 86 $6.91K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 85 $6.83K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 79 $6.35K <0.01% +59 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 79 $6.35K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 75 $6.13K <0.01% -8 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 74 $5.95K <0.01% 0 13F-HR Timeline ALTRINSIC GLOBAL ADVISORS LLC More: the full row for ALTRINSIC GLOBAL ADVISORS LLC 74 $5.95K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 72 $5.79K <0.01% +44 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 73 $5.71K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 71 $5.71K <0.01% +25 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 66 $5.42K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 66 $5.3K <0.01% 0 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 66 $5.3K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 65 $5.22K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 64 $5.15K <0.01% +1 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 63 $5.06K <0.01% +19 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 60 $4.82K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 60 $4.82K <0.01% -173 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 57 $4.58K <0.01% -2,141 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 56 $4.5K <0.01% -83 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 55 $4.42K <0.01% -15,214 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 55 $4.42K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 48 $4.39K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 52 $4.18K <0.01% +33 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 52 $4.18K <0.01% -441 13F-HR Timeline Group SFAM, LLC More: the full row for SFAM, LLC 50 $4.02K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 50 $4.02K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 50 $4.02K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 48 $3.86K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 47 $3.78K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 46 $3.7K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 45 $3.62K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 43 $3.46K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 43 $3.46K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 40 $3.29K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 40 $3.21K <0.01% -139 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 40 $3.21K <0.01% +37 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 39 $3.13K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 39 $3.13K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 36 $2.89K <0.01% -81 13F-HR Timeline BAYBAN More: the full row for BAYBAN 36 $2.89K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 35 $2.81K <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 32 $2.57K <0.01% -16 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 32 $2.57K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 32 $2.55K <0.01% +29 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 31 $2.55K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 31 $2.49K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 30 $2.41K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 30 $2.41K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 28 $2.25K <0.01% new 13F-HR/A Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $2.25K <0.01% +26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 26 $2.09K <0.01% -9 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 30 $2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 24 $1.93K <0.01% -22 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 24 $1.93K <0.01% +2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 24 $1.93K <0.01% +9 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 23 $1.85K <0.01% -3 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 21 $1.69K <0.01% -171 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 21 $1.69K <0.01% -40 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20 $1.61K <0.01% +6 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 20 $1.61K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 20 $1.59K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 19 $1.53K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 19 $1.53K <0.01% -127 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 18 $1.46K <0.01% -25 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 18 $1.45K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 18 $1.41K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 17 $1.37K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 16 $1.29K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 16 $1.29K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 15 $1.21K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 14 $1.1K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 13 $1.04K <0.01% -2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 13 $1.02K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 12 $1K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 15 $1K <0.01% -148 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 12 $965 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 11 $914 <0.01% -10 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11 $885 <0.01% -14 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 11 $885 <0.01% 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 10 $804 <0.01% 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8 $650 <0.01% -12 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 8 $643 <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 7 $563 <0.01% -8 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 6 $499 <0.01% -34,843 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 6 $482 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 5 $402 <0.01% 0 13F-HR/A Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 5 $402 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4 $322 <0.01% -15,438 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 4 $322 <0.01% -1 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $322 <0.01% -62 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 4 $297 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $241 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1 $91 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1 $80 <0.01% 0 13F-HR Timeline First Pacific Advisors, LP More: the full row for First Pacific Advisors, LP 1 $80 <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 0 $32 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 0 $18 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 0 $15 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.