Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 13,349 $442K 0.21% 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 12,833 $425K 0.11% +1,910 13F-HR Timeline Group Aurelius Family Office LLC More: the full row for Aurelius Family Office LLC 12,421 $423K 0.18% -7 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 12,702 $420K <0.01% +12,581 13F-HR/A Timeline Group SOL Capital Management CO More: the full row for SOL Capital Management CO 12,365 $409K 0.04% 0 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 12,355 $409K 0.3% +3,272 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 12,267 $406K 0.26% +380 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 12,214 $404K <0.01% -26,991 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 12,192 $403K <0.01% +894 13F-HR Timeline Group Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,129 $401K <0.01% new 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 11,762 $389K 0.25% 0 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 11,568 $383K <0.01% +25 13F-HR Timeline Group Donalies Financial Planning, LLC More: the full row for Donalies Financial Planning, LLC 11,110 $368K 0.31% 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,088 $367K 0.02% new 13F-HR Timeline TCFG WEALTH MANAGEMENT, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG WEALTH MANAGEMENT, LLC 10,802 $357K 0.14% -718 13F-HR Timeline Group McGrath & Associates, Inc. More: the full row for McGrath & Associates, Inc. 10,798 $357K 0.51% +339 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 10,746 $355K 0.01% new 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 10,636 $352K 0.29% +1,195 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 10,629 $352K 0.05% 0 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 10,500 $347K 0.04% 0 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 10,436 $345K <0.01% -8,462 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 10,161 $336K <0.01% 0 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 10,112 $334K <0.01% +1,559 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 9,802 $324K 0.08% -5,649 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 9,614 $318K <0.01% +161 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 9,460 $313K 0.16% +870 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 9,320 $308K <0.01% +6 13F-HR Timeline TIAA TRUST, NATIONAL ASSOCIATION in group TIAA More: the full row for TIAA TRUST, NATIONAL ASSOCIATION 9,059 $300K <0.01% 0 13F-HR Timeline Group Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 8,951 $296K 0.03% -955 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 8,808 $291K <0.01% +455 13F-HR Timeline EVOKE WEALTH, LLC More: the full row for EVOKE WEALTH, LLC 8,807 $291K 0.01% -170 13F-HR Timeline TANDEMGROWTH FINANCIAL ADVISORS LLC More: the full row for TANDEMGROWTH FINANCIAL ADVISORS LLC 8,773 $290K 0.25% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 8,509 $281K 0.01% +7,394 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 8,482 $281K 0.01% -433 13F-HR Timeline Riverbend Wealth Management, LLC More: the full row for Riverbend Wealth Management, LLC 8,385 $277K 0.17% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 8,384 $277K 0.02% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 8,006 $265K <0.01% new 13F-HR Timeline Group GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 7,960 $263K <0.01% 13F-HR Timeline Group NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 7,885 $261K <0.01% +450 13F-HR Timeline Group Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,818 $259K 0.02% +49 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 7,706 $255K 0.07% +220 13F-HR Timeline Babb Wealth Advisors LLC More: the full row for Babb Wealth Advisors LLC 7,485 $248K 0.14% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 7,420 $245K 0.01% -277 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 7,308 $242K 0.01% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 7,105 $235K 0.03% 0 13F-HR Timeline OneAscent Family Office, LLC in group OneAscent Financial Services … More: the full row for OneAscent Family Office, LLC 7,101 $235K 0.16% +44 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 7,088 $234K 0.02% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 6,944 $230K 0.02% -735 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 6,937 $229K 0.01% new 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 6,900 $228K 0.15% 0 13F-HR Timeline SB Capital Management Inc More: the full row for SB Capital Management Inc 6,765 $224K 0.08% 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,625 $219K 0.01% +28 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 6,619 $219K 0.07% +41 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 6,560 $217K 0.06% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 6,439 $213K 0.02% +143 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 6,424 $213K 0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 6,390 $211K 0.1% 0 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 6,384 $211K 0.03% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6,282 $208K 0.02% +1,552 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 6,247 $207K 0.06% 0 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 6,399 $205K 0.08% 0 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6,204 $205K 0.04% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 5,889 $195K 0.03% 0 13F-HR Timeline Group SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 5,888 $195K 0.02% -1,702 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 5,831 $193K <0.01% +1,030 13F-HR Timeline Group MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 5,401 $179K 0.06% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,231 $173K <0.01% +2,207 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5,208 $172K 0.06% +32 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 5,150 $170K 0.16% 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 4,602 $152K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 4,572 $151K 0.09% -218 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 4,094 $135K 0.05% +13 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 3,887 $129K 0.04% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3,804 $126K 0.05% -177 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,522 $117K <0.01% +895 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 3,490 $115K <0.01% -559 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 3,480 $115K 0.11% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,319 $110K <0.01% +2,462 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,122 $103K 0.02% 0 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 3,120 $103K <0.01% new 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 2,741 $90.7K 0.01% 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 2,706 $89.5K 0.05% +17 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,649 $87.6K <0.01% -855 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,601 $86K 0.04% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,577 $85.2K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 2,427 $80.3K 0.01% +11 13F-HR Timeline BankChampaign, National Association More: the full row for BankChampaign, National Association 501 $75.4K 0.07% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,217 $73.3K 0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,096 $69.3K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,084 $68.9K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1,581 $52.3K 0.02% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,405 $46.5K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,335 $44.2K 0.01% +624 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,125 $37.2K 0.03% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,089 $36K <0.01% +852 13F-HR Timeline Group ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 1,023 $33.8K 0.02% +981 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,000 $33.1K 0.01% 0 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 912 $30.2K <0.01% -5 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 681 $22.5K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 637 $21.1K <0.01% +4 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 617 $20.4K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 546 $18.1K <0.01% new 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 529 $17.5K <0.01% +3 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 495 $16.4K 0.01% 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 440 $14.6K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 380 $12.6K <0.01% 0 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 366 $12.1K <0.01% -522 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 346 $11.4K <0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 346 $11.4K <0.01% -1,297 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 325 $10.8K <0.01% -525 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 287 $9.49K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 283 $9.37K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 260 $8.84K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 238 $7.87K <0.01% +50 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 223 $7.38K <0.01% -20 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 222 $7K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 180 $6K <0.01% new 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 172 $5.69K <0.01% -20 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 169 $5.59K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 151 $5.02K <0.01% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 136 $4K <0.01% new 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 110 $3.64K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 46 $1.52K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 34 $1.12K <0.01% 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 30 $992 <0.01% -130 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 27 $893 <0.01% -29 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 23 $748 <0.01% +1 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1 $33 <0.01% -5,768 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.