TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $237K 0.02% -23 13F-HR Timeline Group Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,998 $237K 0.03% +154 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 1,995 $237K 0.02% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,988 $236K 0.01% -733 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,980 $235K 0.02% 0 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,958 $232K 0.02% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,952 $232K <0.01% -1,161 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 1,949 $231K 0.01% -57 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,934 $230K <0.01% +553 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 1,935 $230K 0.01% -18 13F-HR Timeline Cardinal Point Capital Management ULC More: the full row for Cardinal Point Capital Management ULC 1,920 $228K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,920 $228K <0.01% +3 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,919 $228K 0.01% +357 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,897 $225K 0.01% new 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 1,897 $225K 0.01% 0 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 1,893 $225K 0.01% new 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 1,877 $223K 0.09% +3 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 1,866 $222K 0.12% -5 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 1,858 $221K <0.01% -555 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 2,141 $221K 0.01% new 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,857 $220K 0.01% -91 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,844 $219K 0.03% +223 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,828 $217K 0.01% -9 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 1,821 $216K 0.01% -498 13F-HR Timeline COMMERZBANK AKTIENGESELLSCHAFT /FI More: the full row for COMMERZBANK AKTIENGESELLSCHAFT /FI 1,812 $215K <0.01% -85 13F-HR Timeline IMC-Chicago, LLC More: the full row for IMC-Chicago, LLC 1,808 $215K <0.01% -103,900 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,806 $214K <0.01% -17 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 1,800 $214K 0.03% new 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 1,786 $212K 0.23% 13F-HR Timeline W.G. Shaheen & Associates DBA Whitney &… More: the full row for W.G. Shaheen & Associates DBA Whitney & Co 1,783 $212K 0.02% 0 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 1,781 $211K 0.02% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,751 $208K 0.01% -6,138 13F-HR Timeline KORNITZER CAPITAL MANAGEMENT INC /KS More: the full row for KORNITZER CAPITAL MANAGEMENT INC /KS 1,748 $208K <0.01% -105 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,747 $207K 0.01% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 1,744 $207K 0.07% new 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,740 $207K 0.04% +135 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,729 $205K 0.01% +116 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,726 $205K 0.02% new 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,709 $203K 0.04% new 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 1,693 $201K 0.01% -3,888 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,670 $198K 0.03% -2 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,664 $198K 0.01% +219 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,684 $197K <0.01% +481 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,650 $196K 0.02% +270 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,641 $195K 0.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,623 $193K 0.02% +135 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,612 $191K 0.19% new 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,602 $190K 0.01% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 1,550 $184K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,525 $181K 0.02% -12 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,404 $167K 0.02% +269 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,307 $155K 0.01% +500 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,287 $153K 0.01% +479 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 1,250 $148K 0.01% 0 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,239 $147K 0.01% +1,179 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,234 $145K 0.01% +187 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,223 $145K 0.01% +821 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,147 $136K 0.04% +13 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,080 $128K <0.01% +439 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,068 $127K <0.01% -155 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,050 $125K 0.07% -4,975 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,025 $122K 0.02% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 1,000 $119K 0.06% -240 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 939 $112K <0.01% +116 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 930 $110K 0.1% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 926 $110K 0.03% -379 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 910 $108K 0.04% -100 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 890 $106K 0.07% -65 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 873 $104K 0.08% -12 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 870 $103K 0.12% +187 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 873 $102K 0.02% -227 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 830 $98.5K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 777 $92.2K <0.01% -115 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 770 $91.4K 0.05% +6 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 741 $88K 0.01% -52 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 708 $84.1K 0.03% -391 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 632 $75K 0.02% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 604 $70.8K 0.05% -17 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 584 $69.3K <0.01% 0 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 575 $68.3K <0.01% -50 13F-HR Timeline Group MOTCO More: the full row for MOTCO 561 $66.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 556 $66K 0.01% -68 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 555 $65.9K <0.01% -15 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 542 $64.4K <0.01% -12 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 534 $63.4K 0.01% +199 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 525 $62.3K 0.03% -7,135 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 515 $61.3K 0.01% -15 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 505 $60K 0.03% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 500 $59.4K 0.01% -1,641 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 500 $59.4K 0.04% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 478 $56.8K 0.01% +4 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 449 $53.3K <0.01% +40 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 447 $53.1K 0.01% +140 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 447 $53K 0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 408 $48.4K 0.01% -10 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 407 $48.3K 0.03% -2 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 401 $47.6K <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 400 $47.5K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 388 $46K <0.01% +11 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 371 $44K 0.02% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 364 $43.2K 0.01% +134 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 363 $43.1K <0.01% +23 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 354 $42K <0.01% -107 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 352 $41.8K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 351 $41.7K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 336 $39.9K <0.01% -4,247 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 334 $39.7K 0.02% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 321 $38.1K 0.02% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 316 $37.5K <0.01% +40 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 300 $35.6K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 298 $35.3K 0.02% +2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 293 $34.8K 0.01% +4 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 282 $33.5K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 280 $33.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 269 $31.9K 0.01% -79 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 267 $31.7K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 266 $31.6K 0.01% 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 263 $31K <0.01% +7 13F-HR Timeline Trust Co More: the full row for Trust Co 253 $30K <0.01% +105 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 252 $29.9K <0.01% +97 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 232 $27.6K 0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 227 $27K 0.01% +1 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 225 $26.7K <0.01% -5 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 217 $25.8K <0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 209 $24.8K 0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 202 $24K 0.01% -64 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 200 $23.7K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 199 $23.6K 0.01% +191 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 197 $23.4K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 195 $23K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 193 $22.9K <0.01% +4 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 186 $22K 0.01% +1 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 184 $21.8K <0.01% +90 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 183 $21.7K <0.01% +81 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 177 $21K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 182 $21K 0.01% -156 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 176 $20.9K 0.03% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 174 $20.7K <0.01% +11 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 167 $19.8K 0.01% +102 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 165 $19.6K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 162 $19K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 161 $19K 0.01% 0 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 154 $18.3K <0.01% -39 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 152 $18K <0.01% 0 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 149 $17.7K <0.01% +9 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 149 $17.7K <0.01% -7 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 148 $17.6K <0.01% -204 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 147 $17.5K <0.01% -1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 145 $17.2K 0.01% +25 13F-HR/A Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 147 $17K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 146 $17K 0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 140 $16.6K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 139 $16.6K <0.01% -100 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 139 $16.5K <0.01% +11 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 137 $16.3K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 134 $16K <0.01% +95 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 133 $15.8K <0.01% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 124 $14.7K <0.01% new 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 123 $14.6K 0.01% +116 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 122 $14.4K 0.01% -50 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 120 $14.2K <0.01% -15 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 116 $13.8K 0.01% -14 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 114 $13.5K 0.01% -2 13F-HR Timeline BAYBAN More: the full row for BAYBAN 114 $13.5K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 105 $12.5K <0.01% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 102 $12.1K <0.01% +15 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $11.9K <0.01% new 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 100 $11.9K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 100 $11.9K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $11.9K <0.01% -5,422 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 100 $11.9K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 100 $11.9K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 99 $11.8K <0.01% +5 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 99 $11.8K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 97 $11.5K <0.01% +15 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 96 $11.5K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 96 $11.4K <0.01% +58 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95 $11.3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 88 $10.5K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 80 $10.1K <0.01% -24 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 85 $10.1K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 85 $10.1K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 83 $9.86K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 80 $9.5K <0.01% -33 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 82 $9.49K <0.01% +12 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 77 $9.14K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 77 $9.14K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 76 $9.1K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 75 $9K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 75 $8.9K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 74 $8.79K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 71 $8.43K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 70 $8.31K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 68 $8.11K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 67 $7.96K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 66 $7.84K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 66 $7.78K <0.01% new 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 65 $7.72K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 64 $7.6K <0.01% new 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 63 $7.49K <0.01% new 13F-HR Timeline Group