Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 150 $21K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 144 $20.1K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 140 $19.6K 0.01% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 137 $19.2K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 136 $19K 0.01% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 135 $19K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 135 $18.9K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 120 $16.8K 0.02% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 117 $16.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 113 $15.8K 0.01% -5 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 112 $15.7K <0.01% +12 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 112 $15.7K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 105 $14.7K <0.01% -2 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 102 $14.3K <0.01% -36 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Capital Management More: the full row for Founders Capital Management 100 $14K 0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 98 $13.7K 0.01% 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 90 $12.6K 0.01% -110 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 90 $12.3K <0.01% +16 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 87 $12.2K <0.01% +70 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 86 $12K <0.01% -81 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 84 $11.7K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 82 $11.5K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $11.5K 0.01% -137 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 77 $11.3K <0.01% -15 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 81 $11.3K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 77 $10.8K <0.01% -1 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 77 $10.8K <0.01% new 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 76 $10.6K 0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 76 $10.6K <0.01% -51 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 72 $10.1K <0.01% +56 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $9.37K <0.01% -18 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 60 $8.39K <0.01% -8 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 60 $8.39K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 60 $8.39K <0.01% 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 57 $7.97K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 57 $7.97K 0.01% 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 55 $7.69K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 55 $7.69K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 53 $7.41K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 50 $7.09K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $6.99K <0.01% 0 13F-HR/A Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 50 $6.99K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 49 $6.84K <0.01% -15 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $6.57K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 47 $6.57K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 43 $6.01K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 40 $5.59K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 40 $5.59K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 38 $5.31K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 35 $5K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 36 $4.94K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 35 $4.89K <0.01% +26 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 35 $4.89K <0.01% -1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 35 $4.89K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 34 $4.75K <0.01% -99 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 31 $4.33K <0.01% -2 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 31 $4.33K <0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $4.2K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 30 $4.2K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 28 $3.92K <0.01% -9 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 27 $3.78K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 27 $3.77K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 25 $3.5K <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 25 $3.5K <0.01% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 23 $3.22K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 22 $3.08K <0.01% -1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 24 $3K <0.01% +12 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $3K <0.01% -11 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 21 $2.94K <0.01% -66 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $2.89K <0.01% +5 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 20 $2.8K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 18 $2.52K 0.11% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $2.38K <0.01% -25 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15 $2.1K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 15 $2.1K <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,440 $2.01K 0.07% 0 13F-HR/A Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $1.96K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13 $1.82K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 13 $1.82K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12 $1.68K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11 $1.54K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $1.54K <0.01% +3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $1.43K <0.01% -2 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $1.4K <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $1.4K <0.01% 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 10 $1.29K <0.01% +4 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10 $1.29K <0.01% +4 13F-HR Timeline Group LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 9 $1.26K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $1.26K <0.01% -15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.12K <0.01% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 7 $979 <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 7 $979 <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 6 $907 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 5 $700 <0.01% -28 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $699 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $699 <0.01% 0 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $699 <0.01% +1 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 4 $559 <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 4 $559 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $420 <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 2 $280 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $280 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2 $280 <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2 $280 <0.01% -77 13F-HR/A Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1 $140 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1 $140 <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 0 $34 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -44 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.