Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 2,051 $276K 0.19% new 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 2,046 $276K 0.02% new 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 2,038 $275K 0.14% +338 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 2,292 $274K 0.01% 0 13F-HR Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 2,038 $274K 0.01% 0 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,000 $271K 0.01% +198 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,009 $271K 0.03% 0 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 2,008 $270K <0.01% -34 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 1,988 $268K 0.01% -65 13F-HR Timeline Laird Norton Wetherby Trust Company, LLC in group Laird Norton Wetherby Trust C… More: the full row for Laird Norton Wetherby Trust Company, LLC 1,969 $267K 0.01% -721 13F-HR Timeline Group INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,950 $261K 0.02% -319 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 1,924 $259K 0.03% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,917 $258K 0.01% new 13F-HR Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 1,904 $256K 0.18% 0 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 1,886 $256K <0.01% +20 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,872 $252K <0.01% -23,746 13F-HR Timeline Redwood Wealth Management Group, LLC More: the full row for Redwood Wealth Management Group, LLC 1,850 $249K 0.11% 0 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 1,848 $249K 0.01% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,847 $249K 0.01% new 13F-HR/A Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,846 $249K 0.03% +3 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 1,839 $248K <0.01% 0 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 1,824 $246K 0.04% -108 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 1,823 $245K 0.12% -186 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 1,822 $245K 0.01% new 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 1,810 $244K 0.11% 0 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 1,801 $243K 0.02% -1,147 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 1,795 $242K 0.02% new 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 1,791 $241K 0.02% -400 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 1,785 $240K 0.01% 0 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 1,777 $239K 0.03% new 13F-HR Timeline BROWN WEALTH MANAGEMENT, LLC More: the full row for BROWN WEALTH MANAGEMENT, LLC 1,772 $239K 0.06% +24 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 1,758 $236K 0.01% new 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 1,750 $236K 0.06% 0 13F-HR Timeline Group Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 1,745 $235K 0.02% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 1,742 $235K 0.06% new 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 1,732 $233K <0.01% new 13F-HR Timeline Group Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 1,722 $232K 0.03% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,715 $231K 0.02% +13 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,747 $231K 0.01% new 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 1,711 $230K 0.13% -624 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 1,704 $229K <0.01% -564 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,700 $229K <0.01% -858 13F-HR Timeline Amplify Investments, LLC More: the full row for Amplify Investments, LLC 1,700 $229K 4.1% 0 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 1,694 $228K <0.01% +6 13F-HR Timeline BALANCED WEALTH GROUP LLC More: the full row for BALANCED WEALTH GROUP LLC 1,648 $222K 0.08% new 13F-HR Timeline Columbia Asset Management More: the full row for Columbia Asset Management 1,633 $220K 0.04% new 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 1,632 $220K 0.19% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,608 $217K 0.01% -250 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 1,606 $216K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,605 $216K <0.01% -585 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 1,599 $215K <0.01% new 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 1,598 $215K <0.01% new 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 1,578 $213K <0.01% -297 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 1,576 $212K 0.1% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 1,558 $210K 0.01% -410 13F-HR Timeline Group Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 1,541 $208K 0.04% new 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 1,540 $207K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,537 $207K <0.01% +15 13F-HR Timeline Aristotle Capital Management, LLC in group ARISTOTLE INVESTMENT SERVICES… More: the full row for Aristotle Capital Management, LLC 1,532 $206K <0.01% new 13F-HR Timeline Group NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 1,527 $206K <0.01% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 1,526 $205K <0.01% -214 13F-HR Timeline Group Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 1,513 $204K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,509 $203K 0.01% +7 13F-HR Timeline Group Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 1,500 $202K 0.02% new 13F-HR Timeline Williams Jones Wealth Management, LLC. More: the full row for Williams Jones Wealth Management, LLC. 1,500 $202K <0.01% new 13F-HR Timeline Greenland Capital Management LP More: the full row for Greenland Capital Management LP 1,500 $202K 0.04% -2,500 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,437 $194K 0.01% +59 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,412 $190K 0.02% -56 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1,386 $187K 0.01% +17 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,374 $185K <0.01% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,374 $185K 0.05% +14 13F-HR Timeline Group True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 1,361 $183K 0.01% -520 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,346 $181K 0.01% +238 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,208 $163K <0.01% +66 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,110 $149K 0.01% -65 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,104 $149K 0.01% +1 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,100 $148K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,005 $136K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 992 $134K <0.01% -17 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 952 $128K 0.01% 0 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 870 $117K 0.03% +848 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,184 $114K 0.04% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 802 $108K 0.04% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 764 $103K 0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 726 $97.8K <0.01% +30 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 725 $97.6K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 712 $95.9K <0.01% +276 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 704 $94.8K <0.01% +22 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 679 $91.4K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 657 $88.5K <0.01% -355 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 656 $87.8K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 641 $86.3K 0.02% +2 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 570 $76.8K <0.01% 0 13F-HR Timeline Group Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 555 $74.9K 0.01% new 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 551 $74.2K 0.02% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 546 $73.5K 0.02% new 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 542 $73K 0.01% +7 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 537 $72.3K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 533 $71.8K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 512 $69K 0.01% -83 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 500 $67.3K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 500 $67.3K <0.01% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 500 $67.3K 0.02% new 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 490 $66K <0.01% -13 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 487 $65.6K <0.01% -241 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 475 $64K 0.04% -422 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 469 $63.2K 0.01% +2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 459 $61.8K 0.02% 0 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 440 $59.3K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 439 $59.1K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 432 $58.2K <0.01% +102 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 418 $56.3K 0.05% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 417 $56.2K 0.02% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 416 $56K 0.01% +3 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 375 $52K <0.01% -4 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 355 $47.8K 0.01% -9 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 350 $47.1K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 349 $47K <0.01% -57 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 343 $46.2K <0.01% +4 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 308 $41.4K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 307 $41.3K <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 304 $40.9K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 301 $40.5K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 298 $40.1K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 295 $39.7K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 276 $37.2K 0.01% +2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 275 $37K 0.01% 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 269 $36K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 265 $35.7K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 254 $34.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 252 $33.9K <0.01% -95 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 250 $33.7K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 250 $33.7K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 250 $33.7K 0.03% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 249 $33.5K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 240 $32.3K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 238 $32.1K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 220 $29.6K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 205 $27.6K 0.02% 13F-HR/A Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 200 $26.9K 0.09% 0 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 197 $26.5K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 193 $26K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 181 $24.4K 0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 175 $23.6K 0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 174 $23.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 146 $23.3K <0.01% -2,259 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 159 $21.3K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 150 $20.2K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $20.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 150 $20.2K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 146 $19.7K 0.02% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 140 $18.9K <0.01% +41 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 126 $17K <0.01% +85 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 125 $16.8K <0.01% +50 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 125 $16.8K <0.01% +1 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 125 $16.8K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 125 $16.8K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 124 $16.7K 0.01% -120 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 122 $16.4K 0.01% -46 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 121 $16.3K <0.01% new 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 119 $16K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 117 $16K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 107 $14.4K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 106 $14.3K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 100 $13.5K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 98 $13.2K <0.01% +6 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 98 $13.2K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 96 $12.9K <0.01% +9 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 95 $12.8K <0.01% +2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 93 $12.5K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 87 $12K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 88 $11.9K <0.01% 0 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 85 $11.4K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 83 $11.2K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 82 $11.1K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 82 $11K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 80 $10.8K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 78 $10.5K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 75 $10.1K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 72 $9.7K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 71 $9.56K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 68 $9.16K 0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 66 $8.89K 0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 65 $8.75K <0.01% -6 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 64 $8.68K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 64 $8.62K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 60 $8.08K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 60 $8.08K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 56 $7.47K <0.01% -14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 54 $7.27K <0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 54 $7K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 51 $6.87K <0.01% +6 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 50 $6.73K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 50 $6.73K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 50 $6.73K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 50 $6.73K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 50 $6.73K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $6.62K <0.01% +16 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 49 $6.6K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 48 $6.46K <0.01% new 13F-HR Timeline