Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 456 $51.6K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 450 $50.9K 0.02% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 450 $50.9K 0.01% -300 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 447 $50.6K <0.01% +18 13F-HR Timeline Group MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 442 $50K 0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 441 $50K <0.01% +47 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 440 $50K <0.01% +21 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 430 $48.7K 0.02% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 417 $47.2K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 407 $46.1K <0.01% +152 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 404 $45.7K <0.01% -17 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 400 $45.3K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 400 $45.3K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 406 $45K 0.01% -2 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 377 $42.7K 0.01% -4 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 366 $41.4K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 358 $40.5K 0.01% +39 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 357 $40.4K <0.01% -93 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 352 $39.8K <0.01% +318 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 339 $38.4K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 332 $37.6K 0.02% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 330 $37.3K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 328 $37.1K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 327 $37K 0.03% +1 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 324 $36.7K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 320 $36.2K <0.01% -507 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 317 $35.9K 0.02% -846 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 315 $35.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Vision Retirement, LLC More: the full row for Vision Retirement, LLC 312 $35.3K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 310 $35.1K <0.01% +102 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 307 $34.7K 0.01% -8 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 300 $34K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 296 $33.5K 0.02% +9 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 295 $33.4K 0.01% new 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 276 $31.9K <0.01% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 277 $31.4K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 275 $31.1K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 270 $30.6K 0.02% -3 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 262 $30K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 261 $29.5K 0.02% +3 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 258 $29.2K <0.01% 0 13F-HR Timeline BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 253 $28.6K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 250 $28.3K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 252 $27.9K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 242 $27.4K 0.01% +102 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 232 $26.3K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 232 $26.3K 0.01% -2,477 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 231 $26.1K 0.01% -73 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 222 $25.1K 0.01% -1 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 222 $25.1K 0.02% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 222 $25.1K 0.02% +19 13F-HR/A Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 215 $24.3K 0.01% -10 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 212 $24K <0.01% +36 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 211 $23.8K 0.01% +2 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 207 $23.4K <0.01% +2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 205 $23K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 200 $22.9K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $22.6K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 200 $22.6K 0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 198 $22.4K 0.01% +2 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 198 $22.4K 0.02% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 197 $22.3K <0.01% +173 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 191 $21.6K 0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 186 $21.1K <0.01% +6 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 183 $20.8K 0.01% +113 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 181 $20.5K 0.01% 0 13F-HR Timeline Group Trust Co More: the full row for Trust Co 180 $20.4K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 176 $19.9K <0.01% +126 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 175 $19.8K 0.01% -70 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 174 $19.7K 0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 170 $19.2K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 169 $19.1K <0.01% +1 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 165 $18.7K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 165 $18.7K <0.01% +5 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 164 $18.6K <0.01% -4 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 163 $18.4K <0.01% -7 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 161 $18.2K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 153 $17.4K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 152 $17.1K <0.01% +3 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 150 $17K 0.01% 0 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 150 $17K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 146 $16.5K <0.01% +100 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 145 $16.4K <0.01% +16 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 136 $15.4K <0.01% +81 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 129 $14.6K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 127 $14.4K <0.01% +2 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 127 $14.4K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 124 $14.3K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 123 $13.9K <0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 123 $13.9K 0.01% +1 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 119 $13.5K 0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 116 $13.1K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 117 $13K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 112 $12.8K <0.01% -552 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 106 $12K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 104 $11.8K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 102 $11.5K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $11.3K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 100 $11.3K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 100 $11.3K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 98 $11.1K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 97 $11K 0.01% +15 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 96 $10.9K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 94 $10.6K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 89 $10.1K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 88 $10K <0.01% +1 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 87 $9.85K <0.01% -15,999 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 85 $9.51K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 83 $9.39K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 81 $9.17K <0.01% +1 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 80 $9.08K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 80 $9.05K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 80 $9.05K 0.01% +50 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 77 $9K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 75 $8.49K <0.01% 0 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 74 $8.38K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 71 $8.04K <0.01% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 72 $8K <0.01% -36 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 64 $7.24K 0.01% -5 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 63 $7.13K <0.01% -7 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 59 $6.68K <0.01% -478 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 59 $6.68K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 59 $6.68K <0.01% +5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 55 $6.23K <0.01% +54 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 51 $5.77K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 50 $5.66K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 50 $5.66K <0.01% +2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 50 $5.66K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $5.66K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 50 $5.66K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 48 $5.43K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 47 $5.32K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 46 $5.21K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 46 $5.21K <0.01% +17 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43 $4.87K <0.01% +15 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 42 $4.75K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 41 $4.64K <0.01% -1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 39 $4.41K <0.01% +12 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 38 $4.33K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 38 $4.3K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 36 $4.07K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 35 $3.96K <0.01% +15 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 33 $3.76K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 33 $3.73K <0.01% +6 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 32 $3.62K <0.01% +28 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 30 $3.42K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 30 $3.4K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $3.4K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 29 $3.28K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 28 $3.22K <0.01% -845 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 30 $3K <0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 25 $2.83K <0.01% -25 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 23 $2.6K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 22 $2.49K <0.01% new 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 20 $2.26K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 20 $2.26K <0.01% -165 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 20 $2.26K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $2.26K <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 19 $2.15K <0.01% +3 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 18 $2.04K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 16 $1.82K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 15 $1.72K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15 $1.7K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $1.7K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 15 $1.7K <0.01% +2 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 14 $1.58K <0.01% -5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $1.47K <0.01% -1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 12 $1.38K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 12 $1.36K <0.01% +2 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 10 $1.13K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 10 $1.13K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $1.13K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 9 $1.02K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 8 $906 <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 8 $905 <0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 7 $767 <0.01% +5 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 6 $679 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 5 $566 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 5 $566 <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 5 $566 <0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 4 $453 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $453 <0.01% +1 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 4 $453 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $423 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 3 $340 <0.01% -65 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3 $340 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $340 <0.01% -1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2 $226 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2 $226 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1 $113 <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.