Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 678,267 $45.3M 0.65% new 13F-HR Timeline Group COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 337,725 $22.6M 5.28% +22,315 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 256,260 $17.1M 1.14% -18,113 13F-HR Timeline Ayalon Insurance Comp Ltd. More: the full row for Ayalon Insurance Comp Ltd. 235,250 $15.7M 1.3% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 190,101 $12.7M 0.09% +7,837 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 137,279 $9.17M 0.26% -71,970 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 128,470 $8.58M 0.85% +6,926 13F-HR Timeline PFW Advisors LLC More: the full row for PFW Advisors LLC 119,574 $7.99M 2.37% -22 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 115,601 $7.72M 0.56% -403 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 114,149 $7.62M 0.83% -2,326 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 111,743 $7.46M 0.16% -2,664 13F-HR Timeline LWM ADVISORS INC More: the full row for LWM ADVISORS INC 100,482 $6.71M 5.07% -91 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 98,671 $6.59M 0.17% +2,737 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 93,542 $6.25M 3.04% -291 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 91,251 $6.09M 1.56% +19,505 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 80,700 $5.39M 0.5% -15,527 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 80,684 $5.33M 1.34% 0 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 74,384 $4.97M 1.71% +32,561 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 59,864 $4M 0.63% -5,868 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 56,376 $3.77M 0.56% -4,046 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 52,296 $3.49M 0.53% -634 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 47,365 $3.16M 0.35% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 47,330 $3.16M 1.75% +828 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 47,132 $3.15M 0.45% 0 13F-HR Timeline ANB BANK More: the full row for ANB BANK 44,252 $2.96M 1.05% +32,063 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 43,066 $2.88M 0.08% -1,239 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 42,849 $2.86M 0.75% -252 13F-HR Timeline Friday Financial More: the full row for Friday Financial 41,866 $2.8M 0.55% +27,075 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 39,722 $2.65M 1.73% +1,532 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 39,714 $2.65M 0.07% +2,819 13F-HR Timeline CANANDAIGUA NATIONAL BANK & TRUST CO in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL BANK & TRUST CO 36,984 $2.47M 0.21% -170 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 32,857 $2.19M 0.08% +1,699 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 31,170 $2.08M 0.46% -523 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 29,689 $1.98M 1.01% -382 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 29,371 $1.96M 1.37% +480 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 28,519 $1.9M 1.17% +1,624 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 28,014 $1.89M 0.02% +17,433 13F-HR Timeline Trinity Financial Advisors LLC More: the full row for Trinity Financial Advisors LLC 23,097 $1.54M 0.4% 0 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 21,473 $1.43M 0.69% +750 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 17,050 $1.14M 0.07% -5 13F-HR Timeline ACT WEALTH MANAGEMENT, LLC More: the full row for ACT WEALTH MANAGEMENT, LLC 16,555 $1.11M 0.33% -360 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 15,202 $1.02M 0.24% -23 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 14,386 $961K 0.2% -328 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 13,876 $927K 0.04% 0 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 13,624 $910K 0.52% -100 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 13,568 $906K 0.36% -8 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 13,533 $904K 0.1% +38 13F-HR Timeline DECISION INVESTMENTS, INC More: the full row for DECISION INVESTMENTS, INC 13,432 $897K 0.83% -150 13F-HR Timeline Trust Co More: the full row for Trust Co 12,811 $856K 0.07% -338 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 11,960 $799K 0.17% -1,700 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 11,688 $781K 0.18% -65 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 11,561 $772K 0.43% 13F-HR Timeline BOYUM WEALTH ARCHITECTS LLC More: the full row for BOYUM WEALTH ARCHITECTS LLC 10,305 $697K 0.28% -800 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 10,311 $689K 0.12% +4,122 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 10,300 $688K 0.04% 0 13F-HR Timeline David J Yvars Group More: the full row for David J Yvars Group 10,045 $671K 0.31% +529 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 9,792 $654K 0.51% -1,037 13F-HR Timeline Adirondack Capital Advisors, LLC More: the full row for Adirondack Capital Advisors, LLC 9,610 $642K 0.33% -50 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9,586 $640K 0.18% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9,165 $612K 0.28% -195 13F-HR Timeline CogentBlue Wealth Advisors, LLC More: the full row for CogentBlue Wealth Advisors, LLC 8,911 $595K 0.55% -19 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 8,803 $588K 0.12% +134 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 8,301 $554K 0.27% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,069 $472K 0.05% -293 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,937 $463K 0.05% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,694 $447K 0.01% +521 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,674 $441K 0.01% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 6,471 $432K 0.08% +117 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,469 $432K 0.01% +206 13F-HR Timeline INTEGRATED CAPITAL MANAGEMENT, INC. More: the full row for INTEGRATED CAPITAL MANAGEMENT, INC. 6,371 $426K 0.31% +492 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5,848 $387K 0.02% +327 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 5,684 $380K 0.12% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 4,499 $300K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,415 $295K <0.01% -150 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,213 $281K 0.01% 0 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 4,064 $271K 0.11% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 3,847 $257K <0.01% +314 13F-HR Timeline Midwest Financial Partners Investments,… More: the full row for Midwest Financial Partners Investments, Inc. 3,787 $253K 0.1% 0 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 3,521 $235K 0.01% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,450 $230K 0.05% 0 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 2,998 $200K 0.05% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,280 $152K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,983 $132K 0.01% +1,444 13F-HR Timeline Group GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,689 $113K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,271 $84.9K 0.02% -19 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 1,230 $82.1K 0.05% new 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 1,180 $78.8K <0.01% -480 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 831 $55.5K 0.04% -37 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 627 $41.9K 0.03% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 400 $26.7K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 317 $21.2K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 315 $21K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 75 $5.01K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 16 $1.07K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 13 $868 <0.01% 0 13F-HR Timeline