Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 912 $44.7K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 880 $43.2K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 872 $42.8K 0.02% +3 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 847 $41.5K 0.02% +8 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 839 $41.1K 0.03% +778 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 844 $40.3K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 819 $40.2K 0.02% +351 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 800 $39.2K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 800 $39.2K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 800 $39.2K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 800 $39.2K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 794 $38.9K 0.01% -36 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 784 $38.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 762 $37.4K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 737 $36.1K <0.01% +41 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 734 $36K 0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 732 $35.9K 0.02% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 712 $34.9K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 708 $34.7K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 706 $34.6K <0.01% -28 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 699 $34.3K 0.01% +563 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 696 $34.1K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 686 $33.6K <0.01% +176 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 682 $33.4K <0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 642 $31.5K <0.01% +70 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 642 $31.5K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 642 $31.5K 0.01% -6 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 624 $31K <0.01% -28 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 615 $30.2K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 611 $30K 0.01% +255 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 610 $29.9K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 599 $29.4K <0.01% +2 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 584 $28.6K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 574 $27.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 544 $26.7K 0.01% 0 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 542 $26.6K 0.01% +12 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 546 $26K 0.01% +46 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 524 $25.7K 0.02% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 518 $25.4K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 506 $24.8K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 505 $24.8K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 500 $24.5K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 492 $24.1K 0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 479 $23.5K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 470 $23.1K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 465 $22.8K 0.01% +214 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 444 $21.8K 0.02% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 440 $21.6K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 433 $21.2K <0.01% +2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 430 $21.1K 0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 416 $20.4K <0.01% -102 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 413 $20.2K 0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 404 $19.8K <0.01% +30 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 404 $19.8K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 402 $19.8K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 400 $19.6K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 400 $19.6K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 400 $19.6K 0.01% -830 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 376 $18.4K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 373 $18.3K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 370 $18K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 411 $17K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 343 $16.8K <0.01% +23 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 336 $16.5K 0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 335 $16.4K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 330 $16K 0.01% +242 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 310 $15.2K <0.01% -64 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 306 $15K <0.01% 0 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 321 $15K <0.01% +21 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 299 $14.6K <0.01% +101 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 286 $14K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 284 $13.9K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 276 $13.5K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 267 $13.1K <0.01% +225 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 266 $13K 0.01% +11 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 279 $13K 0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 258 $12.7K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 246 $12.1K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 245 $12K 0.01% +197 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 248 $12K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 238 $11.7K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 232 $11.4K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 244 $11K <0.01% +56 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 214 $10.5K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 212 $10.4K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 207 $10.2K <0.01% -85 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 201 $9.86K <0.01% +35 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 197 $9.64K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 180 $8.83K <0.01% +46 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 180 $8.83K <0.01% 0 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 180 $8.83K 0.01% +22 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 166 $8.14K <0.01% +18 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 159 $7.8K <0.01% +27 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 158 $7.75K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 155 $7.6K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 148 $7.26K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 133 $6.61K <0.01% -1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 134 $6.58K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 131 $6.42K <0.01% +7 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 123 $6.03K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 120 $5.88K <0.01% -619 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 120 $5.88K 0.02% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 119 $5.84K <0.01% +19 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 118 $5.79K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 102 $5K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $4.9K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 98 $4.82K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 96 $4.71K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 92 $4.51K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 92 $4.51K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 89 $4.37K <0.01% +21 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 85 $4.17K <0.01% -16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 76 $3.73K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 74 $3.63K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 72 $3.53K <0.01% +13 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 62 $3.04K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 60 $2.94K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 60 $2.94K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 60 $2.94K <0.01% +4 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 69 $2.76K <0.01% -516 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 56 $2.75K <0.01% +9 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 54 $2.65K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 47 $2.31K <0.01% -4,572 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 45 $2.21K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 44 $2.14K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 52 $2K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 42 $2K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 40 $1.96K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 40 $1.91K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 36 $1.76K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 32 $1.57K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 32 $1.57K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 31 $1.55K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 31 $1.52K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $1.37K <0.01% +2 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 28 $1.37K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 26 $1.29K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 18 $883 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 16 $785 <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 14 $687 <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 14 $687 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 14 $669 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 11 $540 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 10 $491 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 10 $483 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $441 <0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8 $392 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 4 $196 <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% -14 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 20,238 $992 +80 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 307 $45 new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.