Wellington Grp LLC More: the full row for Wellington Grp LLC 1,603 $81.4K 0.03% 13F-HR/A Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,530 $77.7K 0.03% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,505 $76.4K 0.02% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 1,493 $75.8K 0.05% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,478 $75.1K 0.01% +520 13F-HR Timeline VISTA INVESTMENT PARTNERS LLC More: the full row for VISTA INVESTMENT PARTNERS LLC 1,450 $73.6K 0.02% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,244 $73K <0.01% +334 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,420 $72.1K 0.01% -490 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,417 $72K 0.01% +23 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,407 $71.5K 0.01% +138 13F-HR Timeline City State Bank More: the full row for City State Bank 1,401 $71.2K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,111 $70.7K 0.01% -52 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 1,307 $66.4K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,300 $66K 0.06% +83 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,083 $66K 0.05% -606 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 1,297 $65.9K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,272 $64.6K 0.02% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,265 $64.2K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 1,269 $64K 0.01% -2 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,292 $63K 0.02% -65 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,215 $61.7K +5 Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,200 $60.9K 0.03% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,200 $60.9K 0.02% -700 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,186 $60K 0.01% -5,333 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,149 $58.4K 0.01% +810 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,137 $57.7K 0.02% +633 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. 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More: the full row for DAGCO, INC. 1,010 $51.3K 0.01% +24 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 1,000 $50.8K 0.01% -17 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 996 $50.6K 0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 984 $50K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 968 $49.2K 0.03% -154 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 949 $48.2K 0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 867 $47.2K <0.01% +145 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 924 $46.9K 0.01% +176 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 895 $45.5K 0.01% new 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 875 $44.4K 0.02% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 871 $44.2K <0.01% +24 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 869 $44.1K 0.02% +395 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 843 $42.8K <0.01% -27 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 843 $42.8K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 828 $42.1K 0.01% +202 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 821 $41.7K 0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 792 $40.2K 0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 778 $39.5K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 763 $38.8K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 750 $38.1K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 750 $38.1K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 737 $37.4K 0.01% +3 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 730 $37.1K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 724 $36.8K 0.02% -1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 718 $36.5K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 700 $35.6K 0.04% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 700 $35.6K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 699 $35.5K <0.01% -278 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 670 $34K <0.01% -36 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 665 $33.8K 0.02% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 478 $24.3K <0.01% +231 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 400 $24.3K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 469 $23.8K 0.01% +1 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 450 $22.9K <0.01% -1,150 13F-HR Timeline Group ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 446 $22.7K 0.02% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 446 $22.7K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 442 $22.4K 0.01% -45 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for Vermillion Wealth Management, Inc. 410 $20.8K 0.01% +56 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 401 $20.4K 0.02% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 400 $20.3K <0.01% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 399 $20.3K <0.01% 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 394 $20K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 392 $19.9K 0.01% +38 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 390 $19.8K <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 390 $19.8K 0.01% 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 389 $19.8K 0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 384 $19.5K 0.01% +300 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 320 $19K 0.03% +1 13F-HR/A Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 368 $18.7K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 367 $18.6K <0.01% -5 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 365 $18.5K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 360 $18.3K 0.01% +9 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 350 $18K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 426 $17.8K <0.01% +296 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 350 $17.8K <0.01% +100 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 343 $17.4K 0.01% +144 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 339 $17.2K 0.01% -933 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 325 $16.5K 0.01% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 310 $15.7K <0.01% -905 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 309 $15.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 304 $15.4K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 300 $15.2K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 296 $15K <0.01% -4,270 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 296 $15K <0.01% -59 13F-HR Timeline McMillan Office, Inc. 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More: the full row for PEOPLES FINANCIAL SERVICES CORP. 268 $13.6K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 264 $13.4K 0.01% -1,287 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 264 $13.4K 0.01% 13F-HR/A Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 261 $13.3K 0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 260 $13.2K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 253 $12.8K 0.01% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 250 $12.7K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 250 $12.7K 0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 250 $12.7K 0.01% +110 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 246 $12.5K <0.01% -6 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 244 $12.4K 0.01% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 243 $12.3K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 234 $11.9K 0.01% +109 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 232 $11.8K <0.01% -10 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 227 $11.5K <0.01% +101 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 226 $11.5K <0.01% -8 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 217 $11K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 177 $10.7K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 211 $10.7K <0.01% -31 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 211 $10.7K <0.01% +1 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 205 $10.4K <0.01% +128 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 204 $10.4K <0.01% +90 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 204 $10.3K <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 201 $10.2K 0.01% -14 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 200 $10.2K <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 200 $10.2K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 200 $10.1K <0.01% -8,399 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 198 $10.1K <0.01% +66 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 197 $10K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 211 $10K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 182 $9.24K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 176 $8.95K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 176 $8.94K <0.01% -105 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 173 $8.79K <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 171 $8.69K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 171 $8.69K <0.01% -19 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 164 $8.33K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 163 $8.28K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 157 $7.99K <0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 155 $7.87K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. 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