HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 172 $39.6K 0.02% +70 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 167 $38.4K 0.01% +32 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 182 $38.3K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 163 $37.5K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 151 $34.7K <0.01% +100 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 150 $34.5K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 143 $32.9K 0.01% -23 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 137 $31.5K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 121 $27.8K 0.01% +78 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 120 $27.6K <0.01% +4 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 114 $26.2K <0.01% -2 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 112 $25.8K <0.01% new 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 110 $25.3K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 108 $24.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 107 $24.6K <0.01% +10 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 98 $22.5K 0.01% -4 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 95 $21.9K <0.01% -262 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 93 $21.4K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 93 $21K <0.01% -10,624 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 90 $20.7K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 78 $17.9K 0.01% +46 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 75 $17.3K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 75 $17.3K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 74 $17K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 74 $17K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 69 $16.9K <0.01% +7 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 73 $16.8K <0.01% +2 13F-HR Timeline MOTCO More: the full row for MOTCO 67 $15.4K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 66 $15K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 61 $14K <0.01% -2 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 59 $13.6K 0.01% -1 13F-HR Timeline BAYBAN More: the full row for BAYBAN 58 $13.3K 0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 53 $12.2K <0.01% -25 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 50 $11.5K <0.01% 0 13F-HR Timeline Korea Investment CORP More: the full row for Korea Investment CORP 50 $11.5K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 50 $11.5K <0.01% -6 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 49 $11.3K <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 48 $11K <0.01% +2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 47 $10.8K <0.01% +1 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 47 $10.8K <0.01% -10 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 45 $10.6K <0.01% -50 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. 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More: the full row for OAKWORTH CAPITAL, INC. 40 $9.2K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 40 $9.2K -697 Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 38 $8.74K <0.01% -103 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 38 $8.71K -13 Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 35 $8.18K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 35 $8.05K <0.01% +2 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 35 $8.05K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 33 $7.59K <0.01% 0 13F-HR Timeline NBH Bank More: the full row for NBH Bank 33 $7.59K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 32 $7.36K <0.01% +28 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 31 $7.13K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 29 $6.67K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 29 $6.67K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 27 $6.21K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 27 $6.21K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 27 $6.21K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 26 $5.98K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $5.75K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 23 $5.29K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 22 $5.06K <0.01% +7 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 22 $5.06K <0.01% +21 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 21 $4.9K <0.01% -13 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 21 $4.83K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 20 $4.6K <0.01% -8 13F-HR Timeline Group Napier Financial, LLC More: the full row for Napier Financial, LLC 20 $4.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 19 $4.37K <0.01% +14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 19 $4.37K <0.01% -1 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 18 $4.14K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 18 $4.14K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 15 $3.49K <0.01% -3 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 15 $3.45K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 14 $3.22K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13 $2.99K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 13 $2.99K <0.01% 0 13F-HR Timeline Group Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Planning Strategies Inc. 11 $2.53K <0.01% 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 10 $2.41K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 10 $2.3K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 10 $2.3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 10 $2.3K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 10 $2.3K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 9 $2.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $2K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 8 $1.84K <0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 8 $1.84K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8 $1.84K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 8 $1.84K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8 $1.84K <0.01% -88 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8 $1.74K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 7 $1.67K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7 $1.61K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 7 $1.61K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 7 $1.61K <0.01% +2 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 7 $1.61K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 6 $1.41K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6 $1.38K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6 $1.38K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 6 $1.38K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $1.23K <0.01% +1 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 5 $1.15K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 5 $1.15K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 5 $1.15K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 5 $1.15K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 5 $1.15K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $1K <0.01% -43 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $921 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $921 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 4 $921 <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $921 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $921 <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 4 $920 <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 4 $920 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 4 $920 <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 4 $920 <0.01% -10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 3 $691 <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3 $691 <0.01% -229 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 3 $691 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 3 $690 <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $690 <0.01% -1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 3 $690 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $690 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $550 <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $464 <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 2 $463 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $461 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $460 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 2 $460 <0.01% new 13F-HR/A Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $437 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $247 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $246 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1 $231 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 1 $231 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 1 $230 <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1 $230 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, 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 23 $18 -1 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 6 $505K new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.