Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 25 $1.88K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 23 $1.73K <0.01% 0 13F-HR/A Timeline Avalon Trust Co More: the full row for Avalon Trust Co 23 $1.73K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 23 $1.73K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 20 $1.5K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 20 $1.5K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 19 $1.43K <0.01% 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 18 $1.35K <0.01% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 18 $1.35K <0.01% 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 13 $975 <0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 13 $975 <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 13 $975 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 12 $900 <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 11 $825 <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 10 $751 <0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 10 $750 <0.01% +5 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10 $750 <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $750 <0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 9 $675 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9 $675 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 8 $633 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 8 $633 <0.01% 0 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 7 $525 <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 7 $491 <0.01% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 6 $456 <0.01% 0 13F-HR/A Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6 $450 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 6 $450 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6 $450 <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 6 $450 <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 5 $388 <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $375 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $375 <0.01% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 3 $225 <0.01% -297 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $150 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2 $150 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $115 0.01% -1,623 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Bollard Group LLC More: the full row for Bollard Group LLC 3 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 3,291 $247M 0 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.