DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 700 $32.5K 0.01% -136 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 698 $32.5K <0.01% -5,960 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 695 $32.3K 0.01% +472 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 686 $31.9K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 669 $31.1K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 655 $30.4K <0.01% +27 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 644 $30K <0.01% -185 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 636 $29.6K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 633 $29.4K 0.01% 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 630 $29.3K <0.01% +449 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 624 $29K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 626 $29K <0.01% +50 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 611 $28.4K 0.02% -1 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 605 $28.1K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 600 $27.9K 0.01% -30 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 588 $27.3K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 585 $27.2K 0.01% -1,000 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 578 $26.9K 0.02% +337 13F-HR Timeline Trust Co More: the full row for Trust Co 575 $26.7K <0.01% -118 13F-HR Timeline TFC Financial Management, Inc. 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More: the full row for ATLAS CAPITAL ADVISORS INC. 272 $12.6K <0.01% 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 261 $12.1K 0.01% -39 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 259 $12K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 256 $11.9K 0.01% +98 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 252 $11.7K <0.01% -116 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 250 $11.6K <0.01% -5 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 250 $11.6K <0.01% -421 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 250 $11.6K <0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 250 $11.6K 0.01% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 243 $11K <0.01% +143 13F-HR/A Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 243 $11K <0.01% +4 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 235 $10.9K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 229 $10.6K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 228 $10.6K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 220 $10.2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. 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More: the full row for Johnson Financial Group, Inc. 181 $8.42K <0.01% -631 13F-HR Timeline Group Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 180 $8.37K 0.01% 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 171 $8.02K <0.01% new 13F-HR/A Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 160 $8K 0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 163 $7.58K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 159 $7.39K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 156 $7.29K <0.01% +1 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 153 $7.12K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 153 $7.12K <0.01% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 148 $6.88K 0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 142 $6.6K <0.01% +126 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 138 $6.4K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 137 $6.37K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 134 $6.23K <0.01% -8 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 115 $5.35K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 110 $5.12K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 110 $5.12K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. 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More: the full row for Turning Point Benefit Group, Inc. 77 $3.58K <0.01% +68 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 75 $3.49K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 70 $3.25K <0.01% +12 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 63 $2.93K <0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 62 $2.88K <0.01% -7 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 64 $2.84K <0.01% -53 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 60 $2.79K <0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 56 $2.6K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 54 $2.51K <0.01% +14 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 52 $2.42K <0.01% +21 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $2.33K <0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 50 $2.33K <0.01% 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 50 $2.33K <0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 47 $2.19K 0.01% -183 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 47 $2.19K <0.01% +26 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 44 $2.05K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 45 $2K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 43 $2K <0.01% +5 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 39 $2K <0.01% 0 13F-HR/A Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 40 $1.86K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 40 $1.86K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 40 $1.86K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 40 $1.86K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 39 $1.82K <0.01% 0 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 39 $1.81K <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 39 $1.81K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 35 $1.64K <0.01% -33 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 34 $1.58K <0.01% +29 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 33 $1.53K <0.01% -93 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 33 $1.53K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 31 $1.46K <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 31 $1.44K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 31 $1.44K <0.01% +6 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23 $1.07K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 23 $1.07K <0.01% +1 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 23 $1.07K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $1.02K <0.01% -79 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 21 $977 <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 20 $930 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 20 $918 <0.01% +7 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 17 $773 <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $744 <0.01% +4 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 10 $456 <0.01% 0 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 7 $326 <0.01% 0 13F-HR/A Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 7 $326 <0.01% 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5 $233 <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 5 $233 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $233 <0.01% -38 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $186 <0.01% -2 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3 $140 <0.01% 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 3 $140 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $108 <0.01% -3 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $93 <0.01% -6 13F-HR/A Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1 $47 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1 $47 <0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 1 $44 <0.01% 0 13F-HR Timeline 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.