General Partner, Inc. More: the full row for General Partner, Inc. 600 $145K 0.09% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 589 $145K 0.06% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 596 $144K 0.01% -25 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 573 $139K 0.11% +7 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 571 $138K 0.02% -97 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 570 $138K 0.05% 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 563 $136K 0.06% +100 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 560 $136K <0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 558 $135K 0.09% -465 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 551 $133K 0.09% -113 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 547 $133K 0.02% -140 13F-HR Timeline Group Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 545 $132K 0.07% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 544 $132K 0.11% 0 13F-HR Timeline Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 535 $130K 0.07% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 533 $129K 0.04% +28 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 533 $129K 0.03% +270 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 530 $128K 0.03% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 521 $126K 0.16% -4 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 520 $126K 0.04% -703 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 515 $125K 0.03% -150 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 512 $124K 0.05% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 505 $122K 0.04% -11 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 505 $122K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 503 $122K 0.04% +218 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 500 $121K 0.06% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 500 $121K 0.01% -5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 491 $119K 0.03% +413 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 483 $117K 0.05% +2 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 483 $117K 0.09% -1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 470 $114K 0.08% 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 470 $114K 0.04% +25 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 465 $113K 0.03% +151 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 456 $110K 0.03% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 450 $109K 0.1% -289 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 446 $107K 0.04% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 438 $106K 0.03% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 428 $104K 0.05% +28 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 425 $103K 0.01% +208 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 421 $102K 0.05% 13F-HR/A Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 400 $96.9K 0.1% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 400 $96.9K 0.06% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 398 $96.4K 0.07% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 397 $96K 0.02% -253 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 396 $95.9K 0.04% -77 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 386 $93.5K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 374 $90.6K 0.08% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 360 $87.2K 0.06% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 352 $85.2K 0.02% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 350 $84.7K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 349 $84.5K 0.03% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 323 $83.5K <0.01% 0 13F-HR Timeline Group Centiva Capital, LP More: the full row for Centiva Capital, LP 341 $82.6K <0.01% -1,181 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 329 $79.7K 0.03% +111 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 320 $77.5K 0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 315 $76.3K 0.04% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 314 $76K 0.05% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 311 $75.3K 0.05% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 305 $73.8K 0.02% -8 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 300 $72.6K 0.05% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 298 $72.2K 0.01% -21 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 295 $71.4K 0.02% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 285 $69K 0.02% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 283 $68.5K 0.01% new 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 280 $67.8K 0.01% -34 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 275 $66.6K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 272 $65.9K 0.03% new 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 270 $65.4K 0.04% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 265 $64.2K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 257 $62.2K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 254 $61.5K 0.04% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 250 $60.5K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 242 $58.6K <0.01% new 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 237 $57.3K 0.03% -85 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 235 $56.9K 0.03% 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 235 $56.9K 0.01% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 232 $56.2K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 230 $55.7K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 229 $55.7K 0.02% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 228 $55.2K 0.02% +10 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 225 $54.7K 0.02% -1 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 225 $54.5K 0.03% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 222 $53.8K 0.01% +28 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 219 $53K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 215 $52.1K 0.02% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 206 $49.9K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 195 $49.3K 0.01% 0 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 201 $48.7K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 200 $48.4K 0.02% 0 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 200 $48.4K 0.04% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 200 $48.4K 0.04% 0 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 200 $48.3K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 199 $48.2K <0.01% +41 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 200 $48.1K 0.04% +65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 196 $47.5K 0.02% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 190 $46K 0.01% 0 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 188 $45K 0.13% -143 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 185 $44.8K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 184 $44.6K 0.04% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 177 $42.9K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 175 $42.4K <0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 170 $41.2K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 167 $40K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 163 $39.5K 0.03% 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 160 $38.7K 0.04% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 155 $37.5K 0.02% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 152 $36.8K <0.01% 0 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 150 $36.3K 0.01% -100 13F-HR Timeline Security National Bank More: the full row for Security National Bank 137 $33.2K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 132 $32K 1.39% +47 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 130 $31.5K 0.02% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 127 $31.2K 0.03% 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 131 $31K 0.02% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 125 $30.3K 0.02% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 124 $30K 0.01% -4 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 120 $29K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 120 $28.8K 0.02% +2 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 116 $28.1K <0.01% -8 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 113 $27K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 107 $25.9K 0.02% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 102 $24.7K 0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 100 $24.2K 0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 100 $24.2K 0.02% -500 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $24.2K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $24.2K 0.01% 0 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 90 $23.8K 0.02% 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 90 $23.8K 0.02% 0 13F-HR Timeline Group Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 98 $23.7K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 91 $22K 0.01% +60 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 90 $21.8K <0.01% -71 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 90 $21.8K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 88 $21.3K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $21.1K 0.01% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 85 $20.6K 0.02% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 85 $20.6K 0.04% -285 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 82 $19.9K 0.02% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 80 $19.4K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 76 $18.4K 0.01% -128 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 75 $18.2K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 75 $18.2K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 69 $16.7K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 69 $16.7K 0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 66 $16K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 65 $15.7K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 65 $15.7K 0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 62 $15K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 61 $14.8K <0.01% 0 13F-HR Timeline Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 60 $14.5K 0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 60 $14.5K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 59 $14.3K 0.01% 0 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 58 $14K <0.01% -16,829 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 55 $13.4K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 55 $13.3K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 52 $12.6K 0.01% new 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 50 $12.1K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 48 $11.6K <0.01% +18 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 48 $11.6K 0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 46 $11.1K <0.01% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 45 $10.9K 0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 45 $10.9K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 41 $9.93K 0.01% 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 36 $8.72K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 36 $8.72K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 35 $8.47K 0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 35 $8.47K 0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 34 $8.23K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 34 $8.23K 0.01% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 32 $7.75K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 31 $7.61K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 31 $7.51K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 29 $7.02K <0.01% -78 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 25 $6.05K 0.01% 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 25 $6.05K <0.01% -5 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 21 $5.64K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 21 $5.08K <0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 21 $5.08K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 20 $4.84K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 20 $4.84K <0.01% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 14 $3.39K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 13 $3K <0.01% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 12 $2.91K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 10 $2.42K <0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 10 $2.42K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 10 $2.42K <0.01% -10 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 6 $1.45K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 6 $1.45K <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 380 $920 0.03% 0 13F-HR/A Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2 $672 0.06% -2,853 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 214 $518 0.03% -368 13F-HR/A Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1 $243 <0.01% 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 1 $242 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1 $242 <0.01% -2 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 3,228 $782M 0 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 1,232 $298M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.