Costello Asset Management, INC More: the full row for Costello Asset Management, INC 130 $10K <0.01% -153 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 124 $9.56K <0.01% +36 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 121 $9.31K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 119 $9.17K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 119 $9.17K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 117 $9.03K <0.01% +75 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 120 $9K <0.01% -3,007 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 116 $8.94K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 114 $8.79K <0.01% +35 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 112 $8.67K <0.01% +33 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 114 $8.64K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 112 $8.63K <0.01% +71 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 111 $8.56K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 111 $8.56K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 109 $8.4K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 107 $8.25K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 107 $8.22K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 106 $8.17K <0.01% +8 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 105 $8.09K <0.01% +63 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 103 $7.94K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 102 $7.86K 0.01% new 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 101 $7.82K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 101 $7.79K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $7.71K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $7.71K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 100 $7.71K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $7.71K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 100 $7.71K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 100 $7.71K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 100 $7.71K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 97 $7.48K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 93 $7.18K <0.01% +7 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 92 $7.09K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 90 $6.94K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 90 $6.94K 0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 88 $6.79K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 88 $6.78K <0.01% 0 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 86 $6.63K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 85 $6.55K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 81 $6.24K <0.01% -51 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 80 $6.17K <0.01% 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 80 $6.17K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 76 $5.86K <0.01% -7 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 75 $5.78K <0.01% +28 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 74 $5.7K <0.01% +4 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 71 $5.47K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 71 $5.47K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 70 $5.4K <0.01% +11 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 75 $5K <0.01% -3 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 63 $4.86K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 63 $4.86K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 61 $4.69K <0.01% -8 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 59 $4.55K <0.01% -35 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 58 $4.47K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 56 $4.32K <0.01% new 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 53 $4.08K <0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 52 $4.08K <0.01% 0 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 52 $4.01K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 45 $3.49K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 45 $3.47K <0.01% +23 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46 $3.43K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 43 $3.31K <0.01% +5 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 43 $3.31K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 42 $3.25K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 42 $3.23K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 40 $3.08K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 36 $2.77K <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 36 $2.77K <0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 35 $2.7K <0.01% -7 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 33 $2.54K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 31 $2.39K <0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 31 $2.31K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 29 $2.25K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 27 $2.08K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 27 $2.08K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 26 $2K <0.01% -17 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 31 $2K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 25 $1.93K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 24 $1.85K <0.01% +17 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 24 $1.85K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $1.7K <0.01% -103 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 22 $1.7K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 21 $1.62K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 20 $1.54K <0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 20 $1.51K <0.01% +19 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 19 $1.47K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 18 $1.39K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 16 $1.23K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 16 $1.23K 0.03% -42 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 16 $1.23K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 16 $1.23K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 16 $1.23K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $1.21K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 15 $1.16K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 15 $1.16K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 14 $1.08K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 13 $1K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12 $925 <0.01% 0 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 11 $848 <0.01% +4 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $771 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 10 $771 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $771 <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 10 $771 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9 $722 <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9 $694 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 9 $694 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9 $694 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 9 $694 0.01% +3 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 8 $617 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8 $617 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 7 $540 <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 7 $540 <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6 $462 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 5 $386 <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4 $309 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4 $308 <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3 $232 <0.01% new 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3 $232 <0.01% 0 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 3 $231 <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $122 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $44 <0.01% -79 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 0 $40 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 2,716 $209M -660 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.