Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 121 $86.6K 0.01% -10 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 122 $86.3K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 122 $86K 0.03% +78 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 120 $84.9K 0.01% -2 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 113 $80K <0.01% -2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 112 $79.2K 0.04% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 109 $78.9K 0.04% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 110 $77.9K <0.01% +10 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 110 $77.9K 0.03% +7 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 105 $74.6K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 105 $74.3K 0.03% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 102 $72.2K 0.03% +22 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 100 $70.8K 0.04% -1 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $70.8K 0.05% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 102 $70.4K 0.04% +18 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 99 $70.1K <0.01% +69 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 99 $69.7K 0.04% +1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 94 $66.7K 0.04% -5 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 94 $66.5K 0.04% +10 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 93 $66.1K 0.01% -39 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 92 $64.8K 0.05% +6 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 89 $62.9K 0.03% -8,208 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 88 $62.6K <0.01% 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 88 $62.3K 0.04% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 87 $61.5K 0.04% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 86 $60.9K 0.04% +60 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 86 $60.9K 0.05% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 85 $60.2K <0.01% +10 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 84 $59.8K 0.04% +49 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 104 $59.6K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 82 $59.1K 0.01% +10 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 179 $59K 0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 83 $58.8K <0.01% +37 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 83 $58.7K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 81 $57.3K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 80 $56.6K 0.03% -5 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 79 $55.9K 0.05% 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 77 $54K <0.01% +32 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 75 $53.1K 0.03% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 74 $52.6K 0.01% -27 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 74 $52.4K 0.02% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 72 $51K 0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 72 $51K 0.03% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 70 $49.5K 0.03% 0 13F-HR/A Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 69 $48.8K 0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $47.6K 0.01% -9 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 67 $47.4K 0.02% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 67 $47.4K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 65 $46K 0.03% -16 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 65 $46K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 64 $45.4K 0.02% +3 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 63 $44.6K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 62 $43.9K 0.02% -23 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 62 $43.9K 0.02% +9 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 61 $43.2K 0.02% -3 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 61 $43.2K 0.01% 0 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 60 $42.5K 0.01% 0 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 60 $42.5K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 60 $42.5K 0.02% +41 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 60 $42.2K 0.02% -8 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 59 $41K 0.01% +14 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 57 $40.7K 0.02% -5 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 56 $39.6K 0.06% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 55 $38.9K 0.03% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 54 $38.2K 0.02% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 54 $38.2K 0.02% +17 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 52 $36.7K 0.01% -30 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 52 $36.6K 0.01% +4 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 50 $35.7K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 50 $35.4K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 50 $35.4K 0.02% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $35.4K 0.01% -8 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 50 $35.4K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 50 $35.4K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $35.4K 0.02% +17 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 50 $35.4K 0.02% -56,695 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 49 $34.9K 0.01% -629 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 44 $31.1K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 41 $29K <0.01% -32 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for BOK Financial Private Wealth, Inc. 31 $21.9K <0.01% -72 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 31 $21.9K 0.01% +6 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 28 $19.8K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 27 $19.3K 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 27 $19K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 25 $17.8K <0.01% +1 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 25 $17.7K <0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 25 $17.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $17.7K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 25 $17.7K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 24 $17K 0.01% +19 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 24 $17K 0.01% +12 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 24 $17K 0.01% +9 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 22 $15.6K <0.01% -269 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $15.1K 0.01% -6 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 21 $14.9K 0.01% +1 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 20 $14.2K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 20 $14.2K <0.01% -34 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 20 $14.2K <0.01% 0 13F-HR Timeline Group Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 20 $14.2K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 20 $14.2K 0.01% +5 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 19 $13.4K 0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 17 $12K <0.01% +3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 17 $12K 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 16 $11.3K <0.01% +3 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 15 $10.6K <0.01% 0 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 15 $10.6K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 15 $10.6K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 15 $10.6K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 14 $9.91K 0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 13 $9.2K 0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 13 $9.2K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13 $9.2K <0.01% 0 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 12 $8.49K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 12 $8.49K 0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 12 $8.49K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 11 $7.97K <0.01% -1 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 10 $7.08K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 10 $7.08K 0.01% new 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 9 $6.43K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $6.37K <0.01% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 9 $6.37K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 9 $6.37K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 7 $4.95K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 7 $4.95K 0.08% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 675 $4.78K 0.19% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 6 $4.31K <0.01% -10 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 6 $4.26K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $4.25K 0.21% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6 $4.18K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5 $3.8K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 5 $3.54K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 5 $3.54K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5 $3.45K <0.01% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 4 $2.83K <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $2.12K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $2.12K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 3 $2.12K <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 3 $2.12K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2 $1.68K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2 $1.42K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 1 $708 <0.01% 0 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $708 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 0 $1 <0.01% -1 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.