Financial Life Planners More: the full row for Financial Life Planners 666 $54.1K 0.04% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 653 $53K 0.02% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 647 $53K 0.01% +642 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 630 $51.1K 0.01% +15 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 574 $46.6K 0.01% +23 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 564 $45.8K <0.01% new 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 534 $43.4K 0.01% +7 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 506 $41.1K 0.01% -22 13F-HR Timeline CX Institutional More: the full row for CX Institutional 500 $41K <0.01% -28 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 504 $40.7K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 489 $39.7K <0.01% new 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 481 $39K <0.01% +1 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 478 $38.8K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 465 $37.8K 0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 447 $36.3K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 442 $35.9K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 435 $35.3K 0.01% -18 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 430 $34.9K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 421 $34.2K 0.03% +67 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 405 $32.9K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 401 $32.6K 0.03% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 377 $30.6K <0.01% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 371 $30.1K <0.01% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 363 $29.5K 0.01% -341 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 345 $28K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 334 $27K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 327 $26.5K <0.01% +257 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 325 $26.4K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 317 $25.7K 0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 300 $24.4K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 287 $23.3K 0.07% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 278 $22.6K <0.01% +80 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 244 $19.8K <0.01% -720 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 238 $19.3K <0.01% +2 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 239 $19.3K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 237 $19.2K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 237 $19.2K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 217 $17.6K <0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 210 $17K 0.01% +57 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 207 $16.7K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $16.2K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 200 $16.2K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 195 $15.8K 0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 177 $14.4K -10,811 Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 170 $13.8K 0.03% -4,009 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 169 $13.7K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 166 $13.5K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 155 $12.6K <0.01% -5 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 153 $12.4K <0.01% 0 13F-HR Timeline Group Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 150 $12.2K 0.01% 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 148 $12K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 141 $11.4K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 132 $10.7K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 125 $10.1K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 122 $9.9K <0.01% -158 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 113 $9.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 106 $8.57K <0.01% -194 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 104 $8.45K <0.01% +1 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 100 $8.12K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $8.12K <0.01% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 100 $8.12K <0.01% new 13F-HR/A Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 100 $8.12K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 99 $8.04K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 102 $8K <0.01% -173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Symetra Investment Management Co in group Symetra Investment Management… More: the full row for Symetra Investment Management Co 100 $8K <0.01% 0 13F-HR Timeline Group PUNCH & ASSOCIATES INVESTMENT MANAGEMEN… More: the full row for PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 98 $7.96K <0.01% +2 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 95 $7.71K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 95 $7.71K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 93 $7.52K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 82 $6.66K <0.01% 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 80 $6.5K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 78 $6.36K <0.01% -1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 74 $6.01K <0.01% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 70 $5.68K <0.01% +22 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 65 $5.28K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 62 $5.03K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 60 $4.87K <0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 59 $4.79K <0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 58 $4.71K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 56 $4.55K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 52 $4.22K <0.01% +52 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 52 $4.22K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 50 $4.06K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 46 $3.73K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 42 $3.4K <0.01% +32 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 39 $3.17K <0.01% -57 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 36 $2.96K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 35 $2.84K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 30 $2.47K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $2.44K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 29 $2.35K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 23 $1.84K <0.01% +6 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 22 $1.79K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 22 $1.79K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 22 $1.77K <0.01% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 20 $1.65K <0.01% -12 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 19 $1.54K <0.01% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 13 $1.05K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 24 $1K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $909 0.03% +3 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6 $487 <0.01% +4 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1 $81 <0.01% 0 13F-HR Timeline Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1 $73 <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.