MAI Capital Management More: the full row for MAI Capital Management 13,689 $250K <0.01% -443 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 13,637 $249K 0.17% 0 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,382 $245K <0.01% -1,010 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 13,372 $245K 0.02% new 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13,290 $243K <0.01% +200 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 13,285 $243K 0.01% new 13F-HR/A Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 13,195 $241K 0.09% 13F-HR/A Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 13,109 $240K <0.01% new 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 13,086 $239K <0.01% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 12,968 $237K <0.01% +1,561 13F-HR Timeline SAGE FINANCIAL GROUP INC More: the full row for SAGE FINANCIAL GROUP INC 12,813 $234K 0.02% -25 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 12,665 $232K 0.2% -1,653 13F-HR Timeline DEBUSSY CAPITAL MANAGEMENT LP More: the full row for DEBUSSY CAPITAL MANAGEMENT LP 12,636 $231K 0.03% 0 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 12,575 $230K 0.01% +650 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 12,437 $227K 0.02% -387 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 12,379 $226K <0.01% +508 13F-HR Timeline Group UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 11,997 $218K <0.01% +616 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 11,897 $217K <0.01% +1,645 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 11,666 $213K 0.03% -55 13F-HR Timeline Investmark Advisory Group LLC More: the full row for Investmark Advisory Group LLC 11,549 $211K 0.09% +25 13F-HR Timeline Baron Financial Group, LLC More: the full row for Baron Financial Group, LLC 11,500 $210K 0.11% +970 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 11,461 $210K <0.01% +1,212 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 11,442 $209K <0.01% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,363 $208K <0.01% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 11,149 $204K 0.03% 0 13F-HR Timeline Bleakley Financial Group, LLC More: the full row for Bleakley Financial Group, LLC 10,992 $201K <0.01% -6,087 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,949 $200K <0.01% -4,784 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 10,823 $198K 0.05% -562 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 10,785 $197K <0.01% +570 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 10,709 $196K <0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 10,697 $196K 0.05% +54 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 10,695 $196K <0.01% new 13F-HR Timeline Group Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 10,685 $195K 0.14% 0 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 10,656 $195K <0.01% -863 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 10,636 $195K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,596 $194K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Investment Partners Asset Management, I… More: the full row for Investment Partners Asset Management, Inc. 10,503 $192K 0.12% 0 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,501 $192K <0.01% -452 13F-HR Timeline Group Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,318 $189K 0.08% -877 13F-HR Timeline Balyasny Asset Management L.P. in group Balyasny Asset Management More: the full row for Balyasny Asset Management L.P. 10,300 $188K <0.01% new 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 10,286 $188K 0.02% 0 13F-HR Timeline Aufman Associates Inc More: the full row for Aufman Associates Inc 10,269 $188K 0.09% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 10,174 $186K 0.08% 0 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 11,283 $185K <0.01% +136 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,068 $184K <0.01% +32 13F-HR Timeline Group INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 10,022 $183K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 10,015 $183K 0.01% new 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 10,000 $183K 0.01% 0 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 10,000 $183K 0.07% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 9,361 $171K 0.04% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 8,721 $159K <0.01% new 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 8,528 $156K 0.04% -819 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 8,158 $149K 0.09% -672 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8,031 $147K 0.04% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 7,908 $145K 0.01% -12 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 7,500 $137K 0.04% 0 13F-HR Timeline ExodusPoint Capital Management, LP More: the full row for ExodusPoint Capital Management, LP 7,360 $135K <0.01% +7 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 7,247 $133K 0.12% +235 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 6,885 $126K <0.01% 0 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,094 $111K <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 6,000 $110K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,000 $110K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,909 $108K <0.01% +3,837 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 5,852 $107K <0.01% +3,437 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 5,650 $103K <0.01% 0 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 5,495 $100K <0.01% 0 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 5,340 $97.7K 0.01% 0 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 4,907 $89.8K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 4,528 $82.8K 0.01% -217 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,263 $78K <0.01% new 13F-HR Timeline Valor Advisors LLC More: the full row for Valor Advisors LLC 4,541 $74.6K 0.06% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,076 $74.5K <0.01% -7,875 13F-HR Timeline Group SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 4,060 $74.3K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,660 $66.9K <0.01% +215 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 3,654 $66.7K 0.01% +597 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 3,600 $65.8K <0.01% new 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,519 $64.4K 0.03% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,500 $64K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,438 $62.9K <0.01% +143 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 3,414 $62.4K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 3,260 $59.6K 0.01% -50 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,045 $55.7K <0.01% -1,087 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 2,960 $54.1K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 2,931 $53.6K <0.01% +701 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,778 $50.8K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 2,686 $49.1K 0.01% -1,137 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 2,600 $47.6K 0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 2,509 $46K <0.01% -525 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,514 $46K <0.01% -131 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,412 $44.1K 0.02% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2,374 $43.4K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 2,253 $41.2K <0.01% -8 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 2,213 $40.5K 0.01% -630 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 2,131 $39K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,104 $38.5K <0.01% +85 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 2,080 $38K 0.01% +319 13F-HR Timeline Group RHL GROUP, LLC More: the full row for RHL GROUP, LLC 2,057 $37.6K 0.03% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 2,045 $37.4K 0.02% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,041 $37.3K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2,036 $37.3K 0.01% -292 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2,020 $36.9K 0.01% +960 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,000 $36.6K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 2,000 $36.6K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,000 $36.6K <0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,998 $36.5K <0.01% -471 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 2,365 $36.1K <0.01% new 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,946 $35.6K 0.01% +15 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,710 $35.5K <0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,925 $35.2K <0.01% 0 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 1,841 $33.7K <0.01% new 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,750 $32K <0.01% -173 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,719 $31.4K <0.01% -243 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,700 $31.1K 0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 1,700 $31.1K 0.03% +1,700 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 1,700 $30.5K <0.01% +1,000 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,621 $29.6K 0.01% -135 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,605 $29.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,537 $28.1K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,500 $27.4K 0.02% 0 13F-HR Timeline Main Management LLC in group Main Management ETF Advisors,… More: the full row for Main Management LLC 1,487 $27K <0.01% +72 13F-HR Timeline Group Atomic Invest LLC More: the full row for Atomic Invest LLC 1,414 $24.8K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,276 $23.3K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,201 $22K <0.01% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 1,188 $21.7K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,163 $21.3K 0.01% new 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 1,500 $21K 0.01% 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,119 $20.5K <0.01% -2,500 13F-HR/A Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1,094 $20K 0.01% -315 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,068 $19.5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,030 $18.8K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 975 $17.8K <0.01% +10 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 930 $17K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 914 $16.7K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 900 $16.5K <0.01% 0 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 897 $16.4K <0.01% 0 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 885 $16.2K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 802 $15K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 797 $14.6K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 766 $14K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 750 $13.7K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 749 $13.7K <0.01% new 13F-HR/A Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 746 $13.6K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 739 $13.5K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 728 $13.3K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 698 $12.8K <0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 625 $11.4K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 610 $11.2K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 603 $11K <0.01% +568 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 584 $10.7K <0.01% +302 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 579 $10.6K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 550 $10.1K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 555 $10K <0.01% +219 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 530 $9.69K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 526 $9.62K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 513 $9.38K 0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 502 $9.18K <0.01% -6,785 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 496 $9.06K 0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 489 $8.94K <0.01% -187 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 468 $8.55K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 450 $8.23K <0.01% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 450 $8.23K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 437 $7.95K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 429 $7.85K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 428 $7.83K 0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 420 $7.67K <0.01% -566 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 400 $7.32K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 377 $6.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 352 $6.43K <0.01% -320 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 331 $6.05K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 328 $6K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 313 $5.73K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 312 $5.71K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 312 $5.71K <0.01% -18 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 307 $5.61K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 300 $5.49K <0.01% -300 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 286 $5.24K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 275 $5.03K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 264 $4.83K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 250 $4.57K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 200 $3.92K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 205 $3.75K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 190 $3.48K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 193 $3.45K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 180 $3.29K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 176 $3.22K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 173 $3.16K <0.01% +4 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 160 $2.93K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 165 $2.89K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 138 $2.83K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 150 $2.74K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 122 $2.4K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 103 $1.88K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 100 $1.83K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 81 $1.48K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 78 $1.43K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 76 $1.39K <0.01% new 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 73 $1.33K <0.01% -50 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 64 $1.17K <0.01% -48 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 56 $1.02K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 55 $1.01K <0.01% 0 13F-HR Timeline