Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 328 $154K 0.06% -57 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 325 $152K 0.07% +195 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 313 $147K 0.06% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 311 $146K 0.03% 0 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 311 $146K 0.04% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 310 $145K 0.03% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 307 $144K 0.05% -164 13F-HR Timeline Templeton & Phillips Capital Management… More: the full row for Templeton & Phillips Capital Management, LLC 300 $141K 0.1% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 298 $140K 0.14% 0 13F-HR/A Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 293 $137K 0.02% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 292 $137K 0.06% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 291 $136K 0.06% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 288 $135K 0.07% 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 282 $132K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 283 $132K 0.03% +100 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 280 $131K 0.07% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 275 $129K 0.03% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 273 $128K 0.03% 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 270 $127K 0.04% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 265 $124K 0.08% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 257 $120K 0.16% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 255 $120K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 250 $117K 0.06% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 250 $117K 0.04% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 250 $117K 0.03% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 242 $113K 0.05% 0 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 237 $111K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 231 $108K 0.04% -340 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 227 $106K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 226 $106K 0.02% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 223 $104K 0.04% -2 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 220 $103K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 216 $101K 0.05% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 203 $95.1K 0.05% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 201 $94.2K 0.03% +101 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 200 $94K 0.02% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 200 $93.7K 0.03% -32 13F-HR Timeline Mill Capital Management, LLC More: the full row for Mill Capital Management, LLC 200 $93.7K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 200 $93.7K 0.04% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 197 $92K 0.01% -4,152 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 195 $91.1K 0.07% +1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 192 $89.9K 0.04% -182 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 184 $86.2K 0.03% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 183 $85.7K 0.04% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 172 $80.6K 0.05% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 169 $79.2K <0.01% +69 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 163 $76.4K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 157 $73.7K 0.06% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 597 $73.5K 0.05% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 154 $72.1K 0.02% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 153 $71.7K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 150 $70.3K 0.02% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 150 $70.3K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 150 $70.3K 0.04% 0 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 149 $70K 0.13% 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 146 $68.5K 0.03% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 146 $68.4K 0.05% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 145 $67.9K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 70 $67.5K 0.05% -64 13F-HR Timeline CNB Bank More: the full row for CNB Bank 144 $67.5K 0.03% -7 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 144 $67.4K 0.02% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 140 $65.6K 0.03% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 138 $64.6K 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 134 $62.8K 0.03% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 130 $60.9K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 130 $60.9K 0.04% +20 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 141 $60K 0.02% -223 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 126 $59.5K 0.02% -1 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 125 $58.6K 0.05% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 116 $54.3K 0.03% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 114 $53.4K 0.03% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 112 $52.6K 0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 109 $51.1K 0.02% +62 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 100 $46.8K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 100 $46.8K <0.01% 0 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 100 $46.8K 0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 100 $46.8K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $46.8K 0.01% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 100 $46.8K 0.01% -18 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 92 $44.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 94 $44K 0.01% +19 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 90 $42.2K 0.04% -1,850 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 81 $38.2K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 78 $36.6K 0.01% -1 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 78 $36.5K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 78 $36.5K 0.03% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 73 $34.2K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 74 $34K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 72 $33.5K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 69 $32.3K 0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 68 $31.9K <0.01% -1,713 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 60 $28K <0.01% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 59 $27.8K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 59 $27.6K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 59 $27.6K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 59 $27.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 56 $26.2K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 54 $25.3K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 54 $25.1K 0.01% 0 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 50 $23.4K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 49 $23K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 48 $22.5K 0.06% 0 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 48 $22.5K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 43 $20.2K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 39 $18K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 37 $17K <0.01% 0 13F-HR/A Timeline Founders Capital Management More: the full row for Founders Capital Management 36 $16.9K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 35 $16.4K <0.01% +2 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 35 $15.6K <0.01% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 33 $15.5K 0.03% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 29 $13.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $12.7K <0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 27 $12.6K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 26 $12.2K 0.01% -43 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 26 $12.2K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 25 $11.7K 0.01% -10,590 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 22 $10.4K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 22 $10.3K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 22 $10.3K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 20 $9.42K <0.01% -42 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 19 $8.9K 0.01% -50 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 15 $7.03K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 14 $6.53K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 13 $6.2K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 10 $4.68K <0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 9 $4.22K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 8 $3.75K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7 $3.28K <0.01% +5 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 6 $2.81K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6 $2.81K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5 $2.34K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 4 $1.87K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 4 $1.87K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1 $468 <0.01% 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.