DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 540 $16.2K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 536 $16.1K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 510 $15.3K <0.01% 0 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 501 $15K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 497 $14.9K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 493 $14.8K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 481 $14.4K <0.01% -30 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 455 $13.7K <0.01% +2 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 440 $13.2K 0.01% +20 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 435 $13.1K <0.01% -233 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 430 $12.9K <0.01% -83 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 428 $12.9K <0.01% new 13F-HR Timeline Knott David M Jr More: the full row for Knott David M Jr 428 $12.9K 0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 427 $12.8K <0.01% +4 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 420 $12.6K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 402 $12.1K <0.01% +77 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 399 $12K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 393 $11.8K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 384 $11.5K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 380 $11.4K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 376 $11.3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 372 $11.2K <0.01% +249 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 370 $11.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 368 $11.1K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 367 $11K <0.01% -702 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 366 $11K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 358 $10.8K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 356 $10.7K <0.01% +99 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 355 $10.7K <0.01% -272 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 342 $10.3K <0.01% -11 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 387 $10.1K <0.01% -17 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 327 $9.82K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 311 $9.34K <0.01% -13 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 309 $9.28K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 308 $9.25K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 308 $9.25K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 301 $9.04K <0.01% -14 13F-HR Timeline IAT REINSURANCE CO LTD. More: the full row for IAT REINSURANCE CO LTD. 300 $9.01K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 300 $9.01K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 299 $8.98K 0.01% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 296 $8.89K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 279 $8.38K <0.01% +50 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 271 $8.14K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 270 $8.11K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 274 $8K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 264 $7.92K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 250 $7.51K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 244 $7.33K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 240 $7.21K <0.01% -12 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 236 $7.09K <0.01% -8 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 235 $7.06K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 235 $7.06K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 257 $7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 231 $6.94K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 227 $6.82K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 219 $6.57K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 218 $6.55K <0.01% +60 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 216 $6.49K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 216 $6.49K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 210 $6.31K <0.01% -40 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 210 $6.31K <0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 208 $6.25K <0.01% +20 13F-HR Timeline PLATINUM INVESTMENT MANAGEMENT LTD More: the full row for PLATINUM INVESTMENT MANAGEMENT LTD 205 $6.16K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 204 $6.13K <0.01% +140 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 203 $6.1K <0.01% -388 13F-HR Timeline Group CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 200 $6.01K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 215 $6K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 199 $5.98K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 199 $5.98K <0.01% -10 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 190 $5.71K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 187 $5.61K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 183 $5.5K <0.01% -8 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 180 $5.41K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 178 $5.34K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 200 $5.31K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 174 $5.22K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 173 $5.2K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 171 $5.13K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 168 $5.05K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 168 $5.04K <0.01% -90 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 168 $5K <0.01% -26 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 155 $5K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 161 $4.83K <0.01% -83 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 156 $4.68K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 155 $4.66K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 153 $4.59K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 151 $4.54K <0.01% -15 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 150 $4.5K <0.01% -186 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 146 $4.38K <0.01% -121 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 146 $4.38K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 143 $4.29K <0.01% +5 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 142 $4.26K <0.01% -104 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 142 $4.26K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 141 $4.23K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 141 $4.23K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 139 $4.17K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 135 $4.05K <0.01% +49 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 134 $4.03K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 133 $3.99K <0.01% -9 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 129 $3.87K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 127 $3.81K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 125 $3.75K <0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 125 $3.75K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 125 $3.75K <0.01% 0 13F-HR/A Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 122 $3.66K <0.01% -53 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 122 $3.66K <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 122 $3.66K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 120 $3.6K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 117 $3.51K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 116 $3.48K <0.01% +16 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 114 $3.42K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 111 $3.33K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 110 $3.3K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 133 $3.21K <0.01% +40 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 103 $3.09K <0.01% -15 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 102 $3.06K <0.01% -32 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 101 $3.03K <0.01% 0 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 100 $3K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 96 $3K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 107 $2.96K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 102 $2.92K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 92 $2.76K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 92 $2.76K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 91 $2.73K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 90 $2.72K <0.01% -125 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 90 $2.7K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 90 $2.7K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 90 $2.7K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 88 $2.64K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 86 $2.58K <0.01% -40 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 84 $2.52K <0.01% 0 13F-HR/A Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 96 $2.46K <0.01% +56 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 81 $2.43K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 80 $2.4K <0.01% -9 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 77 $2.31K <0.01% +38 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 76 $2.28K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 76 $2.28K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 75 $2.25K 0.03% -45 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 73 $2.19K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 72 $2.16K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 70 $2.1K <0.01% -47 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 70 $2.1K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 68 $2.04K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 67 $2.01K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 99 $2K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 51 $2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 66 $1.98K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 65 $1.95K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 65 $1.95K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 62 $1.86K <0.01% -175 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 61 $1.83K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 61 $1.83K <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. 60 $1.8K <0.01% 13F-HR Timeline Group WealthCollab, LLC More: the full row for WealthCollab, LLC 60 $1.8K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 60 $1.8K <0.01% -25 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 59 $1.77K <0.01% +16 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 59 $1.77K <0.01% -40 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 58 $1.74K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 57 $1.71K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 56 $1.68K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 55 $1.65K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 53 $1.59K <0.01% -40 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 52 $1.56K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 51 $1.53K <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 50 $1.5K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 50 $1.5K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 50 $1.5K <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 49 $1.47K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 48 $1.44K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 48 $1.44K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 48 $1.44K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 46 $1.38K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 46 $1.38K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 46 $1.38K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 46 $1.38K <0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 44 $1.32K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 43 $1.29K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 43 $1.29K <0.01% -48 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 42 $1.26K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 38 $1.21K <0.01% -3 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 40 $1.2K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 40 $1.2K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 40 $1.2K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 40 $1.2K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 39 $1.17K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 37 $1.11K <0.01% 0 13F-HR/A Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 36 $1.08K <0.01% new 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 34 $1.02K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 34 $1.02K <0.01% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 34 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33 $1K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 27 $1K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 33 $990 <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 32 $960 <0.01% -2,564 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 32 $923 <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 30 $901 <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 30 $901 <0.01% -28 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 29 $871 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 29 $871 <0.01% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 27 $811 <0.01% 0 13F-HR Timeline