Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 1,098 $35.1K 0.02% +10 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,096 $35K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,088 $34.8K 0.02% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 1,075 $34.5K 0.02% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1,020 $32.6K 0.01% -13 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 1,012 $32.4K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1,009 $32.3K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,002 $32K 0.02% -13 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 1,000 $32K 0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 1,000 $32K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,000 $32K <0.01% +254 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,000 $32K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,000 $32K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 1,000 $32K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,000 $32K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 966 $30.9K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 946 $30.2K <0.01% +500 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 941 $30.1K 0.01% -200 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 929 $29.7K 0.01% +77 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 928 $29.7K <0.01% -96 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 927 $29.7K 0.04% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 900 $28.8K 0.02% -400 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 895 $28.6K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 888 $28.4K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 875 $28K 0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 874 $27.9K 0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 846 $27K 0.01% -62 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 843 $26.9K 0.01% +3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 824 $26.3K 0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 821 $26.3K 0.01% +7 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 821 $26.2K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 818 $26.2K 0.01% -10 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 818 $26.2K <0.01% +38 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 815 $26K 0.01% +3 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 810 $25.9K 0.01% +1 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 800 $25.6K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 786 $25.1K 0.02% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 780 $24.9K 0.01% -118 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 780 $24.9K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 778 $24.9K <0.01% +328 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 777 $24.8K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 768 $24.6K 0.01% +750 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 765 $24.4K 0.01% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 760 $24.3K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 743 $23.8K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 734 $23.5K 0.01% -60 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 734 $23.3K <0.01% +21 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 728 $23.3K 0.01% +450 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 717 $22.9K <0.01% +150 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 717 $22.9K <0.01% -100 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 708 $22.6K 0.01% 0 13F-HR Timeline TOEWS CORP /ADV More: the full row for TOEWS CORP /ADV 700 $22.4K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 699 $22.3K <0.01% -31 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 691 $22.1K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 680 $21.7K 0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 672 $21.5K 0.02% +268 13F-HR/A Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 664 $21.2K <0.01% -1,081 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 662 $21.2K 0.01% +181 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 661 $21K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 656 $21K <0.01% -704 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 651 $20.8K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 646 $20.7K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 629 $20.1K <0.01% +205 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 615 $19.7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 600 $19.2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 587 $18.8K 0.01% +277 13F-HR Timeline NBH Bank More: the full row for NBH Bank 575 $18.4K 0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 568 $18.2K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 566 $18.1K <0.01% +1 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 564 $18K <0.01% +176 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 564 $18K 0.01% +85 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 562 $18K 0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 562 $18K 0.01% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 555 $17.7K 0.01% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 538 $17.2K <0.01% -5,949 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 493 $16K <0.01% 0 13F-HR Timeline Group Advantage Trust Co More: the full row for Advantage Trust Co 500 $16K 0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 486 $15.6K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 484 $15.5K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 478 $15.3K 0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 463 $14.8K <0.01% +393 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 463 $14.8K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 461 $14.7K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 459 $14.7K <0.01% +4 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 454 $14.5K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 450 $14.4K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 441 $14.1K <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 435 $13.9K 0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 434 $13.9K <0.01% +89 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 427 $13.7K 0.01% +43 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 400 $12.8K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 395 $12.6K 0.01% +127 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 384 $12.3K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 380 $12.1K <0.01% +216 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 377 $12K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 369 $11.8K <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 360 $11.5K <0.01% +155 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 360 $11.5K 0.02% -210 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 357 $11.4K <0.01% +76 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 330 $10.6K <0.01% 0 13F-HR/A Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 320 $10.2K <0.01% new 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 317 $10.1K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 316 $10.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 309 $9.89K <0.01% -3,862 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 308 $9.85K 0.01% +8 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 300 $9.59K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 300 $9.59K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 296 $9.46K <0.01% +207 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 294 $9.4K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 290 $9.27K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 289 $9.23K <0.01% +25 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 283 $9.06K 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 276 $8.83K <0.01% +1 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 272 $8.7K <0.01% -1,463 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 271 $8.66K <0.01% -125 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 260 $8.31K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 249 $7.96K <0.01% -260 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 247 $7.9K <0.01% +63 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $7.67K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 238 $7.61K <0.01% -3,723 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 237 $7.58K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 232 $7.42K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 225 $7.19K <0.01% new 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 225 $7.18K <0.01% +2 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 222 $7.1K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 219 $7K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 217 $6.92K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 209 $6.68K <0.01% 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 209 $6.68K <0.01% +2 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 202 $6.46K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 200 $6.39K <0.01% -1,800 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 199 $6.36K <0.01% -1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 195 $6.23K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 187 $5.98K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 178 $5.69K <0.01% +18 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 178 $5.69K <0.01% +42 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 176 $5.63K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 171 $5.47K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 163 $5.21K <0.01% +151 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 160 $5.12K <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 183 $5K <0.01% 0 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 155 $4.96K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 155 $4.96K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 152 $4.86K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 138 $4.38K <0.01% +1 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 134 $4.28K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 134 $4.28K <0.01% -379 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 133 $4.25K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 134 $4K <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 125 $4K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 119 $3.81K <0.01% +59 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 114 $3.65K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 109 $3.48K <0.01% +60 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 107 $3.42K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 103 $3.29K <0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 100 $3.29K <0.01% new 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 101 $3.23K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 86 $2.73K <0.01% +1 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 85 $2.72K <0.01% -612 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 81 $2.59K <0.01% -140 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 79 $2.53K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 73 $2.45K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 76 $2.43K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 75 $2.41K <0.01% -112 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 71 $2.27K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 69 $2.21K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 65 $2.08K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 63 $2.02K <0.01% -105 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 86 $2K <0.01% +45 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 61 $1.95K <0.01% 0 13F-HR Timeline Group Planning Strategies Inc. More: the full row for Planning Strategies Inc. 60 $1.92K <0.01% 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 55 $1.77K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 51 $1.63K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 49 $1.58K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 49 $1.57K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 49 $1.57K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 48 $1.53K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 47 $1.49K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 36 $1.15K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 36 $1.15K <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 36 $1.15K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 34 $1.08K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 32 $1.02K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 30 $962 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 30 $960 <0.01% +20 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 30 $959 <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 30 $959 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 29 $928 <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 17 $543 <0.01% -17 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 16 $520 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 15 $480 <0.01% -284 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 12 $384 <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 12 $384 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 10 $320 <0.01% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 7 $230 <0.01% new 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 6 $191 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 1 $32 <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1 $31 <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.