Rise Advisors, LLC More: the full row for Rise Advisors, LLC 347 $165K 0.06% +11 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 347 $165K 0.02% -121 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 350 $163K 0.03% +2 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 343 $162K 0.02% +30 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 340 $162K 0.07% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 333 $158K 0.09% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 330 $157K 0.04% -5 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 330 $157K 0.03% -16 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 328 $156K 0.01% +6 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 313 $149K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 311 $148K 0.04% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 304 $144K 0.04% -28 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 308 $144K 0.02% +142 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 288 $137K 0.03% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 285 $135K 0.12% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 282 $134K 0.1% -20 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 282 $134K 0.01% +119 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 274 $130K 0.07% new 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 272 $129K 0.04% -30 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 260 $124K 0.05% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 257 $122K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 257 $122K 0.02% -1 13F-HR Timeline Group Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 252 $120K 0.13% +14 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 244 $116K 0.03% -5 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 241 $114K 0.07% +4 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 239 $114K 0.02% -3,411 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 235 $112K <0.01% -55 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 233 $111K 0.05% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 230 $109K 0.04% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 227 $108K 0.03% -8 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 226 $107K 0.03% +21 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 226 $107K 0.1% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 223 $106K 0.01% +22 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 223 $106K 0.01% +20 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 219 $104K 0.03% +63 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 219 $104K <0.01% -1 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 214 $101K 0.02% -36 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 212 $101K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 204 $96.8K 0.02% new 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 200 $95K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $95K 0.02% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 200 $95K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 200 $95K 0.05% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 200 $95K 0.05% 0 13F-HR Timeline Navera Investment Management Ltd. 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More: the full row for Strategic Wealth Partners, Ltd. 192 $91.2K 0.01% +15 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 191 $91K 0.03% +17 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 190 $90.3K 0.09% -19 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 189 $89.8K 0.01% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 188 $89.3K 0.01% +50 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 188 $89.3K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 186 $88.3K 0.01% +7 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 185 $87.9K 0.01% -25 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 182 $86.5K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 178 $84.5K 0.06% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 177 $84.1K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 176 $83.6K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 0 $79.8K 0.06% -134 13F-HR Timeline Amount filed as zero, left out of ratios. NFSG Corp More: the full row for NFSG Corp 165 $78K 0.01% -15 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 163 $77.4K 0.04% -10,214 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 163 $77.2K 0.05% +39 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 162 $76.7K 0.01% +9 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 162 $76.7K 0.01% -248 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 160 $76K 0.04% -5 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 159 $75.5K 0.01% +10 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 158 $75K 0.04% 0 13F-HR Timeline Manitou Investment Management Ltd. More: the full row for Manitou Investment Management Ltd. 157 $74.6K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 153 $72.7K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 152 $72.2K <0.01% +14 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 150 $71.2K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 150 $71.2K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 148 $70.3K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 144 $68.2K <0.01% -2 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 141 $66.8K 0.01% -10,046 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 140 $66.5K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 140 $66.5K 0.04% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 138 $65.5K 0.01% +30 13F-HR Timeline Physician Wealth Advisors, Inc. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 120 $57K 0.16% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 119 $56.5K 0.03% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 117 $55.6K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 116 $55.1K <0.01% 0 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 116 $55.1K 0.02% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 129 $54.3K 0.01% -8 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 113 $53.7K 0.01% +63 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 109 $51.8K 0.07% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 101 $48K 0.03% -1 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 101 $48K 0.01% +35 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 100 $47.5K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 100 $47.5K 0.01% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 100 $47.5K <0.01% 0 13F-HR/A Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 100 $47.5K 0.04% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 99 $47K 0.02% -25 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 97 $46.1K 0.03% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 96 $45.8K 0.03% -9 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 96 $45.6K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 95 $45.1K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 95 $45.1K 0.02% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 92 $43.7K 0.01% -60 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 90 $42K 0.01% 0 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 12,948 $41.9K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 87 $41.3K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 88 $41K 0.01% +7 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 85 $40.4K 0.01% +14 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 85 $40K <0.01% -6 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 82 $39.2K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 81 $38.5K 0.03% -1 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 79 $37.5K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 77 $36.6K <0.01% +36 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 79 $36K 0.02% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. 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More: the full row for Pacifica Partners Inc. 26 $12.1K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 26 $12K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $12K <0.01% -1 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 24 $11.4K 0.01% new 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 24 $11.4K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. 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