Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 1,182 $37.8K 0.03% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,182 $37.8K 0.03% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,156 $36.9K 0.03% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,066 $34.1K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,062 $33.9K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1,040 $33.2K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,035 $33.1K 0.01% -204 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,003 $32.1K 0.01% +23 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 984 $31.4K <0.01% -120 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 979 $31.3K <0.01% +696 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 979 $31.3K 0.01% -648 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 975 $31.2K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 970 $31K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 968 $30.9K <0.01% +590 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 947 $30.3K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 978 $30K 0.03% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 926 $29.6K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 900 $28.8K <0.01% -2,990 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 896 $28.6K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 875 $28K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 873 $27.9K 0.02% +189 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 853 $27.3K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 850 $27.2K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 831 $26.6K 0.01% +85 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 817 $26.1K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 799 $25.5K 0.01% +151 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 762 $24.4K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 748 $23.9K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 748 $23.9K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 746 $23.8K <0.01% +100 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 737 $23.6K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 736 $23.5K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 731 $23.4K 0.01% -23,565 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 730 $23.3K 0.02% new 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 722 $23K 0.01% new 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 507 $22.2K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 689 $22K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 688 $22K <0.01% +119 13F-HR/A Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 684 $21.9K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 673 $21.5K 0.01% +75 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 643 $20.6K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 618 $19.8K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 605 $19.3K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 570 $18.2K <0.01% +301 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 564 $18K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 555 $17.7K 0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 588 $17.7K <0.01% +5 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 536 $17.1K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 523 $16.7K <0.01% +133 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 514 $16.4K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 497 $15.9K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 496 $15.9K <0.01% -1,779 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 493 $14.9K <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 464 $14.8K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 458 $14.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 450 $14.4K 0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 450 $14.4K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 443 $14.2K 0.01% -101 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 433 $13.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 410 $13.1K <0.01% -381 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 400 $12K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 372 $11.9K <0.01% -470 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 372 $11.9K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 365 $11.7K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 364 $11.6K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 356 $11.4K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 355 $11.3K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 353 $11.3K <0.01% -3 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 350 $11.2K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 345 $11K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 348 $11K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 330 $10.5K <0.01% -175 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 327 $10.5K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 316 $10.1K <0.01% +5 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 298 $10K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 312 $9.96K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 304 $9.72K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 295 $9.42K 0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 289 $9.24K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 286 $9.14K <0.01% new 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 285 $9.11K <0.01% 0 13F-HR/A Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 267 $9K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 270 $8.63K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 260 $8.31K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 257 $8.22K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 226 $7.22K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 226 $7.22K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 212 $7K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 218 $6.97K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 217 $6.93K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 200 $6.39K <0.01% new 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 191 $6.1K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 180 $5.75K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 169 $5.4K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 160 $5.11K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 161 $5K <0.01% 0 13F-HR/A Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 139 $4.44K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 134 $4.28K <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 150 $4K <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. 118 $3.77K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 118 $3.77K <0.01% +42 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 105 $3.24K <0.01% -72 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 100 $3.2K <0.01% 0 13F-HR/A Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $3.2K <0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 73 $2.33K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 68 $2.17K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 79 $2K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 62 $1.99K <0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 60 $1.92K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 48 $1.54K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 50 $1.54K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 37 $1.18K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 31 $991 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 31 $991 <0.01% -31 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 18 $575 <0.01% 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 13 $416 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 10 $320 <0.01% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 6 $192 <0.01% new 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 6 $192 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 0 $0 0% -9,828 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.