Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 169 $50.3K 0.01% -38 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 166 $49.5K 0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 165 $49K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 164 $48.9K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 159 $47.4K <0.01% +63 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 154 $45.9K 0.03% +15 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 150 $44.7K 0.06% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 207 $43.7K 0.01% +28 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 145 $43.2K 0.01% -118 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 145 $43.1K 0.02% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 137 $40.8K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 131 $39K 0.01% 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 130 $38.8K 0.01% +31 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 127 $37.8K 0.01% -81 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 126 $37.5K 0.01% +39 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 123 $37K <0.01% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 124 $36.9K 0.02% new 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 123 $36.6K 0.02% +16 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 123 $36.6K 0.02% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 123 $36.6K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 115 $34.3K 0.01% +3 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 95 $34.3K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 114 $34K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 114 $34K 0.01% +43 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 110 $32.8K 0.01% +10 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 108 $32.2K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 106 $31.6K <0.01% +12 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 105 $31.3K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 104 $31K <0.01% new 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 114 $30.9K 0.03% -300 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 103 $30.7K 0.02% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 103 $30.7K 0.02% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 103 $30.6K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 101 $30.2K 0.02% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 101 $30.1K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $29.8K 0.02% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 100 $29.8K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 100 $29.8K 0.01% new 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 100 $29.8K 0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $29.8K 0.02% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 100 $29.8K 0.02% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 100 $29.8K 0.03% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 96 $28.6K 0.02% -28 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 94 $28K <0.01% -7,838 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 89 $26.5K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 89 $26K 0.01% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 85 $25.2K 0.01% +53 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 84 $25K 0.02% -433 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 84 $25K 0.01% -16 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 81 $24.1K 0.01% +63 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 80 $23.8K 0.01% +15 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 80 $23.8K 0.01% -32 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 79 $23.5K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 78 $23.2K <0.01% -128 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 84 $22.9K 0.01% -56 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 75 $22.3K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 74 $22K 0.01% -30 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 70 $20.9K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 69 $20.6K 0.01% +4 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 66 $19.7K <0.01% -45 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 66 $19.7K 0.01% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 64 $19.1K 0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 61 $19K 0.01% -243 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 61 $18.2K 0.01% new 13F-HR Timeline Alpha Financial Advisors, LLC More: the full row for Alpha Financial Advisors, LLC 61 $18.2K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 61 $18.2K 0.01% +14 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 60 $17.9K <0.01% new 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 60 $17.9K 0.01% -440 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 59 $17.6K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 58 $17.3K 0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 57 $17K 0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 57 $17K 0.01% 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 56 $16.7K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 56 $16.7K 0.01% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 55 $16.4K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 54 $16.1K <0.01% +18 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 52 $15.5K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 52 $15.5K <0.01% -395 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 50 $14.9K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 49 $14.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kennebec Savings Bank More: the full row for Kennebec Savings Bank 48 $14.3K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 47 $13.9K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 50 $13.6K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 45 $13.4K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44 $13.1K 0.01% -50 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 43 $12.8K <0.01% new 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 60 $12.5K 0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 42 $12.5K 0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 41 $12.3K 0.05% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 49 $12K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 39 $11.6K <0.01% -25 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 37 $11K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 39 $10.7K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 34 $10.1K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 33 $9.83K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 33 $9.83K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 31 $9.27K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 30 $8.94K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 30 $8.94K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 30 $8.94K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 30 $8.94K 0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 31 $8.74K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 29 $8.64K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 29 $8.64K <0.01% -116,685 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 27 $8.04K <0.01% +11 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 27 $8.04K <0.01% 0 13F-HR Timeline Group Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 26 $7.75K 0.01% -15 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 26 $7.75K 0.01% +15 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 25 $7.45K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 25 $7.45K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 25 $7.45K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 25 $7.45K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 25 $7.45K 0.01% +7 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 25 $7K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 22 $6.55K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 21 $6.26K <0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 28 $5.99K <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 20 $5.97K <0.01% new 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 20 $5.96K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 19 $5.66K <0.01% +4 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 19 $5.66K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 18 $5.36K <0.01% 0 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 25 $5.28K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 17 $5.06K <0.01% +5 13F-HR/A Timeline Abound Wealth Management More: the full row for Abound Wealth Management 17 $5.05K <0.01% +10 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 16 $4.77K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 16 $4.77K 0.12% -46 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 16 $4.77K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 15 $4.61K <0.01% new 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $4.47K <0.01% new 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 52 $4K <0.01% -25 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 12 $3.61K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 12 $3.58K <0.01% +2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 12 $3.43K <0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 12 $3.33K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 15 $3.26K <0.01% -65 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 13 $3K <0.01% +1 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 10 $2.99K <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 10 $2.98K 0.01% -1,590 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 10 $2.98K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 10 $2.98K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 7 $2.09K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $2.09K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 7 $2.08K <0.01% -168 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 8 $2K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 8 $2K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6 $1.79K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6 $1.79K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 5 $1.49K <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 5 $1.49K <0.01% -10 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 5 $1.49K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $1.36K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 4 $1.19K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4 $1.19K <0.01% -89 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 3 $894 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3 $894 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $894 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 3 $894 <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 2 $632 <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2 $596 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $298 <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 1 $298 <0.01% -2,799 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $298 <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $288 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $5 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.