Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 820 $137K 0.06% +340 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 800 $134K 0.02% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 800 $134K 0.07% -200 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 795 $133K 0.03% -150 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 775 $130K 0.02% +447 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 770 $129K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 753 $126K 0.01% +282 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 747 $125K <0.01% -2 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 731 $122K 0.01% 0 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 726 $122K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 720 $120K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 718 $120K 0.02% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 712 $119K 0.09% +333 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 711 $119K 0.02% +11 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 709 $119K 0.04% -200 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 651 $109K +21 Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 648 $108K 0.03% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 419 $106K 0.02% +242 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 600 $100K 0.04% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 600 $100K 0.05% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 552 $92.4K 0.02% +35 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 541 $90.5K 0.03% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 540 $90K 0.03% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 395 $88.4K 0.01% +63 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 525 $87.7K <0.01% -3,370 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 520 $86.9K 0.03% +434 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 502 $84K 0.05% -63 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 5,186 $83.7K 0.06% +5,086 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 498 $83.3K 0.03% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 490 $82K 0.01% +217 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 484 $81K 0.02% +211 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 483 $80.9K 0.05% -245 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 477 $80K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 475 $79.5K 0.04% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 474 $79.3K 0.03% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 474 $79.3K 0.04% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 416 $78.1K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 465 $77.8K 0.01% +40 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 463 $77.4K 0.03% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 461 $77.1K 0.02% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 457 $76.8K 0.06% +357 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 455 $76.1K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 451 $75.5K 0.01% -29 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 441 $73.7K 0.06% +15 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 435 $72.8K 0.02% -92 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 380 $69.2K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 413 $69.1K 0.03% +19 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 407 $68.1K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 373 $67.9K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 405 $67.8K 0.01% +221 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 401 $67.1K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 400 $66.9K 0.05% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 400 $66.9K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 397 $66.4K 0.01% -13 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 390 $65.3K 0.02% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 389 $65.1K 0.03% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 389 $65.1K 0.02% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 381 $63.7K 0.06% -15 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 369 $61.7K 0.03% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 368 $61.6K 0.12% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 363 $60.7K 0.02% -6,402 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 360 $60.2K 0.03% +4 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 358 $59.9K 0.01% +20 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 352 $58.9K 0.03% +238 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 350 $58.6K 0.03% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 350 $58.6K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 350 $58.6K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 345 $57.7K 0.02% -50 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 335 $56.1K 0.02% +150 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 325 $54.4K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 319 $53.4K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 316 $52.9K 0.02% +40 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 314 $52.6K 0.01% -88 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 313 $52.4K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 313 $52.4K 0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 230 $51K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 305 $51K 0.01% +300 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 300 $50.2K 0.02% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 300 $50.2K 0.03% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 300 $50.2K 0.02% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 300 $50.2K 0.03% +200 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 300 $50.2K 0.03% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 301 $50K 0.03% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 297 $49.7K <0.01% -229 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 282 $47.1K 0.03% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 280 $46.9K <0.01% +59 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 276 $46.3K 0.02% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 276 $46.3K 0.01% -1,361 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 272 $45.5K 0.02% +46 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 270 $45.2K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 361 $44.5K 0.04% -35 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 266 $44.4K <0.01% new 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 262 $43.8K 0.01% 0 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 261 $43.7K 0.01% +186 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 254 $42.5K 0.02% -24 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 250 $41.8K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 247 $41.3K 0.02% +23 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 246 $41.2K 0.02% +15 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 245 $41K 0.01% +1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 240 $40.2K 0.02% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 240 $40.2K 0.01% 0 13F-HR Timeline Strive Asset Management, LLC More: the full row for Strive Asset Management, LLC 233 $39K 0.02% new 13F-HR/A Timeline Point72 Europe (London) LLP More: the full row for Point72 Europe (London) LLP 225 $37.6K <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 223 $37.3K <0.01% +150 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 223 $37K 0.01% -26 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 220 $36.8K 0.02% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 220 $36.8K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 216 $36.2K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 212 $35.5K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 211 $35.3K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 211 $35.3K 0.02% -9 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 206 $34.5K 0.01% -4 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 206 $34.5K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 205 $34.3K 0.01% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 202 $33.8K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 199 $33.3K <0.01% +88 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 200 $33K 0.01% +1 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 181 $33K 0.01% +9 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 193 $32.3K 0.01% +33 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 192 $32K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 174 $31.7K 0.02% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 188 $31.5K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 186 $31.1K 0.01% +25 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 185 $31K 0.01% +38 13F-HR Timeline Group Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 171 $28.6K 0.14% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 170 $28.4K 0.03% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 170 $28.4K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 168 $28.1K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 165 $27.6K 0.01% -23 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 160 $26.8K 0.03% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 155 $25.9K <0.01% -68 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 153 $25.6K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 153 $25.6K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 153 $25.6K 0.01% -384 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 153 $25.5K 0.02% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 150 $25.1K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 148 $24.8K 0.04% -41 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 142 $23.8K 0.02% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 129 $23.5K 0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 139 $23.3K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 139 $23.3K 0.01% +7 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 140 $23.3K 0.02% +119 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 135 $22.6K 0.01% +114 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 93 $22.5K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 132 $22.1K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 131 $21.9K 0.03% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 128 $21.4K 0.01% -30 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 125 $20.9K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 121 $20.3K 0.01% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 120 $20K 0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 120 $20K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 118 $19.7K 0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 116 $19.4K <0.01% -4,520 13F-HR Timeline Trust Co More: the full row for Trust Co 115 $19.2K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 108 $18.1K 0.01% -364 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 106 $17.7K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 105 $17.6K <0.01% -125 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 102 $17.1K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 102 $17.1K 0.01% -268 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 102 $17.1K 0.01% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 101 $16.9K <0.01% -7 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 101 $16.9K 0.01% +62 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 100 $16.8K <0.01% -15 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100 $16.7K <0.01% +25 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 100 $16.7K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $16.7K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 100 $16.7K 0.01% -47 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 98 $16.4K 0.01% +89 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 97 $16.2K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 97 $16.2K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 97 $16.2K <0.01% +9 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 90 $16K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 95 $15.9K <0.01% +50 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 55 $15.7K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 90 $15.1K <0.01% +2 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 89 $14.9K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 87 $14.6K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 86 $14.4K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 84 $14.1K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 83 $13.9K <0.01% 0 13F-HR Timeline Group Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 81 $13.6K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 75 $12.5K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 73 $12.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 72 $12K <0.01% +2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 68 $11.4K 0.01% -24 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 66 $11.1K <0.01% +33 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 60 $10K 0.01% +5 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 58 $9.71K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 81 $9.64K <0.01% +6 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 57 $9.54K <0.01% -2 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 57 $9.54K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 53 $8.87K 0.01% -4,662 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 52 $8.7K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 51 $8.55K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 51 $8.53K 0.01% -1 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 50 $8.37K <0.01% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 50 $8.37K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 47 $7.92K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 47 $7.89K <0.01% +10 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 46 $7.7K <0.01% 0 13F-HR Timeline