Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,325 $64K 0.03% -100 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,312 $63.3K 0.02% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,297 $62.6K <0.01% +36 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 1,261 $60.9K <0.01% +303 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,233 $59.5K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,230 $59.4K 0.03% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 1,134 $54.8K 0.05% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 1,091 $52.7K 0.02% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,064 $51.4K 0.04% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,035 $50K <0.01% 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,021 $49.3K 0.04% 0 13F-HR/A Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,031 $49K 0.02% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,011 $48.8K 0.01% +355 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,000 $48.3K 0.01% -98 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 998 $48.2K 0.04% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 990 $47.8K 0.02% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 965 $46K 0.01% +194 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 952 $46K <0.01% +290 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 650 $45.1K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 911 $44K 0.01% +416 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 906 $43.7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 888 $42.9K 0.02% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 873 $42.1K 0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 800 $38.6K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 800 $38.6K 0.04% -38,708 13F-HR/A Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 795 $38.4K 0.01% +526 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 753 $36K 0.02% +244 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 743 $35.9K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 675 $33K 0.01% +640 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 678 $32.7K 0.01% -312 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 678 $32.7K 0.01% +85 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 675 $32.6K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 671 $32.4K 0.01% new 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 665 $32.1K 0.01% 13F-HR Timeline Group TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 656 $31.7K <0.01% +362 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 650 $31.4K <0.01% 0 13F-HR Timeline Group Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 656 $31.3K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 634 $30.7K 0.03% +2 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 630 $30.4K <0.01% +347 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 626 $30.2K <0.01% -3,382 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 622 $30K 0.01% +20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 621 $30K <0.01% +35 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 600 $29K <0.01% -600 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 587 $28.3K +451 Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 583 $28.1K 0.01% +3 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 566 $27K 0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 541 $26.1K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 540 $26.1K 0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 547 $26K 0.02% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 530 $25.6K <0.01% -350 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 530 $25.6K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 526 $25.4K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 524 $25.3K <0.01% +224 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 519 $25.1K 0.01% +3 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 519 $25K 0.01% -33 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 515 $24.9K 0.01% +201 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 482 $23.3K 0.02% +30 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 473 $22.8K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 471 $22.7K 0.01% new 13F-HR/A Timeline Bollard Group LLC More: the full row for Bollard Group LLC 445 $22K <0.01% +2 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 448 $21.6K 0.11% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 426 $20.6K <0.01% -1,000 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 425 $20.5K <0.01% +359 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 358 $19.6K <0.01% +2 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 400 $19.3K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 400 $19.3K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 372 $18K 0.01% +61 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 370 $17.9K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 367 $17.7K <0.01% +200 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 366 $17.7K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 700 $16.2K 0.01% -250 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 333 $16.1K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 350 $16K <0.01% +100 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 323 $16K <0.01% +18 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 326 $15.7K 0.01% +136 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 325 $15.7K <0.01% -300 13F-HR Timeline Group JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 314 $15.2K 0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 300 $14.5K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 300 $14.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 295 $14.2K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 290 $14K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 281 $14K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 286 $13.8K <0.01% -315 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 284 $13.7K <0.01% +13 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 271 $13.1K 0.01% +2 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 255 $12.3K 0.01% +24 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 250 $12.1K <0.01% -27 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 249 $12K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 250 $12K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 245 $11.8K <0.01% +112 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 241 $11.6K <0.01% -77 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 238 $11.5K 0.01% +62 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 227 $11K <0.01% +187 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 225 $10.9K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 250 $10.7K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 220 $10.6K <0.01% -408 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 218 $10.5K <0.01% +214 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 213 $10.3K <0.01% 0 13F-HR/A Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 244 $10.3K <0.01% +17 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 200 $10K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 207 $9.99K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 204 $9.85K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 200 $9.66K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $9.66K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 194 $9.37K 0.01% +14 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 193 $9.32K 0.01% -8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 192 $9.28K <0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 177 $8.55K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 166 $8.02K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 164 $8K <0.01% 0 13F-HR Timeline Group Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 162 $7.82K <0.01% +136 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 161 $7.78K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 156 $7.53K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 156 $7.53K <0.01% -8 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 127 $6.75K <0.01% +74 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 139 $6.72K <0.01% 0 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 134 $6.47K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 133 $6.42K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 133 $6.42K 0.01% -28 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 130 $6.28K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 126 $6.08K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 131 $6K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 120 $5.79K <0.01% 13F-HR Timeline Group Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 113 $5.46K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 112 $5.42K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 107 $5.16K <0.01% +60 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 106 $5.13K <0.01% -7 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 105 $5.07K <0.01% 0 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 105 $5.07K <0.01% +68 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 105 $5.07K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 105 $5.07K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 103 $4.97K <0.01% -50 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 115 $4.94K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $4.83K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 100 $4.83K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 98 $4.73K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 90 $4.33K <0.01% +12 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 87 $4.2K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 87 $4.2K <0.01% +7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 87 $4.2K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 85 $4.1K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 84 $4.06K <0.01% -23 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 84 $4.06K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 84 $4.06K <0.01% +33 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 87 $4K <0.01% +78 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 80 $3.86K <0.01% +55 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 76 $3.67K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 76 $3.67K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 75 $3.62K <0.01% 0 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 72 $3.48K -12,493 Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 71 $3.43K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 70 $3.38K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 107 $3K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 60 $2.9K <0.01% -375 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 60 $2.9K <0.01% 0 13F-HR/A Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 58 $2.8K <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 56 $2.7K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 56 $2.7K <0.01% +6 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 55 $2.66K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 52 $2.54K <0.01% +29 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 51 $2.46K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 50 $2.42K <0.01% -20 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46 $2.22K <0.01% 0 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 46 $2.22K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 45 $2.17K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 44 $2.12K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $2.07K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 42 $2.03K <0.01% -39 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 40 $1.93K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 38 $1.83K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 36 $1.74K <0.01% -14,029 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 34 $1.65K 0.09% -35 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 34 $1.64K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $1.59K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 39 $1.45K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 30 $1.45K <0.01% +10 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 29 $1.4K <0.01% +22 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 28 $1.36K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 26 $1.25K <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 25 $1.21K <0.01% new 13F-HR/A Timeline Group Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 25 $1.21K <0.01% new 13F-HR/A Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 24 $1.16K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 18 $870 <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 18 $869 <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 15 $810 <0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 14 $745 <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 15 $725 <0.01% +7 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 15 $724 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $724 <0.01% +4 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 14 $676 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 14 $676 <0.01% 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $579 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 12 $579 <0.01% new 13F-HR/A Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 10 $483 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $483 <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $386 <0.01% -9 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7 $338 <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $290 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6 $290 <0.01% -294 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6 $290 <0.01% new 13F-HR/A Timeline