CX Institutional More: the full row for CX Institutional 192 $1K <0.01% +1 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 188 $1K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 184 $1K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 170 $1K <0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 85 $1K <0.01% +18 13F-HR Timeline Godfrey Financial Associates, Inc. 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Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 129 $773 <0.01% +48 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 121 $725 <0.01% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 116 $698 <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 115 $689 <0.01% -6 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 111 $676 <0.01% 0 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 105 $633 <0.01% +6 13F-HR Timeline GHP Investment Advisors, Inc. 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A. 78 $467 <0.01% -500 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 77 $461 <0.01% -1,118 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 75 $450 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 75 $449 <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 75 $449 <0.01% new 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 74 $443 <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 71 $425 <0.01% +56 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 69 $413 <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 65 $389 <0.01% -28 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 63 $377 <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. 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Allen Investments, LLC 60 $359 <0.01% new 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 60 $359 <0.01% +45 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 59 $353 <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 38 $352 <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 58 $347 <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 54 $343 <0.01% -2,377 13F-HR Timeline Group BAYBAN More: the full row for BAYBAN 57 $341 <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 56 $335 <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 55 $329 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 54 $325 <0.01% +20 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 52 $312 0 Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 52 $311 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 51 $306 <0.01% -160 13F-HR Timeline Group Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 50 $306 <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. 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More: the full row for Blume Capital Management, Inc. 5 $30 <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 5 $30 <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 5 $29 <0.01% -325 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 4 $24 <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 4 $24 <0.01% -1 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $24 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4 $22 <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3 $18 <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 3 $18 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3 $18 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $18 <0.01% -1 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 3 $18 <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2 $14 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $12 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $12 <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2 $12 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 2 $12 <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1 $6 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $6 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 0 $3 <0.01% -41 13F-HR Timeline Group Amount filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 65 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 51 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 46 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 22 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 6 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1 $0 0% +1 13F-HR/A Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.