Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 220 $54.2K <0.01% 13F-HR Timeline Group BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 215 $52.9K <0.01% +15 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 212 $52.2K 0.02% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 211 $52K 0.04% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 209 $51.5K 0.03% +205 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 209 $51.5K 0.01% +36 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 207 $50.9K 0.02% -4 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 205 $50.5K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 203 $50K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 198 $50K 0.01% -18 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 202 $49.8K 0.01% +18 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 201 $49.5K <0.01% -38 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 192 $47K 0.03% +11 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 189 $47K 0.01% +1 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 190 $46.8K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 190 $46.8K 0.01% new 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 185 $46.3K 0.03% -6 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 180 $44.3K 0.01% +33 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 177 $43.6K 0.02% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 175 $43.1K <0.01% -191 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 174 $42.8K 0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 171 $42.7K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 172 $42.3K <0.01% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 170 $41.9K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 169 $41.7K 0.01% -34 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 167 $41.1K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 164 $40.4K 0.01% -2 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 157 $38.7K <0.01% 0 13F-HR Timeline Group Paladin Partners, LLC More: the full row for Paladin Partners, LLC 153 $37.7K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 150 $37.1K 0.01% +33 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 150 $36.9K <0.01% +13 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 150 $36.9K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 148 $36.5K 0.02% +1 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 142 $35K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 141 $34.7K <0.01% +49 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 138 $34.3K 0.01% new 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 139 $34.2K 0.01% +1 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 138 $34K <0.01% +54 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 137 $33.8K 0.01% -499 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 137 $33.7K 0.01% 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 136 $33.5K 0.01% +89 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 135 $33.2K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 135 $33.2K 0.01% +80 13F-HR/A Timeline Bank & Trust Co More: the full row for Bank & Trust Co 133 $32.7K 0.02% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 132 $32.5K 0.01% -6 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 129 $31.9K 0.01% +1 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 129 $31.8K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 122 $30K 0.01% +46 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 120 $29.5K 0.02% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 119 $29.3K 0.03% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 114 $28.1K 0.04% -151 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 113 $27.8K 0.01% +18 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 110 $27.1K 0.01% -24 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 110 $27.1K 0.02% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 108 $26.6K 0.01% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 102 $25.1K 0.01% +37 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 102 $25K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 100 $24.6K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 100 $24.6K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 100 $24.6K 0.01% -5 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 96 $23.6K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 94 $23.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 93 $22.9K <0.01% -281 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 92 $22.7K 0.01% 0 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 92 $22.7K <0.01% 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 91 $22.4K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 90 $22.2K <0.01% -402 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 90 $22.2K 0.01% new 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 89 $22K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 86 $21.1K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 83 $20.4K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 81 $19.9K 0.01% +2 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 80 $19.7K 0.02% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 79 $19.5K 0.01% +7 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 79 $19.5K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 77 $19K <0.01% -14 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 75 $18.5K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 72 $17.7K <0.01% new 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 71 $17.5K <0.01% new 13F-HR Timeline Group KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 71 $17.5K <0.01% new 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 70 $17.2K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 71 $17K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 66 $16.3K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 66 $16.3K 0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 63 $15.5K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 60 $14.8K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 60 $14.8K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 60 $14.8K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 60 $14.8K 0.01% +52 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 59 $14.5K <0.01% -25 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 59 $14.5K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 59 $14.5K <0.01% +1 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 58 $14.3K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 58 $14.3K 0.01% +54 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 57 $14K <0.01% +14 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 57 $14K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 55 $13.5K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 55 $13.5K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 55 $13.5K <0.01% +5 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 51 $12.6K <0.01% +17 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 51 $12.6K 0.01% new 13F-HR Timeline NORTHSTAR ASSET MANAGEMENT Co More: the full row for NORTHSTAR ASSET MANAGEMENT Co 50 $12.6K <0.01% new 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 50 $12.3K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 50 $12.3K <0.01% 0 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 49 $12.1K 0.01% 0 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 50 $12K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 46 $11.3K 0.01% +18 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 45 $11.1K <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 43 $10.6K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 40 $9.88K 0.05% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 40 $9.85K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 38 $9.36K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 37 $9.11K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 37 $9.11K 0.01% +1 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 36 $8.86K 0.01% +20 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 34 $8.37K 0.03% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 32 $7.88K <0.01% +13 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 31 $7.63K <0.01% +29 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 30 $7.39K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 30 $7.39K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 29 $7.14K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 28 $6.89K <0.01% +4 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 27 $6.65K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 27 $6.65K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 27 $6.65K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 26 $6.4K <0.01% -42 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 25 $6.16K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 25 $6.16K <0.01% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 24 $5.91K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 23 $5.54K <0.01% +8 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 21 $5.2K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 21 $5.17K <0.01% -51 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 21 $5.17K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $4.92K <0.01% +11 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 20 $4.92K <0.01% +4 13F-HR/A Timeline Burnham & Co LLC More: the full row for Burnham & Co LLC 20 $4.92K <0.01% 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 19 $4.68K <0.01% -151 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 19 $4.68K <0.01% +2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 19 $4.68K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 19 $4.68K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 19 $4.68K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 19 $4.68K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 18 $4.43K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 18 $4.43K <0.01% -17 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17 $4.19K <0.01% -37 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 15 $4K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 16 $3.94K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $3.69K <0.01% +2 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 14 $3.48K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 14 $3.45K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 14 $3.45K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 12 $3K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 12 $2.96K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 11 $2.71K <0.01% new 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 10 $2.46K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 10 $2.46K <0.01% -7 13F-HR Timeline Group DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 9 $2.27K <0.01% +4 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9 $2.22K <0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 9 $2.12K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 9 $2.1K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $1.97K 0.05% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 8 $1.97K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 8 $1.97K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 7 $1.72K <0.01% +2 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $1.72K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 5 $1.3K <0.01% 0 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5 $1.24K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $1.23K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 5 $1.23K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 4 $1.09K <0.01% -27 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 8 $1K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 7 $1K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 4 $985 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $985 <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 4 $985 <0.01% 0 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 4 $985 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $985 <0.01% -53 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 4 $926 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3 $739 <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 3 $739 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $493 <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2 $492 <0.01% -36 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2 $492 <0.01% -225 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 2 $492 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 2 $492 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 2 $492 <0.01% -314 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2 $492 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $247 <0.01% 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 1 $246 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $246 <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1 $246 <0.01% new 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 0 $4 <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. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.