FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 99 $8.02K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 100 $8K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 90 $8K <0.01% 0 13F-HR/A Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 93 $7.54K <0.01% +50 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 93 $7.54K 0.01% 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 90 $7.29K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 89 $7.21K <0.01% 0 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 88 $7.13K <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 86 $6.97K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 84 $6.81K <0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 83 $6.73K <0.01% +25 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 82 $6.64K <0.01% -84 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 81 $6.56K <0.01% +36 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 80 $6.48K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 80 $6.48K <0.01% +53 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 79 $6.4K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 75 $6K <0.01% +58 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 69 $5.84K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 71 $5.75K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 70 $5.67K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 69 $5.59K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 69 $5.59K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 427 $5.27K 0.1% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 63 $5.16K <0.01% +1 13F-HR Timeline CX Institutional More: the full row for CX Institutional 66 $5K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 57 $4.62K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 56 $4.54K <0.01% +32 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 56 $4.54K <0.01% +47 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 55 $4.46K <0.01% 0 13F-HR Timeline Group BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 55 $4.46K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 55 $4.46K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 55 $4.46K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 54 $4.38K <0.01% -106 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 53 $4.29K <0.01% +3 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 50 $4.05K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 50 $4.05K <0.01% 0 13F-HR/A Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 48 $3.89K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 47 $3.81K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 44 $3.56K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 40 $3.24K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 40 $3.24K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 40 $3.24K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 39 $3.16K <0.01% +35 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 38 $3.08K <0.01% +24 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 37 $3K <0.01% +33 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $2.84K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 35 $2.84K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 33 $2.67K <0.01% -34 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 31 $2.51K <0.01% new 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 30 $2.43K <0.01% 0 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 30 $2.43K <0.01% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 30 $2.43K -170 Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 29 $2.37K <0.01% -2 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 28 $2.27K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 27 $2.21K <0.01% -17 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 27 $2.19K <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $2.11K <0.01% -6 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 26 $2.11K <0.01% +24 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 25 $2.03K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 25 $2.03K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 25 $2.02K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 25 $2.02K <0.01% 0 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 25 $2.02K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 29 $2K <0.01% +19 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 25 $2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 23 $2K <0.01% +19 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 24 $1.95K <0.01% -24 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 23 $1.86K <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 23 $1.86K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 21 $1.7K <0.01% -39 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 20 $1.62K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 20 $1.62K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $1.62K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 20 $1.62K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 18 $1.46K <0.01% -2 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 18 $1.46K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 51 $1.4K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 17 $1.38K <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 16 $1.3K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 15 $1.23K <0.01% +2 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 15 $1.22K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,134 $1.13K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 14 $1.13K <0.01% -6 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 14 $1.13K 0.03% +7 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 13 $1.07K <0.01% 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 13 $1.05K <0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 17 $1K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 16 $1K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 12 $940 <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 11 $892 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 11 $892 <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 11 $892 <0.01% new 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 11 $891 <0.01% +6 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $811 <0.01% +1 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $810 <0.01% -69,170 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 9 $729 <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 8 $648 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 7 $601 <0.01% +2 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $567 0.01% +4 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 7 $567 <0.01% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 6 $487 <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 6 $486 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $486 <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 6 $486 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 6 $486 <0.01% +2 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 5 $406 <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $405 <0.01% -225 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 5 $405 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $405 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 5 $405 <0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $405 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 5 $371 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $325 <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4 $324 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 3 $244 <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 3 $243 <0.01% -1,000 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3 $243 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 3 $243 <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3 $241 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $163 <0.01% -1 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2 $162 <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2 $162 <0.01% 13F-HR/A Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1 $82 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1 $81 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1 $81 <0.01% -601 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1 $81 -23 Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 8 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -1,377 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.