GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 171 $54K <0.01% -12 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 166 $52.7K 0.01% -21 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 166 $52.7K 0.01% -348 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 164 $52.4K <0.01% +4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 163 $51.7K 0.01% +1 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 162 $51.5K 0.02% -3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 158 $50.2K 0.02% -5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 155 $49.2K <0.01% +12 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 154 $49K 0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 151 $47.9K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 150 $47.7K 0.01% -6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 147 $46.7K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 145 $46K <0.01% 0 13F-HR Timeline Group Regatta Research & Money Management More: the full row for Regatta Research & Money Management 140 $44.5K 0.04% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 136 $43.2K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 135 $42.9K <0.01% +6 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 135 $42.9K 0.01% +27 13F-HR Timeline Axxion S.A. More: the full row for Axxion S.A. 135 $42.9K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 129 $41K 0.01% -8 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 129 $40.8K 0.01% +104 13F-HR Timeline Trust Co More: the full row for Trust Co 127 $40.3K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 127 $40.3K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 126 $40K 0.01% +98 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 126 $40K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 125 $40K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 124 $39.4K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 123 $39.1K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 120 $38.1K 0.01% 13F-HR Timeline Group Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 127 $38.1K 0.02% -3 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 117 $37.3K 0.02% 0 13F-HR Timeline Wedbush Fund Advisers, LLC More: the full row for Wedbush Fund Advisers, LLC 116 $36.8K <0.01% +75 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 116 $36.7K 0.01% +1 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 111 $35.2K 0.02% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 113 $34.7K 0.01% +5 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 109 $34.6K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 109 $34.6K 0.01% -5 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 107 $34K 0.02% +9 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 107 $34K <0.01% 0 13F-HR/A Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 104 $33.2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 104 $33K <0.01% -2 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 103 $32.8K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 103 $32.7K 0.03% +3 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 103 $32.7K 0.01% +3 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 103 $32.7K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 102 $32.5K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 102 $32.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 102 $32.4K 0.01% +80 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 102 $32.4K 0.02% +2 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 101 $32K 0.02% +1 13F-HR/A 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 100 $31.8K <0.01% 0 13F-HR Timeline Group FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 100 $31.8K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 100 $31.8K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 100 $31.8K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 100 $31.8K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 100 $31.8K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 100 $31.8K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 100 $31.8K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $31.8K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 100 $31.8K 0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 100 $31.8K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $31.8K 0.01% 0 13F-HR Timeline Capital Advisor Network LLC More: the full row for Capital Advisor Network LLC 100 $31.8K 0.04% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 97 $30.8K <0.01% -136 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 96 $30.5K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 93 $29.5K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 92 $29.2K <0.01% -34 13F-HR Timeline NBH Bank More: the full row for NBH Bank 92 $29.2K 0.01% 13F-HR Timeline Quarry LP More: the full row for Quarry LP 90 $28.6K <0.01% -110 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 89 $28.2K 0.01% +10 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 83 $26.4K <0.01% +47 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 81 $25.7K <0.01% +5 13F-HR Timeline Group Joseph Group Capital Management More: the full row for Joseph Group Capital Management 79 $25.1K 0.01% +29 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 79 $25.1K 0.02% +34 13F-HR/A Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 76 $24.1K 0.01% -2 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 70 $22.2K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 67 $21.4K <0.01% new 13F-HR Timeline Group Downshift Financial, LLC More: the full row for Downshift Financial, LLC 65 $20.6K 0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 63 $20K 0.01% -27 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 63 $20K <0.01% +3 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 61 $19.4K <0.01% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 56 $17.8K <0.01% -14 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 56 $17.8K <0.01% +19 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 54 $17.1K 0.01% +33 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 53 $16.8K <0.01% -20 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 52 $16.5K <0.01% +3 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 49 $16K 0.01% -1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 50 $15.9K <0.01% -72 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 49 $15.6K 0.01% -13 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 44 $14K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 44 $14K <0.01% +20 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 43 $13.7K <0.01% +3 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 43 $13.7K <0.01% +4 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 43 $13.7K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 42 $13.3K <0.01% -15 13F-HR Timeline CNB Bank More: the full row for CNB Bank 42 $13.3K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 42 $13.3K <0.01% +6 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 42 $13.3K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 41 $13K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 40 $12.7K <0.01% -5 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 39 $12.4K 0.01% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 38 $12.2K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 37 $11.8K <0.01% +11 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 35 $11.1K <0.01% +1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 34 $10.8K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 32 $9.84K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 30 $9.55K <0.01% +9 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $9.53K <0.01% -33 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 29 $9.21K <0.01% +12 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 29 $9.21K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 28 $9.03K <0.01% -30 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 28 $8.89K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 28 $8.89K <0.01% +2 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 27 $8.57K <0.01% -9 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 27 $8.44K <0.01% -367 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 26 $8.26K <0.01% -1 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25 $7.94K <0.01% -9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 25 $7.94K <0.01% +4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 24 $7.75K <0.01% -121 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 25 $7.52K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 22 $7.06K <0.01% +4 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 22 $6.99K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 22 $6.99K <0.01% -11 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 21 $6.67K <0.01% 0 13F-HR Timeline Gleason Group, Inc. 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More: the full row for Sherman Asset Management, Inc. 19 $6.03K <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $6.03K <0.01% -1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $6K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 17 $5.4K <0.01% -5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 15 $4.76K <0.01% +2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 15 $4.76K <0.01% new 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 14 $4.45K <0.01% -21 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14 $4.45K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 14 $4.45K <0.01% +1 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 14 $4.45K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 14 $4.45K <0.01% +3 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 12 $3.9K <0.01% +12 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12 $3.81K <0.01% +5 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 12 $3.56K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 11 $3.49K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 11 $3.49K <0.01% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 10 $3.17K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 10 $3.17K <0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 10 $3.17K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 12 $3K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $3K <0.01% +1 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9 $2.86K <0.01% 0 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 9 $2.86K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 7 $2.26K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $2.22K <0.01% +1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 7 $2.22K <0.01% 0 13F-HR Timeline Group TOP Private Wealth LLC. 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More: the full row for Phillip James Consulting Co. 4 $1.27K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 3 $971 <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3 $970 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $953 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $953 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3 $953 <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3 $953 <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 0 $750 <0.01% -523 13F-HR Timeline Group Amount filed as zero, left out of ratios. MARYLAND CAPITAL ADVISORS INC. 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