Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 250 $3.33K <0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 250 $3.33K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 250 $3.33K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 250 $3.33K 0.01% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 250 $3.33K <0.01% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 234 $3.11K <0.01% +214 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 228 $3.03K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 257 $3K <0.01% -178 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 256 $3K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 240 $3K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 232 $3K <0.01% -40 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 214 $3K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 225 $2.99K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 203 $2.7K <0.01% +89 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 200 $2.66K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $2.66K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 200 $2.66K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $2.66K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 200 $2.66K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 200 $2.66K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 200 $2.66K <0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 155 $2.56K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 187 $2.54K <0.01% +24 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 190 $2.53K <0.01% 0 13F-HR Timeline Group St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 180 $2.39K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 178 $2.37K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 175 $2.33K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 175 $2.33K <0.01% 0 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 175 $2.33K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 170 $2.26K <0.01% 0 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 168 $2.23K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 160 $2.13K <0.01% +10 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 160 $2.13K <0.01% -133 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 160 $2.13K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 160 $2.13K <0.01% -13,866 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 155 $2.12K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 156 $2.08K <0.01% -3 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 153 $2.04K <0.01% -70 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 171 $2K <0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 130 $1.75K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 130 $1.73K <0.01% 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 129 $1.72K <0.01% 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 127 $1.69K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 127 $1.69K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 122 $1.62K <0.01% 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 138 $1.55K <0.01% new 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 115 $1.53K <0.01% +100 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 115 $1.53K <0.01% +15 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 115 $1.53K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 113 $1.5K <0.01% -50 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 110 $1.46K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 109 $1.45K <0.01% -15 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 115 $1.45K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 104 $1.38K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 102 $1.36K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 100 $1.33K <0.01% -2,154 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $1.33K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $1.33K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 100 $1.33K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 100 $1.33K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 100 $1.33K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $1.33K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 100 $1.33K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 100 $1.33K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 100 $1.33K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 100 $1.33K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $1.33K <0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 100 $1.33K <0.01% -1,382 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 100 $1.33K <0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $1.33K <0.01% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 100 $1.33K <0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 100 $1.33K <0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $1.33K <0.01% 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 85 $1.13K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 84 $1.12K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 80 $1.06K <0.01% 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 79 $1.05K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 102 $1.02K <0.01% -15 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 78 $1K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 134 $1K <0.01% 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 100 $1K <0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 53 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 42 $1K <0.01% -796 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 71 $945 <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 65 $865 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 64 $851 <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 61 $823 <0.01% 0 13F-HR/A Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 61 $811 <0.01% +20 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 60 $798 <0.01% -13 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 59 $785 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 59 $785 <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 57 $758 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 53 $715 0.07% -54,690 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 51 $678 <0.01% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 50 $675 <0.01% 0 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 50 $665 <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 50 $665 <0.01% -320 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 50 $665 <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 50 $665 <0.01% -150 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 46 $612 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 45 $599 <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 44 $585 <0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 42 $559 <0.01% +40 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 40 $532 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 40 $532 <0.01% 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 40 $532 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 40 $532 <0.01% 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 38 $505 <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 40 $500 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 40 $500 <0.01% 0 13F-HR Timeline Group Modus Advisors, LLC More: the full row for Modus Advisors, LLC 35 $466 <0.01% new 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 34 $416 <0.01% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 30 $399 <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 30 $399 <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 27 $367 <0.01% -297 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 26 $346 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 25 $333 <0.01% -100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 23 $306 <0.01% -22 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 20 $272 <0.01% new 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 20 $266 <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 20 $266 <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 20 $266 <0.01% -2 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 17 $226 <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 17 $225 <0.01% 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 15 $200 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $133 <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 10 $133 <0.01% 0 13F-HR Timeline Group Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 9 $120 <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 9 $120 <0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 9 $119 <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 8 $106 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $96 <0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 7 $93 <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 7 $93 <0.01% new 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 6 $80 <0.01% 0 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 7 $79 <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 5 $67 <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 5 $67 <0.01% 0 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 5 $67 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 3 $40 <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 3 $40 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2 $27 <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 2 $27 <0.01% -4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $13 <0.01% new 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 10 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 7 $0 0% -2,249 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6 $0 0% 0 13F-HR 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. Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 0 $0 0% -175 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Graney & King, LLC More: the full row for Graney & King, LLC 0 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.