Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,106 $178K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1,098 $177K 0.05% -47 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,079 $174K 0.02% -716 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,057 $170K 0.04% -168 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,056 $169K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,021 $164K 0.01% +736 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 1,020 $164K 0.02% +25 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,464 $164K 0.06% -20 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,013 $163K 0.02% +9 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,000 $161K 0.05% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,000 $161K 0.01% new 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,000 $161K 0.02% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 1,000 $161K 0.12% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 967 $156K +207 Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 964 $155K <0.01% +278 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 950 $154K 0.01% -1,156 13F-HR Timeline Group MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 945 $152K 0.05% -80 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 942 $152K 0.11% +188 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 927 $149K <0.01% +279 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 894 $144K 0.11% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 892 $144K 0.05% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 877 $141K <0.01% -62 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 854 $137K 0.01% -160 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 847 $136K 0.06% -10 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 809 $132K 0.03% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 817 $132K 0.07% +411 13F-HR Timeline BAYBAN More: the full row for BAYBAN 800 $129K 0.11% 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 780 $126K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 780 $126K 0.09% -36 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 776 $125K <0.01% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 760 $122K 0.13% -119 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 755 $122K 0.01% -278 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 747 $120K 0.02% +12 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 715 $115K <0.01% -480 13F-HR/A Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 709 $114K 0.03% 0 13F-HR Timeline Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 700 $113K 0.02% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 700 $112K 0.04% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 677 $109K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 670 $108K 0.04% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 663 $107K 0.02% -1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 652 $105K 0.03% -56 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 650 $105K 0.09% 0 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 618 $99.5K 0.22% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 620 $99K 0.02% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 613 $98.7K 0.02% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 606 $97.5K 0.01% +52 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 580 $93.4K 0.02% -8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 580 $93K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 573 $92.2K 0.01% +189 13F-HR Timeline Copos Capital B.V. More: the full row for Copos Capital B.V. 542 $87.2K 0.06% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 500 $80.5K 0.02% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 500 $80.5K 0.02% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 720 $80.4K 0.11% 0 13F-HR/A Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 484 $77.9K 0.01% -1,085 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 482 $77.6K <0.01% new 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 463 $74.5K <0.01% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 662 $74K 0.05% -100 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 448 $72.1K <0.01% -164 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 437 $70.3K 0.02% -2,028 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 436 $70.2K 0.01% +162 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 430 $69.2K 0.01% -80 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 428 $68.9K <0.01% +33 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 425 $68.4K 0.03% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 420 $67.6K 0.01% -10 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 407 $65.5K 0.02% -111 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 400 $64.4K 0.06% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 397 $63.9K 0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 396 $63.7K 0.04% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 385 $62K 0.02% -15 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 380 $61.2K 0.03% +80 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 389 $61.2K 0.03% -391 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 364 $58.6K 0.02% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 238 $53K 0.01% -210 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 329 $53K 0.03% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 322 $51.8K 0.01% -24 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,658 $51.2K <0.01% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 317 $51K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 300 $48.3K 0.01% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 300 $48.3K 0.01% -411 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 300 $48.3K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 300 $48.3K 0.02% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 297 $47.8K 0.01% +46 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 296 $47.6K 0.02% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 292 $46.9K 0.01% -422 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 286 $46K 0.01% +73 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 278 $44.8K <0.01% 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 265 $42.7K 0.02% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 263 $42.3K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 262 $42.2K 0.03% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 260 $41.9K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 260 $41.9K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 290 $40.3K 0.01% +40 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 250 $40.2K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 244 $39.3K 0.03% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 241 $38.8K 0.01% +112 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 241 $38.8K 0.01% +119 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 240 $38.6K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 237 $38.2K <0.01% -134 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 235 $37.8K <0.01% +65 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 227 $36.5K 0.01% +2 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 213 $34.3K 0.01% new 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 213 $34.3K 0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 206 $33.2K 0.05% -4,254 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 272 $32.8K 0.03% 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 200 $32.2K 0.03% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 200 $32.2K 0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 193 $31.1K 0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 192 $30.9K 0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 197 $30.7K <0.01% +89 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 186 $29.9K <0.01% +34 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 183 $29.5K 0.04% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 179 $28.8K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 179 $28.8K <0.01% -74 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 172 $27.7K 0.02% -200 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 170 $27.4K 0.02% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 160 $27.1K 0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 165 $26.6K 0.02% +40 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 162 $26.1K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 160 $25.8K 0.01% new 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 159 $25.6K 0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 152 $24.5K 0.01% new 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 150 $24.1K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 150 $24.1K 0.01% -50 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 150 $24.1K <0.01% 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 145 $23.3K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 144 $23.2K <0.01% -451 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 140 $23K <0.01% +26 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 140 $22.5K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 140 $22.5K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 140 $22.5K 0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 136 $21.9K 0.01% 0 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 132 $21K 0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 126 $20K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 123 $19.8K 0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 122 $19.6K <0.01% +82 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 121 $19.5K 0.01% -579 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 120 $19.3K 0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 120 $19.3K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 120 $19.3K 0.01% 0 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 117 $18.8K 0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 110 $18K 0.02% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 110 $17.7K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 107 $17.2K 0.01% +7 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 105 $16.9K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 103 $16.6K <0.01% +100 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 100 $16.1K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 102 $16K <0.01% 0 13F-HR/A Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 98 $15.8K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 96 $15.5K <0.01% +86 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 93 $15K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 90 $14.5K <0.01% 0 13F-HR Timeline Group Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 90 $14.5K 0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 89 $14.3K 0.01% 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 100 $13.9K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 86 $13.8K <0.01% +6 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 85 $13.7K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 85 $13.7K 0.01% 13F-HR/A Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 82 $13.2K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 80 $12.9K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 80 $12.9K <0.01% +18 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 80 $12.9K 0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 78 $12.6K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 76 $12.2K 0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 73 $11.8K <0.01% +29 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 73 $11.8K <0.01% +6 13F-HR 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 72 $11.6K <0.01% new 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 71 $11.4K <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 71 $11.4K <0.01% -25 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 70 $11.3K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 70 $11.3K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 72 $11K <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 67 $10.8K <0.01% -1 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 67 $10.8K <0.01% -30 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 66 $10.6K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 65 $10.5K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 63 $10.1K 0.01% 0 13F-HR/A Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 63 $10.1K 0.01% -6 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 60 $9.66K <0.01% 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 57 $9.18K <0.01% -33 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 52 $8.27K <0.01% -2 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 50 $8.05K <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 50 $8.05K <0.01% new 13F-HR/A Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 50 $8.05K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 50 $8.05K 0.01% 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 50 $8.05K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 49 $7.89K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 44 $7.08K <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 43 $6.92K <0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 42 $6.76K <0.01% 0 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 42 $6.76K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 42 $6.76K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 161 $6.44K <0.01% +12 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 40 $6.44K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 39 $6.28K <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 39 $6.28K <0.01% +3 13F-HR Timeline Group CITY HOLDING CO More: the full row for CITY HOLDING CO 38 $6.12K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 39 $6K <0.01% -32 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 37 $5.96K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 36 $5.79K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 35 $5.63K <0.01% 0 13F-HR Timeline