RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2,124 $74.8K 0.05% +245 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 2,200 $74.4K <0.01% -146,000 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,159 $73K 0.01% -80 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2,155 $72.8K 0.15% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,154 $72.8K 0.01% +601 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 2,136 $72K 0.03% new 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 2,125 $71.8K 0.01% -400 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 2,100 $71K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,081 $70K 0.01% -365 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 2,057 $69.5K 0.03% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,034 $68.7K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 2,000 $67.6K 0.03% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,943 $65.7K 0.05% -80 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,883 $63.6K <0.01% +376 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,874 $63.3K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 1,769 $60K 0.02% -1,152 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,760 $59.5K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,651 $55.8K 0.01% +1,500 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,623 $54.9K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,543 $54.3K 0.02% +156 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,510 $53.1K 0.03% -282 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,561 $52.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,467 $49.6K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,447 $48.9K <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 1,416 $47.9K 0.01% -872 13F-HR Timeline Group Sava Infond d.o.o. More: the full row for Sava Infond d.o.o. 1,400 $47.3K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,395 $47.2K 0.03% -2,800 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,336 $45.2K 0.02% -626 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,332 $45K <0.01% -154 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 1,300 $43.9K 0.03% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,257 $42.5K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 1,230 $42K 0.01% -300 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,231 $41.6K 0.02% +10 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,222 $41K 0.02% +15 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,200 $41K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,130 $38K 0.01% +4 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,100 $37.2K 0.03% -20 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,081 $36.5K 0.02% +25 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,067 $36.1K <0.01% +16 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,055 $35.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,052 $35.6K 0.01% -6,040 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,025 $34.6K 0.02% -88 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 1,004 $33.9K <0.01% +341 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 1,000 $33.8K 0.03% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 985 $33.3K 0.01% -710 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 983 $33.2K <0.01% +350 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 980 $33.1K 0.03% -477 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 975 $33K <0.01% 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 969 $32.8K <0.01% +9 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 967 $32.7K <0.01% -2,242 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 951 $32.1K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 950 $32.1K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 943 $31.9K 0.03% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 931 $31.5K 0.01% -2,341 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 920 $31.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 909 $31K <0.01% +218 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 916 $31K 0.01% new 13F-HR Timeline SSA SWISS ADVISORS AG More: the full row for SSA SWISS ADVISORS AG 870 $30.6K 0.01% -910 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 897 $30.3K <0.01% -525 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 892 $30.1K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 867 $29.3K 0.01% +6 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 867 $29.3K 0.01% -7,716 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 855 $28.9K <0.01% -581 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 853 $28.8K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 840 $28.4K 0.02% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 820 $27.7K <0.01% 0 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 818 $27.6K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 799 $27K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 800 $27K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 789 $26.7K <0.01% -416 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 775 $26.2K <0.01% +26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 770 $26K <0.01% -248 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 744 $25.4K 0.02% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 750 $25.4K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 728 $24.6K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 746 $24.6K 0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 721 $24.4K <0.01% +5 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 714 $24.3K <0.01% +200 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 666 $22.5K <0.01% +2 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 658 $22.2K 0.01% new 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 650 $22K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 633 $21.4K <0.01% -328 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 630 $21.3K <0.01% new 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 600 $20.3K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 584 $19.7K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 568 $19.2K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 542 $18.3K <0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 514 $17.4K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 513 $17.4K 0.01% +3 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 523 $17K <0.01% -130 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 493 $16.7K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 476 $16.1K 0.01% -20 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 459 $15.5K <0.01% -188 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 463 $15.5K <0.01% +271 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 452 $15.3K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 428 $14.5K <0.01% -65 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 406 $14.3K <0.01% +281 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 415 $14K <0.01% +1 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 400 $13.5K 0.02% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 400 $13.5K 0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 400 $13.5K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $13.5K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 389 $13.1K 0.01% -244 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 382 $12.9K <0.01% -50 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 377 $12.7K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 356 $12K 0.01% new 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 353 $11.9K <0.01% 0 13F-HR/A Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 351 $11.9K 0.01% +4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 334 $11.3K 0.01% +98 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 332 $11.2K <0.01% 0 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 328 $11K <0.01% -357 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 265 $11K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 320 $10.8K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 315 $10.6K 0.01% +270 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 307 $10.5K <0.01% -59 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 302 $10.2K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 300 $10.1K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 295 $9.97K <0.01% +93 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 289 $9.77K <0.01% +89 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 284 $9.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 283 $9.58K <0.01% -136 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 280 $9.46K 0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 278 $9.38K 0.01% -1 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 276 $9.33K <0.01% -131 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 266 $9K <0.01% -2 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 256 $8.65K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 253 $8.55K <0.01% -19 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 251 $8.48K <0.01% -1,956 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 250 $8.45K 0.01% +181 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 246 $8.31K <0.01% +46 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 232 $7.85K <0.01% +2 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 232 $7.84K <0.01% -107 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 219 $7.4K <0.01% +140 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 212 $7.17K <0.01% -8 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 200 $6.76K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 200 $6.76K <0.01% 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 200 $6.76K 0.01% 0 13F-HR/A Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 198 $6.69K <0.01% +15 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 196 $6.62K <0.01% 0 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 195 $6.58K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 192 $6.49K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 192 $6.49K <0.01% -257 13F-HR Timeline Group Kilter Group LLC More: the full row for Kilter Group LLC 185 $6.25K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 183 $6.18K <0.01% +143 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 182 $6.15K <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 118 $6.14K 0.07% -107 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 172 $5.81K 0.01% +72 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 155 $5.66K <0.01% +64 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 165 $5.58K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 165 $5.58K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 165 $5.57K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 159 $5.38K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 159 $5.38K <0.01% -88 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 155 $5.24K <0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 153 $5.17K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 150 $5.07K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 150 $5.07K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 143 $4.83K <0.01% -20 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 142 $4.8K <0.01% +100 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 141 $4.75K <0.01% -1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 131 $4.74K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 133 $4.5K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 133 $4.5K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 128 $4.33K <0.01% -129 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 126 $4.26K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 125 $4.22K <0.01% 0 13F-HR Timeline OSSIAM More: the full row for OSSIAM 124 $4.19K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 122 $4.12K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 121 $4.09K <0.01% -123 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 120 $4.06K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 118 $4.01K <0.01% -49 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 113 $3.85K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 113 $3.82K <0.01% -858 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 112 $3.79K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 109 $3.69K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 109 $3.68K <0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 101 $3.43K <0.01% -46 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 101 $3.41K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 100 $3.38K <0.01% 0 13F-HR/A Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 100 $3.38K <0.01% +100 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 100 $3.38K <0.01% +30 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 100 $3.38K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 98 $3.31K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 90 $3.07K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 90 $3.04K <0.01% -1,149 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 100 $3K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 87 $2.94K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 87 $2.94K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 85 $2.9K <0.01% +85 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 85 $2.87K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 83 $2.81K <0.01% -906 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 81 $2.74K <0.01% 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 80 $2.7K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 80 $2.7K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 75 $2.54K <0.01% new 13F-HR/A Timeline Group HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 73 $2.46K <0.01% -4 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 72 $2.43K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 70 $2.37K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 68 $2.3K <0.01% -732 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 66 $2.23K <0.01% 0 13F-HR Timeline