Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 575 $12.2K <0.01% +460 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 575 $12.2K 0.01% +460 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 580 $12K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 565 $12K <0.01% +452 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 542 $11.5K <0.01% +427 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 520 $11K <0.01% +416 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 500 $11K <0.01% +400 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 500 $11K <0.01% +400 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 518 $11K 0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 513 $10.9K <0.01% +425 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 510 $10.8K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 505 $10.7K <0.01% +404 13F-HR Timeline MONTAG & CALDWELL, LLC More: the full row for MONTAG & CALDWELL, LLC 500 $10.6K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 500 $10.6K <0.01% +400 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 500 $10.6K <0.01% +372 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 500 $10.6K <0.01% new 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 500 $10.6K 0.01% +400 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 500 $10.6K 0.01% 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 450 $9.53K <0.01% +360 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 450 $9.52K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 446 $9.44K <0.01% +367 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 436 $9.23K <0.01% +359 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 448 $9K <0.01% +359 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 425 $8.99K <0.01% new 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 400 $8.46K <0.01% +233 13F-HR Timeline CNB Bank More: the full row for CNB Bank 400 $8.46K <0.01% +320 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 380 $8.36K <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 395 $8.36K <0.01% +53 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 379 $8.02K <0.01% -27 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 355 $7.51K <0.01% +284 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 351 $7.44K <0.01% +255 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 345 $7.3K <0.01% +276 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 325 $6.88K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 320 $6.77K 0.01% 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 310 $6.56K <0.01% +248 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 285 $6.03K <0.01% +228 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 284 $6K <0.01% +220 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 280 $5.92K <0.01% +172 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 280 $5.7K <0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 250 $5.29K <0.01% +200 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 245 $5.2K <0.01% +186 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 245 $5.18K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 235 $5.02K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 220 $4.66K <0.01% +176 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 205 $4.34K <0.01% +164 13F-HR/A Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 230 $4K <0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 186 $3.92K <0.01% +96 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 180 $3.81K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 175 $3.7K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 172 $3.63K <0.01% +138 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 160 $3.39K <0.01% +128 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 160 $3.39K <0.01% +128 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 151 $3.19K <0.01% +121 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 145 $3.07K <0.01% new 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 145 $3.07K <0.01% +116 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 145 $3.07K <0.01% +116 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 140 $2.96K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 130 $2.75K <0.01% +104 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 125 $2.65K <0.01% +100 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 125 $2.65K <0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 125 $2.65K <0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 110 $2.33K <0.01% +92 13F-HR Timeline MOTCO More: the full row for MOTCO 105 $2.22K <0.01% -1,916 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 105 $2.22K <0.01% +84 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 100 $2.12K <0.01% +80 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 100 $2.12K <0.01% +80 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 100 $2.12K <0.01% +80 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 100 $2.12K <0.01% +80 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 98 $2.07K <0.01% new 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 95 $2.01K <0.01% +76 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 90 $1.9K <0.01% +72 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 85 $1.8K <0.01% +60 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 85 $1.8K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 85 $1.78K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 80 $1.69K <0.01% +64 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 80 $1.69K <0.01% new 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 75 $1.59K <0.01% +60 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 75 $1.59K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 60 $1.27K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 55 $1.16K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 55 $1.16K <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 51 $1.07K <0.01% 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 50 $1.06K <0.01% +40 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 50 $1.06K <0.01% new 13F-HR Timeline Human Investing LLC More: the full row for Human Investing LLC 50 $1.06K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 40 $847 <0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 40 $847 <0.01% +32 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 40 $846 <0.01% +32 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 31 $647 <0.01% +25 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 30 $635 <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 25 $565 <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 25 $565 <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 25 $529 <0.01% +20 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 20 $423 <0.01% -43 13F-HR Timeline CREDIT INDUSTRIEL ET COMMERCIAL More: the full row for CREDIT INDUSTRIEL ET COMMERCIAL 18 $381 <0.01% 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $212 <0.01% +8 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 10 $212 <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 10 $212 <0.01% +8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 10 $212 <0.01% +9 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $145 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $106 <0.01% +4 13F-HR Timeline City State Bank More: the full row for City State Bank 5 $106 <0.01% +4 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $95 0.01% -839 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 4 $82 <0.01% +3 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 40 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios. Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 5 $0 0% +4 13F-HR Timeline Value filed as zero, left out of ratios. TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.