Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 37 $6.9K 0.05% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 31 $6.27K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 31 $6.25K <0.01% -62 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 31 $5.78K <0.01% +14 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 31 $5.77K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 30 $5.59K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 29 $5.43K <0.01% +17 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 29 $5.41K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 29 $5.41K <0.01% +2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 28 $5.22K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 28 $5.22K 0.02% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 28 $5.22K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 28 $5.14K <0.01% +1 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 26 $4.85K <0.01% -11 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 25 $4.66K <0.01% -16 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 25 $4.66K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 24 $4.48K <0.01% +13 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 24 $4.48K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 23 $4.29K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 23 $4.29K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $4.23K <0.01% +6 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 22 $4.12K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 22 $4.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22 $4.08K <0.01% +2 13F-HR Timeline GROESBECK INVESTMENT MANAGEMENT CORP /N… More: the full row for GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 20 $4K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 20 $3.73K <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 20 $3.73K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 20 $3.73K <0.01% +5 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 19 $3.54K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 18 $3.36K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 17 $3.17K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 17 $3.17K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $3.17K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 16 $2.98K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 16 $2.98K <0.01% -2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15 $2.8K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 15 $2.8K <0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 15 $2.8K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 14 $2.61K <0.01% +6 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 14 $2.61K <0.01% -12 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 12 $2.24K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 12 $2.24K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12 $2.24K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 12 $2.24K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 11 $2.21K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 11 $2.05K <0.01% +4 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 14 $2K <0.01% 0 13F-HR/A Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 10 $1.89K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $1.87K <0.01% 0 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 10 $1.86K <0.01% -729 13F-HR Timeline Group Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 10 $1.86K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 9 $1.68K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 9 $1.68K <0.01% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 8 $1.49K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 5 $933 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 5 $933 <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 5 $933 <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 5 $896 <0.01% +2 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 4 $746 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3 $560 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $560 <0.01% -70 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 3 $560 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $560 <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 3 $560 <0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 3 $560 <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2 $374 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $374 <0.01% 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 2 $373 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $187 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1 $187 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $187 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 0 $46 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.