Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 74 $40.7K <0.01% -35 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 74 $40.7K 0.03% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 74 $40.7K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 73 $40.2K 0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 71 $39.1K <0.01% new 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 70 $38.5K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 69 $38K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 68 $37.4K 0.01% +46 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 64 $35.2K <0.01% +18 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 64 $35.2K 0.03% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 63 $34.4K <0.01% +3 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 62 $34.1K <0.01% +2 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 62 $34.1K 0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 62 $34.1K 0.02% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 55 $30.3K <0.01% -12,237 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 55 $30.3K <0.01% +19 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 53 $29.2K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 49 $29K 0.01% +41 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 50 $28K 0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 50 $27.5K <0.01% -5 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $27.5K 0.01% +9 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 50 $27.5K 0.03% 0 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 49 $27K 0.02% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 44 $26.8K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 48 $26.4K 0.02% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 48 $26.4K 0.01% +4 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 44 $24.2K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 42 $23.1K 0.01% +27 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 35 $22.3K <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 40 $22K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 40 $22K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 41 $22K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 38 $20.9K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 35 $20.7K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 37 $20.4K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 36 $19.8K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 33 $18.2K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 37 $16.6K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 30 $16.5K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 30 $16.2K 0.01% -20 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 29 $16K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 28 $15.4K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 28 $15.4K <0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $14.9K 0.01% +15 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 26 $14.3K 0.01% -6 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 26 $14.3K <0.01% -24 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 26 $14.3K 0.01% 0 13F-HR/A Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 25 $14K <0.01% 0 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 25 $13.8K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 25 $13.8K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 25 $13.8K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $13.8K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 25 $13.8K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 24 $13.2K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 23 $12.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $12.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 22 $12K <0.01% +2 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 21 $11.6K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 21 $11.6K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 20 $11K <0.01% 0 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 20 $11K 0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 20 $11K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 18 $9.9K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 18 $9.9K <0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 18 $9.9K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16 $8.82K <0.01% +10 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 16 $8.8K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 16 $8.8K 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 16 $8.8K 0.01% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 16 $8.8K <0.01% +4 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 16 $8.8K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 16 $8.8K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 15 $8.25K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 15 $8.25K <0.01% +4 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 15 $8.25K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 15 $8.25K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 15 $8.25K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 14 $7.7K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 14 $7.7K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 14 $7.7K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 13 $7.15K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 13 $7.15K <0.01% new 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 13 $7.15K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 13 $7.15K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 13 $7K <0.01% -1 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 12 $6.8K <0.01% -110 13F-HR Timeline Group Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 12 $6.6K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 11 $6.07K <0.01% +2 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 11 $6.05K <0.01% -60 13F-HR/A Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 11 $6.05K <0.01% +8 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11 $6.05K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 11 $6.05K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 10 $6K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $5.5K <0.01% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 10 $5.5K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 10 $5.5K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 8 $4.4K <0.01% +4 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 8 $4.4K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 7 $3.85K <0.01% +2 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 7 $3.85K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $3.85K <0.01% +5 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 6 $3.3K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 5 $3.1K <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5 $2.75K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $2.75K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 5 $2.75K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 5 $2.75K <0.01% 0 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $2.2K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4 $2.2K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 4 $2.2K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 4 $2.2K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $2.2K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 4 $2.2K <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 4 $2.2K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 3 $1.65K <0.01% 0 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 3 $1.65K <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3 $1.65K <0.01% 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3 $1.65K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 3 $1.65K <0.01% 0 13F-HR Timeline Group Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 3 $1.65K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $1.65K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $1.4K <0.01% -16,646 13F-HR Timeline Group Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 2 $1.1K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 2 $1.1K <0.01% 0 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 2 $1.1K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $1.1K <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 2 $1.1K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 2 $1.1K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2 $1.1K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 2 $1.1K <0.01% -55 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1 $1.02K 0.06% -2 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 3 $1K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $718 <0.01% -1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1 $551 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $551 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $551 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $551 <0.01% 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1 $550 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $550 <0.01% -2 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 1 $550 <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1 $550 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1 $550 <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 1 $550 <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1 $550 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 0 $221 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 6 $33 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -197 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.