Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 686 $73.2K 0.03% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 680 $72.6K 0.04% +570 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 663 $70.7K 0.02% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 663 $70.7K 0.09% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 651 $69.5K 0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 648 $69.1K 0.02% -102 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 675 $67.3K 0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 615 $65.6K 0.04% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 600 $64K <0.01% 0 13F-HR Timeline Premier Financial Group More: the full row for Premier Financial Group 580 $62.3K 0.02% new 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 579 $61.8K 0.02% -286 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 570 $60.8K 0.01% -10 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 555 $58.3K 0.02% 13F-HR Timeline BAYBAN More: the full row for BAYBAN 536 $57.2K 0.05% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 527 $56.2K 0.03% 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 518 $55.3K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 510 $54.4K 0.02% -261 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 488 $52.1K <0.01% -706 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 452 $48.2K 0.02% -642 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 449 $47.9K <0.01% 0 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 443 $47.3K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 421 $45K 0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 395 $42.1K 0.04% +143 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 395 $42.1K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 380 $40.5K <0.01% 0 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 378 $40.3K 0.02% +2 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 377 $40.2K <0.01% -565 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 372 $39.7K 0.04% 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 369 $39.4K 0.01% +355 13F-HR Timeline Group O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 350 $37.3K 0.03% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 339 $36.2K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 320 $34.1K <0.01% new 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 313 $33.4K 0.01% +13 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 312 $33.3K 0.02% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 307 $32.7K 0.02% +1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 302 $32.2K 0.01% +1 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 301 $32.1K 0.01% new 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 300 $32K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 297 $31.7K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 292 $31.2K <0.01% new 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 290 $30.9K 0.03% 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 286 $30.5K 0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 278 $30.1K 0.01% -552 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 274 $29.2K 0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 270 $28.8K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 253 $27K <0.01% +216 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 242 $25.8K 0.02% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 238 $25.4K 0.02% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 234 $25K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 230 $24.5K <0.01% 0 13F-HR Timeline Provida Pension Fund Administrator More: the full row for Provida Pension Fund Administrator 225 $24K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 225 $24K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 223 $23.8K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 211 $22.5K 0.03% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 210 $22.4K 0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 200 $21.3K 0.02% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 191 $20.4K <0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 188 $20.1K <0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 176 $18.8K 0.02% 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 174 $18.6K 0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 174 $18.6K 0.01% 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 170 $18.1K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 165 $17.6K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 158 $16.9K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 146 $15.6K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 144 $15.4K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 138 $14.7K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 136 $14.5K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 136 $14.5K 0.01% -165 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 135 $14.4K 0.01% -77 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 131 $14K 0.07% -76 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 125 $13.3K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 125 $13.3K 0.01% 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 121 $12.9K 0.01% +105 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 121 $12.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 117 $12.4K <0.01% +17 13F-HR Timeline Group Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 116 $12.4K <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 111 $11.9K <0.01% +72 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for Greykasell Wealth Strategies, Inc. 37 $3.96K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 31 $3.31K <0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 31 $3.31K 0.05% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 30 $3.2K <0.01% 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 28 $2.99K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 26 $2.8K <0.01% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 24 $2.56K <0.01% -375 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 20 $2.13K <0.01% -230 13F-HR Timeline Group HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $1.71K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 15 $1.6K <0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 14 $1.49K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 12 $1.29K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 11 $1.17K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 10 $1.07K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 10 $1.07K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 9 $960 <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 9 $960 <0.01% +4 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 5 $534 <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4 $427 <0.01% 0 13F-HR Timeline