Hurley Capital, LLC More: the full row for Hurley Capital, LLC 103 $6.53K <0.01% +98 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 103 $6.52K <0.01% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $6.34K <0.01% 0 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 100 $6.34K <0.01% 0 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 100 $6.34K <0.01% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 98 $6.19K <0.01% +56 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 95 $6.02K <0.01% -22 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 95 $6.02K <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. 90 $5.71K <0.01% -109 13F-HR Timeline Group 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 89 $5.64K <0.01% 0 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 86 $5.45K <0.01% 0 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 84 $5.35K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 84 $5.33K <0.01% -3 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 80 $5.07K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 79 $5.01K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 74 $4.69K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 72 $4.57K 0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 70 $4.44K <0.01% +27 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 66 $4.19K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 65 $4.12K <0.01% 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 70 $3.87K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 60 $3.81K <0.01% -18 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 59 $3.79K <0.01% +1 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 58 $3.68K <0.01% -60 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 57 $3.61K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 57 $3.61K <0.01% +9 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 55 $3.49K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 54 $3.42K <0.01% -51 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 53 $3.36K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 50 $3.31K <0.01% -15 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 50 $3.17K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 50 $3.17K <0.01% -1 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 50 $3.17K <0.01% -32 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 47 $2.98K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 47 $2.98K <0.01% +12 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 46 $2.92K <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 45 $2.85K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 43 $2.73K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 42 $2.67K <0.01% +3 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 41 $2.6K <0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 40 $2.54K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 39 $2.47K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 37 $2.35K <0.01% -19 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 37 $2.35K <0.01% -16 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 35 $2.22K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 35 $2.22K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 33 $2.09K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 32 $2.03K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 30 $1.91K <0.01% +3 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 30 $1.9K <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 29 $1.84K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 27 $1.71K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 27 $1.71K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 27 $1.71K <0.01% 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 26 $1.65K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 25 $1.59K <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 $1.59K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 24 $1.52K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $1.4K <0.01% -4 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 22 $1.4K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $1.33K <0.01% +8 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 20 $1.27K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 20 $1.27K <0.01% -380 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $1.21K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 18 $1.16K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 17 $1.08K <0.01% 0 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $1.01K <0.01% +3 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 16 $1.01K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 31 $1K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 19 $1K <0.01% 0 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13 $824 <0.01% 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 12 $761 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $761 <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 12 $760 <0.01% -14 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 11 $698 <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 10 $635 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 9 $581 <0.01% +5 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9 $571 <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 9 $571 <0.01% 13F-HR/A Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 9 $570 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $570 <0.01% -1 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 8 $493 <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 7 $457 <0.01% -103 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 7 $444 <0.01% 13F-HR/A Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 6 $380 <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 5 $335 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 5 $318 <0.01% 0 13F-HR Timeline Group HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $318 <0.01% -2 13F-HR Timeline Distillate Capital Partners LLC More: the full row for Distillate Capital Partners LLC 5 $317 <0.01% +4 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $317 <0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5 $317 <0.01% 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 4 $266 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 4 $254 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $190 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $66 <0.01% -1 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $64 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $64 <0.01% -1 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 0 $26 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 0 $14 <0.01% 13F-HR Timeline Amount filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 13 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% -24 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.