Trust Co of the South More: the full row for Trust Co of the South 2,951 $247K 0.03% -78 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 2,949 $246K <0.01% -35,398 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,934 $245K 0.03% -676 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 2,922 $244K <0.01% new 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,914 $244K 0.06% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,910 $243K 0.01% +43 13F-HR Timeline JACKSON THORNTON WEALTH MANAGEMENT, LLC More: the full row for JACKSON THORNTON WEALTH MANAGEMENT, LLC 2,895 $242K 0.02% new 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 2,890 $242K 0.08% new 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 2,890 $241K 0.01% -2,727 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,880 $241K 0.05% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,880 $241K 0.05% 0 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,879 $241K <0.01% new 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,875 $240K 0.06% +1 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,872 $240K 0.04% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,843 $237K 0.1% +43 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 3,323 $237K 0.01% 0 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 2,835 $237K 0.01% -145 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 2,825 $237K 0.16% 0 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,828 $236K 0.07% -1,207 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,819 $236K 0.02% -26 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 2,819 $236K 0.02% new 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,818 $236K 0.01% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,811 $235K <0.01% -9 13F-HR Timeline Group CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,811 $235K 0.04% 0 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 2,804 $234K 0.1% new 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 2,800 $234K 0.09% new 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 2,782 $233K 0.02% -200 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 2,775 $232K 0.1% -375 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,758 $230K 0.01% new 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 2,753 $230K 0.03% new 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 2,747 $230K 0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 2,742 $229K 0.02% -2,888 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,737 $229K 0.03% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,725 $228K 0.03% 0 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 2,723 $228K 0.39% -28,640 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 2,722 $228K 0.01% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 2,718 $227K 0.01% -1,885 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,718 $227K 0.01% -150 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 2,714 $227K 0.01% new 13F-HR Timeline Group Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,700 $226K 0.01% new 13F-HR Timeline CPC Advisors, LLC More: the full row for CPC Advisors, LLC 2,697 $225K 0.03% new 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 2,693 $225K <0.01% new 13F-HR Timeline ADVISORS MANAGEMENT GROUP INC /ADV More: the full row for ADVISORS MANAGEMENT GROUP INC /ADV 2,699 $225K 0.04% new 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,687 $225K 0.09% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 2,668 $223K 0.03% +896 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 2,668 $223K <0.01% 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,649 $221K 0.03% -175 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,643 $221K 0.01% +1,539 13F-HR Timeline Group Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,640 $221K 0.08% new 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 2,633 $220K <0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,627 $220K <0.01% new 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,623 $219K 0.03% new 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $219K 0.05% new 13F-HR Timeline Amount filed as zero, left out of ratios. Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,604 $218K 0.04% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,600 $217K 0.02% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 2,598 $217K 0.01% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,585 $216K 0.02% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,584 $216K 0.04% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,583 $216K 0.08% new 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 2,577 $215K 0.02% new 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 2,575 $215K 0.02% new 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 2,576 $215K 0.01% -777 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 2,558 $214K <0.01% -369 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,552 $213K 0.01% new 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,551 $213K 0.01% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,549 $213K 0.15% new 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 2,540 $213K 0.02% -19,104 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,541 $212K <0.01% new 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 2,514 $210K 0.04% new 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,499 $209K 0.07% +414 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 2,493 $208K 0.02% new 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 2,483 $208K 0.01% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,480 $207K <0.01% new 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,472 $207K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,472 $207K 0.02% -55 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,463 $206K 0.03% new 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,462 $206K 0.04% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,461 $206K 0.05% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,458 $205K 0.04% +500 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 2,453 $205K 0.02% new 13F-HR/A Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,452 $205K 0.04% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,450 $205K 0.14% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,442 $204K <0.01% +206 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 2,436 $204K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoese & Co LLP More: the full row for Hoese & Co LLP 2,436 $204K 0.13% +612 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,433 $203K 0.02% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,428 $203K 0.01% +995 13F-HR Timeline Henderson Brothers Financial Partners, … More: the full row for Henderson Brothers Financial Partners, LLC 2,426 $203K 0.1% -1,614 13F-HR Timeline CULBERTSON A N & CO INC More: the full row for CULBERTSON A N & CO INC 2,425 $203K 0.02% new 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 2,422 $202K 0.1% -5,439 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,419 $202K 0.03% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,415 $202K 0.13% new 13F-HR Timeline HIGHLAND CAPITAL MANAGEMENT, LLC More: the full row for HIGHLAND CAPITAL MANAGEMENT, LLC 2,400 $201K 0.01% -600 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 2,400 $201K <0.01% new 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 2,400 $201K 0.01% new 13F-HR Timeline Aljian Capital Management, LLC More: the full row for Aljian Capital Management, LLC 2,397 $200K 0.04% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 2,286 $191K 0.02% +575 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,241 $187K 0.01% +147 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,228 $186K 0.01% -897 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,196 $184K 0.22% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,189 $183K 0.03% +59 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,183 $182K 0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,136 $179K 0.09% 0 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,125 $178K 0.11% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,070 $173K 0.04% -475 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,055 $172K 0.05% -1,197 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,013 $168K <0.01% -357 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 2,000 $167K <0.01% +400 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,957 $164K 0.01% 0 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 1,902 $159K 0.01% -70 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,897 $159K 0.03% +1 13F-HR/A Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,817 $152K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,815 $152K <0.01% +257 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,765 $148K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,750 $146K <0.01% -6,936 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,727 $144K 0.06% +65 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,706 $143K 0.02% +70 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,675 $140K 0.01% -623 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,667 $139K 0.03% -783 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,622 $136K 0.06% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,608 $134K 0.04% -63 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,517 $127K 0.04% 0 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,463 $122K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,460 $122K 0.04% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,441 $120K <0.01% -13 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,436 $120K 0.01% -240 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,420 $119K 0.01% -5 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,410 $118K 0.06% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,388 $116K 0.03% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,337 $112K 0.02% -408 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,328 $111K 0.01% +6 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,309 $109K 0.02% +6 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,304 $109K 0.06% -12 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,292 $108K 0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,287 $108K 0.02% -226 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,278 $107K 0.02% -43 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,260 $105K 0.02% +139 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,233 $103K 0.09% -800 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,233 $103K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,206 $101K <0.01% -52 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,199 $100K 0.02% 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,196 $100K 0.04% +26 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,185 $99K 0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,186 $99K <0.01% -3 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,184 $99K 0.02% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,170 $97.8K 0.01% +7 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,163 $97.2K 0.02% -2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,145 $95.7K 0.02% +816 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,133 $94.7K <0.01% +100 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,090 $91.1K <0.01% -602 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,088 $90.9K 0.01% +39 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,076 $90K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,028 $85.9K 0.02% +13 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 1,025 $85.7K 0.03% new 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,019 $85.2K 0.01% -100 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,016 $84.9K 0.01% -146 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,016 $84.9K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,014 $84.7K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 993 $83K 0.04% -259 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 987 $82.5K <0.01% +274 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 961 $80.4K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 945 $79K 0.01% -2,474 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 925 $77.3K 0.01% +5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 904 $76K 0.02% -212 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 907 $75.8K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 901 $75.3K <0.01% -1,466 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 900 $75.2K 0.03% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 897 $75K 0.03% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 895 $74.8K 0.01% +16 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 865 $72.3K 0.05% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 855 $71.5K 0.01% +10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 838 $70K 0.01% -6 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 815 $68K <0.01% -335 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 800 $66.9K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 789 $65.9K 0.05% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 772 $64.5K 0.01% -27 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 760 $63.5K 0.02% +270 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 755 $63.1K 0.04% +154 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 700 $58.5K 0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 694 $58K 0.05% -22 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 691 $58K 0.03% +568 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 686 $57.3K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 677 $56.6K 0.01% -105 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 660 $55.2K 0.04% +98 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 644 $54K 0.01% -546 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 642 $53.7K 0.01% -17 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 628 $52.5K 0.02% +78 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 626 $52.3K <0.01% 0 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 610 $51K 0.03% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 608 $50.8K <0.01% +5 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 606 $50.6K 0.01% +52 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $50.1K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 600 $50.1K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 585 $48.9K <0.01% -219 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 583 $48.7K <0.01% -1,669 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 570 $47.6K <0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 563 $47K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 540 $45.1K 0.01% -86 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 547 $45K 0.01% +36 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 532 $44.5K 0.01% 0 13F-HR Timeline