McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 273 $24.4K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 244 $21.8K 0.01% -509 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 241 $21.5K <0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 232 $21K <0.01% -26 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 217 $19.4K <0.01% -95 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 217 $19.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 209 $18.7K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 206 $18.4K <0.01% +2 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 200 $17.9K <0.01% +100 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 197 $17.6K <0.01% new 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 190 $17K 0.01% -240 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 172 $15.4K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 171 $15.3K 0.01% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 170 $15.2K 0.01% +150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hurley Capital, LLC More: the full row for Hurley Capital, LLC 163 $14.6K 0.01% +1 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 162 $14.5K <0.01% -348 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 160 $14.3K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 153 $13.7K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 141 $12.6K <0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 140 $12.5K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 138 $12.3K 0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 136 $12.2K 0.01% -5 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 135 $12.1K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 135 $12.1K <0.01% new 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 128 $11.4K 0.04% 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 123 $11K 0.01% +1 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 119 $10.6K 0.01% -123 13F-HR/A Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 116 $10K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 107 $9.56K <0.01% new 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 100 $8.94K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 99 $8.85K <0.01% 0 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 90 $8.04K 0.01% +78 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 87 $7.78K <0.01% +8 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 85 $7.6K <0.01% 0 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 85 $7.6K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 85 $7.58K <0.01% +1 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 81 $7.24K <0.01% +56 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 81 $7.24K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 79 $7.06K <0.01% +14 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 73 $6.52K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 73 $6.48K <0.01% -1,302 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 70 $6.33K <0.01% +1 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 68 $6.04K 0.22% +17 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 64 $5.72K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 64 $5.72K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 63 $5.63K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 60 $5.33K <0.01% +35 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 58 $5.18K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 55 $4.88K <0.01% -553 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 52 $4.65K <0.01% new 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 50 $4.47K <0.01% +25 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 49 $4.38K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 46 $4.13K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 46 $4.11K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46 $4.08K <0.01% +1 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 45 $4.02K <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 41 $3.67K <0.01% -15 13F-HR Timeline Group Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 41 $3.66K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 40 $3.58K <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 40 $3.58K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 40 $3.57K <0.01% +22 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 38 $3.4K <0.01% -55 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 33 $2.95K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 33 $2.95K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29 $2.59K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 28 $2.5K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 26 $2.32K <0.01% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 25 $2.23K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 24 $2.15K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 22 $1.97K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 20 $1.79K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 13 $1.16K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 12 $1.07K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 11 $983 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 10 $894 <0.01% 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 9 $804 <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8 $715 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7 $655 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 3 $287 <0.01% 0 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3 $268 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $179 <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $89 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5 $0 0% -650 13F-HR Timeline Value filed as zero, left out of ratios. Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 303 $15.7M new 13F-HR/A Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 89 $5.72M -62,240 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.