Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 608 $53K 0.01% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 604 $52.7K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 593 $51.7K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 580 $50.6K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 544 $47.4K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 524 $46K 0.01% +10 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 519 $45.2K 0.03% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 514 $44.8K 0.01% -4 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 507 $44.2K 0.02% 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 506 $44.1K 0.01% +504 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 489 $42.6K 0.01% +53 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 465 $40.5K 0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 450 $39.2K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 445 $38.8K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 440 $38.4K 0.01% 0 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 440 $38.3K 0.02% 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 436 $37.9K 0.02% +1 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 429 $37K <0.01% +35 13F-HR Timeline Group BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 420 $36.6K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 409 $35.6K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 395 $34.4K 0.01% 0 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 385 $34K 0.01% -247 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 385 $33.5K 0.01% +352 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 383 $33.4K 0.01% 13F-HR/A Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 381 $33.2K <0.01% +181 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 365 $31.8K <0.01% -7,439 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 352 $30.7K 0.02% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 336 $29.3K <0.01% -363 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 334 $29.2K <0.01% -109 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 335 $29.2K 0.02% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 329 $28.7K <0.01% +112 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 317 $27.6K <0.01% -32 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 314 $27.5K <0.01% -2 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 306 $26.6K 0.01% +5 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 297 $25.9K 0.02% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 294 $25.8K <0.01% -75 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 290 $25.3K 0.01% -15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 287 $25K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 286 $24.9K 0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 270 $23.6K <0.01% -473 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 259 $22.6K <0.01% 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 248 $21.6K 0.01% -5,303 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 244 $21.3K <0.01% +3 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 240 $20.9K <0.01% new 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 237 $20.7K 0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 217 $18.9K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 214 $18.7K <0.01% +5 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 209 $18.2K <0.01% +3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 207 $18K <0.01% -143 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 202 $17.6K <0.01% new 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 200 $17.4K 0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 198 $17.3K 0.02% 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 185 $16.1K 0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 181 $15.8K 0.01% +100 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 175 $15.3K 0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 171 $14.9K 0.01% 0 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 170 $14.8K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 170 $14.8K <0.01% -353 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 168 $14.6K <0.01% +128 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 164 $14.3K 0.01% +1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 153 $13.3K 0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 142 $12.4K <0.01% -18 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 140 $12.2K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 136 $11.9K <0.01% 0 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 132 $11.5K <0.01% -253 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 128 $11.2K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 122 $10.6K <0.01% +67 13F-HR Timeline Group CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 116 $10K <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 114 $9.94K <0.01% +50 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 110 $9.59K 0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 102 $8.86K 0.01% -1,181 13F-HR Timeline HEALTHCARE OF ONTARIO PENSION PLAN TRUS… More: the full row for HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 100 $8.72K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 100 $8.72K <0.01% 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $8.72K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 99 $8.63K <0.01% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 96 $8.37K 0.01% 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 91 $7.93K <0.01% -153 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 90 $7.84K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 87 $7.58K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 86 $7.5K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 85 $7.44K <0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 85 $7.41K <0.01% 0 13F-HR Timeline Group PayPay Securities Corp More: the full row for PayPay Securities Corp 81 $7.06K 0.21% +13 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 80 $6.97K 0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 79 $6.89K <0.01% -8 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $6.89K <0.01% -118 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 78 $6.8K <0.01% +50 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 75 $6.54K <0.01% +25 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 74 $6.42K <0.01% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 71 $6.26K <0.01% +1 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 70 $6.1K <0.01% new 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 70 $6.1K <0.01% 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 65 $5.67K <0.01% 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 64 $5.58K 0.03% -64 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 64 $5.58K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 63 $5.49K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 60 $5.25K <0.01% +57 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 58 $5.06K <0.01% -442 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 55 $4.79K <0.01% new 13F-HR Timeline Group NWK Group, Inc. More: the full row for NWK Group, Inc. 53 $4.62K <0.01% -363 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 52 $4.54K 0.03% -296 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 49 $4.27K <0.01% +29 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 47 $4.08K <0.01% +1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 46 $4.02K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 46 $4.01K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 45 $3.92K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 41 $3.57K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 41 $3.57K <0.01% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 40 $3.49K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 40 $3.49K <0.01% -98 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 39 $3.4K <0.01% -2 13F-HR Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 35 $3.05K <0.01% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 35 $3.02K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 37 $3K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 33 $2.88K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 29 $2.53K <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 27 $2.35K <0.01% 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 25 $2.18K <0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 23 $2.03K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 30 $2K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 26 $2K <0.01% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 18 $2K <0.01% -333 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 21 $1.83K <0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 15 $1.31K <0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 13 $1.13K <0.01% new 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 13 $1.13K <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. 12 $1.05K <0.01% +2 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 12 $1.05K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 10 $871 <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 9 $784 <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 8 $697 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 7 $648 <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 5 $513 <0.01% -2,555 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3 $261 <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 2 $174 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $105 <0.01% -392 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $87 <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 5 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 87 $5.09M -2 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.