Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 875 $46.2K 0.01% 0 13F-HR/A Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 805 $42.5K <0.01% -985 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 776 $41K <0.01% -2,122 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 762 $40.2K 0.01% +4 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 753 $39.7K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 751 $39.6K 0.01% -1,111 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 750 $39.6K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $39.6K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 716 $37.8K <0.01% -24 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 716 $37.8K 0.01% 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 697 $37K 0.01% +132 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 666 $35.1K 0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 666 $35.1K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 663 $35K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 650 $34.3K <0.01% -2,200 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 640 $33.8K <0.01% 0 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 615 $32.5K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 600 $31.7K 0.01% -618 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 596 $31.5K <0.01% -263 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 593 $31.3K 0.01% -512 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 593 $31.3K 0.01% -5 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 580 $30.6K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 580 $30.6K <0.01% -20 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 555 $29.3K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 550 $29K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 535 $28.2K 0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 526 $27.8K 0.02% -27 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 500 $26.4K 0.02% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 500 $26.4K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 500 $26.4K 0.01% 0 13F-HR Timeline Group Kentucky Trust Co More: the full row for Kentucky Trust Co 500 $26.4K 0.02% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 500 $26K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 490 $25.9K 0.02% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 475 $25K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 390 $23.1K 0.01% +2 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 415 $21.9K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 415 $21.9K <0.01% 0 13F-HR Timeline Group CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 403 $21.3K 0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 380 $20.1K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 380 $20.1K <0.01% +300 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 355 $18.7K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 350 $18.5K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 320 $16.9K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 320 $16.9K 0.02% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 317 $16.8K 0.01% -8 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 317 $16.7K <0.01% -1,275 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 306 $16.2K <0.01% -678 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 300 $15.8K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 300 $15.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 285 $15K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 272 $14K <0.01% -207 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 260 $14K <0.01% -1 13F-HR Timeline Group Eisler Capital Management Ltd. More: the full row for Eisler Capital Management Ltd. 263 $13.9K <0.01% -299,200 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 251 $13.3K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 224 $13.3K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 250 $13.2K 0.01% -15 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 250 $13.2K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 250 $13.2K 0.01% -75 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 250 $13K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 225 $12.8K 0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 241 $12.7K <0.01% -8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 231 $12.2K <0.01% -84 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 225 $11.9K <0.01% -200 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 225 $11.9K 0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 211 $11.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 221 $11K <0.01% -2 13F-HR/A Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 200 $10.6K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 199 $10.3K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 175 $9.47K -4,327 Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 175 $9.23K <0.01% -500 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 175 $9.23K <0.01% -100 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 170 $9.22K 0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 165 $8.71K <0.01% -125 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 165 $8.71K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 165 $8.71K <0.01% +90 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 154 $8.13K <0.01% -52 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 141 $7.44K 0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 140 $7.39K <0.01% 0 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 123 $7.35K <0.01% +31 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 134 $7.25K <0.01% -31 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 134 $7.07K <0.01% -28 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 131 $6.91K <0.01% -29 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 13,050 $6.89K 0.27% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 130 $6.86K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 125 $6.6K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 122 $6.44K <0.01% -57 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 115 $6.07K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 115 $6.07K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 110 $5.8K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 100 $5.68K <0.01% +63 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 105 $5.54K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 85 $4.49K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 80 $4.22K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 80 $4.22K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 75 $3.96K <0.01% -3 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 75 $3.96K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 70 $3.69K <0.01% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 70 $3.69K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 68 $3.59K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 62 $3.27K <0.01% +8 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 61 $3.22K <0.01% +52 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 61 $3.22K <0.01% -71 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 57 $3.09K <0.01% +47 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 50 $3K <0.01% 0 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 55 $2.88K <0.01% -74 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 54 $2.85K <0.01% -185 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 51 $2.69K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 51 $2.67K <0.01% +1 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 50 $2.64K <0.01% 0 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 50 $2.64K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 50 $2.64K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $2.64K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 49 $2.59K <0.01% -62 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 43 $2.27K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 42 $2.22K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 40 $2.21K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 40 $2.11K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 45 $2K <0.01% 0 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 35 $1.85K <0.01% -38 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 35 $1.85K <0.01% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 35 $1.85K <0.01% -100 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 34 $1.79K <0.01% new 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 33 $1.74K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 30 $1.58K <0.01% -109 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $1.37K <0.01% +11 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 25 $1.32K <0.01% new 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 25 $1.32K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $1.21K <0.01% -35 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 21 $1.11K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 21 $1.11K <0.01% +5 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 20 $1.05K <0.01% +5 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 19 $1K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $897 <0.01% +8 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $800 <0.01% -24 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 15 $792 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 15 $792 <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 13 $687 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 11 $581 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $580 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 10 $541 <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 10 $528 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $528 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 10 $528 <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $528 <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $528 <0.01% -135 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 10 $528 <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 9 $475 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $475 <0.01% +4 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 8 $413 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 5 $268 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $75 <0.01% -4 13F-HR Timeline Group New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $53 <0.01% -87 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.