PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 355 $16.1K 0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 350 $15.9K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 341 $15.4K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 325 $14.7K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 324 $14.7K 0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 320 $14.5K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 320 $14.5K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 312 $14.1K <0.01% +81 13F-HR Timeline Hartford Financial Management Inc. 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Youngquist 2020 Irrevocable Trust 186 $8.43K <0.01% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 186 $8.43K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 180 $8.15K <0.01% -3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 184 $8K <0.01% -28 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 175 $7.93K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 175 $7.93K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 175 $7.93K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 150 $7.92K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 172 $7.8K 0.01% +1 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 159 $7.2K <0.01% new 13F-HR Timeline Guinness Atkinson Asset Management Inc More: the full row for Guinness Atkinson Asset Management Inc 158 $7.16K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 155 $7.02K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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More: the full row for E Fund Management (Hong Kong) Co., Ltd. 20 $906 <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 20 $906 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $906 <0.01% +5 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 20 $906 <0.01% 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 16 $725 <0.01% new 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 15 $697 <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 15 $683 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 15 $680 <0.01% -2 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 22 $666 <0.01% -79 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 14 $635 <0.01% +8 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 13 $589 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. 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Amount filed as zero, left out of ratios.