Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 2,809 $236K 0.02% -364 13F-HR Timeline PEOPLES BANK /OH More: the full row for PEOPLES BANK /OH 2,800 $236K 0.14% new 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 2,797 $235K 0.01% -334 13F-HR Timeline Baskin Financial Services Inc. More: the full row for Baskin Financial Services Inc. 2,793 $235K 0.02% 0 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 2,764 $232K 0.03% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 2,748 $231K 0.01% 13F-HR Timeline rebel Financial LLC More: the full row for rebel Financial LLC 0 $231K 0.1% new 13F-HR Timeline Amount filed as zero, left out of ratios. NorthLanding Financial Partners, LLC More: the full row for NorthLanding Financial Partners, LLC 2,737 $230K 0.19% +33 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 2,723 $229K 0.03% -48 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 2,700 $227K 0.06% -134 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 2,687 $226K 0.06% -599 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 2,681 $225K 0.04% new 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 2,668 $224K 0.08% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2,644 $222K 0.08% -982 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 2,632 $221K 0.01% new 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 2,628 $221K 0.08% -626 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 2,625 $221K 0.03% +196 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,625 $221K <0.01% +208 13F-HR Timeline Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 2,616 $220K 0.04% new 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,610 $220K <0.01% 0 13F-HR/A Timeline Mendel Capital Management LLC More: the full row for Mendel Capital Management LLC 2,602 $219K 0.11% 0 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,578 $217K 0.07% 0 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 2,560 $215K 0.02% new 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 2,556 $215K 0.02% -79 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 2,550 $214K 0.06% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 2,538 $213K 0.05% +10 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,532 $213K 0.02% -198 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 2,531 $213K 0.07% new 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 2,525 $212K 0.02% new 13F-HR Timeline VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 2,512 $211K 0.06% +30 13F-HR Timeline ProVise Management Group, LLC More: the full row for ProVise Management Group, LLC 2,508 $211K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,501 $210K 0.18% 0 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,500 $210K 0.02% new 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,497 $210K 0.06% new 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 2,497 $210K 0.01% new 13F-HR Timeline Group Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 2,491 $210K 0.13% +71 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,484 $209K 0.14% +29 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,454 $206K <0.01% -621 13F-HR Timeline Group Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 2,441 $205K 0.04% -208 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,438 $205K 0.01% +12 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,425 $204K 0.08% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 2,415 $203K <0.01% -178 13F-HR Timeline Mullaney, Keating & Wright, Inc. More: the full row for Mullaney, Keating & Wright, Inc. 2,410 $203K 0.11% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 2,400 $202K 0.02% new 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 2,400 $202K 0.04% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,363 $199K 0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2,268 $191K 0.07% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,259 $190K 0.06% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 2,253 $189K 0.09% -2,823 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2,133 $179K 0.06% -545 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,120 $178K 0.02% -48 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,061 $173K 0.06% -50 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2,055 $173K 0.01% -167 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,051 $172K 0.01% -274 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,049 $172K 0.02% +16 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,977 $166K 0.08% +23 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,972 $166K 0.06% +6 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,955 $164K <0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,911 $161K 0.02% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,856 $156K 0.01% +269 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,836 $154K <0.01% new 13F-HR/A Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,822 $153K 0.01% 0 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 1,820 $153K 0.05% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,770 $149K 0.1% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,743 $147K 0.12% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,707 $143K 0.05% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,658 $139K 0.01% +309 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,628 $137K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,616 $136K 0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,597 $134K 0.02% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,500 $126K 0.05% +1,100 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,489 $125K 0.09% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,441 $121K 0.01% +205 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,426 $120K <0.01% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 1,418 $119K 0.01% +151 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,400 $118K 0.07% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,393 $117K <0.01% +333 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S.A. Mason LLC More: the full row for S.A. Mason LLC 1,310 $110K 0.05% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,290 $109K 0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,280 $108K 0.03% +15 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,196 $101K 0.01% -15,132 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,132 $95K 0.03% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,103 $92.8K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,089 $91.6K 0.03% -249 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,049 $88.3K 0.03% +9 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,014 $85.3K <0.01% +403 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 1,007 $84.7K 0.02% 0 13F-HR Timeline Group Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,004 $84.4K 0.04% +37 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 998 $83.9K 0.09% +769 13F-HR/A Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 972 $81.8K 0.06% +600 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 947 $79.7K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 901 $75.8K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 848 $71.3K <0.01% +1 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 837 $70.4K 0.02% new 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 832 $70K 0.2% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 822 $69.1K 0.04% -90 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 810 $68.1K <0.01% +120 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 760 $63.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 729 $61.3K 0.02% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 722 $60.8K 0.02% +8 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 687 $57.8K <0.01% -13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 682 $57.3K 0.02% +2 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 680 $57.2K 0.04% +26 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 644 $54.2K 0.04% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 630 $53K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 553 $46.5K 0.02% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 548 $46.1K <0.01% -1,104 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 536 $45.1K 0.01% new 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 521 $43.8K 0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 469 $39.4K <0.01% 0 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 454 $38.2K <0.01% +29 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 430 $36.2K <0.01% 0 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 424 $35.7K <0.01% +3 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 419 $35.2K 0.01% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 414 $34.8K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 409 $34.4K <0.01% -80 13F-HR Timeline Group United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 406 $34.2K 0.02% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 402 $33.8K 0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 369 $31K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 363 $30.6K <0.01% +3 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 358 $30.1K <0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 346 $29.1K <0.01% -425 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 343 $28.9K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 303 $25.5K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 279 $23K <0.01% +253 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 270 $22.7K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 260 $21.9K 0.01% +135 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 256 $21.5K <0.01% -4 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 250 $21K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 249 $20.9K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 235 $20K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 227 $19.1K 0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 226 $19K 0.01% +3 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 224 $18.8K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 224 $18.8K <0.01% +60 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 223 $18.7K 0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 221 $18.6K 0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 215 $18.1K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 214 $18K 0.01% +161 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 206 $17.3K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 196 $16.5K 0.01% +2 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 194 $16.3K <0.01% 13F-HR Timeline Group EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 194 $16.3K <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 180 $15.1K <0.01% +84 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 180 $15.1K 0.01% -267 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 180 $15.1K 0.01% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 174 $14.6K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 164 $13.8K <0.01% +1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 160 $13.5K 0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 158 $13.3K 0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 156 $13.1K 0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 153 $12.9K 0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 147 $12.4K <0.01% +34 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 142 $11.9K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 140 $11.8K 0.01% +6 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 132 $11.1K <0.01% -3 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 125 $10.5K <0.01% 0 13F-HR Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 125 $10.5K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 54 $10.4K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 120 $10.1K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 115 $9.67K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 110 $9.25K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 107 $9K <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 106 $8.92K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 103 $8.71K <0.01% +66 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 100 $8.41K 0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 100 $8.41K 0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 100 $8.39K <0.01% -59 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 97 $8.16K <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 97 $8.16K 0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $8K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 91 $7.65K <0.01% new 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 88 $7.4K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 81 $6.81K <0.01% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 75 $6.31K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 74 $6.22K <0.01% +55 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 73 $6.14K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 63 $5.3K <0.01% +8 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 56 $4.71K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 49 $4.14K <0.01% -1,902 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 48 $4.04K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 49 $3.93K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 42 $3.53K <0.01% new 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 40 $3.36K <0.01% -10 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 38 $3.2K <0.01% -2,906,394 13F-HR/A Timeline Group BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 38 $3.2K <0.01% -3,113 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 35 $2.98K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 32 $2.71K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $2.69K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 26 $2.19K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 24 $2.02K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 22 $1.85K <0.01% -5 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 14 $1.18K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 14 $1.18K <0.01% +6 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 14 $1.18K <0.01% new 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 12 $1.01K <0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 8 $1K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 10 $841 <0.01% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 9 $757 <0.01% new 13F-HR Timeline American Wealth Advisors, LLC More: the full row for American Wealth Advisors, LLC 5 $450 <0.01% 13F-HR Timeline