Blue Trust, Inc. More: the full row for Blue Trust, Inc. 991 $121K <0.01% -1,652 13F-HR/A Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 954 $117K 0.01% -82 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 935 $115K 0.03% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 933 $114K 0.01% -38 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 910 $112K 0.05% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 900 $110K 0.09% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 850 $104K 0.02% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 841 $103K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 800 $98.1K 0.08% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 798 $97.8K 0.04% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 794 $97.3K 0.02% -46 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 790 $96.9K 0.02% -117 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 781 $95.7K 0.02% +19 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 752 $92.2K 0.09% 13F-HR/A Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 751 $92.1K 0.02% -140 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 745 $91.3K 0.01% 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 745 $91K 0.03% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 740 $90.7K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 734 $90K 0.01% -164 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 723 $88.6K 0.01% +1 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 723 $88.6K 0.06% 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 720 $88.2K 0.05% +1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 708 $86.8K 0.14% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 700 $85.8K 0.04% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 698 $85.6K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 691 $84.7K 0.08% -5 13F-HR Timeline CNB Bank More: the full row for CNB Bank 684 $83.9K 0.04% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 683 $83.7K 0.02% +4 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 656 $77.9K <0.01% 13F-HR Timeline Group Providence First Trust Co More: the full row for Providence First Trust Co 634 $77.7K 0.03% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 631 $77K 0.05% +71 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 625 $76.6K 0.04% +5 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 618 $75.8K <0.01% -82 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 617 $75.6K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 616 $75.5K 0.02% 0 13F-HR Timeline Group Core Alternative Capital More: the full row for Core Alternative Capital 614 $75.3K 0.02% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 606 $74.3K 0.01% +263 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 600 $73.5K 0.04% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 600 $73.5K 0.03% +6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 586 $71.8K 0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 545 $70.9K 0.04% 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 569 $69.8K 0.01% +48 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 555 $68.3K 0.01% +4 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 555 $68K 0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 555 $68K <0.01% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 545 $66.8K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 532 $65.2K <0.01% -36 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 520 $63.7K 0.03% 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 520 $62.2K 0.01% new 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 500 $61.3K <0.01% -75 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 499 $61.2K 0.04% 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 495 $60.7K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 486 $59.6K 0.01% -3 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 478 $58.6K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 473 $58K 0.02% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 463 $56.7K 0.01% +9 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 430 $52.7K 0.01% 0 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 424 $52K 0.05% -127 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 424 $52K <0.01% 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 422 $51.7K 0.04% 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 420 $51.5K 0.05% 0 13F-HR Timeline Sugarloaf Wealth Management, LLC More: the full row for Sugarloaf Wealth Management, LLC 418 $51.3K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 350 $49.5K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 400 $49K <0.01% 0 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 400 $49K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 392 $48.1K 0.02% +192 13F-HR Timeline Quarry LP More: the full row for Quarry LP 385 $47.2K 0.01% -187 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 371 $45.5K <0.01% -255 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 364 $44.6K 0.01% -67 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 361 $44.3K 0.03% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 360 $44.1K <0.01% -150 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 357 $43.8K 0.01% +28 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 354 $43.4K <0.01% 0 13F-HR Timeline Group BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 352 $43.2K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 347 $42.5K <0.01% +15 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 333 $40.8K 0.02% +183 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 328 $40.2K 0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 322 $39.5K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 312 $38.2K 0.01% -22 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 311 $38.1K 0.01% 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 282 $38.1K 0.01% -202 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 307 $38K <0.01% +22 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 316 $37.4K <0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 300 $36.8K 0.03% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 297 $36.4K 0.07% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 291 $35.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 291 $35.7K <0.01% -33 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 280 $33.5K 0.02% -215 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 270 $33.1K 0.01% -270 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 268 $32.9K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 258 $32K <0.01% +51 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 250 $30.6K <0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 249 $30.5K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 246 $30.1K 0.01% -2 13F-HR Timeline TOBAM More: the full row for TOBAM 242 $30K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 219 $29.1K 0.01% 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 238 $29K 0.01% -1 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 236 $28.9K 0.01% +8 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 234 $28.7K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 229 $28K 0.01% +56 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 226 $27.7K <0.01% -42 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 218 $26.7K 0.01% -22,999 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 207 $25.4K 0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 205 $25.1K 0.02% +5 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 204 $25K <0.01% -59,097 13F-HR Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 200 $25K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 201 $24.6K 0.01% +2 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 200 $24.5K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $24.5K 0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 198 $24.3K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 195 $23.9K 0.02% +9 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 181 $22.2K 0.01% +26 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 180 $22.1K <0.01% +25 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 175 $21.4K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 166 $20K 0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 157 $19.2K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 157 $19.2K 0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 155 $19K 0.01% -148 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 153 $18.8K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 150 $18.4K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 150 $18.4K 0.01% 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 150 $18.4K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 148 $18.1K 0.02% 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 144 $17.7K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 144 $17.7K 0.01% +36 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 119 $16.8K <0.01% -5 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 137 $16.8K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 135 $16.5K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 134 $16.4K 0.04% 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 133 $16.3K <0.01% +1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 129 $15.9K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 126 $15.4K 0.01% -33 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 125 $15.3K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 124 $15.2K <0.01% 0 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 121 $14.8K <0.01% -29 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 119 $14.6K 0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 117 $14.3K 0.01% -5 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 116 $14.2K 0.01% +45 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 115 $14.2K 0.01% 0 13F-HR/A Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 110 $13.5K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 109 $13.4K 0.01% 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 101 $12.4K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 93 $12.4K 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 93 $12.4K 0.01% 0 13F-HR Timeline Group Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 100 $12.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 100 $12.3K <0.01% +4 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 100 $12.3K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 100 $12.3K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 100 $12.3K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $12.3K <0.01% 13F-HR Timeline Towarzystwo Funduszy Inwestycyjnych All… More: the full row for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 100 $12.3K 0.04% 0 13F-HR/A Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 100 $12.3K 0.01% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 100 $12.3K 0.01% 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 100 $12.3K 0.01% new 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 99 $12.1K 0.01% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 100 $12K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 93 $11.4K <0.01% -89 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 83 $11.2K <0.01% new 13F-HR Timeline Group Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 91 $11.2K <0.01% 0 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 92 $11K 0.01% -43 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 85 $10.4K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 83 $10.2K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 82 $10.1K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 83 $10K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 80 $9.81K <0.01% -3 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 77 $9.44K 0.01% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 75 $9.19K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 77 $9K <0.01% 0 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 71 $8.7K 0.01% 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 67 $8.21K <0.01% +10 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 66 $8.09K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 65 $7.97K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 64 $7.85K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 62 $7.6K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 60 $7.36K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 60 $7.36K <0.01% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 60 $7.36K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 60 $7.36K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 58 $7.1K <0.01% +2 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 50 $6.13K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 49 $6.04K <0.01% -227 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 49 $6.02K <0.01% -7 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 48 $5.88K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46 $5.64K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 45 $5.52K <0.01% 0 13F-HR/A Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 43 $5.27K <0.01% +9 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 42 $5.15K <0.01% -6 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 42 $5.15K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 41 $5.03K <0.01% -15 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 38 $4.71K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 37 $4.54K <0.01% -14 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 37 $4.54K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 35 $4.29K <0.01% -365 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 34 $4.19K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 34 $4.17K <0.01% 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 31 $3.8K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 29 $3.56K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 25 $3.06K <0.01% -50 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 25 $3.06K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 30 $3K <0.01% +1 13F-HR Timeline