Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 25,850 $276K 0.16% +1,625 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 25,606 $273K 0.05% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 25,301 $270K 0.01% +6,987 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 25,253 $269K 0.13% -11,238 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 25,308 $269K <0.01% -1,370,997 13F-HR Timeline Group Summit Financial, LLC More: the full row for Summit Financial, LLC 23,577 $257K 0.01% +137 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 23,374 $252K 0.05% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 23,486 $250K <0.01% -1,985 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 23,476 $250K <0.01% -8,140 13F-HR Timeline EAGLE HARBOR ASSET MANAGEMENT INC /ADV More: the full row for EAGLE HARBOR ASSET MANAGEMENT INC /ADV 23,467 $250K 0.24% -4,470 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 23,355 $249K 0.01% -77 13F-HR Timeline STATE STREET CORP in group STATE STREET CORP More: the full row for STATE STREET CORP 22,501 $246K <0.01% 0 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 22,748 $242K <0.01% -2,854 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 22,584 $241K 0.01% -3,070 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 22,048 $241K 0.01% +2,747 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 22,502 $240K 0.02% -6,811 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 22,179 $236K <0.01% new 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 22,159 $236K <0.01% -38,993 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 22,007 $235K 0.03% -13,096 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 21,897 $233K 0.01% +2,548 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 21,891 $233K <0.01% -1,025 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 21,501 $229K 0.03% +2,571 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 21,225 $226K 0.04% +940 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21,179 $226K <0.01% +18,251 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 21,052 $224K <0.01% +1,429 13F-HR Timeline Group Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 19,971 $224K 0.15% new 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 20,988 $224K <0.01% -13,053 13F-HR/A Timeline Group Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 20,912 $223K 0.05% 0 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 20,484 $218K <0.01% -6,501 13F-HR Timeline Group CHOREO, LLC More: the full row for CHOREO, LLC 19,494 $213K <0.01% +3,556 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 19,908 $212K 0.01% new 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 19,752 $211K 0.01% +64 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 19,565 $209K 0.01% +1,697 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 19,537 $208K <0.01% new 13F-HR/A Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 19,427 $207K 0.01% +513 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 19,278 $206K <0.01% +2,285 13F-HR Timeline Group KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 19,213 $205K <0.01% +388 13F-HR Timeline Group BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 19,083 $203K <0.01% -25 13F-HR Timeline Group HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 18,245 $194K 0.01% +7,834 13F-HR Timeline Bulltick Wealth Management, LLC More: the full row for Bulltick Wealth Management, LLC 17,582 $192K 0.05% -11,000 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 18,027 $192K <0.01% +2,145 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 17,970 $192K <0.01% +3,836 13F-HR/A Timeline Group Jain Global LLC More: the full row for Jain Global LLC 17,758 $189K <0.01% new 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 17,695 $189K 0.15% -451 13F-HR/A Timeline Copley Financial Group, Inc. More: the full row for Copley Financial Group, Inc. 17,335 $185K 0.14% +3,158 13F-HR Timeline THORNBURG INVESTMENT MANAGEMENT INC More: the full row for THORNBURG INVESTMENT MANAGEMENT INC 17,164 $183K <0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 16,815 $182K <0.01% new 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 16,612 $181K <0.01% -10,951 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 18,441 $180K 0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,667 $178K <0.01% -174 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 16,420 $175K <0.01% 0 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 16,039 $175K <0.01% 0 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 16,272 $173K 0.02% -4,102 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 16,118 $172K 0.01% -1,456 13F-HR Timeline LGT Group Foundation in group LGT Group Foundation More: the full row for LGT Group Foundation 15,750 $168K <0.01% 0 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 15,714 $168K <0.01% +138 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 15,696 $167K <0.01% +2,165 13F-HR/A Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 15,395 $164K 0.01% -737 13F-HR Timeline Group NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 15,336 $163K <0.01% +44 13F-HR/A Timeline Wallace Capital Management Inc. More: the full row for Wallace Capital Management Inc. 15,000 $160K 0.02% -5,000 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 14,965 $160K <0.01% +81 13F-HR Timeline Group MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 14,878 $159K 0.04% -8,103 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 14,650 $156K 0.01% 0 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 14,498 $155K 0.11% -202 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 14,394 $153K 0.02% 0 13F-HR Timeline SFI Advisors, LLC More: the full row for SFI Advisors, LLC 14,378 $153K 0.11% -2,626 13F-HR Timeline Euro Pacific Asset Management, LLC More: the full row for Euro Pacific Asset Management, LLC 13,891 $150K 0.02% -1,400 13F-HR/A Timeline INGALLS & SNYDER LLC More: the full row for INGALLS & SNYDER LLC 14,000 $149K 0.01% -238 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 13,796 $147K 0.09% +395 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 13,663 $146K 0.01% -975 13F-HR Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 13,262 $141K 0.02% new 13F-HR Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 13,177 $140K <0.01% new 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 13,098 $140K <0.01% new 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 13,039 $139K 0.01% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 13,023 $139K <0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 11,968 $135K 0.01% -1,623 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 12,625 $135K 0.01% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 12,611 $134K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 12,433 $133K 0.01% +4,935 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 11,847 $129K <0.01% +1,760 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 11,840 $126K 0.03% -200 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 11,619 $124K 0.01% -53 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 11,555 $123K 0.01% -1,472 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 11,427 $122K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 11,414 $122K <0.01% +4,466 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 11,373 $121K <0.01% -1,084,299 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 11,156 $119K 0.01% -3,262 13F-HR Timeline Strategic Family Wealth Counselors, L.L… More: the full row for Strategic Family Wealth Counselors, L.L.C. 10,882 $116K 0.03% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 10,628 $113K 0.02% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 10,341 $113K <0.01% -1,139 13F-HR Timeline Group RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 10,556 $113K <0.01% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 10,524 $112K 0.02% -1,847 13F-HR Timeline Midwest Heritage Bank, FSB More: the full row for Midwest Heritage Bank, FSB 10,196 $109K 0.04% 0 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 10,172 $108K 0.02% 0 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 10,088 $108K 0.01% -53,722 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 10,067 $107K <0.01% -163 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 10,019 $107K <0.01% new 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 10,012 $107K <0.01% -4,576 13F-HR Timeline WESTPORT ASSET MANAGEMENT INC More: the full row for WESTPORT ASSET MANAGEMENT INC 8,989 $95.8K 0.04% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 8,488 $90.5K 0.01% -1,423 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8,193 $89.4K 0.05% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8,355 $89.1K 0.07% 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 7,825 $83.4K <0.01% -1,589,331 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 7,581 $80.8K <0.01% +2,105 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,567 $80.7K <0.01% +4,899 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,508 $80K <0.01% +653 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 7,500 $80K 0.04% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7,413 $79K 0.02% -2,381 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 7,372 $77.8K 0.01% +3,651 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 6,632 $70.7K <0.01% +2,201 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 6,590 $70.2K 0.01% -16,951 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 6,560 $69.9K 0.05% -3,500 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,747 $61.3K <0.01% +624 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5,718 $61K <0.01% -1,093 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 4,927 $52.5K <0.01% -175 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 5,782 $51.3K 0.03% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,691 $50K <0.01% 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 4,644 $49.5K 0.01% -1,750 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4,528 $48.3K <0.01% -4,310 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 4,088 $43K <0.01% new 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 3,763 $40.1K <0.01% -1,574 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,416 $36K <0.01% -92 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3,223 $34.4K <0.01% -190 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,151 $33.6K <0.01% +2,348 13F-HR Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,134 $33.4K <0.01% +432 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 3,159 $33K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3,000 $32K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,646 $28.2K <0.01% +664 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,643 $28.2K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,500 $26.6K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,489 $26.5K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,454 $26.2K <0.01% -1,563 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,371 $25.3K <0.01% -2,343 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 2,344 $25K 0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,301 $24.5K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,251 $24K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2,216 $23.6K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 2,071 $22.1K 0.01% +1 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,939 $20.7K <0.01% -115 13F-HR/A Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,649 $17.6K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,600 $17.1K 0.01% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,574 $16.8K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,477 $15.7K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,457 $15.5K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,431 $15.3K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,383 $14.7K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,242 $13.2K 0.01% 0 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,200 $13.1K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,219 $13K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,050 $11.2K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,039 $11.1K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,009 $10.8K <0.01% 0 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 1,002 $10.7K <0.01% +884 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,000 $10.7K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 981 $10.5K <0.01% +226 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,000 $10K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 899 $9.58K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 840 $8.96K <0.01% +681 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 830 $8.85K 0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 793 $8.66K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 768 $8.19K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 735 $8.03K <0.01% 0 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 746 $7.95K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 732 $7.8K <0.01% -39 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 653 $6.96K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 632 $6.74K <0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 628 $6.69K <0.01% +83 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 608 $6.64K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 622 $6.63K <0.01% -30 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 597 $6.37K <0.01% -47 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 589 $6.28K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 591 $6K <0.01% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 517 $6K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 551 $5.87K <0.01% -58 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 549 $5.85K <0.01% new 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 545 $5.81K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 530 $5.65K <0.01% +28 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 520 $5.54K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 505 $5.38K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 500 $5.33K <0.01% -2 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 500 $5.33K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 500 $5.33K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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More: the full row for Quest 10 Wealth Builders, Inc. 455 $4.86K <0.01% -3 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 442 $4.82K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 440 $4.69K <0.01% -7,190 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 389 $4.49K <0.01% new 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 581 $4.47K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. 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