UNIVEST FINANCIAL Corp in group UNIVEST FINANCIAL Corp More: the full row for UNIVEST FINANCIAL Corp 1,938 $200K 0.01% new 13F-HR Timeline Group WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 1,938 $200K 0.02% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,926 $199K 0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,900 $196K 0.08% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,865 $193K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,841 $190K 0.03% +633 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,822 $187K 0.18% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,801 $186K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 1,792 $185K <0.01% +1,620 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,720 $178K <0.01% 0 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,680 $174K 0.16% 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 1,669 $172K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,628 $168K 0.11% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,624 $168K 0.03% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,558 $161K 0.09% 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,467 $152K 0.12% +267 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,412 $146K 0.05% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,400 $145K 0.01% -71 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,397 $144K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 1,237 $128K 0.05% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,202 $124K 0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,199 $124K 0.01% +228 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,181 $122K <0.01% +1,166 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,136 $117K 0.04% 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,100 $114K <0.01% +150 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,000 $103K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 986 $102K 0.09% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 978 $101K 0.03% -36 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 902 $95K 0.07% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 914 $94.4K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 884 $91.3K 0.04% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 833 $86K 0.01% -121 13F-HR Timeline Trust Co More: the full row for Trust Co 800 $82.6K 0.01% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 792 $81.8K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 750 $77.5K 0.03% 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 721 $74.5K 0.01% -607 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 711 $73.4K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 701 $73.1K 0.01% -12 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 687 $71K 0.02% +30 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 655 $67.7K 0.01% -501 13F-HR/A Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 653 $67.5K 0.01% 0 13F-HR Timeline SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L… More: the full row for SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 652 $67.4K 0.01% 0 13F-HR Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 650 $67.1K 0.02% +100 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 650 $67.1K <0.01% -508 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 645 $66.6K <0.01% +445 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 640 $66.1K 0.02% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 630 $65.1K 0.03% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 620 $64K 0.07% 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 600 $62K 0.02% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 590 $60.9K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 568 $58.7K 0.04% +332 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 542 $56K 0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 542 $56K 0.02% +51 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 512 $52.9K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 506 $52.3K 0.01% 0 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 669 $52.2K 0.02% -4 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 500 $51.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 500 $51.6K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 500 $51.6K 0.02% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 498 $51.4K 0.13% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 475 $49.1K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 475 $49.1K <0.01% -25 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 473 $48.9K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 431 $44.9K 0.01% -504 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 410 $42.4K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 407 $42K <0.01% +395 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 400 $42K 0.03% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 400 $42K 0.03% new 13F-HR Timeline Group Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 405 $41.9K 0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 388 $40.1K <0.01% +21 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 371 $38.3K 0.01% -281 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 328 $33.9K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 300 $31K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 295 $30.5K 0.01% +50 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 259 $26.8K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 244 $25.2K <0.01% 0 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 241 $24.9K 0.01% +1 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 231 $23.9K <0.01% new 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 220 $22.7K 0.01% new 13F-HR/A Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 200 $20.7K <0.01% new 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 196 $20.2K <0.01% +18 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 185 $19.1K 0.01% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 165 $17.1K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 156 $16.1K <0.01% new 13F-HR Timeline Group Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 152 $15.7K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 140 $14.5K 0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 138 $14.3K <0.01% +20 13F-HR Timeline CNB Bank More: the full row for CNB Bank 132 $13.6K 0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 128 $13.2K <0.01% +15 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 112 $11.6K 0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 104 $10.8K <0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 96 $9.91K 0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 90 $9.3K 0.01% 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 88 $9.09K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 80 $8.28K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 70 $7.26K <0.01% new 13F-HR/A Timeline Insight Inv LLC More: the full row for Insight Inv LLC 68 $7.02K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 66 $6.99K <0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 62 $6.41K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 60 $6.2K <0.01% 0 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 56 $5.79K <0.01% new 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 55 $5.68K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 52 $5.37K <0.01% 0 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 49 $5.06K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 57 $5K <0.01% new 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 55 $5K 0.01% -41 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 48 $4.96K <0.01% -204 13F-HR Timeline Group SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 46 $4.75K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 41 $4.25K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 38 $3.92K <0.01% new 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 37 $3.82K <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 37 $3.82K <0.01% 0 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 37 $3.82K <0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 34 $3.51K <0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 33 $3.41K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 29 $3.03K <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 22 $2.27K <0.01% +5 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 22 $2.27K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 22 $2.27K <0.01% -221 13F-HR Timeline Group Menard Financial Group LLC More: the full row for Menard Financial Group LLC 19 $1.96K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 19 $1.96K <0.01% 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 16 $1.65K <0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 15 $1.55K <0.01% -8 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15 $1.55K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 10 $1.03K <0.01% 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 7 $723 <0.01% new 13F-HR Timeline Group Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 7 $723 <0.01% -10 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 6 $621 <0.01% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 5 $470 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $134 0.01% -1,299 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 8 $0 0% -4,337 13F-HR Timeline Value filed as zero, left out of ratios.