Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,565 $387K 0.23% +5 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 6,563 $387K 0.03% +288 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 6,519 $384K <0.01% +19 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 6,515 $384K 0.02% 0 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 6,487 $383K 0.02% -699 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,413 $378K 0.01% +42 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 6,410 $378K <0.01% 0 13F-HR Timeline RS CRUM INC. More: the full row for RS CRUM INC. 6,325 $373K 0.1% 0 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 6,315 $372K 0.01% 0 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 6,301 $372K 0.12% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 6,269 $370K <0.01% -887 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 6,201 $366K 0.04% +525 13F-HR/A Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 6,187 $365K <0.01% +1,926 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 6,183 $365K 0.14% +40 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 6,097 $360K <0.01% +678 13F-HR Timeline Group Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 5,951 $351K 0.13% -157 13F-HR Timeline Copperleaf Capital, LLC More: the full row for Copperleaf Capital, LLC 5,758 $340K 0.2% 0 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 5,662 $334K 0.01% new 13F-HR Timeline Sterling Group Wealth Management, LLC More: the full row for Sterling Group Wealth Management, LLC 5,640 $333K 0.18% -787 13F-HR Timeline KilterHowling LLC More: the full row for KilterHowling LLC 5,367 $329K 0.21% -333 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 5,509 $327K 0.02% +2 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 5,472 $323K 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 5,419 $320K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 5,331 $314K 0.02% +503 13F-HR Timeline KESTRA PRIVATE WEALTH SERVICES, LLC in group Kestra Advisory Services, LLC More: the full row for KESTRA PRIVATE WEALTH SERVICES, LLC 5,327 $314K 0.01% +1,242 13F-HR Timeline Group HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 5,253 $310K 0.01% +165 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 5,190 $306K <0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 5,151 $304K 0.02% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 5,136 $303K 0.07% +45 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 4,965 $293K 0.05% +13 13F-HR/A Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 4,926 $291K 0.05% -49 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,880 $288K 0.1% +53 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 4,854 $286K <0.01% +408 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 4,787 $282K 0.02% +265 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 4,750 $280K 0.19% +28 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 5,262 $278K 0.09% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 4,618 $272K 0.02% +902 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 4,612 $272K 0.09% 0 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 4,607 $272K 0.15% +30 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 4,534 $267K 0.1% -183 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 4,450 $262K 0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 4,409 $260K 0.01% +37 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 4,520 $257K 0.05% -137 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,354 $257K 0.05% -51 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 4,310 $254K <0.01% -2,537 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 4,300 $254K 0.01% -130 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 4,289 $253K <0.01% +59 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 4,272 $252K 0.28% -672 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 4,269 $251K 0.07% -2,702 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 4,218 $249K 0.2% +282 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 4,191 $247K 0.01% new 13F-HR Timeline FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 4,460 $247K 0.05% -18 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 4,168 $246K <0.01% 0 13F-HR Timeline Group Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 4,156 $245K 0.26% -11 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,097 $242K <0.01% 0 13F-HR Timeline Benchmark Wealth Management, LLC More: the full row for Benchmark Wealth Management, LLC 4,090 $241K 0.12% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 4,087 $241K <0.01% +339 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 4,033 $238K 0.01% -77 13F-HR Timeline Group Carson Advisory Inc. More: the full row for Carson Advisory Inc. 4,000 $236K 0.16% -200 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 3,956 $233K 0.08% -599 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 3,910 $231K 0.18% 0 13F-HR Timeline Laurel Wealth Planning LLC More: the full row for Laurel Wealth Planning LLC 3,905 $230K 0.15% -306 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 3,805 $224K <0.01% 0 13F-HR Timeline Farnam Financial LLC More: the full row for Farnam Financial LLC 3,800 $224K 0.23% 0 13F-HR Timeline Wealth Management Strategies, Inc. More: the full row for Wealth Management Strategies, Inc. 3,800 $224K 0.15% +165 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 3,740 $221K 0.16% +4 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 3,739 $221K <0.01% +26 13F-HR Timeline Group Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 3,709 $219K 0.01% -2,106 13F-HR Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 3,705 $218K <0.01% +3 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 3,702 $218K 0.09% -44 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 3,683 $217K 0.01% -1,897 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 3,604 $213K 0.1% 0 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 3,523 $208K 0.05% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,513 $207K 0.08% -2,347 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 3,483 $205K 0.01% 0 13F-HR Timeline Freedom Financial Partners LLC More: the full row for Freedom Financial Partners LLC 3,480 $205K 0.1% new 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 3,469 $205K 0.17% new 13F-HR Timeline CAPITAL MANAGEMENT CORP /VA More: the full row for CAPITAL MANAGEMENT CORP /VA 3,437 $203K 0.04% new 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,414 $201K <0.01% -1,655 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 3,345 $196K 0.06% +682 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 3,046 $180K 0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,941 $174K 0.08% +72 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 2,928 $173K 0.06% +132 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,844 $168K 0.03% -4,236 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,836 $167K 0.05% +18 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 2,733 $161K 0.01% +17 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 2,658 $157K 0.04% +691 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,294 $135K 0.16% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,278 $134K 0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 2,252 $133K 0.05% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2,162 $128K 0.03% 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 2,037 $120K 0.01% +4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2,019 $119K 0.04% +9 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 1,826 $108K <0.01% +248 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1,801 $106K 0.08% +9 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 1,718 $101K 0.03% -307 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 1,701 $100K 0.06% +10 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 1,667 $98.3K 0 Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,655 $97.6K 0.06% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,613 $95.1K 0.01% +10 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1,590 $93.8K 0.04% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,590 $91.4K 0.04% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,504 $88.7K <0.01% 0 13F-HR Timeline Bristlecone Advisors, LLC More: the full row for Bristlecone Advisors, LLC 1,499 $88.4K 0.01% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,465 $86.4K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,426 $84.1K 0.06% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,284 $75.7K 0.04% -380 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,275 $75.2K 0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,262 $74.4K 0.01% 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,140 $67.2K 0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,094 $64.5K 0.03% -2,550 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 970 $57.2K 0.03% +70 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 948 $55.9K 0.04% 0 13F-HR Timeline Morling Financial Advisors, LLC More: the full row for Morling Financial Advisors, LLC 916 $54K 0.02% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 873 $52.4K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 872 $51.4K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 867 $51.1K <0.01% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 811 $47.8K 0.03% 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 771 $45.5K <0.01% +770 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 644 $38K 0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 600 $37.1K 0.03% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 619 $36.5K 0.03% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 573 $33.8K 0.01% -29 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 535 $31.6K <0.01% +2 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 509 $30K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 504 $29.7K <0.01% +39 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 503 $29.7K <0.01% +30 13F-HR Timeline Group Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 500 $29.5K 0.04% 0 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 497 $29.3K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 496 $29K 0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 444 $26.2K 0.01% +39 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 424 $25K 0.01% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 390 $23K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 370 $21.8K 0.01% 0 13F-HR/A Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 361 $21.3K <0.01% 0 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 350 $20.6K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 334 $19.7K 0.01% -17 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 307 $18.1K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 266 $15.7K 0.01% -8 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 211 $12.4K <0.01% +2 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 230 $12.2K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 193 $11K <0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 180 $10.6K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 163 $9.61K <0.01% 0 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 149 $8.79K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 142 $8.38K <0.01% 0 13F-HR Timeline Group 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 140 $8.26K <0.01% 0 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 110 $6.49K <0.01% 0 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 78 $4.6K <0.01% -168 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 74 $4.37K <0.01% +4 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 65 $3.83K <0.01% 0 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 40 $2.37K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $1.42K 0.01% -24 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 19 $1.12K <0.01% -2 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 18 $1.06K <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,835 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.