TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 46 $7.42K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 46 $7.42K 0.01% -52 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 46 $7.42K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 45 $7.26K 0.01% 13F-HR/A Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 44 $7.1K 0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 45 $7K <0.01% 0 13F-HR Timeline Group Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 42 $6.84K <0.01% +3 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 41 $6.62K <0.01% +16 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 40 $6.45K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 40 $6.45K 0.01% 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 40 $6.45K 0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 40 $6.45K <0.01% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 39 $6.29K <0.01% +4 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $6.1K <0.01% +1 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 36 $6.05K <0.01% -254 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 37 $5.97K <0.01% +10 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 37 $5.97K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 37 $5.97K 0.01% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 37 $5.89K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $5.65K <0.01% +5 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 34 $5.5K <0.01% +5 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 34 $5.49K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 34 $5.49K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 33 $5.32K <0.01% -7 13F-HR Timeline BAYBAN More: the full row for BAYBAN 32 $5.16K <0.01% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 31 $5K <0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30 $4.87K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 30 $4.85K <0.01% -562 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 30 $4.84K <0.01% -7 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 29 $4.69K <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 28 $4.52K <0.01% new 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 28 $4.52K <0.01% -272 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 27 $4.36K <0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 27 $4.36K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 26 $4.2K <0.01% +12 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 26 $4.2K <0.01% -6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 26 $4.2K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25 $4.03K <0.01% 0 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 25 $4.03K <0.01% -50,886 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 25 $4K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 24 $3.94K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 24 $3.87K <0.01% +18 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 23 $3.71K <0.01% +21 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 22 $3.6K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 21 $3.39K <0.01% +9 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 21 $3.39K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 21 $3.39K <0.01% -6 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 21 $3.39K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 20 $3.23K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 20 $3.23K <0.01% 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 19 $3.08K <0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 19 $3.07K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 19 $3.06K <0.01% +17 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 18 $2.93K <0.01% +9 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 18 $2.9K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 18 $2.9K <0.01% -20 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 18 $2.9K 0.09% +2 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 18 $2.9K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 17 $2.74K <0.01% +5 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 16 $2.59K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 16 $2.58K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 16 $2.58K <0.01% -28 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 15 $2.42K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 15 $2.42K <0.01% -15 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 15 $2.42K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 14 $2.26K <0.01% +1 13F-HR Timeline MOTCO More: the full row for MOTCO 14 $2.26K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 13 $2.1K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $1.94K <0.01% -2 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 10 $1.62K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $1.61K <0.01% +2 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.61K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 10 $1.61K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 9 $1.46K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 9 $1.46K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 9 $1.45K <0.01% -42 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 9 $1.45K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 9 $1.45K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7 $1.13K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 7 $1.13K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 7 $1.13K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 10 $1K <0.01% -8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 6 $968 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 6 $892 <0.01% 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 5 $815 <0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 5 $807 <0.01% 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 5 $807 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 5 $807 <0.01% -11 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $647 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $646 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $645 <0.01% +1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 4 $645 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $484 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 3 $484 <0.01% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3 $463 <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2 $323 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2 $323 <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 2 $323 <0.01% new 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1 $181 <0.01% 0 13F-HR/A Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1 $162 <0.01% 0 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $162 <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1 $162 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1 $162 <0.01% -23 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1 $161 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 1 $161 <0.01% -376 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1 $161 <0.01% -9 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $161 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $123 <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 0 $47 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.