Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 5,968 $299K 0.11% -1,900 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,943 $298K 0.13% +27 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 5,935 $298K 0.05% -5,810 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 5,935 $298K 0.24% 13F-HR Timeline Dakota Wealth Management More: the full row for Dakota Wealth Management 5,925 $297K 0.01% 0 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 5,900 $296K 0.22% -100 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,840 $293K 0.15% 0 13F-HR Timeline Spinnaker Investment Group, LLC More: the full row for Spinnaker Investment Group, LLC 5,820 $292K 0.07% -6,251 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 5,737 $288K 0.15% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 5,691 $285K 0.02% 0 13F-HR Timeline Family Investment Center, Inc. More: the full row for Family Investment Center, Inc. 5,651 $283K 0.07% +223 13F-HR Timeline Lynx Investment Advisory More: the full row for Lynx Investment Advisory 5,641 $283K 0.19% -151 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 5,635 $282K 0.16% new 13F-HR Timeline CLARK FINANCIAL SERVICES GROUP INC … More: the full row for CLARK FINANCIAL SERVICES GROUP INC /BD 5,632 $282K 0.22% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 5,616 $282K 0.06% 0 13F-HR Timeline Acorn Wealth Advisors, LLC More: the full row for Acorn Wealth Advisors, LLC 5,612 $281K 0.12% -1,800 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 5,601 $281K 0.24% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 5,578 $280K 0.11% +212 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 5,545 $278K 0.03% -1,843 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 5,542 $278K 0.02% 0 13F-HR Timeline Group Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 5,513 $276K 0.11% -23,032 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 5,505 $276K 0.07% 0 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 5,484 $275K 0.07% -4,420 13F-HR Timeline Archvest Wealth Advisors, Inc. More: the full row for Archvest Wealth Advisors, Inc. 5,450 $273K 0.2% 0 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 5,435 $272K 0.16% -400 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,434 $272K 0.1% 0 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 5,410 $271K 0.07% -158 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 5,395 $270K 0.11% 13F-HR Timeline Northland Capital Management LLC More: the full row for Northland Capital Management LLC 5,360 $269K 0.2% +400 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 5,345 $268K 0.14% -1,858 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 5,337 $268K 0.31% 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 5,320 $267K 0.04% -160 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 5,255 $263K 0.07% +599 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 5,241 $263K 0.07% +280 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 5,192 $260K 0.02% new 13F-HR Timeline Group DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 5,176 $259K 0.21% 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,168 $259K 0.14% -586 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,167 $259K 0.08% +54 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 5,155 $258K 0.05% 0 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 5,087 $255K 0.21% 13F-HR Timeline Quantum Financial Planning Services, In… More: the full row for Quantum Financial Planning Services, Inc. 5,063 $254K 0.14% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 4,991 $250K 0.01% +4,734 13F-HR Timeline Group BRIGHTON SECURITIES CORP. 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More: the full row for Sovereign Financial Group, Inc. 4,919 $247K 0.06% -263 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 4,914 $246K 0.07% -401 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 4,840 $242K 0.1% -114 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 4,810 $241K 0.09% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,720 $237K 0.13% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 4,694 $235K 0.02% -542 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 4,684 $235K 0.22% +85 13F-HR Timeline Syntegra Private Wealth Group, LLC More: the full row for Syntegra Private Wealth Group, LLC 4,674 $234K 0.03% 0 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 4,650 $233K 0.02% 0 13F-HR Timeline Attessa Capital LLC More: the full row for Attessa Capital LLC 4,600 $231K 0.16% 13F-HR Timeline Ledyard National Bank More: the full row for Ledyard National Bank 4,596 $230K 0.02% new 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 4,586 $230K 0.2% 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 4,583 $230K 0.05% +595 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 4,563 $229K 0.06% +512 13F-HR Timeline Logan Stone Capital, LLC More: the full row for Logan Stone Capital, LLC 4,550 $228K 0.08% new 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 4,539 $228K 0.05% +12 13F-HR Timeline Mill Creek Capital Advisors, LLC More: the full row for Mill Creek Capital Advisors, LLC 4,496 $225K 0.01% -29 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 4,482 $225K 0.05% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 4,460 $224K 0.13% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,453 $223K 0.02% -5,215 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 4,421 $222K 0.05% new 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 4,403 $221K 0.2% new 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 4,400 $221K 0.15% 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 4,397 $220K 0.03% new 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 4,394 $220K 0.01% -2,569 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 4,378 $219K 0.04% new 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,365 $219K 0.06% 0 13F-HR Timeline Innovative Wealth Building LLC More: the full row for Innovative Wealth Building LLC 4,355 $218K 0.2% 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 4,350 $218K 0.16% 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 4,347 $218K 0.08% 0 13F-HR Timeline Canvas Wealth Advisors, LLC More: the full row for Canvas Wealth Advisors, LLC 4,338 $217K 0.05% new 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 4,332 $217K 0.05% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,316 $216K 0.05% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 4,315 $216K 0.01% new 13F-HR Timeline Group UHLMANN PRICE SECURITIES, LLC More: the full row for UHLMANN PRICE SECURITIES, LLC 4,285 $215K 0.16% +45 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,280 $215K 0.03% 0 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 4,251 $213K 0.02% new 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 4,216 $211K 0.02% +22 13F-HR Timeline Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 4,216 $211K 0.15% new 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,214 $211K 0.04% -37,738 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 4,210 $211K 0.02% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 4,209 $211K 0.01% -3,745 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 4,198 $210K 0.02% new 13F-HR Timeline HOWARD WEALTH MANAGEMENT, LLC More: the full row for HOWARD WEALTH MANAGEMENT, LLC 4,187 $210K 0.11% new 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 4,114 $206K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,100 $206K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4,089 $205K 0.01% -22,314 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 4,040 $203K 0.03% +812 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 4,000 $201K 0.01% -4,000 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3,991 $200K 0.03% +2,851 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 3,960 $199K 0.02% +219 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 3,661 $184K 0.06% -1,000 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 3,644 $183K 0.06% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 3,558 $178K 0.02% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 3,542 $178K 0.07% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 3,353 $168K 0.05% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 3,351 $168K 0.04% 0 13F-HR Timeline Group Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 3,351 $168K 0.07% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 3,316 $166K 0.04% +24 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 3,305 $166K 0.02% -7,634 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 3,300 $165K <0.01% -2,406 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3,284 $165K 0.07% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3,233 $162K 0.09% new 13F-HR Timeline Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 3,179 $159K 0.02% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3,035 $152K 0.01% +385 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 2,818 $141K 0.26% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,672 $134K 0.03% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,448 $123K <0.01% new 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2,436 $122K 0.06% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,295 $115K 0.05% +1,825 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 2,284 $114K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,250 $113K 0.01% new 13F-HR Timeline Group Cordant, Inc. More: the full row for Cordant, Inc. 2,186 $110K 0.06% -349 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2,164 $108K 0.04% -18,784 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 2,059 $103K 0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,996 $100K 0.02% -297 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,984 $99.5K <0.01% +159 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,981 $99.3K 0.22% +448 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1,988 $98.8K 0.08% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,903 $95.4K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 1,865 $93.5K 0.01% -1,280 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,800 $90K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,750 $87.7K 0.04% 13F-HR/A Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 1,646 $82.5K 0.05% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1,602 $80.3K 0.02% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,563 $78K <0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,500 $75.2K <0.01% -174 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 1,497 $74.7K 0.03% -9,006 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 1,327 $66.5K 0.05% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,145 $57.4K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,138 $57K 0.04% 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,136 $57K 0.03% +37 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,100 $55.1K 0.03% 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 1,088 $54.5K <0.01% +1,087 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 1,080 $54.1K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 1,018 $51K 0.01% +21 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,000 $50.1K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 1,000 $50.1K 0.02% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 991 $49.7K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 961 $48.2K <0.01% -198 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 960 $48.1K 0.03% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 915 $45.9K 0.03% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 896 $44.9K 0.03% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 887 $44.5K 0.03% -49 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 838 $41.9K 0.02% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 778 $39K 0.02% +79 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 775 $38.9K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 749 $37.5K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 722 $36.2K 0.02% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 642 $32.2K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 640 $32.1K <0.01% -862 13F-HR/A Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 629 $31.5K <0.01% +582 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 622 $31.2K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 612 $31K 0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 607 $30.4K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 578 $29K <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. 560 $28.1K <0.01% 0 13F-HR Timeline Group OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 559 $28K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 493 $24.7K <0.01% -648 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 497 $24K 0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 482 $24K 0.02% +73 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 453 $23K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 443 $22.2K 0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 427 $21.4K 0.01% +6 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 422 $21.2K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 401 $20.1K 0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 400 $20.1K 0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 400 $20.1K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 395 $19.8K <0.01% +3 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 388 $19.4K 0.01% -222 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 377 $19.3K 0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 370 $18.5K 0.02% -1,013 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 364 $18.2K <0.01% 0 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 314 $15.7K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 310 $15.5K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 300 $15K <0.01% -12,000 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 280 $14K 0.01% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 250 $12.5K 0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 241 $12.1K <0.01% 0 13F-HR/A Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 226 $11.3K 0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 221 $11.1K <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. 214 $10.7K <0.01% +212 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 204 $10.2K <0.01% -115 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 188 $9.42K <0.01% -54 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 162 $8.12K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 167 $8K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 161 $8K <0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 155 $7.78K 0.01% +1 13F-HR Timeline STATE FARM MUTUAL AUTOMOBILE INSURANCE … in group STATE FARM MUTUAL AUTOMOBILE … More: the full row for STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 150 $7.52K <0.01% new 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 140 $7.02K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 133 $6.67K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 125 $6.27K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 114 $6K <0.01% new 13F-HR Timeline