TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 2,000 $126K 0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,908 $120K <0.01% +18 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,870 $118K 0.01% +13 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 1,870 $118K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 1,747 $117K 0.01% -167 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,847 $117K <0.01% -395 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,748 $110K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,740 $110K <0.01% -1 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,689 $107K <0.01% -6,237 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,638 $103K 0.01% +22 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,584 $99.6K 0.01% -1,312 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,496 $94.5K 0.01% +613 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 1,441 $91K 0.01% +357 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,367 $86.3K 0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,337 $84.4K <0.01% -1,465 13F-HR Timeline Group MUFG Securities EMEA plc More: the full row for MUFG Securities EMEA plc 1,334 $84.2K <0.01% new 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,324 $83.6K 0.02% -25 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,323 $83.5K <0.01% -1,149 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 1,305 $82.4K 0.04% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 1,299 $82K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,275 $81.1K 0.05% -9 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 1,270 $80.2K <0.01% -197 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,250 $78.9K 0.02% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,240 $78.3K 0.06% +1,231 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,222 $77K 0.02% +45 13F-HR/A Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 1,191 $75K <0.01% +380 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,160 $73.3K 0.05% 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,156 $73K 0.04% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,083 $68.4K 0.07% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,056 $67K 0.05% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 1,026 $64.8K 0.04% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,012 $63.9K 0.01% +10 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 1,000 $63.1K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 974 $61.5K <0.01% +370 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 978 $61K <0.01% +26 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 940 $59K <0.01% -28 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 889 $56.1K <0.01% -158 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 885 $55.9K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 776 $49K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 764 $48.2K <0.01% -150 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 696 $43.9K <0.01% +276 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 680 $42.9K <0.01% 0 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 668 $42.2K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 665 $42K 0.02% +326 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 665 $42K <0.01% +43 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 657 $41.5K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 649 $41K 0.03% 0 13F-HR/A Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 636 $40.2K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 615 $38.8K 0.03% -4 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 585 $36.9K <0.01% -3 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 573 $36.2K <0.01% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 553 $34.9K <0.01% new 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 536 $33.9K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 516 $32.6K +1 Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 512 $32.3K <0.01% +207 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 511 $32.3K <0.01% -70 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $31.6K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 500 $31.6K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 479 $30.2K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 468 $29.6K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 414 $26.1K <0.01% +41 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 393 $24.8K 0.02% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 391 $24.7K <0.01% +90 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 378 $23.9K <0.01% -32 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 353 $22.3K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 352 $22.2K <0.01% -7 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 342 $21.6K 0.01% new 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 310 $19.6K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 304 $19.2K 0.01% new 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 300 $18.9K <0.01% +150 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 300 $18.9K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 290 $18.3K <0.01% +20 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 276 $17.5K 0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 275 $17.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 269 $17K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 259 $16.4K 0.01% -2 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 259 $16.3K <0.01% +168 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 256 $16K <0.01% +118 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 252 $15.9K <0.01% +26 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 242 $15K <0.01% +26 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 235 $15K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 231 $14.6K 0.01% +1 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 231 $14.6K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 230 $14.5K 0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 225 $14K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 218 $13.8K <0.01% 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 191 $13.1K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 194 $12.3K <0.01% +33 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 194 $12.3K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 188 $12K <0.01% -2 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 178 $11.2K <0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 172 $11K <0.01% -2,723 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 168 $10.6K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 164 $10.3K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 163 $10.3K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 157 $9.91K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 156 $9.85K <0.01% +49 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 152 $9.6K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 146 $9.18K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 144 $9.1K <0.01% +1 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 142 $8.97K <0.01% +72 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 138 $8.71K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 127 $8.03K 0.01% +10 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 124 $7.83K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 118 $7.45K <0.01% -194 13F-HR Timeline Group Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 117 $7.39K 0.01% -109 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 117 $7.39K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 109 $7K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 108 $6.82K <0.01% -493 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 106 $6.69K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 100 $6.32K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 100 $6.32K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $6.31K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 99 $6.27K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 88 $6.03K <0.01% -45 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 94 $5.94K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 94 $5.94K <0.01% -9 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 90 $5.68K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 88 $5.52K <0.01% +60 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 87 $5.49K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 83 $5.24K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 82 $5.18K <0.01% +19 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 81 $5K <0.01% -22 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 79 $4.99K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 79 $4.99K <0.01% -22 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 79 $4.99K <0.01% -1 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 77 $4.86K <0.01% -153 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 74 $4.66K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 72 $4.54K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 71 $4.49K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 67 $4.23K <0.01% +30 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 64 $4.04K <0.01% 0 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 64 $4.04K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 62 $3.93K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 61 $3.85K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 59 $3.73K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 57 $3.63K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 55 $3.5K <0.01% +31 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 55 $3.47K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 47 $2.99K <0.01% -3 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 46 $2.92K <0.01% -17 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 46 $2.9K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 43 $2.71K <0.01% new 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 4,245 $2.68K 0.11% -1,210 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 37 $2.34K <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 36 $2.27K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 36 $2.27K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 36 $2.27K <0.01% new 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 33 $2.08K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 39 $2K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 31 $1.98K <0.01% -24 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 26 $1.64K <0.01% +11 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $1.64K <0.01% -7 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 23 $1.45K <0.01% +17 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 22 $1.39K <0.01% +1 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 21 $1.33K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $1.29K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 20 $1.26K <0.01% 13F-HR Timeline Group Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 19 $1.2K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 18 $1.14K <0.01% +7 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 17 $1.07K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $1.07K <0.01% -2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $1.03K <0.01% -21 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 16 $1.01K <0.01% -74 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 16 $1.01K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 16 $1.01K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 19 $1K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 15 $948 <0.01% -5 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 14 $897 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 11 $695 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 11 $695 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $695 <0.01% +8 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $632 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $568 <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 7 $442 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $382 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5 $318 <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $253 <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $253 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $189 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.