BIP Wealth, LLC More: the full row for BIP Wealth, LLC 3,144 $217K 0.01% -1,958 13F-HR Timeline Busey Bank More: the full row for Busey Bank 3,143 $217K 0.01% new 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 3,139 $217K 0.02% new 13F-HR Timeline FF Advisors,LLC More: the full row for FF Advisors,LLC 3,130 $216K 0.11% 0 13F-HR Timeline RIDGECREST WEALTH PARTNERS, LLC More: the full row for RIDGECREST WEALTH PARTNERS, LLC 3,117 $215K 0.11% new 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 3,108 $215K 0.1% new 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 3,094 $214K 0.11% new 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 3,089 $213K 0.05% -707 13F-HR Timeline Rockwood Wealth Management, LLC More: the full row for Rockwood Wealth Management, LLC 3,088 $213K 0.02% new 13F-HR Timeline Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,080 $213K 0.08% new 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 3,068 $212K 0.06% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 3,054 $211K 0.03% -270 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,052 $211K 0.15% -652 13F-HR Timeline Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 3,050 $211K 0.12% -703 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 3,014 $208K 0.06% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,011 $208K 0.03% new 13F-HR Timeline Miramar Capital, LLC More: the full row for Miramar Capital, LLC 3,009 $208K 0.05% new 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 3,009 $208K 0.13% new 13F-HR/A Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 3,006 $208K 0.07% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,001 $207K 0.02% -279 13F-HR Timeline 1832 Asset Management L.P. More: the full row for 1832 Asset Management L.P. 3,000 $207K <0.01% new 13F-HR Timeline BANK OF NOVA SCOTIA TRUST CO in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA TRUST CO 3,000 $207K 0.02% new 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 3,000 $207K 0.2% new 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,994 $207K 0.1% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,972 $205K 0.02% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 2,969 $205K 0.17% +158 13F-HR Timeline Sand Hill Global Advisors, LLC More: the full row for Sand Hill Global Advisors, LLC 2,964 $205K 0.01% -8,205 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 2,963 $205K 0.09% new 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 2,948 $204K 0.04% new 13F-HR Timeline Opulen Financial Group LLC More: the full row for Opulen Financial Group LLC 2,947 $204K 0.17% new 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,936 $203K <0.01% new 13F-HR Timeline RIA Advisory Group LLC More: the full row for RIA Advisory Group LLC 2,915 $201K 0.06% -843 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 2,909 $201K 0.04% new 13F-HR Timeline Group KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 2,908 $201K 0.05% new 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2,900 $200K 0.03% new 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 2,900 $200K 0.11% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 2,897 $200K 0.16% -8,281 13F-HR Timeline PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 2,896 $200K 0.05% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 2,887 $199K <0.01% +2,341 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,732 $189K 0.06% +1,321 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/ 2,670 $184K <0.01% +951 13F-HR/A Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,663 $184K 0.01% +1,429 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,544 $176K 0.1% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 2,430 $168K 0.09% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2,296 $159K 0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 2,281 $158K 0.15% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2,238 $155K 0.02% -5,995 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 2,178 $150K 0.03% +15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,142 $148K 0.03% +36 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 2,114 $146K 0.02% -7 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1,931 $133K 0.03% -303 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,922 $133K 0.04% +12 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,908 $132K 0.02% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,863 $129K 0.01% -1,025 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,860 $129K <0.01% +1,369 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,856 $128K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,846 $128K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,843 $127K 0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,832 $127K 0.03% -575 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,801 $124K 0.01% +5 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,774 $123K 0.01% -30 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 1,780 $123K 0.07% new 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,775 $123K 0.08% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,761 $122K <0.01% -1,601 13F-HR Timeline Group OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,754 $121K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 1,725 $119K 0.04% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,701 $118K 0.02% +11 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,645 $114K <0.01% 0 13F-HR/A Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 1,611 $111K 0.06% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,556 $108K <0.01% 0 13F-HR/A Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 1,479 $102K 0.05% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,390 $96K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,377 $95.1K 0.02% +616 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,376 $94.2K 0.07% +1,107 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,344 $92.9K 0.03% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,300 $89.8K 0.01% +3 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,299 $89.7K 0.03% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 1,263 $87K 0.04% +8 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,175 $81.2K 0.04% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1,176 $81K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,147 $79.2K 0.03% -499 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1,140 $78.8K 0.03% +1,137 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,129 $78K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,076 $74.3K <0.01% +61 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,053 $73.9K 0.03% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,027 $71K 0.02% +315 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 995 $68.8K <0.01% +27 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 985 $68K 0.02% 0 13F-HR/A Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 960 $66.4K 0.03% +229 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 957 $66.1K 0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 950 $65.6K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 929 $64.2K 0.02% +1 13F-HR Timeline Quantum Capital Management, LLC / NJ More: the full row for Quantum Capital Management, LLC / NJ 862 $59.6K 0.01% -22 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 823 $56.9K 0.03% 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 813 $56.2K <0.01% +32 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 803 $55.5K 0.03% +58 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 800 $55.3K 0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 784 $54.2K 0.07% new 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 765 $52.9K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 750 $51.8K 0.02% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 749 $51.7K 0.02% -550 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 739 $51.1K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 736 $50.9K 0.05% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 728 $50.3K 0.02% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 700 $48.4K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 700 $48.4K 0.03% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 677 $46.8K 0.01% 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 674 $46.6K 0.03% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 621 $42.9K 0.02% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 619 $42.8K 0.02% -188 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 612 $42.3K 0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 608 $42.1K 0.01% -7,028 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 583 $40.3K <0.01% -6,037 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 556 $38.4K 0.01% -102 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 555 $38.3K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 545 $37.6K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 528 $36.5K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 523 $36.1K 0.01% +4 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 504 $34.8K <0.01% -35 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 492 $34K 0.02% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 477 $33K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 458 $31.6K 0.01% -241 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 436 $30.1K 0.03% 13F-HR Timeline City State Bank More: the full row for City State Bank 427 $29.5K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 416 $28.7K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 400 $27.6K 0.01% -2,820 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 394 $27.2K 0.01% +3 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 386 $26.7K <0.01% 0 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 383 $26.5K 0.02% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 373 $25.7K 0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 360 $24.9K 0.01% +71 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 360 $24.9K <0.01% 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 351 $24K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 344 $23.8K 0.01% -123 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 327 $23K <0.01% +42 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 330 $22.8K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 360 $21.2K <0.01% new 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 302 $21K 0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 293 $20.3K <0.01% +2 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 279 $19.3K <0.01% +1 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 278 $19.2K <0.01% new 13F-HR/A Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 254 $17K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 238 $16.4K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 209 $14.4K <0.01% +30 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 201 $13.9K <0.01% 0 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 189 $13.1K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 183 $12.6K <0.01% +1 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 168 $11.6K <0.01% +1 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 163 $11.3K 0.01% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 156 $10.8K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 155 $10.7K 0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 146 $10.1K <0.01% +1 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 142 $9.81K 0.01% 0 13F-HR/A Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 128 $8.84K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 123 $8.52K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 110 $7.6K 0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 107 $7.39K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 105 $7.25K <0.01% -503 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 103 $7.12K <0.01% -860 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 100 $6.91K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 96 $6.64K <0.01% -2,355 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 90 $6.22K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 89 $6.15K <0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 85 $5.87K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 73 $5.04K <0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 73 $5.04K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 72 $4.99K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 62 $4.28K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 54 $4K <0.01% new 13F-HR Timeline Belmont Capital, LLC More: the full row for Belmont Capital, LLC 49 $3.38K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 47 $3.25K <0.01% -150 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 45 $3K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 41 $2.84K <0.01% -11 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 35 $2.42K <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 28 $1.94K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 24 $1.66K <0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 20 $1.4K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 20 $1.38K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 17 $1.18K <0.01% -42 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $898 <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 13 $898 <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 11 $766 <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 7 $503 <0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 6 $415 <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 3 $208 <0.01% new 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 2 $144 <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1 $58 <0.01% -371 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 9 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. 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.