SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 758 $204K 0.02% new 13F-HR Timeline QVIDTVM Management LLC More: the full row for QVIDTVM Management LLC 750 $202K 0.26% -2,020 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 748 $202K 0.01% new 13F-HR Timeline LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 748 $202K <0.01% -2,058 13F-HR Timeline Fieldview Capital Management, LLC More: the full row for Fieldview Capital Management, LLC 745 $201K 0.06% -1,287 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 744 $201K 0.01% +2 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 727 $196K 0.03% -46 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 726 $196K <0.01% +196 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 699 $188K 0.1% +7 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 645 $174K 0.02% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 601 $162K 0.07% +27 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 596 $161K 0.01% +514 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 585 $158K <0.01% +8 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 579 $156K 0.01% +163 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 529 $143K 0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 515 $139K <0.01% +115 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 502 $135K <0.01% -555 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 494 $133K <0.01% +14 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. True Wealth Design, LLC More: the full row for True Wealth Design, LLC 488 $132K 0.03% -3 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 463 $125K 0.07% -6 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 406 $121K 0.01% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 433 $117K <0.01% -103 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 432 $116K <0.01% +32 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 430 $116K 0.03% +428 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 427 $115K 0.01% -123 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 420 $113K 0.03% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 404 $109K <0.01% +10 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 400 $108K 0.01% -26 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 396 $107K <0.01% +76 13F-HR Timeline Group FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 392 $106K <0.01% -8 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 363 $97.9K 0.02% +335 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 349 $94.1K <0.01% -5 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 326 $88K <0.01% 0 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 321 $86.5K 0.03% -30 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 321 $86.5K <0.01% +66 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 320 $86.3K 0.01% 0 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 306 $82.5K 0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 303 $81.7K 0.08% -368 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 300 $81K 0.01% new 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 300 $80.9K 0.01% -1,430 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 296 $79.8K <0.01% -2,709 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 281 $75.8K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 254 $68.5K 0.03% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 246 $66.5K 0.01% +14 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 244 $65.8K <0.01% -111 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 241 $65K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 240 $64.7K 0.01% +92 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $64.7K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 239 $64.4K 0.15% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 236 $63.6K 0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 232 $62.6K 0.02% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 228 $61.5K 0.02% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 218 $58.8K 0.11% 0 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 214 $57.7K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 217 $57.3K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 207 $55.9K 0.02% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 200 $53.8K 0.01% -51 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 186 $50.2K <0.01% new 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 172 $46.4K 0.01% -58 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 165 $44.5K -74 Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 164 $44.2K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 161 $43.4K 0.01% +102 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 150 $40.5K <0.01% +129 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 150 $40.4K <0.01% -1,131 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 149 $40.2K 0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 146 $39.4K 0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 143 $38.6K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 139 $37.5K <0.01% +6 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 138 $37.2K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 137 $37K <0.01% +131 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 132 $35.6K <0.01% +11 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 128 $34.5K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 123 $33.2K 0.01% -10 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 122 $32.9K 0.02% +114 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 121 $32.6K <0.01% -1 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 119 $32.1K 0.01% +19 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 119 $32.1K <0.01% +7 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 118 $31.8K 0.01% +14 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 117 $31.5K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 117 $31.5K <0.01% -3 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 116 $31.3K 0.02% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 115 $31K <0.01% +2 13F-HR/A Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 115 $31K <0.01% +31 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 112 $30.3K <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 113 $30K <0.01% -23 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 110 $30K <0.01% -2 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 110 $29.7K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 109 $29.4K 0.01% 0 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 113 $29.1K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 106 $28.6K <0.01% +4 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 106 $28.6K 0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 105 $28.3K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 102 $27.6K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 97 $26.2K 0.01% +92 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 100 $26K 0.01% -100 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 96 $25.9K <0.01% +20 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 95 $25.6K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 94 $25.3K 0.02% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 89 $24K <0.01% +4 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 88 $23.8K <0.01% +2 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 87 $23.5K <0.01% -205 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 89 $23K <0.01% -11 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 82 $22.1K 0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 81 $21.8K 0.02% -3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 80 $21.6K <0.01% -10 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 80 $21.6K <0.01% 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 79 $21.3K <0.01% +3 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 79 $21.2K <0.01% +64 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 77 $20.8K <0.01% -7 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 76 $20.5K <0.01% +10 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 73 $19.7K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 72 $19.4K 0.01% +2 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 71 $19K 0.01% -12 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 69 $18.6K <0.01% -10 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 69 $18.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 67 $18.1K 0.01% +2 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 66 $17.8K <0.01% +22 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 66 $17.8K <0.01% +41 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 64 $17.3K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 64 $17.3K <0.01% -1 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 63 $17K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 63 $16.9K <0.01% +9 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 60 $16.2K <0.01% +8 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 61 $16K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 55 $16K <0.01% -4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 58 $15.5K 0.01% +11 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 56 $15.1K <0.01% +22 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 56 $15K <0.01% +16 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 57 $15K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 55 $14.8K <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 55 $14.8K 0.01% +23 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 53 $14.4K 0.01% +43 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 53 $14.3K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 53 $14.3K <0.01% -2 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 55 $14.3K 0.01% 0 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 52 $14K <0.01% 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 51 $13.8K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 51 $13.8K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $13.5K <0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 50 $13.5K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 50 $13.5K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 49 $13.2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 49 $13.2K <0.01% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 48 $12.9K <0.01% -65 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 48 $12.9K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 47 $12.7K <0.01% +16 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 46 $12.4K <0.01% +2 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 46 $12.4K <0.01% -41 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 46 $12.4K 0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 45 $12.2K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 45 $12.1K <0.01% -44 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 44 $11.8K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 42 $11.3K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 41 $11.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 44 $11K <0.01% +6 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 40 $10.8K <0.01% +1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 40 $10.8K <0.01% +8 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 39 $10.5K 0.01% 0 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 36 $9.8K 0.01% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 36 $9.74K <0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 36 $9.71K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 36 $9.71K <0.01% -6 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $9.44K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 35 $9.44K <0.01% -2 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 35 $9.44K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $9.17K <0.01% +9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 33 $8.9K <0.01% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 32 $8.63K <0.01% -10 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 32 $8.63K 0.01% +24 13F-HR Timeline City State Bank More: the full row for City State Bank 30 $8.09K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $8.09K <0.01% -4 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 27 $7.83K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 29 $7.82K <0.01% -3 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 28 $7.55K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 28 $7.55K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 28 $7.55K <0.01% +4 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 28 $7.55K 0.01% -2 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 28 $7.39K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 27 $7.28K <0.01% +2 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 26 $7.01K <0.01% -6 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 26 $7.01K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 26 $7.01K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 26 $7.01K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26 $7.01K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 26 $7.01K <0.01% +7 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 26 $7.01K -2 Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 28 $7K <0.01% +3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 25 $6.74K <0.01% +6 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 25 $6.74K <0.01% -1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $6.74K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 24 $6.47K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 24 $6.47K <0.01% -76 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 23 $6.2K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 23 $6.2K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 23 $6.2K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 22 $6K <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 22 $5.97K <0.01% -40 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 22 $5.93K <0.01% +19 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 22 $5.93K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 22 $5.93K <0.01% new 13F-HR Timeline