PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 426 $106K 0.01% -3 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 420 $105K 0.03% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 416 $104K 0.01% +14 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 400 $100K <0.01% +16 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 400 $99.9K <0.01% +32 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 400 $99.9K <0.01% +32 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 394 $98.5K <0.01% -2 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 387 $96.7K 0.03% -1,990 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 355 $88.7K 0.01% -1,051 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 354 $88.4K <0.01% -1,265 13F-HR Timeline Group Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 351 $87.7K 0.03% +157 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 326 $81K <0.01% -26 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 320 $80K <0.01% -12 13F-HR Timeline Group Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 320 $80K 0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 308 $77K 0.01% -215 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 306 $76.5K 0.01% -56 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 292 $73K <0.01% +91 13F-HR Timeline Group Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 281 $70.2K 0.01% +276 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 274 $68.5K <0.01% -47 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 255 $64K <0.01% +50 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 254 $63.5K 0.03% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 251 $62.7K 0.01% -72 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 244 $61K 0.03% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 240 $60K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 239 $59.7K 0.17% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 239 $59.7K +237 Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 235 $58.7K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 232 $58.1K <0.01% +157 13F-HR Timeline Group VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 230 $57.5K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 228 $57K 0.02% -4 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 217 $55.1K <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 220 $55K 0.03% new 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 218 $54.5K 0.12% 0 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 214 $53.5K 0.01% 0 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 209 $52.2K 0.02% 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 207 $51.8K 0.02% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 198 $49.5K 0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 200 $49K 0.02% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 190 $47.5K <0.01% +171 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 164 $41K <0.01% -51 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 160 $40K 0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 148 $37K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 146 $36.5K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 144 $36K 0.01% 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 143 $35.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 138 $34.5K <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 136 $34K <0.01% +5 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 133 $33.2K <0.01% -5 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 133 $33.2K 0.01% -55 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 125 $32K <0.01% +21 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 128 $32K 0.02% -1 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 122 $30.5K <0.01% -1 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 121 $30.2K <0.01% +79 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 120 $30K <0.01% +3 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 117 $29.2K <0.01% -14 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 116 $29K 0.01% -260 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 113 $28.2K <0.01% +6 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 113 $28.2K <0.01% +2 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 112 $28K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 112 $28K <0.01% +2 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 112 $28K <0.01% +22 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 111 $27.7K <0.01% -64 13F-HR Timeline Group Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 109 $27.2K 0.02% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 104 $26K <0.01% -6 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 102 $25.6K 0.01% -15 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 102 $25.5K <0.01% +27 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 100 $25K <0.01% -1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 100 $25K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 100 $25K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 95 $23.7K <0.01% -41 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 94 $23.5K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 91 $22.7K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 90 $22.5K <0.01% -22 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 89 $22.2K <0.01% new 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 87 $21.7K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 86 $21.5K <0.01% +33 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 84 $21.5K <0.01% +55 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 85 $21.2K <0.01% +77 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 85 $21.2K <0.01% -13 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 83 $21K 0.01% -47 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 84 $21K 0.02% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 84 $21K <0.01% +15 13F-HR Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 83 $20.7K <0.01% new 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 82 $20.5K 0.13% 0 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 80 $20K <0.01% 0 13F-HR Timeline Group Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 79 $19.7K <0.01% 0 13F-HR/A Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 77 $19.2K <0.01% +12 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 76 $19K <0.01% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 76 $19K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 73 $18.3K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 71 $17.7K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 70 $17.5K 0.01% +29 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 69 $17.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 66 $16.5K <0.01% +1 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 65 $16.2K <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 65 $16.2K 0.01% -6 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 64 $16K 0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 63 $15.7K 0.01% +4 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 62 $15.5K 0.01% +13 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 59 $15.3K <0.01% +31 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 61 $15K <0.01% +23 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 60 $15K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 59 $14.7K <0.01% -8 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 55 $14.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 57 $14K <0.01% 0 13F-HR/A Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 56 $14K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 55 $13.7K <0.01% +16 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 53 $13.6K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 54 $13.4K <0.01% +19 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 53 $13.2K <0.01% -2 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 53 $13.2K <0.01% +31 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 52 $13K <0.01% -7 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 52 $13K <0.01% 0 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 51 $12.7K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 51 $12.7K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $12.5K 0.01% -7 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 50 $12.5K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 49 $12.2K <0.01% +10 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 48 $12K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 47 $11.6K 0.01% +7 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 45 $11.3K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 44 $11K <0.01% -45 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 44 $11K <0.01% -1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 44 $11K <0.01% new 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 44 $11K <0.01% +9 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 44 $10.9K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 43 $10.7K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 42 $10.5K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 42 $10.5K 0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 42 $10.5K 0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 42 $10.5K <0.01% -4 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 50 $10.5K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 42 $10.4K <0.01% +5 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 41 $10.2K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 39 $9.75K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 39 $9.74K <0.01% +2 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 38 $9.5K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 40 $9.49K <0.01% +32 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 37 $9.25K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 37 $9.25K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 36 $9.03K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 38 $9K <0.01% +2 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 $8.75K <0.01% -1,016 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 35 $8.75K <0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 34 $8.5K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $8.5K <0.01% +5 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 32 $8K <0.01% +2 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 32 $8K <0.01% +11 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 32 $8K <0.01% -8 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 32 $8K 0.01% +4 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 31 $7.77K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 31 $7.75K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 30 $7.51K <0.01% +3 13F-HR Timeline City State Bank More: the full row for City State Bank 30 $7.5K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 30 $7.5K <0.01% -5 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 30 $7.37K 0.01% -4 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 28 $7.17K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 28 $7K <0.01% -227 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 28 $7K <0.01% +1 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 28 $7K -7 Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 27 $6.75K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $6.55K <0.01% +3 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 26 $6.5K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 26 $6.5K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 26 $6.5K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 26 $6.5K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 26 $6.5K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 25 $6.25K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 25 $6.25K <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 25 $6.25K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 25 $6.25K <0.01% +7 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 25 $6K <0.01% -11 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 24 $6K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 24 $6K <0.01% +10 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 23 $5.75K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 23 $5.75K <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 23 $5.75K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 23 $5.75K <0.01% +7 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 22 $5.5K <0.01% -6 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 22 $5.5K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22 $5.5K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 21 $5.36K <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 21 $5.3K <0.01% +2 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 20 $5.05K <0.01% -2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $5.01K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 20 $5K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 18 $5K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 20 $5K <0.01% 0 13F-HR Timeline Sapience Investments, LLC More: the full row for Sapience Investments, LLC 20 $5K 0.65% -2,747 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 20 $5K <0.01% new 13F-HR/A Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 20 $5K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 19 $4.82K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 19 $4.75K <0.01% +3 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 19 $4.75K <0.01% +2 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 19 $4.75K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 19 $4.75K <0.01% +2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 18 $4.5K <0.01% -3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 18 $4.5K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 18 $4.5K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 18 $4.5K <0.01% 0 13F-HR Timeline