Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 2,042 $238K 0.1% 0 13F-HR Timeline PANAGORA ASSET MANAGEMENT INC More: the full row for PANAGORA ASSET MANAGEMENT INC 2,041 $238K <0.01% 0 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 2,039 $238K 0.01% -310 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 2,033 $237K 0.03% +156 13F-HR Timeline FSB PREMIER WEALTH MANAGEMENT, INC. More: the full row for FSB PREMIER WEALTH MANAGEMENT, INC. 2,025 $236K 0.07% new 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 2,025 $236K <0.01% +223 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,021 $236K 0.1% +210 13F-HR Timeline Group Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 2,009 $235K 0.17% +141 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,000 $234K 0.06% 0 13F-HR Timeline O'Domhnaill Enterprises, Inc. More: the full row for O'Domhnaill Enterprises, Inc. 2,000 $234K 0.19% +88 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,993 $233K <0.01% -58 13F-HR Timeline Group ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 1,993 $233K 0.06% 0 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,986 $232K 0.01% -82 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,986 $232K 0.06% -124 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 1,978 $231K 0.04% -70 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 1,971 $230K 0.02% 0 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 1,971 $230K <0.01% new 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 1,964 $229K 0.04% 0 13F-HR Timeline Friday Financial More: the full row for Friday Financial 1,945 $229K 0.06% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 1,958 $229K 0.02% +3 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 1,958 $227K 0.01% -50 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 1,935 $226K <0.01% -117,219 13F-HR Timeline Group First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 1,930 $225K 0.02% new 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 1,929 $225K 0.14% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 1,914 $223K 0.03% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 1,914 $223K 0.06% -24 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 1,905 $222K <0.01% -246 13F-HR Timeline Group Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 1,905 $222K 0.03% 0 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 1,902 $222K 0.05% 0 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 1,901 $222K 0.01% new 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 1,899 $222K 0.04% 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,897 $222K 0.01% +8 13F-HR Timeline Asset One Wealth Management LLC More: the full row for Asset One Wealth Management LLC 1,956 $221K 0.02% -120 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,887 $220K <0.01% -385 13F-HR Timeline Group Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,870 $218K 0.02% +22 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 1,862 $217K 0.01% new 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 1,853 $216K 0.14% new 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1,850 $216K 0.12% new 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 1,843 $215K 0.16% 0 13F-HR Timeline LAZARI CAPITAL MANAGEMENT, INC. More: the full row for LAZARI CAPITAL MANAGEMENT, INC. 1,837 $215K 0.07% +15 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 1,829 $214K 0.01% -33 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 1,826 $213K 0.01% +29 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 1,822 $213K 0.04% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 1,819 $212K <0.01% +49 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 1,819 $212K 0.05% 0 13F-HR Timeline Endowment Wealth Management, Inc. More: the full row for Endowment Wealth Management, Inc. 1,817 $212K 0.08% +15 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,814 $212K 0.03% 0 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 1,812 $212K 0.04% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,808 $211K 0.01% 13F-HR Timeline Next Capital Management LLC More: the full row for Next Capital Management LLC 1,806 $211K 0.06% 0 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 1,800 $210K 0.04% 0 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 1,799 $210K 0.01% -153 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 1,899 $209K 0.01% new 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 1,792 $209K 0.07% +25 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 1,790 $209K 0.06% -14 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 1,779 $208K 0.18% +15 13F-HR Timeline J.M. Arbour, LLC More: the full row for J.M. Arbour, LLC 1,779 $208K 0.18% new 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 1,778 $208K 0.03% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 1,776 $207K <0.01% new 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 1,755 $205K 0.1% -5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,753 $205K 0.02% -28 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,750 $204K 0.04% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,749 $204K 0.01% -313 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 1,743 $204K <0.01% -5,432 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,743 $203K 0.01% new 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,727 $202K 0.05% +47 13F-HR Timeline Group BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,722 $201K 0.01% new 13F-HR Timeline Group Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 1,716 $200K 0.03% -86 13F-HR Timeline LCM Capital Management Inc More: the full row for LCM Capital Management Inc 1,713 $200K 0.09% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,694 $198K <0.01% +644 13F-HR Timeline Group Index Technologies Group LLC More: the full row for Index Technologies Group LLC 1,688 $197K 0.16% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,664 $194K 0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 1,656 $193K 0.01% +789 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,643 $192K 0.01% +10 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1,636 $191K 0.11% -40 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,616 $189K 0.07% -3,705 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,612 $188K 0.01% +176 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,580 $184K 0.04% -124 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,554 $181K 0.03% +332 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,530 $179K 0.02% -46 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 1,512 $177K 0.04% +25 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,412 $165K 0.04% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,408 $164K <0.01% -4 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,405 $164K 0.08% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,386 $162K 0.01% +174 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 1,390 $158K 0.06% +4 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 1,338 $156K 0.04% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,314 $153K 0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,313 $153K 0.02% +347 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 1,278 $149K 0.01% -408 13F-HR Timeline Group Havemeyer Place LP More: the full row for Havemeyer Place LP 1,278 $149K 0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,222 $143K <0.01% +9 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,138 $133K 0.06% +183 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 1,134 $132K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,132 $132K 0.06% -55 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,128 $132K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,095 $128K 0.02% +213 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,079 $126K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,060 $124K 0.01% +6 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 1,060 $124K <0.01% 0 13F-HR Timeline Group RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,059 $116K 0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 1,000 $115K 0.08% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 976 $114K 0.02% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 913 $107K 0.01% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 903 $105K <0.01% 0 13F-HR/A Timeline First Pacific Financial More: the full row for First Pacific Financial 902 $105K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 890 $104K 0.11% -260 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 888 $104K 0.06% -5 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 863 $101K 0.04% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 862 $101K <0.01% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 840 $98.1K 0.05% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 826 $96.5K 0.02% -58 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 794 $92.7K 0.02% -188 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 750 $87.6K 0.01% new 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 744 $86.9K 0.02% new 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 736 $85.9K 0.03% -50 13F-HR Timeline NBH Bank More: the full row for NBH Bank 733 $85.6K 0.04% 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 733 $85.1K 0.01% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 720 $84K <0.01% -12 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 681 $79.5K 0.02% +13 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 669 $78.1K 0.01% -39 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 666 $77.8K 0.04% +635 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 666 $77.8K <0.01% -150 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 656 $76.6K 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 617 $72K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 604 $70.5K 0.01% +17 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 600 $70.1K 0.02% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 600 $70.1K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 596 $69.6K <0.01% -98 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 595 $69.5K 0.01% +11 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 584 $68.2K 0.03% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 580 $67.7K 0.03% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 564 $65.9K 0.03% 0 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 554 $65.6K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 545 $63.6K 0.01% -26 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 540 $63.1K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 555 $63K 0.01% -42 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 532 $62.2K 0.01% +114 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 521 $60.8K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 520 $60.7K 0.05% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 519 $60.6K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 517 $60.4K 0.04% +21 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 516 $60.2K 0.01% +31 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 506 $59.1K <0.01% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 504 $58.9K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 498 $58.1K 0.01% +18 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 474 $55.3K 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 470 $54.9K 0.01% +300 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 469 $54.8K 0.04% +4 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 469 $54.8K <0.01% +12 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 462 $53.9K 0.01% +4 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 454 $53K 0.04% +1 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 450 $52.5K <0.01% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 440 $51.4K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 438 $51K <0.01% +41 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 430 $50.2K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 423 $49.4K 0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 421 $49.2K 0.02% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 416 $48.6K 0.01% +79 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 399 $46.6K 0.01% 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 398 $46.5K 0.02% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 380 $44.4K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 378 $44.2K <0.01% -37 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 378 $44.1K 0.03% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 369 $43.1K <0.01% -1,528 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 414 $43K 0.04% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 368 $43K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 362 $42.3K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 352 $41.2K <0.01% -3,153 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 343 $40.1K 0.01% 0 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 342 $40K 0.15% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 337 $39.4K <0.01% +11 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 333 $38.9K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 333 $38.9K 0.01% +1 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 326 $38.1K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 319 $37.2K <0.01% +3 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 315 $36.8K 0.01% -51 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 310 $36.2K 0.01% +10 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 296 $34.6K 0.02% +2 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 294 $34.3K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 293 $34.2K 0.02% -1,648 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 291 $34K 0.02% 0 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 290 $33.9K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 282 $32.9K <0.01% +126 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 280 $32.7K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 279 $32.6K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 278 $32.5K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 272 $31.8K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 300 $31.6K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 266 $31.1K 0.02% +47 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 266 $31K <0.01% +1 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 265 $30.8K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 262 $30.6K <0.01% +15 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 260 $30.4K 0.02% +8 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 259 $30.2K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 250 $29.2K <0.01% +65 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 266 $29.2K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 249 $29.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. S&T Bank/PA More: the full row for S&T Bank/PA 247 $28.8K 0.01% +145 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 245 $28.6K 0.01% 0 13F-HR Timeline