MCF Advisors LLC More: the full row for MCF Advisors LLC 717 $111K 0.01% +1 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 716 $110K <0.01% +1 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 711 $110K 0.12% +55 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 686 $106K 0.01% +139 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 681 $105K <0.01% -10 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 665 $103K 0.04% -346 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 666 $103K 0.04% -222 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 664 $102K 0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 657 $101K 0.05% new 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 648 $99.9K 0.04% -14 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 630 $97.2K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 630 $97.2K 0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 630 $97.2K <0.01% -25 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 624 $96.2K <0.01% -472 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 610 $94.1K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 610 $94K 0.04% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 591 $91.2K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 575 $88.7K 0.03% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 573 $88.4K 0.02% 0 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 558 $86.1K 0.01% -8,672 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 538 $83K 0.03% -47 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 536 $82.7K <0.01% +29 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 540 $82.6K 0.01% +440 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 536 $82.6K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 535 $82.5K 0.01% -656 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 535 $82.5K 0.03% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 518 $80.1K 0.72% +420 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $77.1K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 500 $77.1K 0.04% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 495 $76.4K 0.03% +52 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 486 $75.2K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 482 $74.3K <0.01% 0 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 478 $73.7K <0.01% -53 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 478 $73.7K 0.01% -79 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 477 $73.6K 0.01% +1 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 475 $73.3K 0.02% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 463 $71.4K 0.02% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 462 $71.2K 0.02% +2 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 430 $66.4K 0.06% -290 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 430 $66.3K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 428 $66K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 426 $65.7K 0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 425 $65.5K 0.02% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 425 $65.5K 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 410 $63.2K <0.01% +1 13F-HR Timeline Group ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 403 $62.2K <0.01% -89 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 403 $62.2K 0.03% +1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 400 $61.7K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 399 $61K 0.03% -194 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 381 $58.8K <0.01% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 367 $56.4K -218 Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 360 $55.5K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 359 $55.4K 0.03% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 357 $55.1K 0.04% +172 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 354 $54.6K <0.01% 0 13F-HR Timeline Group PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 343 $52.9K 0.02% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 333 $51.4K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 332 $51.2K 0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 328 $50.7K <0.01% -7 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 328 $50.6K <0.01% +102 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 318 $49.1K 0.01% +303 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 313 $48.3K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 306 $47.2K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 302 $46.6K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 302 $46.5K <0.01% +1 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 300 $46.3K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 294 $45.4K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 295 $45K <0.01% -269 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 285 $44K 0.01% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 281 $43.3K <0.01% -71 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 263 $40.5K 0.02% -840 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 260 $40.1K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 255 $39.3K 0.03% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 251 $38.8K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 250 $38.6K 0.02% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 246 $37.8K 0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 241 $37.2K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 237 $36.5K 0.01% +1 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 235 $36.2K 0.03% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 222 $34.2K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 221 $34.1K <0.01% +142 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 220 $33.9K 0.03% +98 13F-HR/A Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 220 $33.8K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 218 $33.6K 0.03% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 216 $33.3K 0.01% +36 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 215 $33.2K <0.01% +11 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 219 $33K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 210 $32.4K <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 210 $32K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $30.8K 0.03% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 196 $30.2K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 193 $29.8K <0.01% -2 13F-HR Timeline Group BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 192 $29.6K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 188 $29K 0.02% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 180 $27.7K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 178 $27.5K 0.01% +17 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 175 $27K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 173 $26.7K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 171 $26.3K 0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 170 $26.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 170 $26.1K <0.01% -22 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 169 $26.1K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 165 $25.4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 164 $25.4K <0.01% +89 13F-HR Timeline Security National Bank More: the full row for Security National Bank 162 $25K <0.01% -10,064 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 156 $24.1K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 155 $23.9K 0.02% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 153 $23.6K <0.01% -373 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 152 $23.5K 0.01% +2 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 151 $23.3K <0.01% new 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 150 $23.1K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 150 $23.1K 0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 150 $23K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 145 $22.4K <0.01% -269 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 141 $21.7K <0.01% 0 13F-HR Timeline Group STEPH & CO More: the full row for STEPH & CO 139 $21.4K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 138 $21.3K 0.01% +8 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 136 $21K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 130 $20.1K <0.01% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 130 $20.1K 0.01% -82 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 129 $20K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 126 $19.4K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 124 $19.2K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 115 $17.7K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 108 $16.7K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 108 $16.7K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 106 $16.3K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 105 $16K <0.01% -6 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 102 $15.8K 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 100 $15.4K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 100 $15.4K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 100 $15.4K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 100 $15.4K 0.01% 0 13F-HR/A Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 100 $15.4K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 100 $15.4K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 100 $15K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 97 $15K 0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 95 $14.7K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 95 $14.7K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 94 $14.5K 0.03% +68 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 90 $13.9K <0.01% -2,251 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 89 $13.7K <0.01% -605 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 88 $13.6K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 84 $13K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 82 $12.6K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 82 $12.6K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 79 $12.2K 0.01% +9 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 78 $12K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 77 $11.9K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 76 $11.7K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 75 $11.6K 0.05% -385 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 73 $11.3K <0.01% +64 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 73 $11.2K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 72 $11.2K <0.01% 0 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 71 $11K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 65 $10K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 65 $10K <0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 63 $9.82K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 61 $9.41K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 60 $9.25K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 59 $9.1K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 57 $8.79K <0.01% +30 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 55 $8.48K <0.01% new 13F-HR Timeline Group City State Bank More: the full row for City State Bank 55 $8.48K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 54 $8.33K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 54 $8K <0.01% 0 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 51 $7.87K <0.01% -10 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 51 $7.79K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 50 $7.71K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 50 $7.71K <0.01% 0 13F-HR Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $7.71K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 50 $7.71K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 49 $7.56K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 46 $7.09K <0.01% 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 45 $6.95K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 43 $6.63K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 40 $6.17K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 39 $6.01K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 39 $6.01K <0.01% +36 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 38 $6K <0.01% 0 13F-HR Timeline Group Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 38 $5.86K <0.01% 0 13F-HR Timeline Advanced Asset Management Advisors Inc More: the full row for Advanced Asset Management Advisors Inc 37 $5.77K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 35 $5.4K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 34 $5.27K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 34 $5.24K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 32 $4.93K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 26 $3.97K <0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 22 $3.39K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 19 $3K <0.01% 0 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 19 $2.93K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 13 $2K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,035 $1.6K 0.06% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 9 $1.39K <0.01% -1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 8 $1.23K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 7 $1.08K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 7 $1.08K <0.01% new 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 5 $771 <0.01% 0 13F-HR Timeline Group CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 5 $771 <0.01% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 1 $155 <0.01% -1 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 0 $72 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.