Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 1,385 $215K 0.02% 0 13F-HR Timeline Autumn Glory Partners, LLC More: the full row for Autumn Glory Partners, LLC 1,385 $215K 0.08% +4 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 1,383 $215K 0.03% -350 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,374 $213K <0.01% +100 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 1,374 $213K 0.13% -45 13F-HR Timeline KICKSTAND VENTURES, LLC. More: the full row for KICKSTAND VENTURES, LLC. 1,372 $213K 0.04% -6 13F-HR Timeline NOESIS CAPITAL MANGEMENT CORP More: the full row for NOESIS CAPITAL MANGEMENT CORP 1,369 $212K 0.03% -19 13F-HR Timeline WEATHERLY ASSET MANAGEMENT L. P. More: the full row for WEATHERLY ASSET MANAGEMENT L. P. 1,365 $212K 0.02% -789 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 1,363 $211K 0.07% 0 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 1,362 $211K 0.08% +4 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 1,360 $211K 0.08% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 1,350 $209K 0.08% +3 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 1,348 $209K 0.12% -346 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,338 $208K <0.01% +314 13F-HR Timeline Group CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 1,334 $207K 0.19% 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 1,331 $206K 0.02% -9 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 1,330 $206K 0.04% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,327 $206K 0.05% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 1,304 $202K 0.01% new 13F-HR Timeline Group Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 1,300 $202K 0.1% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,297 $201K 0.02% +419 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 1,293 $201K 0.2% -227 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,196 $200K 0.01% +101 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,282 $199K 0.07% -556 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,269 $197K <0.01% -1,000 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,223 $190K 0.01% -111 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 1,210 $188K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,140 $177K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 1,116 $173K 0.01% +762 13F-HR Timeline Group Corsicana & Co. More: the full row for Corsicana & Co. 1,115 $173K 0.1% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,110 $172K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 1,100 $171K 0.15% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,077 $167K <0.01% -403 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,067 $166K 0.02% -426 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,050 $163K 0.02% -76 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1,050 $163K <0.01% +900 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,048 $163K 0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,020 $158K 0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,010 $157K 0.02% 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 1,000 $155K 0.09% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 992 $154K 0.1% 0 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 950 $147K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 938 $146K 0.02% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 922 $143K 0.02% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 913 $142K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 906 $141K 0.05% +241 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 905 $140K 0.05% -15 13F-HR Timeline Group MilWealth Group LLC More: the full row for MilWealth Group LLC 869 $135K 0.03% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 863 $134K 0.01% +110 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 838 $130K 0.03% 0 13F-HR Timeline Group RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 832 $129K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 826 $128K 0.01% +140 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 824 $128K 0.05% +3 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 815 $126K 0.13% +104 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 803 $125K <0.01% -5 13F-HR Timeline Group Finley Financial, LLC More: the full row for Finley Financial, LLC 790 $123K 0.06% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 778 $121K 0.03% +316 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 775 $120K 0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 768 $119K 0.04% +703 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 764 $119K 0.03% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 754 $117K 0.09% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 747 $116K 0.01% +117 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 743 $115K 0.03% 0 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 728 $113K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 721 $112K 0.01% +97 13F-HR Timeline Group SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 720 $112K 0.07% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 717 $111K 0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 717 $111K <0.01% +1 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 688 $107K 0.05% 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 675 $105K 0.04% 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 672 $104K 0.01% -56 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 650 $101K 0.04% +2 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 648 $101K <0.01% 13F-HR Timeline Group CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 618 $95.9K <0.01% -3,544 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 610 $94.6K 0.04% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 610 $94.6K 0.05% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 591 $91.7K <0.01% 0 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 588 $91.2K 0.03% -78 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 575 $89.2K 0.03% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 575 $89.2K 0.04% +150 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 574 $89K 0.02% -157,931 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 Wellington Grp LLC More: the full row for Wellington Grp LLC 558 $86.6K 0.03% 13F-HR/A Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 554 $86K <0.01% -127 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 515 $85K 0.69% -3 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 538 $83.5K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 536 $83.1K 0.03% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 535 $83K 0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 535 $83K 0.02% +500 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 535 $83K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 530 $82.2K 0.01% -134 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 529 $82.1K 0.02% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 528 $81.9K <0.01% new 13F-HR Timeline Piedmont Capital Management, LLC/NC More: the full row for Piedmont Capital Management, LLC/NC 523 $81.1K 0.05% 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 521 $80.8K <0.01% +43 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 515 $79.9K 0.08% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 510 $79.1K <0.01% -449 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 504 $78.2K 0.07% 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 77,560 $77.6K 0.06% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 500 $77.6K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 500 $77.6K 0.04% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 498 $77.2K 0.01% +21 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 496 $77K 0.03% +1 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 495 $76.8K <0.01% +13 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 493 $76.5K 0.02% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 489 $75.9K 0.02% +482 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 475 $73.7K 0.02% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 465 $72.1K 0.01% +415 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 463 $71.8K 0.02% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 441 $69.7K 0.03% +291 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 431 $66.9K 0.06% +1 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 430 $66.7K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 428 $66.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 428 $66.4K <0.01% +338 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 427 $66.2K 0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 426 $66.1K 0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 424 $65.8K 0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 423 $65.6K 0.01% +323 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 419 $65K 0.03% 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 418 $64.8K 0.01% +90 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 $63.5K <0.01% 0 13F-HR Timeline Group Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 401 $62.2K 0.03% new 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 400 $62K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 389 $60.3K 0.01% +83 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 385 $60K 0.02% new 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 367 $57.1K 0 Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 360 $55.8K <0.01% 0 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 360 $55.8K 0.04% 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 343 $53.2K 0.02% 0 13F-HR Timeline Hamilton Point Investment Advisors, LLC More: the full row for Hamilton Point Investment Advisors, LLC 333 $51.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 333 $51.6K 0.01% +1 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 331 $51.3K 0.04% +80 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 330 $51.2K <0.01% -300 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 329 $51.1K <0.01% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 290 $50K 0.04% +250 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 313 $48.6K <0.01% -68 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 312 $48.4K <0.01% -91 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 306 $47.5K 0.03% +200 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 302 $46.9K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 302 $46.9K 0.02% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 300 $46.6K 0.02% +6 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 300 $46.5K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 300 $46.5K 0.01% -13 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 300 $46.5K 0.02% 13F-HR/A Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 298 $46.2K 0.01% +38 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 293 $46K 0.02% -106 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 295 $45.8K 0.02% +32 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 292 $45K <0.01% -3 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 $44.2K 0.02% 0 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 281 $43.6K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 246 $40.7K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 255 $39.6K 0.03% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 250 $38.8K 0.02% 0 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 239 $37.1K 0.03% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 237 $36.8K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 237 $36.8K <0.01% +22 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 235 $36.5K 0.03% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 232 $36K <0.01% 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 225 $34.9K 0.02% new 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 222 $34.4K 0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 222 $34.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 219 $34K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 218 $33.8K 0.03% 0 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 208 $32.3K 0.05% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 208 $32.3K <0.01% 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 205 $31.8K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 200 $31.1K 0.03% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 200 $31K <0.01% new 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 200 $31K <0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 200 $31K 0.01% new 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 196 $30.4K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 196 $30.4K 0.03% +117 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 192 $29.8K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 189 $29.3K 0.01% -27 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 188 $29.2K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 180 $27.9K 0.01% +5 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 180 $27.9K 0.01% 0 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 176 $27.3K <0.01% new 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 171 $26.5K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 170 $26.4K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 170 $26.3K 0.01% +1 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 165 $25.6K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 161 $25K <0.01% -32 13F-HR Timeline Group RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 160 $24.8K 0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 160 $24.8K 0.02% 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 140 $24.8K 0.02% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 156 $24.3K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 152 $23.5K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 150 $23.3K 0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 150 $23.3K <0.01% -7,084 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 145 $22.5K <0.01% 0 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 $21.9K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 140 $21.7K <0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 139 $21.6K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 138 $21.4K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 138 $21.3K 0.01% new 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 136 $21.1K 0.01% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 136 $21.1K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 134 $20.7K 0.01% +10 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 130 $20.2K <0.01% 0 13F-HR Timeline