Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 70 $13.9K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 67 $13.3K 0.01% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 67 $13.3K <0.01% -72 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 60 $13K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 64 $13K <0.01% -100 13F-HR Timeline CNB Bank More: the full row for CNB Bank 65 $12.9K 0.01% 0 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 63 $12.5K <0.01% -37 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 63 $12.5K <0.01% +33 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 63 $12.5K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 54 $12.3K 0.01% 0 13F-HR/A Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 60 $11.9K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 56 $11.1K <0.01% +41 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 51 $10.2K 0.01% +7 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 51 $10.2K 0.01% new 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 50 $10K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 50 $9.95K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 50 $9.95K 0.01% -104 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 50 $9.95K <0.01% +9 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 50 $9.95K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 49 $9.75K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 49 $9.75K <0.01% +9 13F-HR Timeline Group MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 48 $9.08K <0.01% +19 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 42 $8.36K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 41 $8.16K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 40 $7.96K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 39 $7.76K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 39 $7.71K 0.01% -2 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 34 $7.38K <0.01% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 37 $7.36K <0.01% -13 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 36 $7.17K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 34 $6.77K <0.01% +3 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 33 $6.57K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 34 $6.51K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 31 $6.17K <0.01% -710 13F-HR/A Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 31 $6.17K 0.01% +23 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 34 $6K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 30 $5.97K 0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 28 $5.57K <0.01% new 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 29 $5.44K <0.01% +5 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 27 $5.37K <0.01% 0 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 25 $4.98K <0.01% 0 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 25 $4.98K <0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 25 $4.98K <0.01% -100 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 25 $4.98K <0.01% +6 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 24 $4.78K <0.01% +3 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 21 $4.6K 0.16% -8 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 23 $4.58K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 23 $4.58K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 22 $4.38K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 21 $4.18K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 20 $3.98K <0.01% -4 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 17 $3.38K <0.01% 0 13F-HR Timeline Group XY Capital Ltd More: the full row for XY Capital Ltd 15 $2.98K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $2.79K <0.01% +4 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 14 $2.79K <0.01% 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 13 $2.59K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 13 $2.59K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 12 $2.39K <0.01% -3 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 12 $2.39K <0.01% new 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 456 $2.29K 0.04% -42 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 11 $2.19K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 14 $2K <0.01% 0 13F-HR/A Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 10 $1.99K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 10 $1.99K <0.01% -15 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 10 $1.99K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 8 $1.59K <0.01% +5 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 7 $1.39K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6 $1.2K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 6 $1.19K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5 $1K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 5 $995 <0.01% -106 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 5 $995 <0.01% -160 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 5 $995 <0.01% new 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 4 $891 <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4 $796 <0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 4 $796 <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 3 $702 <0.01% 0 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 3 $598 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 2 $399 <0.01% 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 2 $398 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 2 $398 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -82 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.